Coinbase's mutable messaging, Revitalizing Peloton and High-growth companies poised for a comeback | E1391

This Week in Startups

Jason Calacanis

Technology

4.4 • 1.3K Ratings

🗓️ 23 February 2022

⏱️ 83 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

First, we cover Coinbase CEO Brian Armstrong potentially taking credit for an idea generated by a creative firm (2:09). Then, we cover Peloton’s new CEO Barry McCarthy's vision for a revitalized Peloton (15:29). To wrap, we break down a dozen growth stocks that are down over 60% off their 52-week highs. We forecast two winners, one with the highest upside and one with the lowest downside (27:53).

(0:00) Jason and Molly tee up today’s topics: Coinbase CEO gets called out by ad agency, Peloton’s new CEO hints at a platform play, drafting beat up tech stocks, and Molly’s Startup of the Day!
(2:03) Coinbase CEO Brian Armstrong gets called out for not crediting an ad agency in his Twitter thread
(14:20) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(15:290 Peloton CEO Barry McCarthy hints at creating an open platform for fitness creators
(26:30) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(27:53) Tech stock pullback draft: $HOOD, $TWLO, $ZM, $SQ
(39:25) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(40:29) Tech stock pullback draft cont’d: $OPEN, $ROKU, $CRSP, $RBLX, final selections
(59:34) Molly reflects on her week and gives a climate-focused Startup of the Day!
(1:18:31) Jason takes a few questions from the noti gang

FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood

The Brian Armstrong Thread: https://twitter.com/brian_armstrong/status/1495635907801923584?s=20&t=iFNMbAcau5ZV2FH-ZtavHg

NYT with Barry McCarthy: https://www.nytimes.com/2022/02/19/business/dealbook/barry-mccarthy-interview-peloton.html

Transcript

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0:00.0	Hey, everybody. Hey, everybody. Molly's back from her conference and we have a ton of news
0:04.3	to get through today. We have a ton of news. I was lonely not getting to talk about it. So
0:08.4	it's a little bit of a jumbo show. First up, we're going to cover Coinbase CEO Brian Armstrong,
0:12.3	who may have stepped in it a little bit on Twitter on Sunday. Yeah, about that QR,
0:17.2	that amazing QR Super Bowl Sunday ad. And then Peloton's CEO, the new CEO, Barry McCarthy is
0:23.2	doing all the right things, saying all the right things in this great New York Times article,
0:26.8	especially about his plans to maybe make Peloton an open platform where anybody could produce
0:31.7	content for it. Really great idea. Yes, boiler alert. We love him. Then we break down about a
0:37.1	dozen growth stocks that are down over 60% off their 52-week highs. Based off of a question on
0:42.7	Twitter, we're going to each choose two winners from a group of roughly 60 companies, which stock do
0:47.5	we think has the highest upside and which has the lowest downside? Yeah, it's a great, great show.
0:53.6	And we'll take maybe a couple of questions at the end. And we're going to talk about the new
0:57.6	climate syndicate we're launching and Molly's favorite company from the conference, which was
1:02.1	making coral. It's going to be a great show. Stick with us. This week in startups is brought to you by
1:08.9	our crowd helps you invest early in pre IPO companies alongside professional VCs. If you're
1:15.4	interested in investing, you can join our crowd for free at OUR-CRO-WD.com-twist-squarespace.
1:25.2	Turn your idea into a new website. Go to squarespace.com-twist for a free trial. And when you're ready
1:32.0	to launch, use offer code twist to save 10% off your first purchase of a website or domain. And
1:39.0	ODO is a fully customizable and fully integrated suite of business apps that lets you build and
1:44.7	scale your stack as you build and scale your business. Your first app is free forever. And right now
1:50.4	ODO is offering $1,000 off your first implementation pack at ODO.com-twist. That's ODO.com-twist.
2:03.5	All right, we're going to do a little bit of the Twitter dish or as Jason likes to call it,
	...

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