Today’s show: Circle gears up for its IPO and the stablecoin wars heat up, Palantir’s meme stock status gets a reality check, and they riff on a possible Uber + DoorDash merger and whether AI should train on Substack content. They react to Sequoia partner Andrew Reed’s inside take on fund dynamics, laugh at a brutal VC meme, and wrap with “Office Hours” featuring Caylee Harrington, founder of Hookhub — the Airbnb for RV parking — to talk vanlife, growth, and building in an unsexy market.

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Timestamps:

(0:00) Alex and Jason kicks off the show!

(1:29) Palantir's stock and market dynamics

(5:43) Meme stocks and reversion to the mean

(6:57) X and XAI merger

(10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST

(12:05) M&A trends in tech and AI content acquisitions

(17:22) Valuation strategies for acquisitions

(22:05) Fidelity Private Shares - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.