Claim Ownership

Author:

Subscribed: 0Played: 0
Share

Description

 Episodes
Reverse
Jason and Molly chat with Jason Lemkin of SaaStr (01:44). They discuss: advice for new VCs (16:14), the future of SaaS investing (27:37), playing offense as investors (35:50), secondaries and more.
In VC Sunday School we discuss Pitchbook's data on women-led VC funds (03:16), how much money they've raised and how the industry is evolving. Then, Jason explains why new fund managers often have more success with individual LPs than institutional LPs (27:12). In This Week in Climate Startups Molly speaks with Anukampa Freedom Gupta-Fonner of Springeats.com, a zero-waste grocery service (38:31).
First Jason and Molly cover FTX CEO SBF buying 7.6% of $HOOD (1:57), SoftBank’s $13B loss (8:29), Twitter’s exec layoffs (14:55) & give a deal update (21:50). Then Producer Rachel chats with Nicole Ruiz is an investor at Compound VC, a thesis-driven, research-centric investment firm (35:34). Together, they talk about her untraditional path to VC, their investment in Pear Bio, the importance of being a skilled researcher, and more.
Deirdre Bosa from CNBC’s Tech Check joins to talk about a wide variety of topics (2:20), including her interview with Sundar Pichai, journalism (12:54), the crashing public markets, crypto (44:58), Twitter iterations (1:06:12) and so much more!
First Jason and Molly open by digging into some details for the All-In Summit (02:12). Then they discuss Airbnb's search options (08:13), Airbnb's new aircover insurance feature (21:34) and Coinbase's disclosure that account funds aren't safe in a Coinbase bankruptcy (35:04). Then, Molly is joined by Ashley Carman to talk about Facebook dropping podcasts (54:46).
First, crypto reporter Bennett Tomlin joins to break down the the massive decline of algorithmic stablecoin Terra USD (UST) and how the Terra-Luna ecosystem works (09:00). Then we recap five tech stocks that are down at least 70% off mid-COVID peaks Coinbase, Shopify, Twilio, Zoom and Block (44:44). We briefly touch of Elon’s comments about reducing permanent bans on Twitter (1:05:48). Wrap with Peloton’s painful earnings (1:22:53).
First, we discuss Uber CEO Dara Khosrowshahi's company-wide email rallying Uber behind a cash-generating vision to court investors (6:30). Then, we cover Apple's machine learning director departing because of the company's work from home policies (43:22) and the White House's negotiation with ISPs for low-cost high-speed internet to pair with the Affordable Connectivity Program (57:00).
Sunday double-header. First, Jason discusses why some VC firms allow side investing and others explicitly forbid it (01:50). Then, in a This Week in Climate Startups segment Molly interviews Nan Ransohoff, Head of Climate at Stripe (12:27) about their $900M+ plan to fund carbon sequestration (31:18).
First Jason and Molly break down Twitter's new community annotation feature Birdwatch (1:40), they go through screenshots of the beta version and weigh the possibility for the Birdwatch to bridge the moderation gap. Then Producer Rachel interviews Patrick McDonnell of Flapjack (44:04) about working in a hacker house in Miami, optimizing restaurant menus and his experience making the Boring Company flamethrower.
First we chat with Lon Harris from Inside Streaming about the latest Netflix news, strategy, exciting upcoming shows and the proliferation of ads on streaming services (2:23). Then we cover Plaid CEO insinuating that a Stripe PM probed their company for information before making a copycat (39:40), Cameo's round of layoffs that included 4 execs (53:08) and the latest on Elon Musk's Twitter acquisition (1:06:25).
Every Monday - Thursday, Jason and Molly record live at https://youtube.com/thisweekin - it has bonus content that doesn't make it into the edited version of the show. This is a sample of the LIVE version recorded today. If you like this, subscribe, sign up for notifications and join us live in the YouTube chat.
First Jason and Molly discuss the way tech is impacted by the leaked Supreme Court Roe vs. Wade decision (2:20). Then they break down the differences between a Lyft and Uber’s Q1 (52:18). To wrap, we discuss AirBnB’s strong quarter and upcoming big announcement (1:03:48).
First, we speak with The Information’s Sylvia Varnham O’Regan about Meta's plan to double its VR headsets by 2024 (02:06), VR adoption (13:14), and more. We wrap by discussing the SEC’s Crypto Assets and Cyber Unit adding 20 new agents (39:52).
First, we discuss Bolt’s declining customer base and struggles with The Information’s Malique Morris (02:50). In addition, we discuss Fast, Amazon's "Buy with Prime," ShopPay (25:35) and all the other developments in online checkout. Next, we cover a massive spike in Ethereum gas prices from Yuga Labs and Solana's bot attack (55:12). We wrap with our Startup of the Day: Gravity Sketch, a 3D design platform (1:11:35).
Sunday double-header. First, in VC Sunday School Jason discusses competing companies in the portfolio, when it's ok, when it's not and how to manage issues in good faith (01:52). Then, in This Week in Climate Startups, Molly interviews Energy Impact Partners' Shayle Kann (19:42) about "Deep Decarbonization," the carbon management industry (33:37) and more.
First, we cover 5 news stories: Amazon Q1 earnings (02:01), Apple's fiscal Q2 earnings (06:33), China's new tune for tech (12:06), AirBnB's long-term remote commitment (16:55) and Snap's new Pixy camera drone (24:48). Then Producer Rachel interviews Landon Campbell of inTheir20s and inside.com about investing, landing big guests like Steve Wozniak for his podcast and what he's learned about how great people spent their 20s (29:47).
First up, Lon Harris joins to break down the finales of WeCrashed (1:52) and Severance (34:50), then The Verge's Corin Faife joins to discuss his research on the sharp changes in Twitter follower counts for right-leaning and left-leaning accounts. (1:07:39)
All news. First we break down the SEC's allegations from one of the craziest financial stories since Bernie Madoff, Archegos Capital (4:20). Then cover: Bolt being sued by its largest customer (28:47), Google and Microsoft's Q1 2022 earnings for the first quarter (42:45) and Apple selling iPhone spare parts and repair tools (1:02:10). We wrap with GM's EV corvette announcement (1:07:20).
All news. We break down, Jack chiming in on Twitter’s sale to Elon Musk and the employee reactions (2:21). Then, we talk about an NFT project where Doctor influencers on TikTok are selling access to medical advice (40:02). To wrap, we cover Hopin’s fundraising at a large valuation, its founder's $195M secondary sale and more (52:27).
First, we cover Twitter's Board accepting Elon Musk's take-private deal (1:41). Then, we cover a new EU social media regulation that will increase algorithm transparency called the Digital Services Act (41:34). Our startup of the day is Pipedream Labs which is making a Hyperloop for package delivery (53:37).
Comments (65)

