This Week in Startups

• Cursor’s $300M ARR, Uber’s FTC Battle, and Office Hours with GoShare | E2116

  Today’s show: Jason, Alex and Lon unpack the FTC’s lawsuit against Uber and what it could mean for subscription UX, break down how AI startup Cursor is growing faster than almost any SaaS company in history, and discuss how dark patterns, consumer trust, and regulatory scrutiny are reshaping product design. They also touch on the future of big tech breakups, share insights from founder Office Hours with GoShare CEO Shaun Savage, highlighting the power of focus, capital, and customer obsession for startups navigating turbulent markets.Timestamps:(0:00) Episode Tease(1:21) Jason talks about personal interests, frugality, and TWIST live tour(7:29) Nick Huber's tweet on tariffs and business impact(9:58) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(11:22) Market uncertainty and paused deals(13:57) Trump's market feedback and tariffs(16:29) Cursor's rapid revenue growth(19:44) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist(21:16) Valuation discussion continuation and FTC sues Uber(29:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(31:26) FTC dark patterns and consumer protection(33:23) Founder Friday bracket competition: LifeStack vs MedSimple(43:50) Introduction to GoShare and founder Shaun Savage(45:57) Regulatory challenges in the gig economy and supply chain resilience(57:37) Diversification strategies for GoShare's delivery professionals(1:00:23) Benefits of office hours and brainstorming with portfolio companies(1:01:26) Founder University and Launch Accelerator updatesSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:GoShare: https://goshare.co/Founder University: https://www.founder.university/Follow Shaun:X: https://x.com/ShaunSavage19LinkedIn: https://www.linkedin.com/in/shaunsavage/Follow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(9:58) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(19:44) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist(29:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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• Robot Lifeguards, TapCheck’s Payday Play & Thalamus’s Wild Market Share | E2115

  Today’s show: Jason and Lon break down the biggest stories in tech and startups this week: OpenAI’s new models are powerful but glitchy, Meta’s internal docs hint that Zuck knows the Facebook friends graph is toast, and fintech startup TapCheck might actually be doing some good. Plus, robot lifeguards and humanoid races — the wildest videos of the week and what they mean. Then, Alex sits down with Jason Reminick, founder of Thalamus, the platform that helps match medical residents to hospitals (with 85% market share!). They talk about becoming a Public Benefit Corp and how Thalamus is tackling the doctor shortage in the U.S.*Timestamps:(0:00) Jason kicks off the show(1:43) OpenAI's new models and issues with Wikipedia as AI knowledge bases(8:27) FTC antitrust case around Meta; breaking up big tech(11:13) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(13:04) Tapcheck's impact on employee retention and minimum wage variations(19:56) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(24:31) New company Revel's safety software(27:14) Humanoid robot marathon in Beijing(30:15) Brex. Get the business account trusted by 1 in 3 US startups at ⁠https://brex.com/banking-solutions(35:46) New color discovery “Olo”(40:30) Blue Sky is Falling: Robots, delivery, surveillance, and privacy concerns(55:20) Alex sits down with Jason Reminick of Thalamus(56:01) Thalamus and the medical residency application process(59:42) AI in residency applications and standardizing medical school grades(1:03:30) Thalamus' market share and collaboration with medical associations(1:10:08) Impact of budget cuts on rural hospitals and business model expansion*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Links from episode:Check out Thalamus: https://www.thalamusgme.com/Check out the Robot Lifeguard: https://oceanalpha.com/product-item/dolphin1/Check out TapCheck: https://www.tapcheck.com/*Follow: Jason ReminickLinkedIn: https://www.linkedin.com/in/jason-reminick-md-mba-ms-bb251645/Thalamus on X: https://x.com/ThalamusGME/status/1757812695787581485*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(11:13) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(19:56) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(30:15) Brex. Get the business account trusted by 1 in 3 US startups at ⁠https://brex.com/banking-solutions*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/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:16:58
• LMArena Goes Startup, AI App Wars Begin, Scott Bair’s Design Playbook | E2114

