Host: @twistartups @theallinpod @thisweeknai; I invest in 100 startups a year @launch & @founderuni [email protected] for life
austin
Joined August 2006
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Completely reasonable from @jimcramer, who has been early and incessantly on the $NVDA story
@jason retweeted
Dario Amodei made a shocking 10-year prediction that AI would cure all diseases.
@BenjLerer puts the odds that AI cures all disease in 10 years at zero. @jefielding takes the over.
Do you think AI will be able to cure all diseases?
@dawallach @jason
@jason retweeted
Ben Lerer says he’d not afraid of AI replacing VCs.
Even if an algorithm picks better companies than him, it still can’t be the human the founder calls on their worst day.
@BenjLerer
@jason retweeted
Dario told Anthropic’s IPO investors that AI will cure cancer, Alzheimer’s, heart disease, and even mental illness within a decade.
Investor D.A. Wallach has spent 10 years working toward medical cures, and he says claims like that make any skeptic sound like a hater. His question for our VC expert panel: How would this video land for a late-stage cancer patient?
On a new VC roundtable, the panel debates whether “venture capitalist” survives as a profession, wonders aloud why AI can’t pick which startups will ultimately win, and estimates their P-Dario scores.
@benjlerer, @LererHippeau, @jefielding, @EverywhereVC, @dawallach, @Jason
0:00 AI is moving the ground under every startup’s feet
7:52 Plaud - If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at plaud.ai/twist and use code TWIST for 10% off!
8:39 Why founders are shipping a company.md with their pitch
10:40 Superhuman - Superhuman Go is an AI chat that's always there when you need it, already aware of what you're doing, and doesn't ask you to start from zero. Sign up to get the best in AI at superhuman.com
12:56 When you disagree with your AI
18:23 The one trait founders can’t game
19:20 Is VC still a profession in the future?
22:02 Odoo - The all-in-one business platform. Your first app is free! Get started today at odoo.com/twist
31:40 Stripe - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.
32:49 Distribution, data moats, and enterprise hardening
37:58 The AI law firm that charges for work, not time
47:14 Jason’s late-stage SPV program
52:02 Small funds are shrinking
59:32 Athena - Get $1,500 off your first EA at athena.com/jcal
1:00:50 Dario’s roadshow video highlights
1:09:25 Checking the panel’s P-Dario scores
🎥 Watch the full episode here 👇
So strange to have the Chinese and Americans commenting on the same threat about $NVDA
卧槽，太TMD爆炸了
硅谷顶级投资人 Jason Calacanis 刚刚对着华盛顿撂下一句震碎硅谷的狠话：哪怕天塌下来也必须不惜一切代价死保黄仁勋，一旦把这位执掌三万亿美元帝国、垄断全球百分之九十 AI 算力底座的统帅按在替补席上，等于美国在国运牌桌上亲手自断双臂。
他这段毫不留情的原话切片，我第一反应是硅谷终于有人敢站出来指着政客的鼻子骂醒他们了，
很多人以前看英伟达市值一路狂飙，总觉得它已经是一台全自动运转的印钞机，换哪个职业经理人坐镇都能躺赢，
但 Jason 直接在镜头前摊开了最残酷的地缘底牌：
把老黄按在冷板凳上
对手做梦都不想看到他继续站在前线统领这家公司，这正是他们精准锁定老黄、集中一切火力搞他的根本原因，
在这个节骨眼上，美国必须用战略脑子下棋，而不是带着泄愤和报复的情绪自毁长城。
这就好比台积电先进封装产线正在全负荷运转抢交付窗口，厂长却因为看不惯总工程师脾气太硬，当场拔掉主控机柜的电源线自砸看板。
这背后其实藏着一条极度冷峻的超级工程铁律，
英伟达根本不是一家靠 PPT 汇报运转的传统巨头，老黄生生砍掉了所有副总裁汇报层级，一个人直接穿透六十名一线主管，把台积电 CoWoS 产能分配、NVLink 铜缆互连动线和全球云厂的机柜交付周期死死咬合在同一个物理齿轮上，
所以大家也别再拿传统反垄断的官僚算盘去折腾这位算力统帅了，当一场决定国运的工业竞赛已经打到刺刀见红的决胜局，任何出于内部泄愤而砍向自家主帅的刀子，都是在亲手把整座算力帝国的城门钥匙奉送给对手
@jason retweeted
Scott Galloway is upset that our parents are taking too long to die.
