Today’s show: Trump takes aim at Apple with a potential 25% iPhone tariff, Anthropic releases two powerful new Claude models claiming top performance in coding tasks, and two founders go head-to-head in the final round of Founder Fridays. In this packed episode, Jason, Alex, and Lon unpack what Trump’s latest trade threat really means, why Anthropic’s AI progress could reshape the dev landscape, and which startup—an AI ad network or industrial automation platform—comes out on top. A fast-paced look at the volatility, breakthroughs, and ambition defining today’s startup ecosystem.

Timestamps:

(0:00) Episode Teaser(3:41) MORE tariffs, this time on Apple… is this just a message to Tim Cook?(7:08) Potential impact of tariffs on Apple(10:09) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(14:14) Anthropic’s new models are topping the LLM charts but are they REALLY self-aware(20:07) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(24:35) Who should buy OnlyFans? Jason, Alex, and Lon each have ideas(30:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(35:10) Gut health is important but do we need SMART toilets?(40:34) Which TWiST 500 companies are blowing up on secondary markets?(47:27) The Founder Friday city competition FINAL ROUND: see which startup wins!

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Links from episode:

Throne One: https://www.thronescience.com/product?

Arcana: https://arcana.ad/

TACTUN: https://tactun.com/

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

Thank you to our partners:

(10:09) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!

(20:07) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(30:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

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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Apple’s Tariff Trouble, Anthropic’s New Models, and Our Founder Friday Finale | E2130

This Week in Startups