World Model · podcast knowledge graph

Banning Chinese robots isn't regulatory capture | E2318

2026-07-29 · 86 min · 50 entities

episode page audio

Asserted relationships

  • → references twistartups.substack.com website
    0.77
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://twistartups.substack.com/
  • → references @Calacanis website
    0.77
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://substack.com/@calacanis
  • → references Lo Toney person
    0.77
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://x.com/lo_toney
  • → hosted by Jason Calacanis person
    0.55
    evidence rules-v5
    Feed author/publisher: Jason Calacanis
  • → discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • → references ThisWeekIn website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://youtube.com/thisweekin
  • → references Twist website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://odoo.com/twist
  • → references @Thisweekinstartups website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://tiktok.com/@thisweekinstartups
  • → references mongodb.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://mongodb.com/ai
  • → references menlovc.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://menlovc.com/
  • → references launch.co website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://launch.co/
  • → references pacingthefrontier.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://pacingthefrontier.com/
  • → references Moonshotai product
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://huggingface.co/moonshotai/Kimi-K3/blob/main/LICENSE
  • → references zipline.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://zipline.com/
  • → references manna.aero website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://manna.aero/
  • → references plexocap.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://plexocap.com/
  • → references weisburdpierce.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://weisburdpierce.com/
  • → references Cursor Start India person
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://cursor.com/blog/cursor-start-india
  • → references Stripe Openrouter Merger Ai Currency person
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://axios.com/2026/07/24/stripe-openrouter-merger-ai-currency
  • 0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://theinformation.com/articles/openrouter-financials-suggest-steep-price-possible-acquirer-stripe?rc=g3wfdp
  • → references pangram.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://pangram.com/
  • → references tau-robotics.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://tau-robotics.com/
  • → references kindredventures.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://kindredventures.com/
  • → references goautolane.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://goautolane.com/
  • → references salmonrun.ai website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://salmonrun.ai/

Entities found in this episode

websites 38

  • mentioned twistartups.substack.com website
    0.90
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://twistartups.substack.com/
  • mentioned @Calacanis website
    0.90
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://substack.com/@calacanis
  • references twistartups.substack.com website
    0.77
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://twistartups.substack.com/
  • references @Calacanis website
    0.77
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://substack.com/@calacanis
  • mentioned ThisWeekIn website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://youtube.com/thisweekin
  • mentioned Twist website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://odoo.com/twist
  • mentioned @Thisweekinstartups website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://tiktok.com/@thisweekinstartups
  • mentioned mongodb.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://mongodb.com/ai
  • mentioned menlovc.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://menlovc.com/
  • mentioned launch.co website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://launch.co/
  • mentioned pacingthefrontier.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://pacingthefrontier.com/
  • mentioned zipline.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://zipline.com/
  • mentioned manna.aero website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://manna.aero/
  • mentioned plexocap.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://plexocap.com/
  • mentioned weisburdpierce.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://weisburdpierce.com/
  • 0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://theinformation.com/articles/openrouter-financials-suggest-steep-price-possible-acquirer-stripe?rc=g3wfdp
  • mentioned pangram.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://pangram.com/
  • mentioned tau-robotics.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://tau-robotics.com/
  • mentioned kindredventures.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://kindredventures.com/
  • mentioned goautolane.com website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://goautolane.com/
  • mentioned salmonrun.ai website
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://salmonrun.ai/
  • references ThisWeekIn website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://youtube.com/thisweekin
  • references Twist website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://odoo.com/twist
  • references @Thisweekinstartups website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://tiktok.com/@thisweekinstartups
  • references mongodb.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://mongodb.com/ai
  • references menlovc.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://menlovc.com/
  • references launch.co website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://launch.co/
  • references pacingthefrontier.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://pacingthefrontier.com/
  • references zipline.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://zipline.com/
  • references manna.aero website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://manna.aero/
  • references plexocap.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://plexocap.com/
  • references weisburdpierce.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://weisburdpierce.com/
  • 0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://theinformation.com/articles/openrouter-financials-suggest-steep-price-possible-acquirer-stripe?rc=g3wfdp
  • references pangram.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://pangram.com/
  • references tau-robotics.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://tau-robotics.com/
  • references kindredventures.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://kindredventures.com/
  • references goautolane.com website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://goautolane.com/
  • references salmonrun.ai website
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://salmonrun.ai/

