Waymo Madness in SF! Why robotaxis clogged the streets | E2227

Waymo Madness in SF! Why robotaxis clogged the streets | E2227

Author: Jason Calacanis December 23, 2025 Duration: 59:35

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Today’s show: 


Why did a power outage in the Bay Area cause Waymos to pile up on city streets?


Jason was actually in San Francisco to take in the spectacle of Waymos blocking traffic. But why did this happen? And can we look forward to a day when automated cars are more graceful and coordinated than ballet dancers performing “Swan Lake”? We’re asking the tough (and also culturally erudite) questions!


PLUS self-driving cars are coming to London, Coinbase’s buying spree continues, another entrant in our nearly-complete Gamma Pitch Deck Competition, AND why Jason predicts that Google is going to buy UBER!


You won’t want to miss this holiday TWiST!


Timestamps:


(00:00) It’s a holiday TWiST! Jason’s calling in from vacay in Lake Tahoe.


(03:11) Jason was in SF for the great Waymo power outage!


(06:06) Why Jason says one day Waymos will be better coordinated than dancers in “Swan Lake”


(07:33) We predicted Starlink coming to every Tesla nearly 3 years ago!


(09:05) Caldera + Lab: Whether you’re starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.


(11:29) Jason calls what Tesla’s Optimus team is planning “otherworldly”


(14:39) Why Jason thinks we’re all going to live in an “Opt-In Truman Show” someday soon


(18:52) Baidu, Lyft, and Uber bring self-driving cars to London… they don’t have them already?!


(20:49) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.


(24:02) When do we get to 50% of all rides being done by autonomous vehicles… and how many robotaxis will that take?


(27:50) Why Jason thinks Google is going to buy… UBER?!


(31:12) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist


(32:30) Will it eventually come down to which car can drive a mile for the cheapest?


(35:08) Coinbase picks up The Clearing Company, which makes frameworks for prediction markets


(39:50) How much did the biggest AI models improve this year?


(44:09) Who’s going to actually buy Warner Bros? We’re checking the Polymarket.


(47:06) GAMMA PITCH w/ Jonathan Sherman of Lumix Ads


(51:00) Why Jason says Jonathan’s pitch is a 9.5 out of 10


(52:50) What Jason looks for in a founder: “a big audacious vision”


(54:18) How Lumix (safely) collects users’ “mobile ad ID” on the go to identify them


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


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


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Thank you to our partners:


(09:05) Caldera + Lab: Whether you’re starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.


(20:49) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.


(31:12) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist


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: 100

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