This Week in Startups - Why Your Company Should Own Its AI Model | E2278
Episode Date: April 21, 2026This Week In Startups is made possible by:Quo - https://quo.com/TWiST Vanta - https://vanta.com/twist Pilot - https://pilot.com/twist Plaud - https://Plaud.ai/twistToday’s show:*Eragon CEO Josh Siro...ta believes that you should “own your intelligence.” He demos a live enterprise AI operating system connecting email, Slack, calendar, and financial data into a single agentic layer that’s pre-trained to understand any business inside and out.PLUS we’ve got IONA Drones founder Etienne Louvet, a first look at Moonshot’s Kimi K2.6, and a brand new Off Duty with JCal and Lon.FULL SHOW NOTES ON NOTION: https://thisweekinstartups-docket.notion.site/TWiST-2278-SHOW-NOTES-34872ca918e380bd9c71e684ce2db7c9?source=copy_linkGuests :Eragon: https://eragon.aiJosh Sirota on X: https://x.com/joshua_sirotaIONA: https://ionadrones.com/Etienne Louvet on X: https://x.com/etienneldvaRelevant LinksEragon Seed Round coverage: https://techcrunch.com/2026/03/18/this-startup-wants-to-make-enterprise-software-look-more-like-a-prompt/Neurometric: https://www.neurometric.ai/Ollama model: https://ollama.com/Orange Slice: https://www.orangeslice.ai/Corgi Insurance: https://www.corgi.insure/Slash Financial: https://www.slash.com/The Syndicate: https://thesyndicate.com/FAA Part 108 Explained: https://pilotinstitute.com/part-108-explained/Zipline: https://www.zipline.com/Google Wing: https://wing.com/Joby Aviation: https://www.jobyaviation.com/Enterprise Ireland: https://www.enterprise-ireland.com/Éire Composites: https://www.eirecomposites.com/Kimi K2.6 blog post: https://www.kimi.com/blog/kimi-k2-6Kimi K2 series on GitHub: https://github.com/moonshotai/Kimi-K2NVIDIA GB300 NVL72 work station: https://www.nvidia.com/en-us/data-center/gb300-nvl72/Timestamps:0:00 Josh from Eragon AI joins the show2:01 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!5:07 Why founders should own and control their data sets8:33 What is a "company world model?"9:48 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST11:32 Eragon demo15:55 Giving agents their own bank accounts19:07 Inside Eragon's first partnerships20:14 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist25:50 How does Eragon make money?29:11 Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.39:33 Etienne Louvet of Iona Drones joins the show42:37 What is FAA's Part 108?47:13 How innovation in drones impacts the aviation industry50:26 Working with Enterprise Ireland58:28 Jason attended the Breakthrough Awards1:04:10 Doug Liman's AI-powered "Bitcoin" movie1:09:09 "Love Story" on FX and "Dust Bunny" on HBO Max1:13:10 Jason's love of tinned fishSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com
Transcript
Discussion (0)
Hey, can we just have a better CEO than Jason?
Can we have a better board of directors than your board of directors because they have all information?
You're saying now you're building that, Josh.
Yeah, exactly.
What we're calling this is a company world model to make that vision true, an algorithm that can actually have the right reward functions.
We can get up to 20 parcels in the drone.
40 plus pounds.
Holy cow.
If you're already doing logistics, you could just add drones to your fleet.
is kind of like going from level two autonomy to level four.
Yes, exactly.
It's happening, folks.
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420. Lon Harris is here. He is ready to go. Yeah. And it's Twist. And we got a full
dock at Monday, Wednesday, Friday. I do Monday and Friday. I do Monday and Friday.
I do some Wednesdays.
You're here on Wednesday.
And the This Week in Empire is growing this week in AI drops on Wednesdays.
We also put half the show into the This Week in Startups Feed, just to tease you a little bit,
give you a taste, you get your first 30, 40 minutes.
And then we remind you, hey, go over to the This Week in AI show and, you know, subscribe there.
Like a dealer.
The first half is free, and that's how we get you.
Sure, yeah, sure.
A 420 perfect analogy.
Exactly.
Exactly.
And we got a lot of important things going on.
There's a lot of notes you're going to need to take.
This week in startups, our core pillars are tactical and practical and experts only.
Those are the first two pillars.
And when you have tactical, practical information and experts only on the show, man, this
means you can get a lot out of it as a founder.
So I want to just take a minute for POD.
I'm wearing it on my wrist today.
I've been enjoying my wrist.
And I just pressed this little button on.
and oh, the red lights on.
Yeah.
And now, if I think of something,
oh, the next this week in show
that we're going to launch,
a soft launch in a couple of weeks,
make sure that blah, blah, blah, blah, blah.
Oh, we're not giving it away.
And that we blah, blah, blah, blah, blah,
which is what I sent in text today.
But I will do this frequently to myself,
and I did it when I was on the road.
I was on my way to the breakthrough prize.
I'll talk about that in off-duty.
We always do off-duty at the end of the show.
And I'm wearing this thing,
and just I'm going through airports.
I'm on a plane.
I'm getting my Starbucks.
Bing.
Da-da-da-da-da-da.
I give my go-to.
I give my action items.
Now, when it goes into the tray and I charge it,
which you only need to charge this thing,
what are you charging?
Like every 10 days or something?
Yeah, that's one of those standout things.
Once a week, I remember to drop it on that charger,
and that's all.
Otherwise, it stays just on my suit jacket right here.
And if you want to get a plod, we have my deal for you.
Yeah.
If your work relies on conversations,
we want you to get a plod note pin S.
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Let's get to work.
Let's get our first guest on.
We'll do off-duty.
I'll talk a little bit about the venture training program I've launched in Austin.
And I'm going to talk about the venture training program.
You got so much news today, too.
Palantir had their big statement.
Moonshot launched Kimmy K2.6.
So much to talk about.
There's a lot to talk about.
But when we get to off-duty, two things.
I'm going to talk about the breakthrough prize, the science prize with unlimited celebrities,
the most powerful investors, founders in the world, all in one room.
Somehow I made it in.
I'll explain that.
Three or four besties were there.
And I'll also talk about our venture training program.
I've now made it six seats because there's so much demand.
We've a couple of hundred people applied already.
So I'm going to get 600 applicants.
I'm going to pick the top 1%.
And we'll talk about that at the end of the show.
But let's get to our first topic.
Yes.
And or guest.
It's our guest.
We're bringing on Josh Sorota.
He's the CEO of Aragon, Jason.
There are sort of an enterprise version of OpenClaw maybe an AI operating system for enterprises.
Their big concept is they want to help companies own their intelligence.
So they're connecting a company's existing tools and data to custom models that have been trained on their data and purpose-filled autonomous agents.
So, Josh, thanks for being here.
Yeah.
great to see you so you know I always like for the founder to tell us why they're creating this
how much it costs who are the customers and do a demo so let's get to work why did you build it
who are the customers what does it cost and let's demo it demo or die here on test okay amazing
let's do it so as far as like why we built ergonne basically like our view on the you know on
what's happening right now is as follows so you are
taking a, you know, frontier model. And as we saw with, you know, OpenClawe or, you know,
Hermes or, you know, different other innovations, there's been a lot of research and a lot of work
that has went across these harnesses around these frontier models. And basically for us to be
able to execute, you know, all of these tasks inside of companies, what we're doing is collectively
creating these memory systems with these like dot MDs and trying to basically, basically,
pull all of this into the context of a model. And so what you see is if you look at the number
of tokens in the world, it's like a thousand X input tokens versus output tokens. And lots of
workflows, like I don't know if you guys saw Uber, CTO, just said that they blew past their whole
budget, you know, for six already in April. So it turns out that even with all of these
innovations in, you know, harnesses, it's actually like quite expensive, depending on the
workflows that you want to do to try to pull into context, you know, everything that you need
into the model. And so what our view is and like what we're researching is basically an RL
algorithm that can actually take a lot of the things about your company and have those things
be in the actual weights of a model that you own that's specific to you and your company
that can update itself overnight. And therefore,
it actually begs the question of like, okay, you know, do you, what do you need to use the frontier kind of close source models for versus like what can you actually own on top of a lot of your proprietary data sets?
And so that's kind of why we started this, which is we just think there's a huge amount of like inefficiency as far as how we're executing tasks.
And we don't necessarily think you have to use these frontier kind of close source models, right, for everything.
and what we do is basically, like, have this RL piece that can actually take certain parts of your
company and put it into the weights of a model that you own, and therefore, like, our whole slogan
is actually own your intelligence, right? This should be your own. I think that this is exactly
where things are going. I recently tweeted, like, hey, we're on a bit of a collision course.
And we were talking about SLMs just last week with Rob.
Small language models can be produced and run on local hardware.
