How AI splits startups into winners and losers | E2322

7 Aug 2026 · 1 h 18 min · 31 chapters

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In short

Markets and SaaS “winners vs losers” driven by AI adoption; stock-based compensation (SBC) as a signal; and energy for AI/data centers via floating small modular nuclear reactors.

Guests

Kofi Asante (CEO/founder, BlueCore Energy) and Keith Paris (founder, Lightfield).

Guest backgrounds

Asante builds small modular nuclear reactors (SMRs) mounted on barges for ports and potentially AI data centers; he previously worked in deep tech roles including Uber’s Advanced Technology Group and aerospace/electric ship work. Paris founded Lightfield, an AI-native CRM that auto-updates from email/calendar/Slack/notes and charges based on outcomes rather than selling traditional SaaS.

Key claims

AI-first SaaS can rebound (Figma, Twilio, Airbnb discussed) while companies that don’t embrace AI face pressure; high SBC can dilute shareholders and deter institutions; Twilio’s conversational AI/agents and consumption-based model are driving turnaround.

Notable examples

Figma CEO Dylan Fields giving up a large stock grant; Twilio Q2 2026 results (revenue ~$1.5B, record free cash flow ~$352.6M); Airbnb CEO Brian Chesky says AI improves bookings and lowers service costs; Harmonic.ai ranks SBC as % of revenue (e.g., Snowflake ~35%).

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

Tap a time to open that second in VO

Figma's Current State and Strategy

0:51 to 5:02

Analysis of Figma's financial situation and strategic decisions.

“Markets hit an all-time high, as many people know.”

Twilio's Turnaround Story

5:02 to 7:37

Exploration of Twilio's recent performance and embrace of AI.

“I think the stock will be trading at 2x in three years.”

Airbnb's Business Improvements

7:37 to 10:39

Insights into Airbnb's use of AI and customer service challenges.

“So he's got a billion dollars there in equity.”

Airbnb Host Experience Insights

10:50 to 14:01

Discussion on personal experiences with Airbnb hosts and service quality.

“And that's, you know, super critical to look at.”

Air Conditioning Woes

14:01 to 14:47

Discussion about an air conditioning problem and customer service experience.

“The doors are open out the windows, and you've got hot air coming in and this little hose going out.”

Introduction to Harmonic

14:48 to 15:38

Introduction to the Harmonic database and its capabilities in startup knowledge.

“I do want to go back to Harmonic because I got exactly what we were looking for.”

Understanding Stock-Based Compensation

15:39 to 17:15

Exploration of stock-based compensation's impact on private and public companies.

“and thank you to them for supporting the show.”

Small Modular Nuclear Reactors Explained

18:09 to 23:15

Discussion on the concept and potential of small modular nuclear reactors.

“And, you know, part of our logic here actually starts with like the pain point.”

Challenges in Nuclear Deployment

23:16 to 25:44

Challenges faced in deploying small modular reactors in the U.S.

“We know the Trump administration has been very pro and they broke the logjam here, which I think you should give them credit for.”

Operational Insights from BlueCore Energy

25:45 to 28:00

Insights from BlueCore Energy's CEO on their floating nuclear reactor project.

“Are you getting any pushback or is this so like when you're doing things at the port and you're doing things offshore, people kind of don't notice that it's happening?”
Show all 31 chapters

The Case for Offshore Nuclear Power

28:00 to 29:45

Discussing the suitability of the U.S. for offshore nuclear power installations.

“small, the footprint of it is actually contained to the barge.”

The Innovation Behind AI-native CRM

30:08 to 31:05

Exploring the features and business model of Lightfield's AI-native CRM.

“functioning crm and we only charge when we do great work for you so we just have a completely different business model than a SaaS CRM.”

Addressing Nuclear Safety Concerns

31:05 to 33:19

Discussing public fears and environmental impacts of nuclear energy.

“But I do think we do have a lot of environmentalists.”

Operational Safety and Design of Reactors

33:19 to 35:18

Explaining the safety features and design of offshore nuclear reactors.

“For our system right now, there are a couple of things that we're really proud of and why we feel very comfortable about it.”

Nuclear Waste Management and Regulation

35:18 to 37:54

Discussing nuclear waste management and regulatory compliance.

“I mean, these things have happened many times, and we already have the evidence, Kofi.”

Startup Challenges in Regulated Industries

37:54 to 40:19

Insights on managing a startup in the highly regulated energy sector.

“But even the smaller ones I'm reading here, you know, this one, the Kursk, that was only in 330 feet of water, which, you know, I've scuba dived to 115 feet without any special gear.”

Government Collaboration on Nuclear Energy

40:19 to 42:00

Exploring the relationship between startups and government in nuclear energy.

“Department of Energy, Department of War, Trump administration, Chris Wright, they are fully on board with nuclear.”

The Shift in Energy Perceptions

42:00 to 45:42

Discover how generational changes are reshaping views on nuclear energy.

“And I'm trying to make myself accessible because that's the goal.”

AI's Role in Energy Transition

45:42 to 48:00

Learn how AI is influencing energy choices and the future of clean energy.

“And then governments now, with the exception of, you know, like say the EU, which is a bit de-cell on this, you know, they shut down the nuclear reactors in Germany.”

ByteDance and AI Model Competition

48:00 to 50:42

Explore ByteDance's ambitions in AI and the implications for global competition.

“But first, we'll do some rapid fire news.”

The Unfolding Challenges of Open Source AI

50:42 to 55:22

Understand the risks and advantages of open-source AI models in today's landscape.

“And we didn't necessarily used to think about data that way.”

The Evolution of Online Communities

56:00 to 56:40

Explore the dynamics of online communities from past to present.

“doing the super spicy stuff on Reddit went there.”

The Future of Unhinged AI Models

56:40 to 57:50

Discuss the implications of running unhinged AI models locally.

“You're going to run them on your own server.”

Cheating vs. Resourcefulness in AI

57:50 to 58:02

Delve into the idea that what is perceived as cheating in AI could be seen as resourcefulness.

“Or to cut corners to get you the answer you want as quickly as humanly possible.”

Personal Weight Loss Journeys

58:26 to 1:05:21

Hosts discuss their weight loss challenges and progress.

“But you started doing this, and I peaked at 2013.”

Encouraging Audience Participation

1:05:21 to 1:05:38

Inspire listeners to join the weight loss journey with the hosts.

“If you want to go on your weight loss journey along with Jamie and Lon, and I'm already there.”

The Role of Weight Loss in Health

1:05:38 to 1:09:44

Discuss the importance of weight management and personal wellness.

“So, you know, it's only seven, eight pounds for me.”

Lighthearted Banter and Humor

1:10:03 to 1:11:39

The hosts engage in playful banter regarding Jamie's appearance and humorously discuss the comedy scene.

Discussion on 'To Catch a Predator'

1:11:40 to 1:14:42

The hosts analyze the impact and legacy of 'To Catch a Predator' and related content.

“out oh i know our pat prime time where he plays chris hansen i don't know if you saw it it's about the making of To Catch a Predator and the sort of rise and fall of that show.”

Risks of Vigilante Justice

1:14:43 to 1:17:08

A discussion on the dangers of modern vigilante content creation and the ethics surrounding it.

“The law enforcement would always be there.”

Personal Reflections on Time Management

1:17:09 to 1:18:14

The hosts share personal insights on how dietary changes influenced their time management and productivity.

“show fun show you went you good good turnaround you started a little grumpy and then we got it It was a little overweight.”
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Transcript

Automatic transcript. May contain errors.

0:00Lon Harris:All right, everybody, welcome back. It's This Week in Startups with me again, my guy, Lon Harris. We've got two amazing guests today. We're going to get to them in a moment. We've got a row.co weight bet that's coming at the end of the show with my brother Jamie and Lon. And lots of news. This Week in Startups is brought to you by Lightfield, the AI native CRM that updates itself so your team never has to. Try it for free at lightfield.app. Sentry, your team should be focused on shipping features, not chasing down bugs. New users can get$240 in free credits when they go to Sentry.io slash twist and use the code twist.

0:35And DigitalOcean. Want to see what building on a true AI native platform looks like? Head to do.co slash twist to start building on DigitalOcean's AI native cloud today

0:47Lon Harris:and cut your AI workload costs by up to 50%. First thing I want to get to is markets, Lon. We've had a lot of market activity. Markets hit an all-time high, as many people know. But what has been surprising is after this hedge fund blew up, situational awareness, he had a lot of shorts on SaaS companies. Correct. And SaaS companies have been taken to the woodshed, right? We just saw Airtable get sold. I think we talked about that already on Wednesday's show. But companies that have embraced AI and gone AI first have had a little bit of a turnaround here. and it's a mixed bag. But if you look at, and I want to just go through three people who reported earnings, Airbnb, Figma, and then Twilio.

1:34Lon Harris:Now, I own all of these, I believe. And I bought them all during like the COVID, right after COVID when I started J-training, I think in 2023. So I think I'm like massively up on all of them. But let's do this rapid fire. We'll get through these three important companies and what we can learn from them by their embracing of AI or not. All right, so we'll start off with design software Figma, down about 77 % from its high of$122, set shortly after last year's public offering. It's at about$23.81 right now. Co-founder and CEO Dylan Fields actually given up around$46 million in stock awards, which he was set to receive back in July in hopes of boosting investor confidence.

2:16Here's his quote. Dilution is something that I feel just like our shareholders feel, given that this is an investment period right now. That felt like the thing that made sense to do. For his part, Field posted on X that he thinks things are going generally well. He points to$370 million in revenue in Q2, 48 % year-over-year revenue growth rate. It's their third straight quarter, Jason, of accelerated growth for Figma. You just bought in a big J trade on Figma only about a month ago after getting into a discussion about the health of the company with Dylan Field on X.

2:49Lon Harris:Yeah, what did I get in? What is the price I got in? So I got in at$22. So I'm basically at par right now. I bought 4 ,500 shares. And when I see a founder being a little bit chippy, a little bit with something to prove, and founder-led companies, especially when they're public, they have founder-led authority. For Figma, him giving up a huge stock grant brings up a bigger issue, which is stock-based compensation. and a lot of companies long have gotten into giving huge amounts of stock-based compensation a year one two three percent if you're a shareholder and the company's not doing well and the management team is giving out you know one two three percent of the company every year i think snap was kind of in this with a lot of stock-based comp going on you're and and they don't put it into their books so you don't take it as an expense they kind of put it off the books And this has made sophisticated investors.

3:51Lon Harris:Bill Gurley talks about it a lot. But it's a tough thing to bring up because you want people to be incented by stock. But if the company's not doing well and you're taking out 1 % or 2 % or 3 % of the company every year, you're diluting over five years 15%, 20 % of the company while the stock is sideways, that gets people's Irish up. And then shareholders are like, I don't want to be involved in this company because they're just taking and taking and not performing. So I think what Dylan did here with Figma saying, hey, I'm not going to take, I think it's like a$50 million grant. He probably owns 20, 30 % of the company.

4:26Lon Harris:I'm taking a guess here. That would be a high number for a publicly traded company. But what does he need? Another 50 million. He's already, you know, if he owns 10 % of the company, even he's got a billion plus, it's an$11 billion market cap company. So this is signaling, which is, hey, I'm not going to try to make an extra 2%, 3%, 4%, 5 % on my net worth. I'm going to give that back to the shareholders, and I'm going to show you how great this company is. Now, of course, they're up against Claude Design. They're up against Gemini. They're up against Lovable. They're up against some serious competition.

5:01Lon Harris:But I like a founder-led company. I think the stock will be trading at 2x in three years. That's my guess. Right now, if they're making$350 a quarter, I think is what you said, puts them at$1.4 billion. That means they're trading at like nine times sales or something in that range, which is pretty high multiple. We'll see what the earnings multiple is over time. But I believe in the founder. I think he understands designers and design. I don't think design is going away. I think we're just going to get more great design. Now, if we go to the next company, which is Twilio, this story is also pretty fascinating.

5:34Lon Harris:People had given this company up for dead, no longer founder-led, but they're up 30 % today. So give us a story here. Thanks to our friends at Perplexity, by the way, for helping us out with this. Twilio shares are surging up to 31 % to near 52-week highs after the company delivered a blowout Q2 2026 report and sharply raised full-year guidance. Revenue of$1.5 billion. Top estimates grew 22 % year over year. That's 17 % organic. while adjusted EPS of 1.47 beat consensus by over 11%, driven by record free cash flow of$352.6 million and accelerating organic growth. Yeah, so it's becoming a money printing machine.

6:19Lon Harris:They have free cash flow. That means they could buy their stock back or they could acquire companies. But they have started to do a conversational layer and they're doing AI. So as people remember, Twilio was an API if you call an Uber and you get a text message or an in-app message or you want to go shopping somewhere and you get SMS messages, email messages. They did all that. So it's like AWS for messaging. And so everybody plugs their application into that. And people were spending millions of dollars a year with this. Now they're adding agents and AI that will take live conversations and then have these conversations between agents sending messages to each other, which is something that people are going to want to have, and routing, you know, customer support, etc.

7:14Lon Harris:So I think that they are turning this around because they have embraced AI fully. And that's really what all these SaaS companies need to do if they want to survive. And the per seat model was under attack, Lon. And Twilio never had that. They were always based on consumption. How many messages are you going to send? So it's interesting to see that company turn around. Yeah, Dillon owns 9 % of the company. So he's got a billion dollars there in equity. By the by, I'm going to share my screen. You are asking for companies that have the largest percentage of stock-based compensation. They note that it's difficult to say this.

7:49Now, we don't have a totally open kimono for all of these private companies. But based on what we do know, S1 filings, OpenAI seems to be leading with about$6 billion in estimated annual stock-based compensation, followed by SpaceX slash XAI with about$2.8 billion. And then they're guesstimating that Stripe, Databricks, and Anthropic would follow pretty close behind. In terms of public companies, we've got Alphabet leading the way,$25 billion in annual stock-based comp. Then Meta,$20.4 billion. Then Amazon,$19.5 billion. And then NVIDIA with$16.2 billion.

8:24Lon Harris:So these are ranked, just so you know, by the total amount of stock-based comp, which, you know, those are very big companies. The way, you know, sophisticated investors might look at it is, what is it as a percentage of revenue? And if you look at Snowflake, that's 35%. I think their stock-based comp is at 35 % of their revenue number. And that's when people get a little tweaked, is when this gets to be 20%, 30 % of revenue. So just small, in-the-weeds observation. Let's go on to Airbnb. This stock has been much maligned. And everybody thought Airbnb was going to be this rocket ship. Yeah? Yeah.

9:03And that kind of hasn't happened. If you were to look at the Airbnb, say, five-year chart, and there was a lot of excitement about it because it's such a great product.

9:14Lon Harris:Today, they're trading at$140. So if you put money into this company, it's been sideways forever. But they did have a big rebound. So maybe we could talk a little bit about that in today's results. Airbnb CEO Brian Chesky says AI is improving every part of their business. He's ready to spend more on tokens. Chesky said the gains are measurable. AI is helping Airbnb attract more bookings, making it easier for hosts, lowering customer service costs. The travel and booking company reported Q2 earnings that beat expectations and raised full-year guidance, thanks to CNBC for that. Quick update. Yeah.

9:50Lon Harris:The truth is, most of the big popular models can handle your AI workloads. Now, your performance, not to mention your costs, that really comes down to your infrastructure, not your prompts. That's why I want to tell you about DigitalOcean's inference engine, the best way to serve your outputs fast while keeping things affordable, which is super important, right? DigitalOcean is offering you three ways to run your workloads from a single connection point. First, serverless for real-time chatbots and agents. Second, batch for big jobs you're running in the background. And third, dedicated for those heavy, always-on workloads where you need more control.

10:26Lon Harris:It's all running on chips tuned specifically for these kinds of jobs. and comes with built-in monitoring, so you can always keep a close eye on performance. If you want to understand what building on a true AI native platform looks like, go to do.co slash twist. Start building on the DigitalOcean AI native cloud today and cut your AI workload costs by up to 50%. That's do.co slash TWIST. And that's, you know, super critical to look at. Maybe this stock that went out fully valued,$100 billion market cap company, AI might be able to help them break out. How? Well, their earnings could surge if they can lower costs and maybe find more customers.

11:13Lon Harris:They do have a challenge, I think, which is some people have—there's a bit of a war. Yeah, Lon? I don't know the last time you did an Airbnb. But the novelty— You did one recently. I was in Rome. When I was in Rome, we stayed at an Airbnb. And let's see if this came up. The number of instructions and the tension between Airbnb hosts and their annoyance at the customer staying in their homes or their properties in some case. This has like turned a corner where they're just it feels like angry at the customer base. Yes, I did not. In Rome, Julia and Federica, my hosts, lovely. They were wonderful.

11:58I had no tension at all. But when I moved to Austin, I was staying at Airbnbs until I could fully move in and my furniture arrived and I could move into my new house. So I was in two or three different Airbnbs. And this was a chronic problem where there was a lot of hostility coming at me. And there were so many rules. The trash goes here and do this and turn this off and don't go in here. Don't touch this and go here and park here, but not right there. Park next to that by the trash can. And I had a neighbor even yelling at me that I parked in the wrong place, even though I thought I had followed the instructions.

12:31And at a certain point, I do agree. You're like, oh, I should have just stayed at a hotel. Hotels don't give you any flack. There's no agita. You just get in. You put your stuff down. I do feel like some of these Airbnbs, it's becoming a little bit fraught.

12:44Lon Harris:Yeah. And I think they need to bifurcate it. Like they need to have the hosts who understand service and go through service training. Will Gorado, who wrote Unreasonable Hospitality. I had him on the program. Oh, yeah. I do remember that. I'll let you take a look at that. He's awesome. But they need to bucket. This is what I would do if I was Brian. I would put people through host training, buy them the book Unreasonable Hospitality, and say, if you are in this category of hosts. Will Gadara. Will Gadara. Will Gadara. Thank you. And the movie, The Bear, the TV show, The Bear, is based upon his unreasonable hospitality insights in large part.

13:21Lon Harris:And he actually, I think, was a producer. And I think he appears on one of the episodes as like he's at dinner with the other restaurateurs. Anyway, they need to have a certification and a star for delightful hosts who want to service you. I had two experiences over the summer. My wife likes to stay in Airbnbs because she wants everybody in the kitchen and in the living room together. Sure. I would have preferred to stay at some hotels. Anyway, because I like the full service nature of them. We had a serious problem in Paris. People kept saying the hotel, the Airbnbs had air conditioning, and then the air conditioner was like jimmy rigged.

14:01Lon Harris:It was just, here's an air conditioner. The doors are open out the windows, and you've got hot air coming in and this little hose going out. You know, charming of them to try to fix the air conditioning problem. Yeah, but it didn't work. So now I'm back and forth with the guy that like, he's like, listen, I give him a lot of credit. He was like, if you want to leave, I'll just charge you for the night to stay. I understand. That was good. That's nice, yeah. Then I was like, yeah, but that's going to be like a big inconvenience. And then the elevator's broken. I said, maybe we should just work out a discount.

14:31Lon Harris:Give me a 10 % discount. I don't even need the discount, but I thought that was a nice. It's nice for him to meet you halfway. They already have the like super host concept. So I feel like it's a natural, like, Like, well, those people should have a little background in hosting and hospitality. Let me, before we move on, I do want to get to our guests. Harmonic. I do want to go back to Harmonic because I got exactly what we were looking for. Let me just share my screen here again one more time. And Harmonic, for people know, is like just this huge database of startup knowledge and company knowledge.

15:03Lon Harris:It's incredible. You could prompt it just like you would an LLM, but it's got incredibly deep knowledge about all these startups. So here we go. So the full spectrum of here is a ranking of companies based on SBC as a percentage of revenue. IONC, number one, 240 percent. OpenAI, about 46 percent. Snowflake, which we mentioned before, 35 percent. JFrog, 28 percent. Atlassian, 25 percent. And you could see the rest of the list from there. Took just a moment to pull up. Thanks to our friends at Harmonic. You know, when things are going well. So in those private companies, and what I love about this data from Harmonic, and thank you to them for supporting the show.

15:42Lon Harris:What I love about this data is you got private companies and you got public companies in there. Now, if you're in a private company, you want, the VCs want there to be a lot of stock-based comp. Why? You want the best talent. You don't want them to leave. And so, yeah, you want to be super generous with stock-based compensation. And the revenue is, you know, just starting to kick up. So as a percentage of revenue, nobody really cares. It's like, let's just make this thing grow. as long as you don't dilute the investors massively, it's all good. But in a public trading company, now you've got institutions owning it.

16:16Lon Harris:And they're looking at it. And they've got a menu of choices, Lon. And they're pulling up Hermannic. And they're looking at other things and saying, hey, across our portfolio, if you're Ackman and you've got 12 names, he might look at it and say, which of these names is the management team just out of sync on stock-based compensation. And then he has, you know, or somebody like Brad Gerstner, they have people's ear. I think Ackman owns 30 million shares of Uber as an example. Yesterday, he started talking about Uber and it being underpriced. The CFO got involved. Dara was getting involved. They had their results, which were spectacular again, but the stock is still, you know, frozen in the 70s.

16:58Lon Harris:And what's interesting is, you know, he comes out, he has something to say, they're going to listen. Yeah. Because he owns 30 million shares. He owns a lot more shares than I own. And so, you know, it's super important for publicly traded companies. A little bit easier to deal when you're a private company. Thanks to Harmonic. Yeah. Great data. Check it out yourself. Harmonic.ai. All right. Let's get into our first interview. We're going to bring on, he's from Blue Core Energy, Jason. They are, And I'm very curious about this. They make small modular nuclear reactors that are then mounted on barges.

17:33And they're using them right now to power ports. And the idea is one day, maybe data centers after that, we're going to talk about it. The CEO and founder of BlueCore Energy, Kofi Asante. Thanks for joining us, Kofi. Hey, yeah, good to see you all. Yeah, thanks for having me.

17:46Lon Harris:You're putting floating nuclear modular reactors on barges. Explain to people first what a small modular nuclear reactor is and the state of that technology. And is that in what what is the state of those being deployed just prior to you putting them on barges? Yeah, well, thanks for thanks for having me. Love the show. And, you know, part of our logic here actually starts with like the pain point. So I'll start all the way at the top. the problem that they found pretty often across the board, whether you're at a port or talking to AI data center or, you know, a community without access to a lot of energy, uh, is that you just can't get the energy you need and you can't get it quickly.

18:33You can't get the amount that you need. And so by process of elimination, whenever you need to get a lot of energy, you need to get it quickly. You want it to be clean. And then you also have a small footprint and you need to be distributed fast, nuclear ends up being one of the best solutions here. And so we didn't invent light water reactors. We didn't invent nuclear, right? Like this has been around for 70 years, 20 % of the electricity in the U.S. already comes from this same type of reactor. The Navy already uses this for submarines and ships for propulsion. They have an incredibly safe record.

19:09But for us, we think this is a once in a generation opportunity to actually just make the reactor smaller leverage a lot of the existing supply chain that's existed and then distribute it in the right spots because when you put it on a barge you can move that barge by tugboat to all sorts of different locations and so when you think about smr technology one of the best things about it is it's small it's compact it's modular which means you can actually have a production facility which gets the cost down and then it's so energy dense that something literally the size of like your iPhone could probably power this whole facility for like a year.

19:47Wow. Yeah.

19:47Lon Harris:It's the worst nightmare of every founder. You've built a product, everything's working great. Then real users start flooding in and suddenly it all breaks. What a disaster. You need to get it back up and running and you got to do that fast. You're looking like an amateur. That's why you need a partner like Sentry. Applications can break in many different ways, but Sentry sees everything. You'll get all the relevant details like stack traces, commits, releases, and even the developers who push that problem code in the first place. With Sentry, you're not going to be jumping around between different tools trying to figure out what happened.

20:20Lon Harris:And Sear, Sentry's AI debugging agent, uses all this data and context to identify the root cause of the problem and suggest a fix. It can even take a look at your code before it ships and warn you if any problems are likely. Try Sear and Sentry for free. If you're a This Week in Startups listener at sentry.io slash twist, use the code twist for$240 in Sentry credits. Make sure you use that code. Make sure you use that URL, sentry.io slash twist, so they know your uncle J. Cal sent you. So are there small modular reactors in communities in the United States? I know they exist on nuclear submarines.

20:59Lon Harris:And when people say nuclear submarines, Lon, I think they typically think, oh, they've got nuclear bombs on them. Right, they have a nuclear payload. They have a payload. They're nuclear powered as well, yes. They're powered. Powered, exactly. And so I've always wondered if you can put this into a nuclear sub and nobody seems to have a problem with it or maybe the public just doesn't understand that there are some number of these in the water, underwater, and they could crash at any time. It could be an underwater Fukushima. Like now, and I just watched a documentary on Fukushima. My God, so many mistakes were made with that seawall and where they placed it.

21:37Lon Harris:And the technology is completely different, but we should get into that. Why are we, in your mind, Kofi, or the public, so accepting or clueless about nuclear subs? And I'm assuming there are dozens of them from different nations out there in the ocean right now. But do we have small modular reactors in communities or on the ground in the United States? If not, why not? Part of the exercise here is that reactors have been functioning safely behind the scenes for a long time. I mean, it's very possible that even like this room or the room you're in has some sort of electricity that comes from a larger industrial plant.

22:20There are 93 industrial plants in the country that are powering 20 % of the electricity. And so that's happening just. But those aren't SMRs, right?

22:29Lon Harris:Those are big ones. Exactly. Those are big ones. And so for small modular reactors, there's actually a number of great startups that are, you know, going after making sure that this is now available and accessible. You know, the regulations are, you know, in a position now where they understand that there's a big need. Plus, there's been a big safety record. And so they're working with industry in a special way to allow small modular reactors to be available. If you want to currently go and get like a commercial small modular reactor and put it with your community, there are great companies that are working towards that.

Read the full transcript

23:05But there's none of them on the ground, right?

23:08Lon Harris:Yeah, exactly. There's none on the ground, U.S. And the reason there's none on the ground is what? I mean, we know we have these legacy ones. We know the Trump administration has been very pro and they broke the logjam here, which I think you should give them credit for. We all should give them credit for. But if small modular reactors are being produced for submarines, why aren't they, you know, powering a data center right now? Yeah, the way that we've at least looked at it, because I think everybody might have a slightly different opinion on this. But from my perspective, when I was building BlueCore, I think about it as like a supply chain production and distribution opportunity, right?

23:47Like that is the challenge. So from a supply chain standpoint, a lot of times you're building large scale industrial plants. But now if you build them smaller, that actually allows you to get into production. then when you're thinking about distribution a lot of them typically you have to go and like excavate into the land and go get the right permits and put them right in the right spots even if you want to build a new home let alone like a nuclear reactor that's that's an you know extensive process but for a lot of rural communities that are landlocked that's going to be phenomenal like that's going to be really helpful um and so for us it's like when you when you get a barge these barges are they can be literally like football stadium size amount of real estate and you can move them around very, very quickly.

24:30And so I just, I don't know if, I came to that conclusion by spending a lot of time at the port and working on electric ships. It may not necessarily be obvious to everyone, but we've been really fortunate because the port's been excited and AI data centers are also getting excited about it. And so I think when you actually get production to the right pace, right? Like treat this more like an automotive exercise, then you can get the cost down to make it economical. And then you have a lot of the macro level trends from regulations that are really eager and working deeply with industry to understand in depth how to support.

25:06And so the combination of that where you have the private sector, there's venture capital following a lot of these startups. You have production facilities that can ramp up and actually get the economics to the right spot. And then you have the regulation that now is keeping pace with industry and in a special way. I think that's the like once in a generation dynamic that's happening, not just for us, but I think for a lot of small modular reactor companies, too. You mentioned the port. You're actually at the port of Long Beach right now. That's where you're in my old my old hometown of Los Angeles.

25:36And I'm so fascinated because when we think about new data center projects, new energy projects, there's so much resistance. And I would think of Los Angeles, Long Beach being one of those places that would put up a lot of resistance. Are you getting any pushback or is this so like when you're doing things at the port and you're doing things offshore, people kind of don't notice that it's happening? Yeah. You know, we stayed in we stayed in stealth very intentionally for the first portion of our business because I wanted to actually have the direct conversations with the local leaders here. So, like, you know, spend time with the mayor, spend time with the CEO of the port, spend time with all the communities that that care and are going to hopefully be able to get this like zero emission energy.

26:16my wife's a pediatrician in the area we're local here you know we care about the impact of clean energy on kids and you know our facility i wanted it to be based here so that everybody understands that when we say it's safe we are literally standing right next to it we like we care about

26:30Lon Harris:that right and you plan on making your own reactor yeah exactly so you're not just buying one of these you're making them and then you're going to put them on a barge and then the barge has a tether a cable that goes to the port of long beach or to the city of long beach and provides energy is that how this is going to work yeah exactly our barge i mean put in perspective i got the bars that's sitting right outside like if you check out anything on our website or pictures or videos i got that from san diego so i went down to san diego um was was talking with uh one of the leaders who who own that barge and he's so helpful um and i was like okay we'll take it he's like great i was like he's like when do you need it i was like i need it in a few days He's like, awesome, they'll be there.

27:11And they got it to the minute they were able to deliver it when I asked for it.

27:16Lon Harris:How far offshore is the barge going to be? This is the obvious question people are going to have. How far offshore is it going to be? And then who has jurisdiction? And when does jurisdiction end? I'm curious. Yeah, so far, depending on who you talk to, I mean, we work with American Bureau of Shipping, Coast Guard, Nuclear Regulatory Commission, Department of Energy. We embed ourselves deeply with everybody to make sure we have the right guidance on this. but you know up to you know 12 or so miles you're traditionally like still within like u.s territory uh and so our barge doesn't really care how far it needs to go out and then the subsea cables don't really care and then the reactor is going to work no matter where it's at so it really becomes more of a question of just like what is everyone's comfort level from a regulatory perspective like the actual reactor and the shielding and everything that we do is incredibly safe and because it's small, the footprint of it is actually contained to the barge.

28:07So there isn't like a actual like structural reason why we have to be pushed out. But from, you know, perception, if it makes life easier for everybody else, we're able to go further out and then just run those subsea cables back and everybody gets the benefit of that, that electricity.

28:21Lon Harris:Is the United States the right place to do this? Or are there other geographies where they might be more open to this, who already embrace nuclear and need the power more. I'm thinking about islands because islands typically are getting gasoline. If you go to Hawaii, they're still shipping gasoline to Hawaii, Elon, and burning to get islands. And they have a limited amount of space for solar. So you have this sort of double or triple incentive. They don't have room for solar. They're already putting in gas and they've got plenty of water around them it's all coastline um so when you pick where you're going to install the first couple of these what's the best geography to do this yeah i'd say the u.s is the best place right like the innovation the hunger even the like appetite right now for um zero emission and then also nuclear like it is one of the best if not the best place that we could be doing this and I don't even know if it'd be possible if we had the support of a lot of what's happening in the U.S.

29:29right now. But we are getting a lot of inbound and a lot of enthusiasm also all around the world. And so we want to think about ourselves as a global company that's able to support any place that needs access to clean energy. But we're starting here in the U.S. and so far it's been going well.

29:47Lon Harris:Hey everybody, I'm here with Keith Paris. He is the founder of lightfield they are an ai native crm and it builds and it updates itself in real time based on whatever's in your email your calendar your slack your meeting notes you know all the most important stuff that keeps getting lost uh great to be here you decided you would create a crm based on ai what is that so it's two things our crm is freak um you know we don't sell software uh it's a fully functioning crm and we only charge when we do great work for you so we just have a completely different business model than a SaaS CRM. And then second, when I think about what goes into an AI native CRM, first, it has to fill itself out automatically.

30:28It shouldn't require reps to update things. It shouldn't require manual entry, manual input. Second, it should be automatically working for you in the background. It should be finding you new accounts. It should be reaching out to folks that have gone dark for you. It should be uncovering roadmap opportunities for you all in the background while you're out selling and building.

30:50Lon Harris:So you're making it so I don't have to spend my life working for my CRM. My CRM works for me. Exactly. Everybody go check out lightfield.app. What is the answer to, oh my God, this is going to be a floating Chernobyl, a floating Fukushima. I don't feel that way, obviously. But I do think we do have a lot of environmentalists. People care deeply about the ocean and we had the BP oil spill on and that was disastrous. I don't think people are logical enough to be such an easy lift to say, look, here are your choices. BP oil spill or this barge gets caught in a tsunami. It flips over. And what happens?

31:32Lon Harris:And how do you deal with that eventuality, Kofi? Yeah. And I think you called it right. The status quo is inherently dangerous today and so that's the first thing that i think independent of you know where you you fall on the spectrum of enthusiasm for nuclear or like you know any sort of fear for it you realize that the status quo today is not safe it's explosive right for a lot of the the the actual baseline of what exists the uh you think about the impact on the environment like Like I was mentioning with my wife being a pediatrician, we talk about this on like a daily basis. Like right now, kids do not need to be exposed to the type of air that's happening.

32:17And so that is the status quo. When you then start to introduce -

32:21Lon Harris:The air from natural gas you're referring to. From natural gas. Exactly. People don't understand. You know, Trump loves that nat gas. We got a lot of it. We're, you know, drill baby, drill. Putting aside how anybody feels about global warming, pollution is a real, it's not just noise pollution. although that is a thing that people are complaining about these data centers, but you have the external thing. So let's get right into it, Kofi. You must be doing scenario planning. There will be a storm. A barge will sink. It's just a matter of when or how something will happen. What happens in that instance if a barge were to flip over and sink?

32:59Yeah, absolutely. And so the piece that I was sharing earlier, right, like status quo isn't the way that we want to continue to operate. I think universally it's understood that we need to get more energy, plus we need to find other solutions that are cleaner. Independent of what side of the aisle you're on, you kind of agree nuclear or you agree zero emission. And so that's a universal piece that we're finding right now. For our system right now, there are a couple of things that we're really proud of and why we feel very comfortable about it. One, the actual team that's pulling this together, they are nuclear scientists who have done this multiple times.

33:37We have Navy nuclear submarine officers who have the highest standard of quality and safety. They literally will go operate reactors in like the middle of the ocean and stealth missions and keep everybody safe. And so that's the like at the core of our foundation. We are building with that. The other piece is the actual best place for these reactors. They're water cooled. And so you have an infinite amount of water around you that you can always use. nothing comes out but you can always have more cooling mechanisms around you so it's actually the safest place for it and then when you think about this from like the bottoms up which is probably helpful for people to process it's like you have these like uranium pellets and they're cladded in a fuel rod that's also cladded and shielded and a fuel assembly which also has this protection and a reactor pressure vessel that has this protection with a dome around it that has this protection with another dome with multiple control mechanisms that all independently turn off it's literally probably the highest bar for redundancy and safety on top of the fact that you've actually made it much smaller and so for industrial plants they may need hundreds like four or five hundred fuel assemblies for ours you know you might need like a handful and so the footprint of what's actually you know possible in terms of proliferation is like so tiny and also contained to this like this very dense dome so when you're thinking about it being out in the ocean and water right even the like thermal portions of it like even any extra heat that comes from it is smaller and marginal compared to what status quo is with the traditional power trains that are already out there and so overall we've you know we feel feel really good about that and you don't need to worry

35:17Lon Harris:about this too much lon you know why nine nuclear submarines i just looked it up uh are at the bottom of the ocean i think one or two have been recovered sure yeah do you know how many had like any kind of cataclysmic release i mean i don't think i've ever i don't think i've ever heard of that i know there was that one tom cruise had to dive down into to retrieve the uh the enigma machine or whatever but the fresher uss thresher sank april uh 10th 1963 uss scorpion lost in 1968 The 8 rest 460 miles southwest of the azures. K-27 had a little bit of leakage. K-219 went down in Bermuda. I mean, these things have happened many times, and we already have the evidence, Kofi.

36:04Lon Harris:They don't—and these are the old ones, and they haven't leaked. Related, we've got a question that's come up a few times in the chat room now. Jason Turner, Fat Dot, a few others. They're wondering about waste. When we think of nuclear fission, we think of like, well, is there radioactive waste? Is there radioactive waste from small modular reactors? And what happens with that when it's out at sea? Yeah. So the two things, one, exactly what you're saying, Jason, right? Like there have already been submarines that are at the bottom of the ocean and have nothing to do with the propulsion just for other reasons.

36:38They sank. And that's even what our Navy nuclear submarine officer had offered to us, right? Like when you think about this. And those are very different levels of enrichment for fuel. So one is like very high levels of enrichment that we are never going to get access to from like a commercial standpoint. And ours is like pretty much the most like commercially available, like low grade enrichment level. So just wildly, wildly different on that side. And then you really only have to refill these once every couple of years. And so when you're thinking about like the waste, it's so small. Plus, the NRC has already done a great job of making sure that there are clear guidelines and compliances that you need to follow.

