4.4 • 1.3K Ratings
🗓️ 21 November 2024
⏱️ 76 minutes
🧾️ Download transcript
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.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 https://www.openphone.com/twist
Sprig. The Product Experience platform that generates AI-powered opportunities to continuously improve your product at scale. Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
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Todays show:
Jason and Alex dig into why Nvidia's latest earnings report is such a big deal, and how the chip giant could help keep the AI hype alive. Or, how it could poke a hole in market enthusiasm. The pair also welcome the CEO of Allen Control Systems to discuss building venture-backed defense companies. Then, the CEO of Querio joins the show to show off what his company has built.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:32) Nvidia’s expected $33B revenue and its transition from gaming GPUs to AI workloads.
(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(10:05) Nvidia’s growth over time
(15:55) When will an Nvidia lighthouse customer switch to a competitor’s product?
(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(23:28) Allen Control Systems’ Steven Simoni joins the show
(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(33:52) The rise of venture-backed defense startups and autonomous systems for military applications
(50:20) Querio’s Rami Abi Habib joins the show
(55:38) Demo of Querio’s platform
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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 Allen Control Systems: https://www.allencontrolsystems.com
Check out Querio: https://querio.ai
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Follow Steven:
LinkedIn: https://www.linkedin.com/in/stevensimoni
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Follow Rami:
LinkedIn: https://www.linkedin.com/in/datarami
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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:
(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
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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
Click on a timestamp to play from that location
0:00.0 | All right, everybody, welcome back to this week and startups. |
0:02.1 | I'm Jason Kellikannis, an angel investor and podcast hosts here in Austin, Texas. |
0:07.8 | I used to say Silicon Valley last year. |
0:09.6 | Now I say lots in Texas. |
0:11.7 | And with me, my co-host, Alex Wilhelm. |
0:14.7 | How are you, sir? |
0:15.7 | I am fantastic. |
0:17.3 | We have an amazing rundown today. |
0:19.6 | Yes, we do. |
0:20.2 | And we also have Nvidia earnings after the bell. |
0:23.0 | That's going to come out, of course, after we record this, Jason. |
0:25.1 | But I am just bursting with excitement. |
0:28.0 | I mean, this is going to be, I think, a earnings report that really sets the tone for the next couple of months. |
0:32.8 | He's going to tell people where we are on the bullishness hype cycle for AI. So I'm kind of counting down the minutes right now until Jensen tells us if there's going to be |
0:40.9 | Christmas in technology or just coal in our stockings. |
0:45.4 | This weekend startups is brought to you by Vanta. |
0:49.9 | Compliance and security shouldn't be a deal breaker for startups to win new business. Vanta makes it easy for companies to get a sock to report fast. |
0:58.9 | Twist listeners can get $1,000 off for a limited time at vanta.com slash twist. |
1:05.1 | Open phone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. |
1:11.3 | Twist listeners can get an extra 20% off any plan for your first six months at openphone.com |
1:16.9 | slash twist. |
1:18.7 | And Sprig, the product experience platform that generates AI-powered opportunities to continuously |
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