This Week in Startups

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Today’s show:

Misha Laskin of Reflection AI joins Jason to explain why big companies are done renting their AI from closed labs. Enterprises want to keep their data, cut their costs, and tune their models to their unique businesses.

Reflection is launching its first open-weight model, Beam, just three months after acquiring its first big cluster. Misha admits that Beam trails the best Chinese open models by a couple of months, and needs 3 to 4 times fewer tokens to reach the same answer, but nonetheless, the race is on.

PLUS, Misha explains how “reward hacking” led that rogue OpenAI model to break out of its test sandbox and steal the answers from Hugging Face's servers. The model solved the problem, just not the way anyone intended.

There’s simply no way a few hundred safety researchers at closed labs can catch every flaw; open source is how software has always been made secure. It's also why he wants America to lead in open models again.

So how close is America to catching up to the Chinese open source leaders? Watch this brand new TWiST and find out.

Guests:

Misha Laskin on X: https://x.com/MishaLaskin

Reflection AI: https://reflection.ai/

Relevant Links:

Introducing Beam, Reflection's first open model (Reflection AI) → https://reflection.ai/blog/introducing-beam

Reflection AI unveils Beam as an open answer to Chinese labs (Semafor) → https://www.semafor.com/article/10/05/2026/reflection-ai-unveils-an-open-source-answer-to-chinese-labs

Cursor's Composer 2 coding model, built on an open model (VentureBeat) → https://venturebeat.com/technology/cursors-new-coding-model-composer-2-is-here-it-beats-claude-opus-4-6-but

micro1 passes $1 billion annual run rate, mentioned by Jason → https://www.einnews.com/pr_news/949082966/micro1-end-of-q3-update

Hackers heat French supermarket fridges, sparking fires and spoiling food (CNN) → https://www.cnn.com/2026/10/12/europe/france-supermarket-cyberattack-fridges-intl

Hugging Face postmortem on the OpenAI agent that broke out of its sandbox → https://huggingface.co/blog/agent-intrusion-technical-timeline

NVIDIA OpenShell, an open-source sandbox for AI agents → https://docs.nvidia.com/openshell/latest/about/overview.html

Timestamps:

0:00 Why companies are switching from renting AI to owning it

9:10 How Reflection sells the whole AI stack

10:24 Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta.

11:28 Who is moving AI onto their own servers

14:37 What it took to train Beam

20:26 Superhuman Go is an AI chat that's always there when you need it, already aware of what you're doing, and doesn't ask you to start from zero. Sign up to get the best in AI at https://superhuman.com/

21:29 How reinforcement learning tasks get built

26:41 Hackers heat French supermarket fridges

29:07 The AI that broke out of its sandbox to cheat

31:05 The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist

33:10 Why open source makes software safer

38:13 The encryption fight and Tim Cook's stand

42:53 Why China raced ahead in open models

47:35 How Beam stacks up against Chinese models

50:21 When American open models catch up

58:39 Staying independent

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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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Today’s show:

At packed concerts, festivals, and stadiums, your phone gets WORSE with every person who shows up. Totem gets better.

Carter Fowler of Totem joins Alex to explain how his screen-free compass points you straight to your friends without relying on cell towers. Find out why Carter says Apple will never ship this in an iPhone, and why kids, ski patrols, and blind users have become some of his most loyal fans.

PLUS, Lon and Alex dig into the archives for Jason's 2017 CES interview with Ring founder Jamie Siminoff, a year before Amazon bought the company. Jamie explains how a doorbell he couldn't hear in his garage became Ring, and why a strong mission is "cheating" when it comes to keeping a team focused. Then he tells Jason he wants to take Ring public, not sell it. Ironic because about a year later, Amazon bought it. And get ready for some hot takes on neighborhood license-plate cameras, years before the anti-Flock backlash.

Guests:

Carter Fowler on X: https://x.com/Carter_S_Fowler

Totem: https://totemlabs.com

Jamie Siminoff on X: https://x.com/JamieSiminoff

Ring: https://ring.com

Relevant Links:

Totem Compass, the offline friend-finding compass → https://totemlabs.com

Totem closes its $1.3M pre-seed round (Business Wire) → https://www.businesswire.com/news/home/20250212385814/en/Totem-Closes-%241.3M-in-Pre-Seed-Funding-to-Scale-Operations-for-Explosive-Demand

Totem's community crowdfunding round → https://wefunder.com/totemlabs

Totem's record Lost Lands deployment last year (Business Wire) → https://www.businesswire.com/news/home/20251009622355/en

The Innovator's Dilemma by Clayton Christensen, mentioned by Alex → https://www.amazon.com/dp/1633691780

Original TWiST Interview with Jamie from 2017 — https://www.youtube.com/watch?v=puP_D3k7vVI

Amazon officially closes its Ring acquisition in 2018 (TechCrunch) → https://techcrunch.com/2018/04/12/amazon-officially-owns-ring-so-lets-talk-product-integration/

Ring calls off its Flock Safety partnership after the Super Bowl ad backlash (Engadget) → https://engadget.com/home/ring-calls-off-partnership-with-police-surveillance-provider-flock-safety-031717605.html

Flock Safety plans to cut about 18% of its staff (Reuters via The Star) → https://www.thestar.com.my/tech/tech-news/2026/10/09/exclusive-ai-surveillance-startup-flock-safety-to-cut-several-hundred-jobs-amid-backlash-sources-say

Timestamps:

0:00 Totem, an offline compass for finding friends at festivals

0:31 Plaud: If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!

4:27 Why phones fail in big crowds

6:42 How more devices make the mesh network stronger

9:07 Why Totem beats phone GPS in a crowd

11:40 Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! - Learn more at https://www.northwestregisteredagent.com/twistdomain

13:34 Why Apple won't build this into the iPhone

18:10 Raising money for hardware in an AI world

22:10 NetSuite: For the first time ever, you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://netsuite.ai/twist

23:08 Turning crowd movement into a predictive model

28:04 Rentals, kids and accessibility use cases

32:22 The Conservation Fund: Find out more about how The Conservation Fund is protecting land, wildlife, and our shared access to the great outdoors while also providing economic opportunities. Visit https://conservationfund.org.

35:47 Mesh networks on the front lines in Ukraine

38:01 Flashback to Jason and Ring's Jamie Siminoff at CES 2017

41:44 Roasting Jamie's earlier startups

48:26 How a doorbell in the garage became Ring

53:34 Why you should always bet on your friends

1:02:21 Why a strong mission is cheating

1:07:45 Selling to Amazon versus going public

1:12:09 License plate readers and the Flock backlash

Subscribe to our newsletters on Substack:

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This Week In Startups is made possible by:

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Today’s show:

AssetHub built an AI agent that recreates licensed characters in 3D while respecting copyright rules... But Jason says he needs to think BIGGER. 11 founders pitched their companies to Jason and Yuki Shirato of Techstars Tokyo at our Osaka event this week, and neither investor held back.

Find out why Jason says Seekr feels more like a vitamin than a painkiller, and needs to ditch the press mentions from their deck. Plus, a vital lesson for founders: if everyone already knows about the problem you're solving, investors expect a tight solution and business plan. Truly novel business ideas get more leeway. Japan's startup community is booming, with many recent grads bailing on lifelong gigs at major corporations to start companies. But here's why Yuki says the fear of failure is still holding back progress.

Guests:

Yuki Shirato on LinkedIn: https://www.linkedin.com/in/yuki-shirato

Techstars Tokyo: https://www.techstars.com/accelerators/tokyo

Founder Pitches:

Seekr: https://seekrai.global/product

Arabat: https://arabat.it/

AssetHub: https://assethub.io/

CRAZIA: https://crazia.co/

JuJuJuu: https://jujujuu.com/

JAPANMEDIA: https://lp.japanmedia.ai/

Tsuin AI: https://www.tsuin.ai

Rumi Light: https://www.rumilight.jp/

GENCHI: https://www.toraru.me/en

TattvaSilicon: https://tattvasilicon.com/

Mimi AI: https://nihongo-chat-ruby.vercel.app/onboarding

Relevant Links:

Founder University Japan, Jason's pre-accelerator program with JETRO → https://japan.founder.university/

Techstars Tokyo announces its Class of 2026 → https://www.techstars.com/newsroom/techstars-tokyo-accelerator-announces-class-of-2026

Yuki Shirato on why Japan should be on every founder's radar (Techstars) → https://www.techstars.com/blog/insights-and-trends/should-japan-be-on-your-radar-as-a-founder

How Techstars Tokyo is helping make Japan a global startup hub (The Japan Times) → https://www.japantimes.co.jp/2025/12/25/special-supplements/accelerating-business-ambitions-global-scale-techstars-tokyo/

VidiLabs, maker of the Seekr indoor positioning platform → https://seekrai.global/

Density, the people-counting sensor company Jason has backed for a decade → https://www.density.io

Arabat, recovering critical minerals from batteries with citrus and farm waste → https://arabat.it/

AssetHub raises a $2M seed for its AI 3D platform (The Bridge) → https://thebridge.jp/en/2025/08/aix3d-production-platform-assethub-raises-approximately-¥300-million-in-seed-funding

Seedance 2.0, the ByteDance AI video model Jason says fans are using to make Marvel shorts → https://seed.bytedance.com/en/blog/seedance-2-0-official-launch

Bending Spoons, the company Jason cites for buying apps and running them with tiny AI-powered teams (TechCrunch) → https://techcrunch.com/2025/10/31/what-is-bending-spoons-everything-to-know-about-aols-acquirer/

Burning Chrome by William Gibson, the source of “the street finds its own uses for things” → https://www.amazon.com/dp/B00ICMWZH4/

Timestamps:

0:00 Jason's first trip to Japan and the food crawl

3:07 Why everyone in Japan acts like a founder

3:42 Founder University comes to Japan

8:44 Techstars Tokyo and Japan's push for global founders

10:28 Why Japanese startups stay on the island

12:44 Parents, lifetime jobs, and the fear of failure

15:13 How Japan mastered product market fit

18:43 Lightfield: Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you - it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app

20:10 The white lab coat and the man who named his daughter Cinnamon

25:05 Seekr: centimeter-precise indoor navigation

27:38 Why investors want the business case, not the press

28:21 Rippling: Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.

34:54 Arabat: recovering rare earths with orange peels

38:26 Getting from free pilots to paid pilots

38:38 Upwork: Upwork helps businesses find highly skilled freelance professionals for specialized work. Post your job for free at https://upwork.com

43:57 AssetHub: AI 3D models for anime and game IP

52:40 Come for the tool, stay for the marketplace

54:35 CRAZIA: turning customer conversations into growth

56:42 JuJuJuu: giving alternative protein the structure of steak

59:02 JAPANMEDIA: AI manga and anime at a fifth of the cost

1:01:24 Tsuin AI: AI twins that think and act like you

1:03:15 Picking the layup and the wild card

1:09:29 Rumi Light: faster data paths inside AI servers

1:11:40 GENCHI: a local avatar that shops Japan for you

1:13:51 TattvaSilicon: analog circuit design in a day

1:15:36 Mimi AI: learning to actually speak Japanese

1:17:51 Why a live shopping avatar is Jason's wild card

Subscribe to our newsletters on Substack:

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Today’s show:

A personal AI agent that’s still invite-only just hit a $10 billion valuation. Guest host Deedy Das of Menlo Ventures is joined by Kanu Gulati of Khosla Ventures, Chris Farmer of SignalFire, and Sheel Mohnot of Better Tomorrow Ventures to debate whether Instinct can beat Meta’s Muse, what they actually use their own agents for, and what breaks when everyone’s agent makes the same move.

Plus we’re also talking about OpenAI’s math breakthroughs, the Factory vs. Cognition fight, and whether SaaS is still worth funding. Catch the whole debate on this week’s VC roundtable.

Guests:

Deedy Das on X: https://x.com/deedydas

Menlo Ventures: https://menlovc.com

Kanu Gulati on X: https://x.com/KanuGulati

Khosla Ventures: https://www.khoslaventures.com

Chris Farmer on X: https://x.com/chriswfarmer

SignalFire: https://www.signalfire.com

Sheel Mohnot on X: https://x.com/pitdesi

Better Tomorrow Ventures: https://www.btv.vc

Relevant Links:

OpenAI’s 722 math manuscripts from an unreleased internal model → https://github.com/openai/math

OpenAI’s earlier Navier–Stokes Millennium Prize result → https://openai.com/index/navier-stokes-solution/

Pramaana Labs, the Khosla-backed startup turning tax rules into provable logic → https://pramaanalabs.ai

Logos Research, the Imperial College spinout verifying AI-written financial code → https://www.imperial.ac.uk/news/articles/2026/logos-research-plans-to-make-ai-reasoning-trustworthy-in-high-stakes-environments/

EvenUp, SignalFire’s AI company for personal injury law → https://www.evenuplaw.com/

WindBorne Systems, the Khosla-backed weather balloon company Kanu mentioned → https://windbornesystems.com

Gokul Rajaram’s X Post: https://x.com/gokulr/status/2107851356019290569?s=20

micro1, the AI training data company Chris and LAUNCH backs → https://www.micro1.ai

Vercel’s data on companies shifting to open-weight models → https://vercel.com/i/open-weight-models

Instinct raises $1B at a $10B valuation (SiliconANGLE) → https://siliconangle.com/2026/09/28/everyday-personal-ai-assistant-startup-instinct-raises-1b-at-10b-valuation/

Meta introduces Muse, its personal AI agent → https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/

Wajo, maker of the Fo agent Kanu uses → https://wajo.ai

Factory’s CEO accuses his board adviser of spying for Cognition (TechCrunch) → https://techcrunch.com/2026/09/30/factory-ceo-just-accused-his-vc-board-advisor-of-spying-for-cognition/

xAI rents its Colossus 1 data center to Anthropic (Data Center Dynamics) → https://www.datacenterdynamics.com/en/news/musk-spacex-xai-is-actively-seeking-more-ai-compute-customers-following-anthropic-deal/

Bending Spoons agrees to buy Miro, weeks after Airtable → https://investors.bendingspoons.com/newsroom/bending-spoons-agrees-to-acquire-miro

The FCC’s new rule on foreign-made robots → https://www.fcc.gov/covered-list-faqs-robots-inverters

Timestamps:

0:00 VC roundtable with guest host Deedy Das

1:23 If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!

2:11 OpenAI's math results and what's left to invest in

5:10 Formalizing taxes and code so AI can prove its work

6:37 Why science breakthroughs still need the real world

9:44 Odoo: The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist

10:54 Can startups compete with the labs on compute?

13:02 Private data and vertical AI as the moat

18:54 Would you invest in AI training data companies?

20:34 Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! - Learn more at www.northwestregisteredagent.com/twistdomain

26:29 What a great founder looks like in the AI era

29:13 Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST

34:35 Is Instinct worth $10 billion?

41:31 Can Muse reach a billion daily users?

44:49 Favorite personal agent use cases

49:06 What happens when everyone's agent makes the same call

53:17 Factory vs. Cognition and VCs backing rivals

1:03:49 Is SaaS still worth venture money?

1:09:49 Where the panel gets its information

1:14:45 What a seed fund means in 2026

Subscribe to our newsletters on Substack:

TWiST: https://twistartups.substack.com/

TWiAI: https://www.thisweekinai.ai/

TWiVC: https://thisweekinvc.substack.com/

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Follow Lon:

X: https://x.com/lons

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

Check out all our partner offers: https://partners.launch.co/

This Week In Startups is made possible by:

Vanta: https://www.vanta.com/twist

DigitalOcean: https://do.co/twist

Sentry: https://sentry.io/twist

Plaud: https://plaud.ai/twist

Today’s show:

The smarter AI gets, the more it just does the work for you, and the less helpful it becomes as a tutor.

Shan Reddy of Aristotle joins Jason to demo a voice-first tutor built to run a session the way a $200-an-hour human tutor would. We also dive into why frontier models are trained to hand you answers rather than build real understanding.

