Using GPUs as leverage, MSFT beats the case, FTC fails under Khan | E1775

This Week in Startups

Jason Calacanis

Technology

4.2 • 1.4K Ratings

🗓️ 11 July 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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Today’s show:

Jason breaks down investors and companies using the GPU shortage as leverage to invest in AI startups (1:33) before discussing Microsoft’s run-in with EU regulators over bundling Teams into its Office suite (28:53). They wrap on the FTC's loss in its quest to stop Microsoft's Activision Blizzard acquisition, and Lina Khan’s track record as FTC chair (37:58).

Time stamps:

(0:00) Nick joins Jason

(1:33) Nvidia’s GPU leverage

(9:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(11:07) CoreWeave’s pivot & the pros and cons of WFH

(19:28) OpenPhone - Get 20% off your first six months at https://openphone.com/twist

(20:54) Daniel Gross and Nat Friedman’s GPU play

(27:24) Veed - Sign up and engage your audience on any platform at https://www.veed.io/avatars?utm_campaign=TWIS&utm_medium=YT&utm_source=MKT

(28:53) Microsoft’s run-in with EU regulators over bundling

(37:58) FTC loses cases against Microsoft and Activision Blizzard merger

(46:37) Lina Khan’s track record as the head of the FTC

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Transcript

Click on a timestamp to play from that location

0:00.0	I love innovation and venture.
0:01.8	I love when people innovate on the five partners
0:04.3	with the $300, $400 million fund,
0:06.7	making two investments a year, sitting on 12 boards.
0:09.3	God bless, Benchmark.
0:10.6	Oh, girl, it's my guy.
0:12.3	Fred Wilson's my guy.
0:14.1	You know, they're great at what they do.
0:16.3	They're the goats.
0:17.7	But then, you know, sometimes the game changes
0:19.2	and you get like a step curry coming in
0:20.6	and it's like, you know what?
0:21.5	I'm gonna stand four feet behind the three pointer
0:24.3	and I'm gonna shoot, you know, 20 or 33 pointers a game
0:29.2	and I'm gonna hit 10 of them, 12 of them.
0:30.7	So stop me.
0:31.6	And you know, Clay Thompson might hit 10 in a quarter.
0:34.0	All of a sudden the game's changed.
0:34.8	It's like, well, wait a second.
0:36.6	This is a different style of basketball.
0:38.5	This week in startups is brought to you by lemon.io.
0:43.0	Need to speed up your product development
	...

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