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.

*

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.

*

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

*

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

*

Mentioned on the show:

Check out Allen Control Systems: https://www.allencontrolsystems.com

Check out Querio: https://querio.ai

*

Follow Steven:

X: https://x.com/stevensimoni

LinkedIn: https://www.linkedin.com/in/stevensimoni

*

Follow Rami:

X: https://x.com/ramiabih

LinkedIn: https://www.linkedin.com/in/datarami

*

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

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.

*

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

*

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

*

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

*

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916