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Todays show:

Alex Wilhelm joins Jason to discuss AI regulation bill SB 1047 (1:46 ), the biggest supercycle today (6:18 ), OpenAI’s growth trajectory (25:20 ), the AR and VR technology evolution (48:51 ), and more!

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Timestamps:

(0:00 ) Jason and Alex kick off the show

(1:46 ) AI regulation bill SB 1047

(2:34 ) Defining the AI supercycle

(6:18 ) Concurrent supercycles: Self-driving cars and fusion

(8:03 ) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(9:08 ) Detailed discussion on SB 1047's impact and reactions

(17:14 ) AI regulation in California: A broader perspective

(19:54 ) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today.

(21:01 ) Industry leaders' reactions to SB 1047 veto and open source in AI

(25:20 ) Rule-breaking in startup success and evaluating OpenAI's valuation

(36:47 ) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.

(38:00 ) Infrastructure ownership for tech giants and the future of startups in AI

(48:51 ) AR and VR technology evolution and market potential

(55:38 ) AR glasses' impact on daily life and mental health

(1:05:59 ) AR vs. VR applications and social implications

(1:07:27 ) Audience Q&A

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Mentioned on the show:

https://x.com/martin_casado/status/1840490481777770850

https://x.com/AndrewYNg/status/1840497561821651069

https://www.gov.ca.gov/2024/09/29/governor-newsom-announces-new-initiatives-to-advance-safe-and-responsible-ai-protect-californians/

https://www.bloomberg.com/news/newsletters/2024-09-29/meta-steps-up-pressure-on-apple-vision-with-orion-ar-glasses-and-cheaper-quest-3-m1nkq76p

https://www.youtube.com/watch?v=FKgJTJojVEw

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Follow Alex:

X: https://x.com/alex

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

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Follow Jason:

X: https://twitter.com/Jason

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

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Thank you to our partners:

(8:03 ) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(19:54 ) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today.

(36:47 ) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.

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

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