Episode 2052

The Self-Driving Unicorn You Need to Meet & MicroStrategy's Bitcoin Bet | E2052

Nov 27, 202453:09Watch on YouTube

Todays show:

Jason and Alex welcomed Alex Kendall to the show. He's the founder and CEO of Wayve, an AI company working on self-driving. You might recall that Wayve raised $1 billion earlier this year, but TWIST wanted to know how the company intends to commercialize -- and how soon. From there, it was back to the bitcoin mines. Figuratively, as the hosts dug into MicroStrategies' bitcoin buying bet. Precisely why it is trading at such a NAV premium remains occluded to the show, but we did chase down its debt terms. Next week: More TWiST500!

Timestamps:

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

(2:32) Introduction of guest Alex Kendall Co-Founder & CEO of Wayve

(3:00) Alex Kendall on Wayve's autonomous driving approach and AI technology

(8:29) LiDAR vs. camera-first solutions debate

(10:19) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

(12:23) Economic viability and strategy of autonomous vehicles

(17:49) Timeline for Wave's technology deployment and future market scenarios

(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(22:34) Autonomy subscription models and AI driving behavior challenges

(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.

(33:00) AI driving culture and Twist 500 update

(37:05) MicroStrategy's Bitcoin strategy and market concerns

(41:33) Bitcoin convertible debt analysis

(49:03) Deciphering complex business models and historical examples

(51:24) Evaluating new financial terms and investor advice

(52:29) Final thoughts and invitation to Michael Saylor

Subscribe to the TWiST500 newsletter https://ticker.thisweekinstartups.com

Check out the TWIST500: [https://www.twist500.com](https://twist500.com)

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Mentioned on the show:

Check out Wayve: https://wayve.ai/

Check out MicroStrategy: https://www.microstrategy.com/

TWiST Episode #1251 with Do Kwon: https://www.youtube.com/watch?v=PLZL8iPKsHQ

Follow Alex Kendall:

X: https://x.com/alexgkendall

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

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:

(10:19) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.

All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use.

Listen here:

Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957

Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9

Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio