The Pentagon Wants Equity in AI Startups | E2336

The Pentagon Wants Equity in AI Startups | E2336

Author: Jason Calacanis September 12, 2026 Duration: 1:12:37
This Week In Startups is made possible by: DigitalOcean — Want to see what building on a true AI-native platform looks like? Head to do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. Odoo: The all-in-one business platform. Your first app is free! Get started for today at Odoo.com/twist Upwork helps businesses find highly skilled freelance professionals for specialized work. Post your job for free at upwork.com Today's show: The Pentagon is reportedly in talks to lend AI cloud startup Fluidstack $5. billion, and Jason thinks the real story isn't the loan itself. It's the US government owning equity in private AI companies, and competing directly with venture capital. Plus returning friend of the pod Tibo Louis-Lucas shows us how he runs seven companies with fewer than 10 people by stacking AI agents. Can a few $200/month AI subscriptions really do the work of an entire marketing team? Tibo seems to think so. Plus it's Off-Duty Friday, so Jason and Lon are reviewing some current streaming favorites, and commemorating the 25th anniversary of 9/11 with some personal stories. Check out the full summary and transcript of today's episode from Plaud: https://web.plaud.ai/s/pub_213fdb2e-a65e-4901-b5fc-57a4f1e357a1::ZvclWNOK-PPr-9atxIDVG2tpGYUJxiklGAzVbHd9aJRBMSd6ef8l4hG7j_mUAyNTYTXS_Ha1XlEm8fYC Guests: Tibo Louis-Lucas on X: https://x.com/tibo_maker Squad: https://squad.so/ Relevant Links: Fluidstack: https://www.fluidstack.io Google-Fluidstack warrants deal details: https://cointelegraph.com/news/google-acquires-5-4-stake-in-bitcoin-mining-company-cipher-mining-in-ai-deal Center for Public Integrity: Solyndra timeline: https://publicintegrity.org/politics/missed-warning-signs-a-solyndra-timeline/ The Hill: Energy Dept. loses $139M in Fisker auto loan default: https://thehill.com/policy/energy-environment/191258-energy-dept-loses-139-million-in-auto-loan-gone-bad/ Apple iPhone Duo: https://www.apple.com/newsroom/2026/09/apple-unveils-iphone-duo/ Apple Mac Studio: https://www.apple.com/mac-studio/ Sonos: https://www.sonos.com/ Amazon Fire TV: https://www.amazon.com/b?node=8521791011 UniFi: https://www.ui.com/ Lanterns trailer: https://www.youtube.com/watch?v=7UIBOsuUwc4 Dark Matter Season 2 trailer: https://www.youtube.com/watch?v=zhB6_1UbR7s "Robin" biography by Dave Itzkoff: https://www.amazon.com/dp/1627794247 What Dreams May Come trailer: https://www.youtube.com/watch?v=RmZ-FuBThuQ Huffington Post on the Robin Williams-Disney feud: https://www.huffingtonpost.co.uk/entry/robin-williams-disney-feud-aladdin-picasso_uk_6a7cc304e4b079a0b2ec2233 Keith Roma: the 344th firefighter lost, remembered: https://www.firerescue1.com/9-11/articles/the-firefighter-everyone-forgot-about-on-911-142cs6WyLmn2FDib/ Timestamps: 0:00 Remembering 9/11, 25 Years Later 9:10 Are we about to nationalize the AI industry? 9:53 DigitalOcean - Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 20:30 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 21:45 Apple's foldable iPhone Duo 29:43 Upwork - Upwork helps businesses find highly skilled freelance professionals for specialized work. Post your job for free at https://upwork.com 38:04 Tibo Louis-Lucas returns to TWiST 41:47 The affiliate update email that runs on autopilot 46:40 Why you should "stack" multiple AI subscriptions 52:57 Squad's ideal customer is a solo founder 54:11 Jason digs Hal Jordan on "Lanterns" 1:00:19 Lon reviews Apple's "Dark Matter" 1:03:39 Remembering Robin Williams Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

Every week, Jason Calacanis dives headfirst into the swirling vortex of Silicon Valley and global tech with This Week in Startups. It’s a direct line to the conversations shaping our digital future, moving far beyond surface-level news. You’ll hear Jason’s unfiltered analysis on everything from market shifts and media trends to the underlying mechanics of building a business, all delivered with a blend of enthusiasm and seasoned skepticism. The core of this podcast, however, lies in the guests. Jason sits down with the very people driving change-founders who have scaled impossible heights, operators managing daily chaos, and investors who spot trends before they become obvious. These conversations are less like formal interviews and more like insider debriefs, pulling back the curtain on real strategies, painful failures, and unexpected successes. For anyone curious about how technology is built, funded, and ultimately changes the world, this series offers a front-row seat. It’s the context behind the headlines, providing a deeper understanding of the forces at play in startups and technology. Tune in for a consistently engaging and insightful look at the ecosystem, straight from someone who lives and breathes it.
Author: Language: en-us Episodes: 50

This Week in Startups
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