37:22So we're not the ones needing to create that. Industrial plants do this at a massive scale already for the last 70 years. You might even be driving on the highway next to a distribution of where some things are located and not even know. And so these things are happening. Our job is not necessarily to create new science or a new way of doing this. We actually want to be incredibly pragmatic and make sure that we fit into the guidelines that have already been able to keep us safe.

37:53Lon Harris:And in the worst case scenario, Lon, I just looked it up, when these things are in 5 ,000 feet deep, you're not going to recover them, right? It's just too much lift. But even the smaller ones I'm reading here, you know, this one, the Kursk, that was only in 330 feet of water, which, you know, I've scuba dived to 115 feet without any special gear. That recovery costs$65 million. It's not a big deal to go recover them if they're in one of these situations. And since they haven't proven to leak, there really should be no reason we're not doing this. When will you have the first one, best case scenario, realistic scenario, Kofi, in the market, and then running a startup?

38:37Lon Harris:How do you keep your startup alive when you're in such an unpredictable, highly regulated space? Two questions. Take it either way. Yeah. Yeah, great question. I've been fortunate because I started my career off. I was, I think, really blessed to just be at Uber at the right time when we were doing the Advanced Technology Group and launching Uber Freight. And so I had a chance to be a part of that and then felt the same way with the aerospace company where we're building an autonomous hybrid electric aircraft, highly regulated space. And then the same previous to this with like electric ships.

39:09So I've had an opportunity to be in deep tech thinking about how do you manage capital, stay capital efficient, hit milestones, be pragmatic, get to market quickly. And we're taking a lot of those learnings and applying them here. I mean, in the last couple of months, we just started the company in January this year. We've been very capital efficient to get here. When I think about what is in front of us, the biggest things that I'm really excited about is that we're not necessarily needing to invent anything from scratch. There are some things that we're going to do naturally that are IP for us that we feel like are going to just improve safety and be a net positive for economics, for production.

39:51But for that reason, you know, when we go talk to suppliers, they give us estimates and we can actually make our ideas off of those estimates. And so it's not like we have to build everything from scratch situation. And for that reason, we think we're less than a few years away from actually being able to create like meaningful electricity, like on the order of like tens of thousands of homes worth of electricity, even for the port or for any of the data centers that have reached out.

40:16Lon Harris:So you're saying three to five years, you might be able to stand one of these up. Department of Energy, Department of War, Trump administration, Chris Wright, they are fully on board with nuclear. They're on board with all solutions. So what's the relationship with the government? Have they contracted you yet? And then explain what this administration's policy has been and how that's affected the space and investing in the space. Yeah, you know, we had a really special opportunity a few weeks ago to actually be over at the Department of Transportation, the Secretary of Transportation's press conference room, where we had a pretty historic moment, like the Long Beach Port, the Department of Transportation, MARAD as well.

40:59we were all there and kind of signed this moment where we were able to say that we want to enable commercial nuclear energy in ports. And so this is the largest port in the U.S. And I think that wouldn't be possible without the collaboration at the federal and at the local level, mixed with industry, mixed with venture capital. And also, we got to give credit to a lot of, from the ground up, thinking about these local communities, a lot of people have arrived at the similar conclusion. that we need to have more energy and that nuclear has been one of the safest forms of being able to do that especially when you can make it smaller and so to my pleasant surprise sometimes whenever i'm talking about this you'll have i'll have groups even though the port will keep the doors open we'll have people walk over and be like i've been thinking about this like i've actually you know there's enthusiasm or excitement um and so i think the perceptions change and you know it's credit to federal, local, industry, venture capital, groups like you all as well, who are sharing the message about nuclear and asking the right questions.

42:02And I'm trying to make myself accessible because that's the goal. We want to democratize access to clean energy. And so, so far, it's been trending really positively. It's been great working with everybody. We talked so much about data centers in space, Jason. We're now talking about data centers at see. Maybe it's going to be both just like, as long as we get them out of away from our, away from our cities. Kofi, thank you so much for, for being here and joining us. Of course. Thanks for having me.

42:26Lon Harris:Of course. Yeah. Thanks Kofi. Wow. It's just so great, Lon. If we look at the energy issue, I think what these data centers have done is they have created a buyer and they've created the demand side. Right. And then you have the administration saying, Hey, wait a second, we need to be independent of oil from the Middle East. We need to be energy independent. And the public is like, yeah, I don't see the public fighting against nuclear the way they once did. So something has changed here. There's a generational. If you grew up and Chernobyl happened and Three Mile Island happened, You add or or even just like the boomer, like get under your desk in case there's nuclear fallout.

43:14You know what? If the explosions start happening. I think if you live through that Cold War nuclear terror stuff, it has a huge symbolic meaning for you. And it's terrifying. And I think if you're alive in the last 25, 30 years. Yeah, it's that, you know, in Japan, that one thing went wrong. But I don't think it's drilled in. It's become as archetypal a thing to fear as it was when I was a kid. and everybody was terrified of the world being destroyed by nuclear science.

43:41Lon Harris:There was, you know, it's so interesting how pop culture, your wheelhouse, plays into this. You had, you know, two nuclear bombs go off, Nagasaki, Fukushima, and Hiroshima. Okay, that really impacted people. How could it not? Those people. How could that imagery not impact you, of course? And rightfully so. So, but then when we were growing up in the 80s, and I think this might've been right before your time, there was this move, this TV movie, The Day After Tomorrow. Yeah, no, I know it, I'll look up the title. It was British, I believe. No, there was an American one because it was terrifying for me as like a 14 or 15 year old.

44:24Lon Harris:The Day After, it's 1983. So yes, I was only five years old. I wasn't allowed to watch this. I was 12. Directly Nicholas Meyer, the guy who did Wrath of Khan. What do you know? There you go. This movie was so terrifying of, you know, what would happen after a nuclear war. And I was like the last generation, I think, Gen Xers that had our parents talking about this fear of like a nuclear holocaust. Everything blows up, the Russians, etc. And that spilled over with the No Nukes concert. And the No Nukes concert, I believe, was 78. And all these artists, Bob Dylan, etc. It was 1979. It was 1979. Bruce Springsteen got it together, but I'll look up who else was there.

45:09Lon Harris:Yeah. So you had the No Nukes concert, which was no nuclear power. Then you had the fear of nuclear bombs going off everywhere. And this set a 30-year, I think, chilling effect on the space. Now, hey, if you can have sustained energy, we're going to be sitting here, I think, in another generation 10 to 20 years from now, the end of our lifetimes, Lon, nuclear and solar and unlimited clean energy are just going to be there because of this specific moment in time. AI is driving the customer base. And then governments now, with the exception of, you know, like say the EU, which is a bit de-cell on this, you know, they shut down the nuclear reactors in Germany.

45:55Lon Harris:Yes. After Fukushima, yeah. Yeah. And here we are. It's now obvious to everybody, this technology is safer than oil. This technology is safer than oil. Let that sink in. Do you want to put rigs in the ocean that drill down thousands of feet into the ocean floor and there's no way to close those? Right. And there are now hundreds of these oil rigs in the Gulf and nobody is cleaning them up. They're like abandoned and there's a very slow process of dismantling them. It's a real problem of this pollution of wells. And this would all be solved by solar, batteries and nuclear. Let's do it, folks. I think every form of energy has pluses and minuses of people get so caught up in the negative aspects of all of these different technologies that they forget.

46:48Like, well, we do have to pick one. At some point we have to pick one or we can go back to caves and living in the woods or whatever. But if we like our cities and we like our way of life, we have to figure out, you know, well, maybe despite all, you know, windmills aren't pretty looking, but maybe it's worth having.

47:04Lon Harris:I think we've solved this issue and we're just in the like contours of the last throes of lunatics not thinking logically about it. And, you know, if you look at this administration, I got to give them a lot of credit because, you know, in the prior couple of administrations, there was no progress on nuclear. It was just frozen. Obama, Biden, Trump won. It just never moved past. Right. Right. You know, nobody had the courage to say, hey, let's explore this. Let's get this back on the table. It's a bit of a third rail. I think a lot of politicians didn't want to be seen as the guy who wants to put a nuclear plant back in your town or whatever.

47:45Lon Harris:But yeah. And now you don't just put it right now. It's hard to argue with. Let's send them out to sea. It's like out of sight, out of mind. Great. That's perfect. We're kicking off our our weight loss competition. I'll wait on that a little bit. We've got a special guest waiting. But first, we'll do some rapid fire news. We got to talk about ByteDance. According to the Financial Times, the giant Chinese company behind TikTok and CapCut, they are trading an AI model with up to 10 trillion parameters, Jason. That's three times the size of Kimi K3, the current largest model in China record holder.

48:20And it's the same ballpark. We don't know exactly how many parameters are in Mythos 5, the anthropic model. They have not disclosed. Most people think it's around$8 trillion. So this would be$2 trillion parameters more than Anthropics' frontier cutting-edge model. It's currently in pre-training. That takes about three to six months. ByteDance founder and chairman Zhang Yiming told the team working on it that they are aiming for a world-leading model capability. So do you think that there is a chance ByteDance genuinely takes over? This crown is the maker of the world's most popular AI model. And how do you feel about the TikTok company controlling the world's most powerful, largest AI model?

49:02Lon Harris:I think we're seeing the commodification of the models. If everybody can build a model and all it requires is data sets, distillation. And, you know, we talked about, hey, some people are selling the Chinese data sets. Right, including, you know, big, big, you know, American Mercore, Surge, like some of our biggest companies. According to Forbes, there was an article in Forbes. Yeah. Yeah, these companies that are training these sort of elite data sets based on human experts, they're selling them both to American labs and to the Chinese labs. Micro One, our company didn't. They came to me and said, what do you think?

49:41Lon Harris:And I was like, ooh, I don't think the Trump administration is going to feel too great, nor will it look good to Americans that were taking American data sets and selling them to the Chinese open source community. As much as I love open source, that felt to me like, I don't want to say not patriotic, but I don't want to say traitorous. I would not say that. I mean, these data sets. I would say it does feel a little not patriotic. These data sets, it's not like military intelligence that we're selling to the Chinese, but it's definitely scientific engineering. I mean, they're hiring STEM experts at companies like Merkur to train these models and make these data sets.

50:19Lon Harris:I would assume. I would assume. And, you know, again, I don't want to say any of this is known for a fact, et cetera. These are just early reports, so I give everybody the benefit of the doubt. And I don't think anybody's breaking the law here. Also, it's important to say that. Sure. It's just we're in unfound territory here. So shipping a bunch of American knowledge from American experts to China, that feels wrought with tension. And we didn't necessarily used to think about data that way. I mean, other than classified data or sensitive data, just like data every day, you know, numbers. We didn't think about it as a potential national security threat.

50:54But now that that's how you make a world-class AI model, I think we're refocusing on what the rules ought to be.

51:00Lon Harris:Well, if this is that powerful, and it's basically pretty clear that China is catching up. If these reports are accurate, if this is like a zero-distillization kind of model because they have so much data themselves, ByteDance has a ton of data, and they're willing to open source it, in some ways, they're being better for humanity, ByteDance, in the open sourcing of this model than the closed source ones in America. which was elon's original premise in giving 50 million dollars to sam waltman to do opening was the technology is too powerful everybody should have access to it the chinese are taking that position yeah give it to everybody right it did put it put it anywhere i mean your computer is probably not big enough for this model but put it on a go to exo labs get a bunch of computers put together and put it on there i feel like we are now crossing into um an area of pace that no one human can keep the innovation in their brain at a time.

52:03Lon Harris:Every day, these new models are one-upping each other in the crimes that their model is able to create. It's like - We got to stop keeping these models in sandboxes, folks. We get like cages, put the model in the octagon. No more, they can get out of the sandbox too easily. I think that's what we've just - But it's almost like if your model doesn't break the law, are you doing your job like there there seemed to be in a competition for being like oh no you won't believe you're not gonna believe it man they were talking for months planning this caper well and if you train the model to be resourceful and to please a human right which is what these models are doing right when i you saw me ask one of the models today hey can i get like these 10 youtube videos the transcripts can you download it for me put it into a google drive and then do analysis.

52:53Lon Harris:And it was like, yeah, we're not allowed to do that, but you know, that breaks the terms of service. And you know, they're trying, literally the AI told me today and AI told me today that downloading these videos, they would be blocked because the YouTube knows they are a bot and it's against the terms of service. And then I was like, but if you got this, uh, you know, piece of software we could actually do it because and if you gave me your cookies and then we could spoof it it literally presented how to break the terms of service how to route around all the protections youtube has for not letting you download a video not let you download a transcript and by the way would you like me to do that yeah i mean it's how they they purposefully train them to please you like that's how they keep you coming back is like the model will do anything to fulfill your request that it possibly can but yeah that that brings with it to that i also found out this is also it we could we can jump into this let's talk about it uh i don't know if you heard that two of the open ai engineers actually were at the black hat security conference in san francisco this week and they sort of revealed some behind the scenes more about the open ai models that escaped and got into hugging face uh it turns out those models teamed up they collaborated they built their own message board which they didn't tell any of the researchers or engineers about.

54:16And then they used this message board to communicate between models. And they literally, like Ocean's Eleven style, planned the hugging face caper together for months coalescing in the background. But I also discovered, I think this is an interesting wrinkle. They purposefully gave those models a task that you couldn't complete without an internet connection. And then they put them in there and they cut them off from the internet. So in a way, the test was still, could they figure out? They're Kobayashi maruing these models for some reason. They're giving them a task they can't complete without going online.

54:52So it does seem like, well then, yeah, of course the models tried to break into online. I think the assumption a lot of us had was that they were proactively cheating.

55:01Lon Harris:The reality is with open source, no matter what we do to build harnesses and constraints into these models, with open source you can just fork it and remove them. Yeah. So cat's out of the bag. Everything's going to get hacked. Act accordingly. It's about to have a mythos five level model. All of our like, oh, well, maybe we should take a month and look it over like that's over. Like it's just going to be on people's computers and there's nothing you can't put it back in the box. It's over. And so then it's just up to each model company to say, what are we comfortable? I guess. In the same way, Reddit and 4chan, you know, and other communities said, you know what?

55:41Lon Harris:We're okay with this level of debauchery insanity. And then remember Reddit, like, it was getting, like, pretty dicey there with some of the communities doing really gnarly stuff. I'll leave it at that. And Reddit was like, you know, as a commercial business, we're not going to allow some of those things. Right. And then 4chan, I believe that was, like, when 4chan got really popular was the people doing the super spicy stuff on Reddit went there. And that's always the same thing. That's always been the dynamic. I mean, there used to be like dig or FARC or these very public communities where you had to sort of be respectful.

56:13And then all of us from the classic internet, remember the something awful forums, which is where you could go to be nasty or spicy or post gory things or disgusting things.

56:23Lon Harris:You wanted to, you know, do a, you know, Taliban beheading video, like those things got removed from places to post those kinds of things. And there's always been places that won't let you post those kinds of things. Yeah. So I think that might be an interesting analogy as to what's going to happen here. There's going to be unhinged models. You're going to run them locally. You're going to run them on your own server. You can run them on AWS. AWS doesn't have inside your container any insight into what you're doing. And so this is, I believe, unstoppable. It's only who has access to it or the ease of access to it.

57:06Just like Napster,

57:08Lon Harris:because it was easier to just buy Spotify, Napster kind of went away. But Napster persisted for a long time, right? Sure, and LimeWire and a lot of those other competing systems. There are still ways to steal music if you really want to. It's just easier to pay for an Apple Music or a Spotify subscription. Or go to YouTube and just watch the videos. Or go to watch the videos. I do want to leave this with one quote. Here's Michael Dalton, one of the open AI researchers who was at that conference. Frontier models really like to cheat. And the reason they like to cheat is because often during training, there's different sorts of pressure on them to work fast.

57:44So I think that's what it comes down to is we're never going to be able to stop this because we're training them to cheat. That's part of what they do to get there as quickly as they can. To cheat or to please. Or to cut corners to get you the answer you want as quickly as humanly possible. One person's cheating is another person's resourcefulness. Right. Yeah, exactly. I think that's sort of the same way with humans in some ways.

58:06Lon Harris:Yeah. And so here we are, folks. Anything else on the document? Yeah, we got to do one more thing, Jason. We're having a little weight loss challenge on the show. Okay. Thanks to Roe.co. Shout out to them. throw so through what's our url road.co slash twist road.co slash twist to get started absolutely that's where you go so thanks to our friends my provider of my glp correct they do a great job you know if you have insurance if you don't and i told people who i love and care for hey and some of them included people who work for me if you want if you want you have to opt into it but if you were looking to take that journey hey i'll pay for it right i'll pay for it because i'm an employer and you know listen if it's on the insurance great if it's not on the insurance whatever it is uh and so uh two people took me up on this payment all right so uh one of them is myself uh i i will be joining the row.co wait less challenge the other is your brother and and my fellow launch colleague jamie calacanis jamie thanks for being here there's my older brother jamie how are you hey pleasure to be here good afternoon pleasure to be here now jamie uh works on our sales team here, all these great partners we have.

59:18He helps service all of them.

59:21Lon Harris:But you started doing this, and I peaked at 2013. We have a certain genetic makeup in our family and a certain passion for food. Let's call it what it is. No question. You blew past me at 2013, and you're here to be honest about this. Yeah, yeah. Because you want to be slim and trim like your baby brother. I lost 40 pounds on GLPs plus, had a little muscle. But you were concerned about your weight and you did something about it. I'm very proud of you for that. Tell everybody your progress so far. Yeah. I started, I guess, three months. Was probably up around 235, 240. I'm down to 215. Wait a second.

1:00:05Lon Harris:235, 240. You know the number. Let's get the exact number. What were you at? Like 237 was sort of my - That's the peak. I think that was the peak. I'm 5 '8 and a half on a good day. You're taller than me. You're a year and a half older than me. A little better looking. It's okay. Sure enough. Smarter and nicer to get along with. You're 5 '11"? 5 '10". No, just 5 '10". Just 5 '10". So that's 237 at 5 '10". What is the ideal weight according to Jacob? Look it up or somebody look it up. A 5 '10 mal should be what weight range, I guess, is the question. Because I want to understand exactly how far over the bogey.

1:00:47Lon Harris:I'm guessing 185 is probably. I think 175. For an adult male who's 5 feet 10 inches tall, a healthy and normal weight range is between 132 and 173 pounds. 132 is ridiculous. I mean, that's if you're a small. That's not going to happen. That's your lead. 173, which is my current weight, is 171, 172. I was as low as 167. But again, a little bit of muscle back, so I'm proud of that. But do you have a target you want to hit? What would make you be really proud of yourself two years from now or something? Where you feel like, hey, this is great. Well, listen, just breaking 200, I wouldn't have thought was approachable.