“Quite frankly our parents are living too damn long. Great, I'm going to get a house when I'm 80 and they're 100.”
Something is seriously wrong with these people.
Lord, this is getting complicated
SCOOP: President Trump authorized a crackdown on companies suspected of diverting Nvidia's advanced AI chips to China on Thursday, but one administration official repeatedly stood in the way: Commerce Secretary Howard Lutnick. axios.com/2026/11/11/trump-l…
@jason retweeted
And/or have a shareholder vote after the investigation is complete.
Difficult to argue this is in the best interest of shareholders with the stock down 8% after hours on the WSJ report about the board preparing to oust him.
A much better solution for NVIDIA’s board, shareholders, customers and employees (and America) would to (a) finish their investigation and (b) make @JensenHuang the chairman if it comes to that.
A much better solution for NVIDIA’s board, shareholders, customers and employees (and America) would to (a) finish their investigation and (b) make @JensenHuang the chairman if it comes to that.
China doesn’t need NVIDIA’s chips
America needs NVIDIA to win
Act accordingly
[ I’m long $NVDA and just bought more! #jaytrading; the board should do a massive stock buy back at this level ]
Wild rumor coming out of China this morning on DeepSeek V5:
DeepSeek is reportedly already pretraining V5 as a ~2 Trillion parameter ultra-sparse MoE model.
And instead of training on NVIDIA GPUs, they are reportedly running the V5 pretraining run on Huawei's new Ascend 950 / 950DT chips with a team of Huawei kernel engineers physically working inside DeepSeek's offices to keep the cluster humming.
If DeepSeek pulls off a 2-trillion-parameter frontier run natively on Ascend 950 silicon, that changes the entire AI hardware story.
@jason retweeted
I got a lot of heat for saying what @DaveARicks did in this thread on @tbpn last week, and discussed it with @Jason on his pod today. The only unfortunate part of the accelerationist narrative is bumming out folks who are very sick today....how must it feel to be a late stage cancer patient and hear folks confidently proclaiming that if only you got sick 5-10 yrs later it would all be solved? Public trust in AI leaders and our industry will be enhanced if we communicate honest and realistic probabilities and timelines. No one has perfect foresight, and I definitely hope that we cure all diseases this decade, but it requires heroic assumptions to believe we shall, likely the same assumptions that would give rise to the end of money, capitalism, and other radical transformations into an alien society. I give a 1-5% probability to Dario's forecast.
As I’ve said on the podcast, one you pass a certain income level inflation means absolutely nothing to you.
I noticed when my strip steaks went from $60 to $80 to $120 — but it had zero impact on my behavior
I have friends who haven’t flown commercial or been to a supermarket since 2000… they don’t understand what persistent 3-5% inflation has had on half the country
Founders Are Now Sending VCs a File Written for AI xitter.gq/i/broadcasts/2pelljQeg…
Founders Are Now Sending VCs a File Written for AI xitter.gq/i/broadcasts/2pelljQeg…
me and @lons are slowly trying to figure out Substack and get our @twistartups "Tactical and Practical newsletter" to $ 100,000 a year, so I can hire a full-time analyst to run it in Austin...
it's basically two articles a week on how to grow your startup faster/better
7% there with this basically dormant list... some links in the reply for job listings and subscriptions
If you can pay, that's helpful...
However, if you want six months free, please reply back here and/or DM @twistartups and just ask... we want all founders to get this knowledge!