Maciej Czech

Why we have to listen to so many ads if you/TWiST doesn't need money as you said here ;(

Apr 30th
Reply

Maciej Czech

Amount of ads is absurd. Specially that he few times said that he tries to avoid ads by paying etc. But we are forced to listen over and over to the same ads.

Feb 20th
Reply

Maciej Czech

This podcast has nothing to do with startups and technology :{

Feb 15th
Reply

Maciej Czech

Jason: I would pay for no ads at YouTube, Twitter etc etc Also Jason: we need ads on Allin TWiST is already so watered down just because they had to squeeze more ads ;( Few months ago he talked about this in podcast which is absurd. It was such a great podcast few years ago :(

Feb 13th
Reply

Reza Sheykhi

Would please enable video feed in Castbox too? I've seen that you've done it for at least one of the episodes here. That'd be very much appreciated.

Feb 13th
Reply

Maciej Czech

You had sucha great podcasts - great guests and real knowledge, timeless interviews. Now it's watered down with news, co-hosts, small talk. 20% of these episodes is just talking about this show. I'm done. Who has time for that?

Dec 31st
Reply

Maciej Czech

Nothing changed in 2021 - disgusting sounds of lips, nose louder than human voice

Dec 24th
Reply

Cristian Concha

Great episode as always. Thanks Jason.

Dec 22nd
Reply

Maciej Czech

Finally real episode like it was always 300 episodes ago. No "OK boomer", other hosts, short term news, talking about this podcast etc.

Dec 22nd
Reply

Maciej Czech

Another co-host, Molly Wood - please noooo, stop watering down this podcast ;( Thank you for improving audio quality again, now it's clear :) But really please slow down with the short term news, co-hosts, "OK boomer" segment etc

Dec 9th
Reply

Noushin Mansouri

I found your podcast by kooshiar

Dec 7th
Reply

Maciej Czech

More episodes and even more commercials :/ Please stop watering this down :/

Oct 2nd
Reply

Maciej Czech

Please don't water down interviews like this with news, please consider separate channel for news and timeless interviews like this here like it was so far for years :)

Sep 29th
Reply

Maciej Czech

1/3 of this podcast and many hours or even days wasted again on "racism" - USA is done :/ It's absurd how we have to constantly watch and listen how you are wasting energy on all that. That is also why rest of the world is more and more against USA "culture" pushed, nations and ethnicities mixed by force etc.

Sep 28th
Reply

Maciej Czech

Please, it's too much, now correspondents etc. to much just news, please focus again on timeless interviews. I'm listening to ALL episodes and now I will have to choose because there are also other podcasts :/

Sep 5th
Reply (1)

Maciej Czech

Sir, this is real journalism! You are doing massive work! Like with Theranos!

Jul 30th
Reply

Maciej Czech

Maybe separate channel for news? Here you had timeless interviews.

Jul 21st
Reply

Maciej Czech

Love it, SOD/EOD procedures, guest like Bill - great stuff!

Jul 18th
Reply

Maciej Czech

Please drink water, edit audio - please relisten to your own podcast at least once. Sounds of inhaling, lips/tounge sounds are awful :/ Or don't use professional microphones if audio is not edited

Apr 21st
Reply

Maciej Czech

Audio quality is worse and worse, why you don't relistej it just once? Inhaling, lips and tounge clicks, it's awful. I've sent you clips with examples, you replied "funny" and it's still ignored. After 600-700 episodes last 200 are nightmare. Few people work there, don't use professional microphones if audio is not edited :/

Apr 8th
Reply
Download from Google Play
Download from App Store