NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797

2023-08-24 · 86 min · 21 entities

episode page audio

Asserted relationships

→ references twistartups.substack.com website

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evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://twistartups.substack.com/
→ references @Calacanis website

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evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://substack.com/@calacanis
→ hosted by Jason Calacanis person

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evidence rules-v5
Feed author/publisher: Jason Calacanis
→ discusses Technology company

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evidence rules-v5
Feed category: Technology
→ references ThisWeekIn website

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://youtube.com/thisweekin
→ references Twist website

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://fitbod.me/twist
→ references founder.university company

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://founder.university/podcast
→ references Apply website

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://launch.co/apply
→ references The Sign of Four book

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://launch.co/four
→ references angelthebook.com website

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://angelthebook.com/

Entities found in this episode

websites 12

mentioned twistartups.substack.com website

0.90

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://twistartups.substack.com/
mentioned @Calacanis website

0.90

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://substack.com/@calacanis
references twistartups.substack.com website

0.77

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://twistartups.substack.com/
references @Calacanis website

0.77

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://substack.com/@calacanis
mentioned ThisWeekIn website

0.45

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://youtube.com/thisweekin
mentioned Twist website

0.45

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://openphone.com/twist
mentioned Apply website

0.45

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://launch.co/apply
mentioned angelthebook.com website

0.45

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://angelthebook.com/
references ThisWeekIn website

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://youtube.com/thisweekin
references Twist website

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://fitbod.me/twist
references Apply website

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://launch.co/apply
references angelthebook.com website

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://angelthebook.com/

companys 4

mentioned Technology company

0.50

evidence rules-v5
Feed category: Technology
mentioned founder.university company

0.45

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://founder.university/podcast
discusses Technology company

0.40

evidence rules-v5
Feed category: Technology
references founder.university company

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://founder.university/podcast

persons 2

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

books 2

mentioned The Sign of Four book

0.45

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://launch.co/four
references The Sign of Four book

0.38

evidence rules-v5
Link in episode "NEWS: Nvidia's insane earnings beat, Arm's IPO filing, and more! | E1797": https://launch.co/four

concepts 1

mentioned IPO concept

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evidence rules-v5
IPO

Episode description as stored

This Week in Startups is brought to you by… Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST. * Today's show: Jason breaks down Nvidia smashing its quarterly earnings (3:58), Arm filing its F-1 (26:38), how founders should vet accelerators (56:10), and more! (1:03:53) * Time stamps: (0:00) 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" * Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four Apply for Funding: https://www.launch.co/apply Buy ANGEL: https://www.angelthebook.com Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast