1 hr 26 min

NEWS: Nvidia’s insane earnings beat, Arm’s IPO filing, and more! | E1797 This Week in Startups

    • Technology

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Today’s show:

Jason breaks down Nvidia smashing its quarterly earnings (3:58), Arm filing its F-1 (26:38), how founders should vet accelerators (56:10), and more! (1:03:53)

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Time stamps:

(0:00) Producer Nick joins Jason

(3:58) Nvidia obliterating their Q2 earnings

(8:33) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist

(10:01) The earnings report’s effects on stock, induced traffic, and the “sell the news” strategy

(16:02) Breaking down the numbers and the market cap chart

(21:31) Overcorrection in big tech companies, the rolling recession, and Nvidia as a momentum stock

(25:07) OpenPhone - Get 20% off your first six months at https://openphone.com/twist

(26:38)Arm filing its F-1 and SoftBank’s deal with Vision Fund

(34:39) Arm’s business model and the risks of whale customers

(37:53) Fitbod - Get 25% off at https://fitbod.me/twist

(39:22) Arm China’s risk to Arm

(46:17) The role of startup accelerators

(49:36) The constant complaints about YC valuations on YC demo day

(53:40) How raising at too high a valuation can lead to getting caught in a valuation trap

(56:10) The Fulcrum venture accelerator “scam” and how founders should vet accelerators

(1:03:53) The greatest bag securer of all time!

(1:13:41) Ryan Breslow’s “corporate wrongdoing”

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Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four

Apply for Funding: https://www.launch.co/apply

Buy ANGEL: https://www.angelthebook.com

Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

*

Follow Jason:

Twitter: https://twitter.com/jason

Instagram: https://www.instagram.com/jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Follow TWiST:

Substack: https://twistartups.substack.com

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

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Subscribe to the Founder University Podcast: https://www.founder.university/podcast

This Week in Startups is brought to you by…

Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist

OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist

Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST.

*

Today’s show:

Jason breaks down Nvidia smashing its quarterly earnings (3:58), Arm filing its F-1 (26:38), how founders should vet accelerators (56:10), and more! (1:03:53)

*

Time stamps:

(0:00) Producer Nick joins Jason

(3:58) Nvidia obliterating their Q2 earnings

(8:33) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist

(10:01) The earnings report’s effects on stock, induced traffic, and the “sell the news” strategy

(16:02) Breaking down the numbers and the market cap chart

(21:31) Overcorrection in big tech companies, the rolling recession, and Nvidia as a momentum stock

(25:07) OpenPhone - Get 20% off your first six months at https://openphone.com/twist

(26:38)Arm filing its F-1 and SoftBank’s deal with Vision Fund

(34:39) Arm’s business model and the risks of whale customers

(37:53) Fitbod - Get 25% off at https://fitbod.me/twist

(39:22) Arm China’s risk to Arm

(46:17) The role of startup accelerators

(49:36) The constant complaints about YC valuations on YC demo day

(53:40) How raising at too high a valuation can lead to getting caught in a valuation trap

(56:10) The Fulcrum venture accelerator “scam” and how founders should vet accelerators

(1:03:53) The greatest bag securer of all time!

(1:13:41) Ryan Breslow’s “corporate wrongdoing”

*

Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four

Apply for Funding: https://www.launch.co/apply

Buy ANGEL: https://www.angelthebook.com

Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

*

Follow Jason:

Twitter: https://twitter.com/jason

Instagram: https://www.instagram.com/jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Follow TWiST:

Substack: https://twistartups.substack.com

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

*

Subscribe to the Founder University Podcast: https://www.founder.university/podcast

1 hr 26 min

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