TWiST News: Nvidia's AI Edge, Google Might Have to Sell Chrome, and Founder Fridays Updates | E2049
This Week in Startups
Jason Calacanis
4.4 • 1.3K Ratings
🗓️ 22 November 2024
⏱️ 78 minutes
🧾️ Download transcript
Summary
This Week in Startups is brought to you by…
Ramp. The corporate card and spend management software designed to help you save time and money. Get $250 when you join Ramp today at https://www.ramp.com/twist.
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
Digital Ocean. Whether you’re just getting started with AI, or seeing your project take off, DigitalOcean is the cloud platform that lets you focus on what matters: building killer apps. Right now get up to $100k in free credits at https://www.do.co/twist. Terms and conditions apply.
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Todays show:
Jason and Alex kick off the show with a deep dive into Nvidia’s blowout earnings and the skyrocketing demand for its upcoming Blackwell chips. Meanwhile, Google’s search monopoly took center stage as proposed remedies, including a potential Chrome divestment, sparked heated debate. To unpack the implications, Brave’s Jean-Paul Schmetz joined the discussion, offering insights into the fight for search independence. The episode wrapped up with updates from three Founder Friday hosts, sharing what they’re hearing from the builders shaping the future.
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Timestamps:
(0:00) Jason and Alex kick off the show
(3:20) Google's antitrust case and DOJ's proposed remedies
(5:22) Nvidia's market performance and AI chip competition
(7:00) Nvidia's Blackwell architecture and AI advancements
(9:45) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.
(11:13) Google's advertising market dominance and Chrome divestiture
(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(22:50) DOJ's negotiation strategy with Google
(25:50) Brave browser's business model, competition, and privacy focus
(31:00) DigitalOcean - DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.
(32:13) Brave's search engine development and DOJ's impact
(40:26) AI's role in search technology and the future of browsers
(44:08) DOJ's remedies and their effect on smaller search engines
(46:22) Google's growth strategies and M&A outlook
(51:03) Founder culture, motivation, and Founder Fridays initiative
(58:50) Founder Fridays host Georges Colbert joins the show
(1:06:12) Founder Fridays experiences in Longview, Texas with Kitty and Coco
(1:15:09) Endora's success and advice for Founder Fridays hosts
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Want to host or join the next Founder Fridays? Check out https://www.founderfridays.tech
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show: Check out Albetroz: https://albatroz.ai/
Check out Endora: https://www.endora.app/
Check out Brave: https://search.brave.com/
https://x.com/Jason/status/1859630517894983977
https://blog.google/outreach-initiatives/public-policy/doj-search-remedies-nov-2024
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Follow Jean-Paul:
LinkedIn: https://www.linkedin.com/in/jpschmetz
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Follow Kitty:
LinkedIn: https://www.linkedin.com/in/kittyboglesherman
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Follow Coco:
LinkedIn: https://www.linkedin.com/in/cocoharmon
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:45) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.
(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(31:00) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.
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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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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Transcript
Click on a timestamp to play from that location
| 0:00.0 | So, JP, do you think that the DOJ has gone far enough in its proposed remedies? |
| 0:05.9 | I was reading Luther Lowe, who had policy of Y Combinator, and he was saying that some of |
| 0:10.7 | Google's complaints are them actually just pretending to be upset and that the DOJ could have gone |
| 0:15.5 | further. So was Brave hoping for an even more punitive set of remedies? |
| 0:21.7 | So everything we need is in there and then some. |
| 0:25.5 | It's all about monetization, right? |
| 0:27.4 | And there's two ways you can monetize, |
| 0:29.5 | and there's two ways that Google can remedy the situation. |
| 0:32.4 | One is if you have a browser like Brave, |
| 0:34.4 | and you send a lot of queries to Google, |
| 0:36.1 | because half of our users, let's say, are still using Google as a search engine, so we send send a lot of queries to Google because, you know, half of our users, |
| 0:37.5 | let's say, are still using Google as a search engine. So we send them a couple billion queries |
| 0:41.6 | a month for which they don't pay us, right? Oh, yeah, yeah, we're talking about big numbers. And |
| 0:46.9 | one billion queries a month are coming to our browser, but we get no money on this, on this traffic |
| 0:51.3 | we send to Google for free, for a year. Yeah. You're talking about hundreds of millions of dollars that we've given them. |
| 0:57.1 | This weekend startups is brought to you by Ramp, the corporate card and spend management software |
| 1:03.1 | designed to help you save time and money. |
| 1:05.7 | Get $250 when you join Ramp today at Ramp.com slash twist. |
| 1:11.4 | Dev Squad. |
| 1:12.2 | Most dev agencies only offer developers. |
| 1:15.1 | Why? |
| 1:15.7 | Because product management is hard. |
... |
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