Todays show:

Alex Wilhelm joins Jason to discuss the role of social media and rhetoric in spreading conspiracy theories in the wake of the attempt on Trump (5:43), Silicon Valley's political landscape and views on Biden and Trump’s policies (20:14), Sequoia's strategy with Stripe shares, secondary markets, and private investments (50:00), and more!

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Timestamps:

(0:00) Jason and Alex kick off the show

(1:57) Reflections on the assassination attempt on Trump and media cycles

(5:43) The role of social media and rhetoric in spreading conspiracy theories

(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST

(11:19) Political implications of post-shooting events and allure of conspiracy theories

(20:14) Silicon Valley's political landscape and views on Biden's policies

(22:31) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist

(25:03) Trump's policies and their impact on Silicon Valley and startups

(33:31) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist

(35:00) Market conditions, Google's potential acquisition of Wizz, and cybersecurity

(47:02) State-sponsored hacking and the complexity of cybersecurity

(50:00) Sequoia's strategy with Stripe shares, secondary markets, and private investments

(1:01:02) The evolving role of secondary markets in venture capital and problem-solving in capitalism

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Mentioned on the show:

Check out Polymarket trading data:

https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1721076355768

Don’t miss the WSJ’s big Wiz scoop:

https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-6

Alex’s take on the deal

https://www.cautiousoptimism.news/p/why-google-may-spend-23b-buying-wiz

The Axios piece on what Sequoia is cooking up for Stripe shares:

https://www.axios.com/2024/07/15/sequoia-capital-stripe

And you can find the OneStream IPO docs here:

https://www.sec.gov/Archives/edgar/data/1889956/000095017024083395/onestream_s-1a.htm

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Follow Alex:

X: https://x.com/alex

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

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Follow Jason:

X: https://twitter.com/Jason

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

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Thank you to our partners:

(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST

(22:31) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist

(33:31) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/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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Google weighs $23B for Wiz, startups in a second Trump admin, and Sequoia's Stripe sale | E1980

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