Todays show:
Jason and Alex welcomed Alex Kendall to the show. He's the founder and CEO of Wayve, an AI company working on self-driving. You might recall that Wayve raised $1 billion earlier this year, but TWIST wanted to know how the company intends to commercialize -- and how soon. From there, it was back to the bitcoin mines. Figuratively, as the hosts dug into MicroStrategies' bitcoin buying bet. Precisely why it is trading at such a NAV premium remains occluded to the show, but we did chase down its debt terms. Next week: More TWiST500!
Timestamps:
(0:00) Jason and Alex kick off the show
(2:32) Introduction of guest Alex Kendall Co-Founder & CEO of Wayve
(3:00) Alex Kendall on Wayve's autonomous driving approach and AI technology
(8:29) LiDAR vs. camera-first solutions debate
(10:19) Cloud Devs - Visit https://www.clouddevs.com/twist) for an unbeatable offer on hiring elite Latam talent today.
(12:23) Economic viability and strategy of autonomous vehicles
(17:49) Timeline for Wave's technology deployment and future market scenarios
(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist)
(22:34) Autonomy subscription models and AI driving behavior challenges
(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.
(33:00) AI driving culture and Twist 500 update
(37:05) MicroStrategy's Bitcoin strategy and market concerns
(41:33) Bitcoin convertible debt analysis
(49:03) Deciphering complex business models and historical examples
(51:24) Evaluating new financial terms and investor advice
(52:29) Final thoughts and invitation to Michael Saylor
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com)
Check out the TWIST500: https://www.twist500.com)
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Mentioned on the show:
Check out Wayve: https://wayve.ai/)
Check out MicroStrategy: https://www.microstrategy.com/)
TWiST Episode #1251 with Do Kwon: https://www.youtube.com/watch?v=PLZL8iPKsHQ)
Follow Alex Kendall:
X: https://x.com/alexgkendall)
LinkedIn: https://www.linkedin.com/in/alexgkendall/)
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:
(10:19) Cloud Devs - Visit https://www.clouddevs.com/twist) for an unbeatable offer on hiring elite Latam talent today.
(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist)
(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.
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)
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