DeepSummary
Jason Calacanis and Alex Wilhelm discussed Nvidia becoming the most valuable company in the world, surpassing Microsoft, Apple, and others. They analyzed the reasons behind this and speculated on the future prospects of various tech giants. They also talked about the phenomenon of GLP-1 weight loss drugs like Ozempic and their potential to disrupt industries like food, restaurants, and healthcare.
The hosts discussed the FTC's civil enforcement action against Adobe for allegedly failing to disclose that its annual subscription plans involved a year-long commitment with hefty termination fees. They analyzed whether this enforcement was justified and its implications for the software industry and consumer rights.
Additionally, Jason and Alex talked about several new companies being added to their 'Twist 500' list, such as Color (AI in biotech), Albedo (satellite imaging), and Dawn Aerospace (space propulsion systems). They discussed the potential impact of AI on various industries and the future of space technology startups.
Key Episodes Takeaways
- Nvidia's recent rise to become the world's most valuable company is a notable event, but its long-term prospects are uncertain compared to tech giants like Microsoft and Apple.
- The GLP-1 weight loss drug phenomenon, exemplified by drugs like Ozempic, has the potential to disrupt various industries, including food, restaurants, and healthcare.
- The FTC's civil enforcement action against Adobe's subscription practices raises questions about consumer rights, fair competition, and transparency in the software industry.
- The incorporation of AI and advanced technologies in industries like biotech, space exploration, and healthcare is enabling new startups and innovations to emerge.
- The adoption of telehealth services accelerated during the COVID-19 pandemic, and this trend is expected to continue, transforming the healthcare industry.
- Content moderation and curation policies vary significantly across social media platforms, with some like TikTok implementing stringent controls on user-generated content.
- Cloud computing platforms like AWS and Google Cloud are playing a pivotal role in enabling startups and companies to leverage advanced technologies, including space exploration and satellite communication.
- The success of companies like Novo Nordisk in the weight loss drug market can have significant economic impacts, even affecting a country's monetary supply and banking system.
Top Episodes Quotes
- “What's really funny is there's actually a connection here between AWS and the satellite companies because Amazon has Amazon Web Services ground station as a service. Essentially they have infra to help you talk to the satellites, as I understand it. And I think also Google's in the same business as well. So even if you just want to talk to space, you can do that now via these cloud platforms, which I think is tremendous.“ by Alex Wilhelm
- “I love that story with monetary supply in the country because they made so much money, like they didn't have enough of whatever the Denmark dollar is and they had too many us dollars. It just screwed up the banking system.“ by Jason Calacanis
- “Telehealth is the future. You remember during COVID we were allowed to do our healthcare? It kind of just sped that up. We talked about the acceleration during COVID We were all locked in our houses. I don't know if everybody remembers this, like wiping off packages of Captain Crunch or, you know, milk bottles with glasses on, like in hazmat suits. I'm on my front porch, my wife is looking at the groceries going, oh my God, we're all going to die. I'm out there wiping them down with Clorox wipes.“ by Jason Calacanis
Entities
Company
Product
Person
Book
Episode Information
This Week in Startups
Jason Calacanis
6/19/24
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 http://www.vanta.com/twist
.Tech Domains - Don’t miss our “Jam Session with JCal” contest, coming soon! To apply and get more details go to https://jamwithjcal.tech brought to you by .tech domains.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Todays show:
Alex Wilhelm joins Jason to discuss Nvidia's rise as the most valuable company (2:34), the GLP-1 phenomenon (11:50), the FTC suing Adobe (34:21), new TWIST500 companies (47:09), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:34) Nvidia's rise as the most valuable company
(10:58) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(11:50) Eli Lilly and the GLP-1 Phenomenon
(23:42) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(25:08) Telehealth and its future
(33:00) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(34:21) FTC sues Adobe
(47:09) New TWIST500 Companies
(1:18:22) Would Amazon buy TikTok?
*
Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://companiesmarketcap.com
https://www.wsj.com/health/pharma/david-ricks-eli-lilly-ceo-a67f90d7
https://www.justice.gov/opa/media/1356176/dl?inline
https://www.sec.gov/Archives/edgar/data/1997859/000119312524162032/d396527ds1a.htm
https://www.color.com/blog/colors-copilot-and-partnership-with-openai
https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=202120220AB390
https://www.royalroad.com/home
https://www.ft.com/content/e33cb565-6d44-4f9a-9105-f3afc03aa732
*
New TWIST500 companies:
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:58) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(23:42) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(33:00) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast