TWiST News: Subscription Economics, Density's Waffle, and The Cost of AV Fleets | E2027
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Timestamps:
(0:00) Jason and Alex kick off the show
(2:06) FTC's new subscription rules and impact
(6:58) Fundrise - Sign up today at https://www.fundrise.com/twist
(8:16) Density's mission and "Waffle" product announcement
(16:02) Real-time wayfinding and utilization tracking
(22:45) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(23:59) Data's impact on city planning and operations
(27:12) Sensor costs and impact on adoption
(32:24) Unit economics and adoption curves
(39:13) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(40:22) Robotaxi fleet modeling project
(48:33) Google and Kairos nuclear power deal
(50:00) Amazon's nuclear energy agreements
(55:09) Solar and fracking trends
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TWiST AV Models:
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Mentioned on the show:
https://blog.google/outreach-initiatives/sustainability/google-kairos-power-nuclear-energy-agreement
https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero
https://ourworldindata.org/energy-gdp-decoupling
https://www.bbc.com/news/articles/czkkgnp1d2xo
https://archive.is/ZOO42#selection-1051.130-1059.17
https://www.semafor.com/article/10/03/2024/solar-boom-in-china-turns-electricity-prices-negative
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Check out these startups:
https://www.unbound-potential.com
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Follow Andrew:
LinkedIn: https://www.linkedin.com/in/andrewfarah
Check out: https://density.io
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(6:58) Fundrise - Sign up today at https://www.fundrise.com/twist
(22:45) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(39:13) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
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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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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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