World Model · podcast knowledge graph

Why Data Is the Next $1 Trillion Market

2026-07-08 · 66 min · episode 2309 · 43 entities

episode page audio

Asserted relationships

  • → references twistartups.substack.com website
    0.77
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://twistartups.substack.com/
  • → references @Calacanis website
    0.77
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://substack.com/@calacanis
  • → hosted by Jason Calacanis person
    0.55
    evidence rules-v5
    Feed author/publisher: Jason Calacanis
  • 0.48
    evidence rules-v5
    joined Cendana Capital's Michael Kim and TWiST's
  • 0.48
    evidence rules-v5
    joined Cendana Capital's Michael Kim and TWiST's
  • → discusses Technology company
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    evidence rules-v5
    Feed category: Technology
  • → references ThisWeekIn website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://youtube.com/thisweekin
  • → references Twist website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://do.co/twist
  • → references @Thisweekinstartups website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://tiktok.com/@thisweekinstartups
  • → references partners.launch.co company
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://partners.launch.co/
  • → references every.io website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://every.io/
  • → references agree.com website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://agree.com/
  • → references cendanacapital.com website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://cendanacapital.com/
  • → references etched.com website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://etched.com/
  • 0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://salesforce.com/news/press-releases/2026/06/15/salesforce-signs-definitive-agreement-to-acquire-fin
  • → references footwork.vc website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://footwork.vc/
  • → references Preserving Whats Human person
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://gptzero.me/news/preserving-whats-human
  • → references Vercel Acquires Better Auth person
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://vercel.com/blog/vercel-acquires-better-auth
  • 0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://techcrunch.com/2026/07/07/figma-acquires-team-behind-a-vibe-coding-app
  • → references withprotege.ai website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://withprotege.ai/
  • → references windbornesystems.com website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://windbornesystems.com/
  • → references Lovable 300m 13 2bn Valuation website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://sifted.eu/articles/lovable-300m-13-2bn-valuation

Entities found in this episode

websites 30

  • mentioned twistartups.substack.com website
    0.90
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://twistartups.substack.com/
  • mentioned @Calacanis website
    0.90
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://substack.com/@calacanis
  • references twistartups.substack.com website
    0.77
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://twistartups.substack.com/
  • references @Calacanis website
    0.77
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://substack.com/@calacanis
  • mentioned ThisWeekIn website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://youtube.com/thisweekin
  • mentioned Twist website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://plaud.ai/twist
  • mentioned @Thisweekinstartups website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://tiktok.com/@thisweekinstartups
  • mentioned every.io website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://every.io/
  • mentioned agree.com website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://agree.com/
  • mentioned cendanacapital.com website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://cendanacapital.com/
  • mentioned etched.com website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://etched.com/
  • 0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://salesforce.com/news/press-releases/2026/06/15/salesforce-signs-definitive-agreement-to-acquire-fin
  • mentioned footwork.vc website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://footwork.vc/
  • 0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://techcrunch.com/2026/07/07/figma-acquires-team-behind-a-vibe-coding-app
  • mentioned withprotege.ai website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://withprotege.ai/
  • mentioned windbornesystems.com website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://windbornesystems.com/
  • mentioned Lovable 300m 13 2bn Valuation website
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://sifted.eu/articles/lovable-300m-13-2bn-valuation
  • references ThisWeekIn website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://youtube.com/thisweekin
  • references Twist website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://do.co/twist
  • references @Thisweekinstartups website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://tiktok.com/@thisweekinstartups
  • references every.io website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://every.io/
  • references agree.com website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://agree.com/
  • references cendanacapital.com website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://cendanacapital.com/
  • references etched.com website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://etched.com/
  • 0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://salesforce.com/news/press-releases/2026/06/15/salesforce-signs-definitive-agreement-to-acquire-fin
  • references footwork.vc website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://footwork.vc/
  • 0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://techcrunch.com/2026/07/07/figma-acquires-team-behind-a-vibe-coding-app
  • references withprotege.ai website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://withprotege.ai/
  • references windbornesystems.com website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://windbornesystems.com/
  • references Lovable 300m 13 2bn Valuation website
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://sifted.eu/articles/lovable-300m-13-2bn-valuation

companys 7

persons 6

  • 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 Preserving Whats Human person
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://gptzero.me/news/preserving-whats-human
  • mentioned Vercel Acquires Better Auth person
    0.45
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://vercel.com/blog/vercel-acquires-better-auth
  • references Preserving Whats Human person
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://gptzero.me/news/preserving-whats-human
  • references Vercel Acquires Better Auth person
    0.38
    evidence rules-v5
    Link in episode "Why Data Is the Next $1 Trillion Market": https://vercel.com/blog/vercel-acquires-better-auth
Episode description as stored
This Week In Startups is made possible by: Digital Ocean - do.co/twist Agree.com - agree.com Every.io - every.io. Today's show: How many startups matter in tech? Fewer than you think. That's why venture capitalists are tripping over themselves to get onto their cap tables, no matter the cost. Why? Footwork's Nikhil Basu Trivedi argues that the Valley has never been more "power-law-pilled" than it is today. Basu Trivedi joined Cendana Capital's Michael Kim and TWiST's Alex Wilhelm to go deep on secondary markets, the state of startup M&A, why the SaaSpocalypse may be temporary, and what could trigger a retrenchment of the AI trade. It's Wednesday, so it's time for our venture capital roundtable to go deep on how VCs are investing today, and where on the horizon they have their eyes fixed! Guest links: Nikhil Basu Trivedi https://x.com/nbt Footwork https://www.footwork.vc/ Michael Kim https://x.com/MKRocks Cendana Capital https://www.cendanacapital.com/ Show links: The USVC-Anduril blowup https://x.com/ankurnagpal/status/2072701195714531398 Kline Hill Cendana Partners https://www.secondariesinvestor.com/kline-hill-and-cendana-raise-400m-for-second-vc-secondaries-fund/ GPTZero's exit https://gptzero.me/news/preserving-whats-human/ Salesforce buys Fin https://www.salesforce.com/news/press-releases/2026/06/15/salesforce-signs-definitive-agreement-to-acquire-fin/ Vercel buys Better Auth https://vercel.com/blog/vercel-acquires-better-auth Figma buys Bud https://techcrunch.com/2026/07/07/figma-acquires-team-behind-a-vibe-coding-app/ Protoge https://withprotege.ai/ Windborne https://windbornesystems.com/ Etched https://www.etched.com/ Lovable's reported raise https://sifted.eu/articles/lovable-300m-13-2bn-valuation Josh Browder https://x.com/Joshuabrowder Timestamps: 0:00 Introduction: Nikhil Basu Trivedi (Footwork) & Michael Kim (Cendana Capital) 1:59 The Anduril vs. USVC secondary market blowup 4:08 Why Silicon Valley is 'power-law-pilled' 8:23 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 9:37 Information asymmetry in the secondary markets 9:45 Every.io — For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 15:02 Is SPV fraud smoke or fire? 16:32 Superhuman acquires GPTZero 19:54 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 21:10 The M&A wave 27:19 The SaaSpocalypse debate 29:59 DigitalOcean - 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%. 30:44 Data's moment in the energy → compute → data loop 35:01 Where will AI value accrue? 40:04 What could cause an AI correction? 42:17 Why some companies are "too big to miss" 46:23 China's possible open-weight model ban 53:28 Young founders: Etched, Thiel Fellows, Z Fellows, Neo 55:33 Portfolio spotlight: WindBorne's weather balloons and data moat 58:47 Michael's favorite fund manager: Josh Browder 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 Check out all our partner offers: https://partners.launch.co/ 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:/