Recommended Watch: DeepSeek Rattles Markets + SailPoint's Going Public… again? | E2077
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Today’s show: A $6M open-source AI model from China, DeepSeek, sends shockwaves through Wall Street, wiping billions off NVIDIA’s market cap and forcing a rethink on AI infrastructure spending. We explore the 25% surge in startup shutdowns, the lessons from leaner teams, and why some companies just couldn’t make the runway. Plus, SailPoint returns to the public markets saddled with $1.6B in debt—what does this say about private equity’s “buy, fix, and flip” strategy? Don’t miss this deep dive into the latest tech and startup news!
Timestamps:
(0:00) Jason and Alex kick off the show.
(1:58) DeepSeek's market impact and Project Stargate
(4:18) Innovation, H100 GPUs, and open-source AI models
(8:41) Jevons paradox, Pat Gelsinger's analogy, and AI efficiency
(10:03) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.... today.
(13:25) AI's benefits for startups and privacy concerns
(19:32) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: [https://www.Squarespace.com/TWIST](https://www.squarespace.com/TWIST)
(19:51) AI optimization vs. hardware consumption
(22:20) OpenAI's revenue, valuation, and NVIDIA's market value
(30:13) LinkedIn Jobs. Post your first job for free at
/ twist
(33:21) Unified AI digital assistants and DeepSeq's new model
(35:01) AI's role in venture capital and team size reduction
(41:04) China's influence and DeepSeek's market impact
(43:22) Startup shutdowns and potential for increased M&A activity
(53:02) Nvidia's historical analysis, risks of leverage, and SailPoint's IPO
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Thank you to our partners:
(10:03) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.... today.
(19:32) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.squarespace.com/TWIST
(30:13) LinkedIn Jobs. Post your first job for free at
/ twist
All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use.
Listen here:
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Overcast: https://overcast.fm/itunes315114957/t...
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#startups #entrepreneurship #investing #angelinvesting #tech #news #business
Timestamps:
(0:00) Jason and Alex kick off the show.
(1:58) DeepSeek's market impact and Project Stargate
(4:18) Innovation, H100 GPUs, and open-source AI models
(8:41) Jevons paradox, Pat Gelsinger's analogy, and AI efficiency
(10:03) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.... today.
(13:25) AI's benefits for startups and privacy concerns
(19:32) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: [https://www.Squarespace.com/TWIST](https://www.squarespace.com/TWIST)
(19:51) AI optimization vs. hardware consumption
(22:20) OpenAI's revenue, valuation, and NVIDIA's market value
(30:13) LinkedIn Jobs. Post your first job for free at

(33:21) Unified AI digital assistants and DeepSeq's new model
(35:01) AI's role in venture capital and team size reduction
(41:04) China's influence and DeepSeek's market impact
(43:22) Startup shutdowns and potential for increased M&A activity
(53:02) Nvidia's historical analysis, risks of leverage, and SailPoint's IPO
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
Follow Alex:
X: https://x.com/alex
LinkedIn:

Follow Jason:
X:

LinkedIn:

Thank you to our partners:
(10:03) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.... today.
(19:32) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.squarespace.com/TWIST
(30:13) LinkedIn Jobs. Post your first job for free at

All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use.
Listen here:
Apple: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/6ULQ0ew...
Overcast: https://overcast.fm/itunes315114957/t...
More from us:
Twitter:

Instagram:

Official site: https://thisweekinstartups.com
Subscribe to our YouTube to watch all full episodes:

Subscribe to TWiST Clips for all the best moments:

#startups #entrepreneurship #investing #angelinvesting #tech #news #business