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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:

https://docs.google.com/spreadsheets/d/1txb73-0MvKq_FAcGWMsUcctwgEVHYkgQ38kgEnOuHMs/edit?gid=1464971737#gid=1464971737

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Mentioned on the show:

https://docs.google.com/spreadsheets/d/1txb73-0MvKq_FAcGWMsUcctwgEVHYkgQ38kgEnOuHMs/edit?gid=1464971737#gid=1464971737

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.trlyr.com

https://www.terra.one

https://www.tozero.solutions

https://www.altris.se

https://bedrock.inc

https://www.unbound-potential.com

https://www.3dc.co.jp/en

https://www.flowaluminum.com

https://www.hydrostor.ca

https://www.thaleron.com

https://sizableenergy.com

https://www.kitekraft.de

https://www.byterat.io

https://www.ionworks.com

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Follow Andrew:

X: https://x.com/andrewfarah

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

Check out: https://density.io

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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:

(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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TWiST News: Subscription Economics, Density's Waffle, and The Cost of AV Fleets | E2027

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