Jason Unpacks Sequoia’s New Funds | E2199

Australia has accused Microsoft of employing a dark pattern… Hear why Jason says these kinds of sneaky tactics aren’t usually worth it.

It’s a brand-new Monday TWiST and it’s PACKED with news. In addition to Australia’s allegations against MSFT, we’re looking at Chinese drone fails and wondering how live experiences will change in the age of AI.

PLUS has Tesla finally “solved” FSD after years of promises? Does it matter that so much of Mercor’s revenue goes back out to contractors? Do Chinese LLMs have a major advantage when it comes to the stock market over Western counterparts? Why Jason avoids overseas deals when he doesn’t speak the language or know the culture. And much more!

**Timestamps:**

(00:03:44) Fall is here! And Jason is already looking ahead to “BFCM” and the holiday season.

(00:07:13) We’re bringing back the TWiSTies and a Prediction 2026 show

(00:07:33) People are using AI to create fake receipts for fraudulent invoices!