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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LinkedIn: / alexwilhelm
Follow Jason:
X:
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LinkedIn: / jasoncalacanis
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:
Apple: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/6ULQ0ew...
Overcast: https://overcast.fm/itunes315114957/t...
More from us:
Twitter: / twistartups
Instagram:
/ thisweekinstartups
Official site: https://thisweekinstartups.com
Subscribe to our YouTube to watch all full episodes:
/ @startups
Subscribe to TWiST Clips for all the best moments:
/ @twistclips
#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
/ 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
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:
/ alexwilhelm Follow Jason:
X:
/ jason LinkedIn:
/ jasoncalacanis 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:
Apple: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/6ULQ0ew...
Overcast: https://overcast.fm/itunes315114957/t...
More from us:
Twitter:
/ twistartups Instagram:
/ thisweekinstartups Official site: https://thisweekinstartups.com
Subscribe to our YouTube to watch all full episodes:
/ @startups Subscribe to TWiST Clips for all the best moments:
/ @twistclips #startups #entrepreneurship #investing #angelinvesting #tech #news #business