First up, Jason and Molly cover TikTok's recent patents that indicate it might be going after Spotify (2:23). Then, the duo breaks down a recent WSJ report about VCs giving conflicting advice to founders. (18:05) After the news, J+M are joined by Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets for an in-depth break down of the current US housing market. (33:36)
WSJ article: https://www.wsj.com/articles/silicon-valley-lurches-between-deep-cuts-and-bold-spending-11659268801
(0:00) Jason and Molly tee up today's topics and guests!
(2:23) TikTok might be going after Spotify's music streaming business with "TikTok Music"
(16:45) Policygenius - Go to https://policygenius.com to get a free life insurance quote
(18:04) Jason and Molly break down a WSJ report about conflicting advice that VCs are giving to founders re: approaching the current downturn; Jason debuts his "Cash vs. Profitability Matrix"
(32:04) Notion - Get $250 off by using code TWIST at https://notion.so
(33:36) Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets join and break down their businesses before getting into how a 2022 housing downturn might be different from 2008
(41:36) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(43:09) Institutional buyers' impact on housing supply, pandemic migration impact on local inflation, new construction outlook
(1:08:36) Rental market outlook, commercial real estate's grim projections