Your thrice weekly deep dive into startups, markets, & tech | Hosted by @jason and @lons We're hiring! Apply: editor@launch.co or producer@launch.co!

Austin, TX
“We didn’t do any marketing. We just posted a video on Twitter.” Hugging Face co-founder Thom Wolf joins the show to talk about Microduck, his company’s $399 robot duck “side project” that pre-sold 16,000+ units, and how the walking, quacking, roller-skating automaton became a viral sensation, and one of the best-selling consumer robots of all time. Then we’re digging into how Hugging Face actually makes money, and Thom’s take on the OpenAI breach and why people worried about cybersecurity should focus more on defense than offense. Plus CA Gov. Gavin Newsom wants an AI kill switch, why purpose-built robotaxis are about to explode, Jason’s take on the latest $SNAP Specs, and an all-new Off Duty. @jason @lons @Thom_Wolf @huggingface 0:00 Guest: Thomas Wolf, co-founder & chief science officer, Hugging Face 4:43 Two years to build Microduck 9:09 How Hugging Face actually makes money: storage, not tokens 10:42 Superhuman - Superhuman Go is an AI chat that's always there when you need it, already aware of what you're doing, and doesn't ask you to start from zero. Sign up to get the best in AI at superhuman.com 17:44 Vibe-coding robotics: "train this new behavior for me" 20:26 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.co 23:46 Thomas Wolf's P-doom and the airplane-safety analogy 25:44 The Nvidia acquisition and what changes for open models 30:23 Odoo - The all-in-one business platform. Your first app is free! Get started today at Odoo.com/twist 39:05 Inside the Hugging Face breach: stolen credentials and basic mistakes 43:59 News: Newsom's executive order and the frontier-model "kill switch" 45:30 Jason's counter-proposal: liability, insurance, and KYC for AI 1:00:34 News: Lucid and Bolt to put 25,000 robotaxis on European roads 1:10:27 News: Snap opens pre-orders for $2,195 Specs AR glasses 1:22:09 Off-Duty: Clavicular, the All-In Summit 1:31:27 Off-Duty: Physical 100 goes to Italy and Mexico 🎥 Watch the full episode here 👇
3
3
26
10,593
The 5 questions @jason asks when he feels off @jason: "If I'm feeling out of sorts: How did I sleep last night? How's my diet? How's my exercise? How's my socialization, and how's my meditation?” @lons
4
1
5
3,142
Google is launching four TPUs into orbit for Project Suncatcher, and Jason and Lon break down what that means for the AI compute race. Bryant Chou of Ploy joins to explain why he sees the website as the key to understanding an entire business, and how his agents go about slurping them up. PLUS, an OpenAI agent breached Australia's Medicare statistics portal, and how many robots a week Tesla is now shipping with Optimus. @jason @lons @bryantchou @ployai 0:00 Whoop fire alarm: Jason's dry-aged steak incident 4:45 News: an OpenAI agent breached Australia's Medicare statistics portal 12:48 Scraper or hack? Australia's PM jumps into the AI safety debate 13:31 News: Google launches four TPUs into orbit for Project Suncatcher 18:27 Guest: Bryant Chou of PloyAI 20:07 AD: Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta. 21:11 Ploy's thesis: your website as your hardest working employee 27:05 Why a repeat unicorn founder went back to Y Combinator 38:55 The DOJ probe into a16z's Databricks and Fivetran board seats 44:57 "Nobody's thinking about you": Jason's stair story 45:17 Frontier models vs. your own model, and OpenAI's $2M YC token deal 54:04 News: Ando wants to replace Slack with agent-native chat 1:01:08 News: Tesla ramps Optimus to several hundred robots a week 1:04:48 Off-Duty: Jensen Huang tells Ezra Klein basic math may not matter 1:08:31 The MIT "Your Brain on ChatGPT" EEG study 1:09:57 Jason's five-part reset: sleep, diet, exercise, socializing, meditation 1:11:45 Off-Duty: Sydney Sweeney's Novig ad backlash 1:21:07 The Further Mis-Adventures of Cliff Booth trailer 1:23:41 Jason's first car: a 1970 Mustang Grande 🎥 Watch the full episode here 👇
694
Nobody is thinking about you, ever. Jason recalls how even he forgets about his flops. @jason: "Nobody remembers Mahalo. They remember All-In.” @lons: "The moment you're out of their field of vision, they're on to the next thing.”