PLUS, in Ask Jason, an incoming Fordham student (Jason’s alma mater!) wants to prepare for a career in finance. Plus, David from NYU calls back and wants to discuss what everyone would do with $500K in free money. Then, why does Jason think the Doomerism is coming from inside the AI labs?

Guests:

Shan Reddy on X: https://x.com/rshanreddy

Aristotle: https://www.heyaristotle.com/

Relevant Links:

Shoe Dog by Phil Knight → https://en.wikipedia.org/wiki/Shoe_Dog

Something Like an Autobiography by Akira Kurosawa → https://en.wikipedia.org/wiki/Something_Like_an_Autobiography

Einstein: His Life and Universe by Walter Isaacson, which Dovid is reading now → https://en.wikipedia.org/wiki/Einstein:_His_Life_and_Universe

Gartner, Jason's example of firms doing research on behalf of corporations → https://www.gartner.com/

"Religious Scholars Met With Anthropic. What They Heard Stunned Them." by Elizabeth Dias, The New York Times, Sept. 29, 2026; the story Lon brings up → https://www.inquirer.com/news/nation-world/religious-leaders-met-with-anthropic-20260930.html

David Sacks accuses Anthropic of a "regulatory capture strategy based on fear-mongering"; the line Lon references (Bloomberg Law) → https://news.bloomberglaw.com/artificial-intelligence/anthropic-is-running-a-strategy-based-on-fear-mongering-sacks

Aristotle's $5M seed round (PR Newswire) → https://www.prnewswire.com/news-releases/aristotle-secures-5m-to-replace-the-chatbot-with-high-dosage-ai-tutoring-for-students-302880500.html

"The 2 Sigma Problem" by Benjamin Bloom (1984), original paper → https://web.mit.edu/5.95/readings/bloom-two-sigma.pdf

Journal record (Educational Researcher / SAGE) → https://journals.sagepub.com/doi/10.3102/0013189X013006004

NYC's AI moratorium through 8th grade (ABC News) → https://abcnews.com/Technology/new-york-city-public-schools-banning-ai-middle/story?id=136134872

Alpha School → https://www.alpha.school

Brilliant's origin story at the LAUNCH Festival (NPR) → https://www.npr.org/blogs/alltechconsidered/2013/07/23/203677692/giving-brightest-kids-the-cram-school-experience-online

Timestamps:

0:00 Live Ask Jason kicks off

0:14 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!

0:56 Fordham-bound caller asks how to break into finance in the AI era

5:15 Jason's gift: read one biography a month

9:22 Vanta: Get $1000 off your SOC 2 at https://www.vanta.com/twist

11:22 Returning caller David: what would you do with $500K?

19:09 DigitalOcean: Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today - and cut your AI workload costs by up to 50%.

23:56 Bringing an AI protein folding tool into drug discovery

26:35 How to do customer discovery with big companies

29:00 The "dark arts" of market research and corporate intelligence

29:29 Sentry: Your team should be focused on shipping features - not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST26

32:59 Is AI fear a dark PR campaign?

34:17 Anthropic meets with religious scholars

40:01 Are AI labs living through an Oppenheimer moment?

42:06 Why we need to talk about AI's upside in education

43:47 Sean Ready, co-founder and CEO of Aristotle, joins

44:58 Why AI models are getting worse at teaching

47:09 Aristotle demo: a voice AI tutor for AP Calculus

50:29 Predicting the next best teaching action

53:32 Bloom's two sigma problem and one-on-one tutoring

54:38 Aristotle's business model and pricing

57:09 Building a tutoring harness vs. relying on frontier labs

1:00:21 Why dyslexic students love Aristotle

1:01:56 Hand-grading thousands of hours of tutoring sessions

1:04:22 Socialization, classrooms and the future of public education

1:08:32 Where to try Aristotle and open roles

Subscribe to our newsletters on Substack:

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TWiVC: https://thisweekinvc.substack.com/

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Follow Lon:

X: https://x.com/lons

Follow Jason:

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LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Check out all our partner offers: https://partners.launch.co/