4.4 • 1.3K Ratings
🗓️ 28 May 2025
⏱️ 58 minutes
🧾️ Download transcript
In this episode, we cover three major stories shaping the startup and tech landscape. First, Google unveils Stitch, an AI-powered web design tool with one-click export to Figma—signaling a major disruption for freelance design marketplaces. Then, Salesforce returns to M&A with its $8B acquisition of Informatica, aiming to broaden its AI data stack beyond CRM. Finally, we break down the surge in startup M&A activity, with billion-dollar deals from OpenAI, DoorDash, and others—hinting at a major Q2 rebound. Don’t miss Jason’s insights on what these trends mean for founders and investors.
(0:00) Episode Teaser
(1:36) Jason’s in SINGAPORE
(3:14) The Power of Shame and why we need “Ozempic for screentime”
(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist
(12:38) Google’s latest AI breakthrough: Stitch
(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(21:20) The NBA on Polymarket and what founders can learn from the Knicks
(27:08) Why did Salesforce buy Informatica?
(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.
(32:42) M&A activity continues, and Jason’s spicy Q2 predictions
(40:57) Did tech go woke or was it just performative the whole time?
(45:22) Circle, stablecoins, and the perks of being pro-business
(51:27) What Trump’s “golden share” of US Steel might look like
(54:15) Why Jason is bullish on Joby
(57:28) Episode wrap-up and upcoming events
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Links from episode:
ClearSpace App: https://www.getclearspace.com/
Google Stitch: https://stitch.withgoogle.com/
Joby: https://www.jobyaviation.com/
Follow Lon:
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Thank you to our partners:
(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist
(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Click on a timestamp to play from that location
0:00.0 | I also think Jason, it shows that Google really wants to do everything in AI. |
0:03.1 | They're trying to flood the zone here. |
0:05.2 | And apparently just some success. |
0:06.6 | So points to Sundar and his team. |
0:09.8 | I got to say they were behind an AI and now we keep talking about him. |
0:13.1 | So that's all. |
0:14.1 | And as you can see here, we've shamed Lon Alex because of his prompt and it worked. |
0:18.8 | It worked. |
0:19.6 | He's going to do better. |
0:21.0 | His prompt will be better next time. |
0:23.1 | Shoms. |
0:23.7 | I think prompt shame is the next big thing. |
0:26.2 | I mean, if you get people to use AII, we should be looking at people's prompt and saying, |
0:30.6 | really, that's the best prompt you can do. |
0:33.3 | This is what doing extra. |
0:35.5 | This is what doing extra and it gets you on twist. You see a thing and you think, you know what? |
0:39.3 | I need to test this out myself. |
0:40.3 | I'm not just going to take. |
0:42.3 | I'm not just... |
0:43.3 | It's okay, Alex. |
0:45.3 | You did a completely serviceable job. |
0:48.3 | That's, I mean, that, by the way, in Jason speak, is, is, is, uh, is thin ice. |
... |
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