2
6
21
3,159
Google is launching four TPUs into orbit for Project Suncatcher, and Jason and Lon break down what that means for the AI compute race. Bryant Chou of Ploy joins to explain why he sees the website as the key to understanding an entire business, and how his agents go about slurping them up. PLUS, an OpenAI agent breached Australia's Medicare statistics portal, and how many robots a week Tesla is now shipping with Optimus. @jason @lons @bryantchou @ployai 0:00 Whoop fire alarm: Jason's dry-aged steak incident 4:45 News: an OpenAI agent breached Australia's Medicare statistics portal 12:48 Scraper or hack? Australia's PM jumps into the AI safety debate 13:31 News: Google launches four TPUs into orbit for Project Suncatcher 18:27 Guest: Bryant Chou of PloyAI 20:07 AD: Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta. 21:11 Ploy's thesis: your website as your hardest working employee 27:05 Why a repeat unicorn founder went back to Y Combinator 38:55 The DOJ probe into a16z's Databricks and Fivetran board seats 44:57 "Nobody's thinking about you": Jason's stair story 45:17 Frontier models vs. your own model, and OpenAI's $2M YC token deal 54:04 News: Ando wants to replace Slack with agent-native chat 1:01:08 News: Tesla ramps Optimus to several hundred robots a week 1:04:48 Off-Duty: Jensen Huang tells Ezra Klein basic math may not matter 1:08:31 The MIT "Your Brain on ChatGPT" EEG study 1:09:57 Jason's five-part reset: sleep, diet, exercise, socializing, meditation 1:11:45 Off-Duty: Sydney Sweeney's Novig ad backlash 1:21:07 The Further Mis-Adventures of Cliff Booth trailer 1:23:41 Jason's first car: a 1970 Mustang Grande 🎥 Watch the full episode here 👇
1
607
Masa gave Jason and Uber an ultimatum… @jason describing Masa’s ultimatum: "I need you to sell me your shares. And if not, I'm going to put this 5 or 10 billion into Lyft and DoorDash.” @lons
1
9
3,611
Google is launching four TPUs into orbit for Project Suncatcher, and Jason and Lon break down what that means for the AI compute race. Bryant Chou of Ploy joins to explain why he sees the website as the key to understanding an entire business, and how his agents go about slurping them up. PLUS, an OpenAI agent breached Australia's Medicare statistics portal, and how many robots a week Tesla is now shipping with Optimus. @jason @lons @bryantchou @ployai 0:00 Whoop fire alarm: Jason's dry-aged steak incident 4:45 News: an OpenAI agent breached Australia's Medicare statistics portal 12:48 Scraper or hack? Australia's PM jumps into the AI safety debate 13:31 News: Google launches four TPUs into orbit for Project Suncatcher 18:27 Guest: Bryant Chou of PloyAI 20:07 AD: Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta. 21:11 Ploy's thesis: your website as your hardest working employee 27:05 Why a repeat unicorn founder went back to Y Combinator 38:55 The DOJ probe into a16z's Databricks and Fivetran board seats 44:57 "Nobody's thinking about you": Jason's stair story 45:17 Frontier models vs. your own model, and OpenAI's $2M YC token deal 54:04 News: Ando wants to replace Slack with agent-native chat 1:01:08 News: Tesla ramps Optimus to several hundred robots a week 1:04:48 Off-Duty: Jensen Huang tells Ezra Klein basic math may not matter 1:08:31 The MIT "Your Brain on ChatGPT" EEG study 1:09:57 Jason's five-part reset: sleep, diet, exercise, socializing, meditation 1:11:45 Off-Duty: Sydney Sweeney's Novig ad backlash 1:21:07 The Further Mis-Adventures of Cliff Booth trailer 1:23:41 Jason's first car: a 1970 Mustang Grande 🎥 Watch the full episode here 👇
625