  Today’s show: Jason, Alex, and Lon discuss the rise of LMArena as it spins out into a full-fledged startup, what that means for AI benchmarking, and how it could monetize its growing community. They also dive into the emerging value of application-layer AI startups and why OpenAI’s acquisition spree is just beginning. Plus, branding expert Scott Bair drops tactical design tips for founders—from logos to product UX—that can give your startup the edge.Timestamps:(0:00) AI companies and value accrual in the AI rush(1:29) Productivity in remote work(5:12) Overview of LM Arena as a startup(7:22) Business models for AI and benchmarking(10:05) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(14:16) Milestone-based investing and early-stage funding(16:34) OpenAI's acquisition moves and AI market dynamics(20:12) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist(21:15) Intangible value and strategic acquisitions in AI(24:30) High valuations and consumer AI pricing models(26:00) The rise of drone startups and autonomous weapon systems(29:46) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(32:00) Venture interest in drones and geopolitical considerations(32:30) Branding, design, and founder questions(43:51) Brand mission and work environment culture(47:10) Savage my startup and live clinic(49:30) Logo design and color theory(56:29) Designing great websites and apps(59:29) Founder University website review(1:00:49) Closing remarks and social media plugsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpCheck out:Lunour: https://www.lunour.com/Founder Fridays: https://www.founderfridays.tech/Founder University: https://www.founder.university/Follow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:05) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(20:12) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openpjhone.com/twist(29:46) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:01:22
• AI Progress and Impact on Ecosystem Players with CapitalG’s Jill Chase | AI Basics with Google Cloud

  In this episode of AI Basics, Jason sits down with CapitalG partner Jill Chase to break down how AI is reshaping the startup ecosystem — from founders to investors to incumbents. They cover how CapitalG (Alphabet’s independent growth fund) thinks about the AI stack, why speed alone isn’t enough for startups today, and how to build durable advantages in a world where anyone can copy your product. Jill shares insights from portfolio companies like Motif (next-gen CAD for architecture) and Abridge (AI-powered doctor’s scribe), plus how startups can use AI “in the business” (product) and “on the business” (ops, GTM, etc). They also explore the transition from copilots to agents — and what that means for the next wave of software. If you’re building or investing in AI, this is a must-watch.*Timestamps:(0:00) Jason kicks off the show(1:10) CapitalG's investment strategy in AI(3:04) Understanding value in AI investments(5:16) Durability in AI startups and market challenges(10:18) Practical applications of AI in business(17:52) Case studies of successful AI startups(21:35) Building massive businesses with small teams(23:55) Evolution from AI copilots to autonomous agents*Uncover more valuable insights from AI leaders in Google Cloud's 'Future of AI: Perspectives for Startups' report. Discover what 23 AI industry leaders think about the future of AI—and how it impacts your business. Read their perspectives here: https://goo.gle/futureofai*Check out all of the Startup Basics episodes here: https://thisweekinstartups.com/basicsCheck out Google Cloud: https://cloud.google.com/Check out CapitalG: https://www.capitalg.com/*Follow Jill:LinkedIn: https://www.linkedin.com/in/jill-greenberg-chase-53747538/X: https://x.com/jillchase124*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

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  25:28
• Cuts CEO Talks Tariffs, Figma's IPO Buzz, and a Nerd Crawler Update | E2113

  Today’s show: Jason, Alex, and Lon discuss Figma’s surprise IPO filing following its $1B breakup from Adobe, OpenAI’s quiet push into social networking through a Sora image-sharing feed, and how sweeping new China tariffs are wreaking havoc on ecommerce companies—impacting jobs, supply chains, and pricing. Plus: the Substack vs. Patreon battle heats up, Lyft expands internationally, and we talk to the founders of Nerd Crawler and Cuts Clothing about how policy decisions ripple through startup land. A packed show with insights founders can’t afford to miss.Timestamps:(0:00) Tariffs impact on ecommerce and CPG(2:22) Figma files to go public and Adobe's billion-dollar breakup fee(6:48) IPO market, competition, and Hammerspace's $100 million raise(9:34) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(11:32) Patreon's new streaming feature and Substack's growth(19:08) Jason's experience with Patreon and Substack apps(19:33) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(25:58) OpenAI's new social network and Temu’s Google Shopping ads shutdown(29:24) Notion - Try it for free today at https://notion.com/twist(37:11) Nerdcrawler's business model and comic book industry economics(42:33) Marketplaces, scaling challenges, and tariff policy impact on startups(47:29) Steven Borrelli's viral tweet on tariffs and administration response(50:26) Effects of tariffs on costs, supply chain, and American manufacturing(57:56) Infrastructure, investment for US production, and potential layoffs(1:02:34) Closing remarks, endorsements, and quality of Cuts clothing(1:04:25) Addressing misconceptions about Asian manufacturing(1:05:00) OpenAI acquisition of Codium and market impact of tariff fears(1:05:52) Critique of tariff policy communication and domestic job creation discussionSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpCheck out:Nerd Crawler: https://nerdcrawler.comCuts: https://www.cutsclothing.com/Follow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(9:34) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(19:33) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(29:24) Notion - Try it for free today at https://notion.com/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:06:53

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