persons 8

  • mentioned Lo Toney person
    0.90
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://x.com/lo_toney
  • references Lo Toney person
    0.77
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://x.com/lo_toney
  • mentioned Jason Calacanis person
    0.70
    evidence rules-v5
    Feed author/publisher: Jason Calacanis
  • hosted by Jason Calacanis person
    0.55
    evidence rules-v5
    Feed author/publisher: Jason Calacanis
  • mentioned Cursor Start India person
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://cursor.com/blog/cursor-start-india
  • 0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://axios.com/2026/07/24/stripe-openrouter-merger-ai-currency
  • references Cursor Start India person
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://cursor.com/blog/cursor-start-india
  • 0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://axios.com/2026/07/24/stripe-openrouter-merger-ai-currency

companys 2

  • mentioned Technology company
    0.50
    evidence rules-v5
    Feed category: Technology
  • discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology

products 2

  • mentioned Moonshotai product
    0.45
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://huggingface.co/moonshotai/Kimi-K3/blob/main/LICENSE
  • references Moonshotai product
    0.38
    evidence rules-v5
    Link in episode "Banning Chinese robots isn't regulatory capture | E2318": https://huggingface.co/moonshotai/Kimi-K3/blob/main/LICENSE
Episode description as stored
This Week In Startups is made possible by: Northwest Registered Agent- NorthwestRegisteredAgent.com/twist Odoo - Odoo.com/twist MongoDB - MongoDB.com/ai Today's show: The FCC's decision to ban Chinese humanoid robots over security concerns is a boon to American startups, which now face a narrower competitive market. But where should we draw the line on security over competition? Menlo Ventures' Deedy Das, Weisburd Pierce's David Weisburd, Plexo Capital's Lo Toney, and LAUNCH's Jason Calcanis broke down how they differentiate between legitimate security concerns and purported regulatory capture. Today's venture capital roundtable also dug into OpenRouter's possible sale to Stripe, changing tokenomics, the Indian market for startups, and even DoorDash's drone-delivery business taking flight. Guest Links: Deedy Das https://x.com/deedydas Menloe Ventures https://menlovc.com/ Lo Toney https://x.com/lo_toney Plexo Capital https://www.plexocap.com/ David Weisburd https://x.com/DWeisburd Weisburd Pierce https://www.weisburdpierce.com/ Jason Calcanis https://x.com/Jason LAUNCH https://launch.co/ Show Links: The FCC's decision regarding Chinese robots https://www.fcc.gov/document/fcc-adds-foreign-produced-power-inverters-and-robots-covered-list-0 Pacing the Frontier letter https://www.pacingthefrontier.com/ Cursor Start https://cursor.com/blog/cursor-start-india Stripe may buy OpenRouter https://www.axios.com/2026/07/24/stripe-openrouter-merger-ai-currency OpenRouter financials https://www.theinformation.com/articles/openrouter-financials-suggest-steep-price-possible-acquirer-stripe?rc=g3wfdp Kimi K3 license https://huggingface.co/moonshotai/Kimi-K3/blob/main/LICENSE Pangram https://www.pangram.com/ Tau Robotics https://www.tau-robotics.com/ Zipline https://www.zipline.com/ Manna https://www.manna.aero/ Kindred Ventures https://kindredventures.com/ Autolane https://goautolane.com/ Salmon Labs https://salmonrun.ai/ Timestamps: 0:00 The FCC bans Chinese humanoid robots 2:18 Waymo, Uber, Robotaxi, and the global BYD threat 10:30 MongoDB - AI-assisted and agentic coding is helping you build faster than ever. Start building at https://MongoDB.com/ai 15:45 The "Pacing The Frontier" letter (1,100+ AI staffers warn on RSI) 19:51 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 21:07 Regulatory capture vs. genuine concern 30:09 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 37:57 Have we reached AGI? 38:35 Stripe eyes OpenRouter at $10B 39:19 Does OpenRouter have a moat? 47:13 Kimi K3's license and neocloud margins 49:34 Claude Tag and the future of AI-mediated workplaces 53:26 Cursor Start, ChatGPT Go, and the India market 1:02:03 Have we solved AI detection? 1:11:20 Tau Robotics $30/hour robotic housecleaning 1:12:49 Job loss, and the social safety net 1:18:25 DoorDash Air takes on Zipline, Manna 1:21:00 Portfolio shout-outs 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 Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com