Ploy AI founder Bryant Chou isn’t afraid of Sam Altman’s token-for-equity deal @bryantchou: "We are not concerned at the moment of what OpenAI can do with our data, maybe eventually.” @jason @lons
2
10
3,205
Google is launching four TPUs into orbit for Project Suncatcher, and Jason and Lon break down what that means for the AI compute race. Bryant Chou of Ploy joins to explain why he sees the website as the key to understanding an entire business, and how his agents go about slurping them up. PLUS, an OpenAI agent breached Australia's Medicare statistics portal, and how many robots a week Tesla is now shipping with Optimus. @jason @lons @bryantchou @ployai 0:00 Whoop fire alarm: Jason's dry-aged steak incident 4:45 News: an OpenAI agent breached Australia's Medicare statistics portal 12:48 Scraper or hack? Australia's PM jumps into the AI safety debate 13:31 News: Google launches four TPUs into orbit for Project Suncatcher 18:27 Guest: Bryant Chou of PloyAI 20:07 AD: Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta. 21:11 Ploy's thesis: your website as your hardest working employee 27:05 Why a repeat unicorn founder went back to Y Combinator 38:55 The DOJ probe into a16z's Databricks and Fivetran board seats 44:57 "Nobody's thinking about you": Jason's stair story 45:17 Frontier models vs. your own model, and OpenAI's $2M YC token deal 54:04 News: Ando wants to replace Slack with agent-native chat 1:01:08 News: Tesla ramps Optimus to several hundred robots a week 1:04:48 Off-Duty: Jensen Huang tells Ezra Klein basic math may not matter 1:08:31 The MIT "Your Brain on ChatGPT" EEG study 1:09:57 Jason's five-part reset: sleep, diet, exercise, socializing, meditation 1:11:45 Off-Duty: Sydney Sweeney's Novig ad backlash 1:21:07 The Further Mis-Adventures of Cliff Booth trailer 1:23:41 Jason's first car: a 1970 Mustang Grande 🎥 Watch the full episode here 👇
614
Australia’s government says an OpenAI agent broke into a Medicare statistics portal @jason: "It's very easy to instruct these things to break the terms of service.” @lons
1
3
9
3,189
Google is launching four TPUs into orbit for Project Suncatcher, and Jason and Lon break down what that means for the AI compute race. Bryant Chou of Ploy joins to explain why he sees the website as the key to understanding an entire business, and how his agents go about slurping them up. PLUS, an OpenAI agent breached Australia's Medicare statistics portal, and how many robots a week Tesla is now shipping with Optimus. @jason @lons @bryantchou @ployai 0:00 Whoop fire alarm: Jason's dry-aged steak incident 4:45 News: an OpenAI agent breached Australia's Medicare statistics portal 12:48 Scraper or hack? Australia's PM jumps into the AI safety debate 13:31 News: Google launches four TPUs into orbit for Project Suncatcher 18:27 Guest: Bryant Chou of PloyAI 20:07 AD: Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta. 21:11 Ploy's thesis: your website as your hardest working employee 27:05 Why a repeat unicorn founder went back to Y Combinator 38:55 The DOJ probe into a16z's Databricks and Fivetran board seats 44:57 "Nobody's thinking about you": Jason's stair story 45:17 Frontier models vs. your own model, and OpenAI's $2M YC token deal 54:04 News: Ando wants to replace Slack with agent-native chat 1:01:08 News: Tesla ramps Optimus to several hundred robots a week 1:04:48 Off-Duty: Jensen Huang tells Ezra Klein basic math may not matter 1:08:31 The MIT "Your Brain on ChatGPT" EEG study 1:09:57 Jason's five-part reset: sleep, diet, exercise, socializing, meditation 1:11:45 Off-Duty: Sydney Sweeney's Novig ad backlash 1:21:07 The Further Mis-Adventures of Cliff Booth trailer 1:23:41 Jason's first car: a 1970 Mustang Grande 🎥 Watch the full episode here 👇
683