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Today’s show:
Jason breaks down Nvidia smashing its quarter earnings (3:58), Arm filing its F-1 (26:38), how founders should vet accelerators (56:10), and more! (1:03:53)
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Time stamps:
(00:00) Producer Nick joins Jason
(3:58) Nvidia obliterating their Q2 earnings
(8:33) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(10:01) The earnings report’s effects on stock, induced traffic, and the “sell the news” strategy
(16:02) Breaking down the numbers and the market cap chart
(21:31) Overcorrection in big tech companies, the rolling recession, and Nvidia as a momentum stock
(25:07) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(26:38)Arm filing its F-1 and SoftBank’s deal with Vision Fund
(34:39) Arm’s business model and the risks of whale customers
(37:53) Fitbod - Get 25% off at https://fitbod.me/twist
(39:22) Arm China’s risk to Arm
(46:17) The role of startup accelerators
(49:36) The constant complaints about YC valuations on YC demo day
(53:40) How raising at too high a valuation can lead to getting caught in a valuation trap
(56:10) The Fulcrum venture accelerator “scam” and how founders should vet accelerators
(1:03:53) The greatest bag securer of all time!
(1:13:41) Ryan Breslow’s “corporate wrongdoing”
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