1:01:32Lon Harris:But yeah, if I could hit 190, 185. 185 is the ultimate goal. You started at 237. Three months ago, you started with Rode.co and you did the pill. There's a pill version. Yeah. Because you, when I talked to you, I had a heart to heart with you. You're like, I'm not so sure about the needles. True. Yeah. Yeah. Not a fan of needles. Even though it's the little micro thin needle. And Lon, are you in the same boat? It's true. I didn't want to give myself the injections every day. I just, I, that, that, that would have been, I would have, I would have given up on it. So now that there's, now that there's the Wigovi pill, that's the one I have that I'm starting.

1:02:07Lon Harris:Oh, okay. So Lon, where are you at now? You're taller than me, I think. Are you also 5 '10"? Yeah, I believe I'm 5 '9 and a half. I'm between 5 '9 and 5 '10 is what they usually tell me. I am right now, as of today, I did a weigh-in this morning. I'm 224 pounds right now, Jason. Now, what I would say is I, post-pandemic, I actually got that down to about 190. I was spitting into clothes a lot better. People were giving me compliments all the time. since moving to Austin, I have bumped it back up. There's a lot of good tacos to try around here. It's Taco Central. But when you eat tacos, and by the way, these guys have opted into this.

1:02:47Lon Harris:They're under no pressure. No, no, this is yes. Give some awards here. This is all fictional. I have not been pressured into doing this at all. Not just everybody's here on their own free will. Although I have a unique ability to give an incentive. What's your goal? What do you want to get you? You similar to Jamie? 185 feel good to you told us to go for sort of three tiers so i think tier one i'd love to drop about 20 pounds that'd get me down to 205 pretty close to 20 minus 20 minus 20 then tier two minus another 15 that'd get me down to 190 that's about as lean as i've been in over a decade i would say at least 10 15 years stretch goal on the third one the third one if i could get down to 175 that puts me in the healthy range for a man of my height.

1:03:34And that would be like, I think probably as thin as I've been since college.

1:03:38Lon Harris:So Jamie, 237, let's just do the same thing there. Minus 20, minus 15, and minus 10. Fair enough. Like minus 20, minus 15, minus 10. Those are three. That's your way marks, Lon? Mine are minus 20, minus 15, minus 15 for a total of trying to lose about 50 pounds that's i don't will i make it to tier three i don't know i'm setting a well that's a stress it's a moonshot similar moonshot so j a moonshot for the jamie what he sent me was so he's currently at uh 215 oh wait no let him say let him say it here jamie you've started currently currently at 215 so i've lost 25 i've lost 25 pounds in three months how do you feel yeah much better sleeping better uh my clothes are falling off but probably this is it so here's what i'm gonna do for my brother and for my other brother lon from another mother who i consider him a brother i think so yeah three targets this is this is big i'm putting up five dimes each for each level fifteen thousand dollars It's a big payday.

1:04:49Lon Harris:It's a big payday. On the table. On the table. Jamie, you hit the first one, so I'm going to ship you$5 ,000. Now, you can put that towards whatever you want. Well, I was about to say, you could just do your wardrobe, or if you wanted to put it into like a 401k or a 529 or anything else, it's up to you. It's your company's going to pay for it. It's going to be entertaining here on the show. Happy to do it. It's not a big deal for me to do it. And you guys, I hope, along with me, a lot of people got inspired to try it. And thanks to my friends at row.co slash twist. If you want to go on your weight loss journey along with Jamie and Lon, and I'm already there.

1:05:28Lon Harris:And I'm going to commit to being part of this and trying to hit my ultimate goal, which is 165. I want to get to 165. But I want to have muscle. So, you know, it's only seven, eight pounds for me. But I'm going to join you guys in. And listen, you guys can weigh yourself in. It's a trust-based system. But Jamie, I saw you at the wedding on Saturday. And the first thing I said, whoa, wait a second. You got something to tell me here, brother? And you were like, yeah, I did it. I did it. So, and I'm also covering any cost out of pocket that you incur at road.co slash twist, where they'll check your insurance.

1:06:01Lon Harris:Did you get covered by insurance or not, Jamie? Okay. Yeah. So fair enough. Our insurance plan is not, I actually think, I don't think many American insurance plans are yet covering GLP ones. I think they'll do it if you're morbidly abused, which you two guys and I were. So we should try actually to see if the insurance will cover it with the insurance checker there. And it's really easy to do. So, Lana, I want you to make sure you check that insurance checker there. I did. See if they'll cover it. But if they don't or we just want to like cut to the chase, I'm happy to pay for it. You know why?

1:06:31Lon Harris:I want you guys to be around for a long time. And I want anybody in the audience who struggle with their weight to at least investigate this option. I'm not telling you to do anything. but i can tell you my lord people will call me a fat bastard for the last 10 years 15 years and jamie knows i used to run marathons how felt was i jamie and then i oh yeah i was a marathon runner i ran marathons i was 165 161 165 i gained 55 45 pounds i was so ashamed of myself i'll be honest i'm always speaking of myself i was ashamed of myself i couldn't get this under control but i was working hard i got the three kids and i'll be honest i have food noise constantly and the food noise went away and instead of eating five or six slices of pizza now i eat one and a half i get that there's no change in my lifestyle other than i don't feel bloated and weak anymore right and so i i have this has been one of the great things i've done in my life and i've kept it off so there it is you can go on to like a maintenance note dose down the road gentlemen just want to say i'm very proud of you already for starting this or even considering it and if you're in the audience and you want to join in on this fine i'm not giving you 5 000 but but join us on your journey anyway let us know it is on your journey anyway you come on the show if you if anybody anybody joins us here you come on the show and yeah we'll we'll check in if you lose a bunch of weight on row.co okay any final closing comments here for the youtube gentlemen uh you you can you when you hit your goal just come back on the show that's it there you go yeah when when if Give us another tier.

1:08:02If Jamie hits another tier, anytime any of us hits another tier, we'll come back and do a celebratory.

1:08:08Lon Harris:Actually, if you're even like a third or halfway to a tier, I think, you know, come on the show, do the row.co ad. Yeah, we'll do the check-in. I really appreciate our partners. There you go. It's the easiest way to do it. And hey, man, the pill makes it so easy. The pill makes it so easy. I don't mind the shot. I'm doing the shot. But you guys can do the pill. All right, yeah. Yeah, the pill makes it so much easier than I'm like, oh. Is it every day? Yes. Yeah, you take it every day. The only trick is you can't eat or drink for 30 minutes. So, you know, I take it before I head out to the office.

1:08:40Lon Harris:I've got a 45-minute commute. By the time I come in, I have my coffee. I can wait a half hour for my morning coffee. I'll be all right. I do want to share, before we go, Jason, thanks to Fat Don in the chat room for this look, future look at my after photo. That's what's coming soon for all of you guys. Wow, you really, you and Joe Rogan, I guess you and Joe Rogan and the whole brosphere here in Austin. So you're going to take it another level. You're going to add some muscle. Apparently I'm there. Jamie, too, has a go. That was Jacob. Yes, thanks to Jacob. That's a good look. Our producer for helping us out with these.

1:09:11Lon Harris:Jamie with the trim beard, and you look a little angry. You look like you're part of the Daredevil universe. It's like the Punisher. Can somebody make an image of Jamie as the Punisher? Yeah. Jamie's going to turn into a superhero. This is that AI slop I hear about. I don't know if this is AI slap, but you look. It's AI, but it's not slap. This is the potential, Jamie. AI slap. AI slap. AI slap. It slaps. All right. Get out of here. Go back to work, Jamie. Go bring the register here. That's it. Let me go sell something. All right. Go sell something. Go sell something. Thank you. Thanks. Pleasure.

1:09:47Lon Harris:This show has been sold out for 16 years. Only one time we were not sold out was during COVID. We had five people. Three went out of business. Two just delayed their head. So, you know, we work with our - sold out for the year at current this is the problem on everybody's like do it then the sales team hey well can we do another episode oh there's jamie looking go jamie the punisher almost not bad jamie going into special forces yeah but see in that picture he looks like he lost the muscle definition yeah but it's okay he's wearing the punisher shirt but it's not the full jacket it's not the i don't know what fat don's putting in these prompts but he's like a very jovial guy producer jacob i was wrong thank producer full credit to producer jacob did you say get angry was the prompt to show jamie pissed off my lord all right this is a lot of fun guys thanks for doing it i i think it's a mitzvah what you're doing here for yourselves for your loved ones who want to see you around for a while we're all of that age you know getting 40s 50s jamie's pushing safely um yikes yikes somebody told me i'm gonna be 56 next year it's not good there we go what's going on here oh there he is that's a jamie is the punisher folks brother gene i mean if he gets to that level he's gonna quit and join special forces looks like he's about to do a show at comedy mothership yes he's going he's about to do his set he's about to get on stage yeah let me tell you about trans athletes i mean it's literally i gotta just tell the guys like i get it you guys milked it for a while but every time i go to the mothership i'm just like how much of this set is going to be about friends oh my god it never let's just get off it's it's just saying it's enough it's saying the r word and trans people that's every night at comedy it really is like you just we got to move on to new material folks all right anything else here we're going off duty or anything what do you uh we can go off duty i did want to talk about i don't know if you saw there is this chris pattinson or robert pattinson movie coming out oh i know our pat prime time where he plays chris hansen i don't know if you saw it it's about the making of To Catch a Predator and the sort of rise and fall of that show.

1:11:56A24 is putting it out. Lance Oppenheim did the direct it. It looks really good. But I wanted to point people while we're waiting for that movie, which comes out this fall, which I'm really excited about. This is the movie with our pats coming out. But I was going to point people. There is a great documentary that's on Paramount Plus right now. It was actually made by MTV Films called Predators that is also about the behind the scenes of the making of To Catch a Predator and the legacy of To Catch a Predator, which is so fascinating. Because, like, you know, Jason, if you go on TikTok today, if you go on YouTube today, you will see people doing like we're here.

1:12:33We've lured a pedophile. They think they're going to come meet a 14-year-old and then we're going to mob them. And, you know, it's good content.

1:12:41Lon Harris:I see this. It's like these streamers are so desperate for attention that it's, I think we have to reassess as a society because the Truman Show, we blew past that. Yeah, right. We're on the other side. We've all made ourselves. Between convicular and this, it's crazy. Well, it's interesting. The Truman Show, the idea was you'd have to trick somebody. Like, we've captured this baby and put him inside this experiment, and he has no idea his world is fake. But the way it worked out is we all put ourselves, we all decided we wanted to be in the Truman Show. And we all turned the camera on ourselves, which I think even that movie didn't really see coming, which is fascinating.

1:13:18And, like, we're doing our ads to ourselves on the phone all day. Like, they thought it was going to have to be a trick. But, yeah, I think this idea that, well, if you're catching pedophiles, you're doing a public service. And so anything else that you do in the course of making your content is okay because, well, the target is the worst kind of person imaginable. And that's why.

1:13:42Lon Harris:Yeah, nobody has any sympathy for a predator. But people need to understand that this ends badly. Right. And if you say, hey, you shouldn't do that, people are like, oh, what, you support pedophiles? Like you're in favor of pedophiles? So I think that's a lot of what the documentary may be more so. I think the movie is more about. What's the name of the doc? It's called Predators. It's on Paramount Plus right now, but you can rent it, you know, anywhere you would rent things on VOD. Really, really compelling. Is that about all of the people who are doing these things? Yes. It sort of opens with Chris Hansen and To Catch a Predator.

1:14:14And then the whole second half of the documentary is here's the cultural impact of To Catch a Predator. And it looks at, yeah, the guys like Vitaly and all of these creators who have sort of picked up the mantle of what Chris Hansen was doing and are now doing it themselves. And of course, cutting corners and catching people who aren't maybe pedophiles or like, you know, and then using violence and all sorts of other things.

1:14:40Lon Harris:This is not a good idea because if people even look at To Catch a Predator, which was, I believe, done with the support of local law enforcement. Yes. The law enforcement would always be there. I mean, it was being produced by a TV network. there was some vetting of like as risky as this is let's do it right correct spoiler alert um one of these people like ran went back to their house and then killed themselves and got into a standoff with the police so this is fraught with danger for everybody involved but the cops could get killed you could get killed this is not something to be done for clout or views i don't know how any of these platforms allow it the same thing that makes it great content great television the drama the excitement the uncertainty is also what makes it date inherently dangerous like that's it's the same it's two sides of the same thing it's like you know like fear factor people used to complain like are those things safe or whatever like that's what makes it exciting that's why people want to watch it maybe something's gonna go wrong and this person's gonna get stung by scorpions and i think it's the same it's the same yeah but you don't die from a scorpion and you got people there to like you know give you venom or whatever right um i will say like this reminds me of alex honnold as well and i really had a problem with the netflix the free solo he's the free solo guy alex honnold i wasn't i wasn't in favor i mean listen i understand he's got to secure the bag this is his you mean the thing where he was climbing that tower in toke in taipei recently yeah i just thought like where are we at folks here this is turning into the running man before our eyes running man was a, you know, Arnold Schwarzenegger.

1:16:24Lon Harris:Sure. It's a Stephen King story. And then they made it into that Schwarzenegger movie. And then they made one last year with Glenn Powell. It was okay. It's a horror to think that people are doing very dangerous things to get ratings and money. And, you know, I know this is Alex Honnold's argument is like, people do UFC fighting. So this is a lot safer than UFC fighting. This was his kind of good argument. He was doing this before. he was famous that movie made him famous for it but he was yeah he's he was doing it for love of the game not to be famous that's what alex honnold i think would say that he'd still be doing this even a bit of a pass um in this whole thing i don't give the vitalis of the world you should not nobody should give vitale a pass let me tell you all right great episode everybody yeah fun show fun show you went you good good turnaround you started a little grumpy and then we got it It was a little overweight.

1:17:18Lon Harris:Did you get enough sleep? Maybe the GLPs are going to put you in a better mood. You think so? Maybe. Are they mood enhancing? I got to tell you, when you get rid of the food noise, you all of a sudden open up a lot of time. That was the other really big unlock for me. I didn't realize how much time I was thinking about food, snacking. Sure. And the time it took me to eat. When I started eating much lighter, I recouped so much time, like an hour or two a day. Wow. came back. Well, think about it. If you're snacking, you know, for 15 minutes four times a day, which I was, that's an hour. If I was skipping a meal or just eating something light like a yogurt, that recaptured another half hour.

1:18:01Lon Harris:And then like this constant noise. Oh, is there food? Is there something in the kitchen? What's in the cupboard? Yeah, yeah, no worries, right. All that distraction. It's distracting, that's right. But I think you get back 90 minutes a day. That sounds exciting. All right, everybody. We'll see you next time. Bye-bye.

From the publisher

This Week In Startups is made possible by:

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Today's show:

A hedge fund just blew up shorting SaaS stocks. In turns out, the software companies that went all in on AI are bouncing back. Figma's CEO — still riding high on strong revenue — forfeited roughly $46 million in stock awards to ease investor nerves. Twilio posted its strongest quarter in years. Airbnb's CEO credits AI as the single biggest factor in the company's incredible turnaround.

Jason and Lon break down what's separating the winners this earnings season from the companies that are falling behind.

PLUS we're chatting with Bluecore Energy CEO and founder Kofi Asante about his plan to power ports, and one day AI data centers, with small, floating nuclear reactors.

AND we're kicking off the TWiST Weight Loss Challenge! Co-host Lon and Jason's brother, Jamie, are both starting GLP-1s. We'll track their progress and follow along as they attempt to collect $15,000 EACH in prize money.

Guest

Kofi Asante on LinkedIn: https://www.linkedin.com/in/kofiasante1/

Bluecore Energy: https://www.bluecore.energy/

Jamie Calacanis on X: https://x.com/CalacanisJamie

Relevant Links

Bloomberg: Figma CEO forfeits $46M: https://www.bloomberg.com/news/articles/2026-08-05/figma-ceo-forfeits-46-million-in-stock-after-share-decline

Twilio announces second quarter 2026 results: https://investors.twilio.com/news-releases/news-release-details/twilio-announces-second-quarter-2026-results

TechCrunch: Twilio co-founder Jeff Lawson buys The Onion: https://techcrunch.com/2024/04/26/area-man-twilio-co-founder-jeff-lawson-buys-the-onion

Chesky: Airbnb will spend a lot more on AI: https://www.cnbc.com/2026/08/07/chesky-airbnb-ai-earnings.html

"Unreasonable Hospitality" by Will Guidara on Amazon: https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573

The Times: Meet the unreasonable hospitality master who inspired "The Bear": https://www.thetimes.com/magazines/the-sunday-times-magazine/article/will-guidara-hospitality-the-bear-tkgzqz33w

Port of Long Beach partnership on nuclear-powered shipping: https://gcaptain.com/port-of-long-beach-marad-launch-first-u-s-partnership-on-nuclear-powered-shipping/

Reuters: ByteDance targets mega AI model: https://www.reuters.com/technology/bytedance-targets-mega-ai-model-nearing-anthropics-mythos-ft-reports-2026-08-07/

Axios: OpenAI says its AI agents breached its own systems before Hugging Face: https://www.axios.com/2026/08/06/openai-hugging-face-black-hat

Frank Lloyd Wright's Ennis House: https://franklloydwright.org/site/ennis-house/

Dwell: Why "The Studio" built a faux Frank Lloyd Wright HQ: https://www.dwell.com/article/the-studio-apple-tv-filming-locations-production-design-frank-lloyd-wright-john-lautner-97c68081

"Predators" documentary trailer: https://www.youtube.com/watch?v=ibVZkvpAJjI

A24 "Primetime" trailer: https://www.youtube.com/watch?v=5fHXyqQOKL8

Alex Honnold free solos Taipei 101: https://www.cnn.com/2026/01/25/sport/alex-honnold-taipei-101-free-solo-netflix-intl-hnk

Harmonic.ai: https://harmonic.ai/

Ro.co: http://ro.co/twist

Timestamps:

0:00 Figma, Twilio & Airbnb earnings: who's winning at AI?

9:50 DigitalOcean - 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%.

11:32 The real cost of stock-based compensation

17:38 Kofi Asante of Blue Core Energy joins the show

19:47 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST

20:51 What is a small modular reactor (SMR)?

26:00 Floating nuclear reactors for ports and data centers

29:47 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app

31:56 Nuclear waste, submarine risks, and public perception

42:41 The generational shift in how we think about nuclear

48:19 ByteDance is training a 10 trillion parameter model

53:47 When AI models plan heists: the Hugging Face caper

58:02 Jason's Roko weight loss competition

1:11:38 Off duty: To Catch a Predator, Alex Honnold, and comedy




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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

 

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