And if they have all your data in it, well, what becomes the difference between an open claw
and all these skills being made that then go have a context window, have memory, or it all being
dumped directly into an SML you own?
So you take your entire sales database, you take your entire Slack, you take every
email and you put it into this SML.
And this is the vision of Ultron we had 80 days ago.
We're sitting here in AO-84, I think.
Yeah, Lon.
And we were like, hey, can we just have a better CEO than Jason?
Can we have a better board of directors than your board of directors because they have
all information?
And you're saying now you're building that, Josh.
Yeah, exactly.
So I think a couple things to add there is like what we're calling this is a company world model.
Most of my team is, you know, ex deep mind and PhDs from Berkeley Air Research Lab.
And a big thing on the frontier side and research is really R.L., right, reinforcement learning.
And what doesn't exist yet is like to make that vision true is an algorithm that can actually have the right reward functions and be able to update.
the weights of the model, you know, in a frequency that actually makes sense for a business,
right? So instead of like updating, you know, this model once every like three months and it costs
a lot of money, you know, can this model actually update itself overnight based on the interactions
that it has with people? Where do you run the model? What models are you building this on? Kimmy,
deep seek. What do you use as your foundational model to then merge? What's the term?
when you put the data in for my company every night.
What do you call that?
Is it a build?
Is it post-training, pre-training?
What, what, how would you explain this?
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So this is all called like post training. It all falls into the category of post training.
And then the method is called RL, reinforcement learning. And as far as the model that we've found,
that has like, you know, very good kind of base is Kimmy.
So we're also very excited for all the announcements that they're going to be making.
And as far as the concept, right, it actually doesn't yet exist to do the updating.
This is what's called continuous learning.
So demo or die time, Josh, let's do it.
Okay, let's do it, guys.
All right.
So I think first thing that we can go through is you guys had just brought up, you know,
not checking email.
So like one workflow, that's a pretty straightforward workflow.
I receive, I think, probably like 200 or 250 emails a day.
I find my email to be quite unusable.
Most of this is things that actually are not, you know, relevant to my day to day.
So if we just go in and say, like, you know, hey, what's the latest from email that I need to get back to, right?
we can do this.
Simultaneously, we can do
concurrent tasks at once.
So if I want to
also go ahead and
can you see
from the Alexander
Chapman Slack,
can you read all the
candidates that they have sent us
and make me a dashboard
of our
candidates that we are speaking
to the joint
Great. So this was, this is a strong demo here. You are exporting the entire Slack corpus every night, every week, or are using the API, or you have an agent in that room. How do you get the data out of there into the model? I'm curious.
So basically what we do is we run like a cron job at a frequency of about, you know, every 15 minutes. And so every 15 minutes, we'll have Kimmy, for example, go and read everything that I get in my Slack across all of the different channels. And then it will go ahead and take.
all that information, and then we create, you know, we use chroma, we use Olama, and it'll put that
inside of this chroma DB, right? And now it'll almost have like a recreated knowledge base,
if you will, of our Slack. So we'll do things like this. Got it. And is that more stable and
a better way to do it than like OpenClaw? We've, with OpenClaw, with Perplexity computer,
with co-work, we find it's not comprehensive. It gets confused at times. And what, in, in,
one conversation I had with my open claw, it was like, you should just export the entire database
every Saturday night and, you know, upload it or something. And that doesn't seem like a really
great strategy. So how do you know it's comprehensive and, you know, not so brittle?
So, like, this is kind of like the wow moment, like, why, you know, companies like deal, why slash,
why corgi, you know, basically are running almost a ton of different workflows actually on
Aragon is because you don't have to, for example, specify.
Like, I was just, we had to fly to New York.
We're doing a really exciting partnership with a very exciting ERP company.
And they said, for example, oh, can you make an MSA and can you send it to Josh?
And then they realized they were like, oh, wait, I didn't say Josh from Aragon, right?
But Aragon actually knew it sent it to me, right?
And like, they're like, whoa, that's like really, really cool.
It's like actually, it's that good where like I can even on first time, I can say, hey,
just send it to Josh, right?
And it by itself, the way we've architected it, it'll go look at calendar.
It'll go look at, you know, recent, right?
And it will basically say, okay, it's Josh at Aragon is who we're talking about here versus like
almost anywhere else.
It will ask you and say, oh, which Josh?
Here are five different Joshes, for example.
Right.
Okay.
So all of this then gets rolled up into the model on some.
cadence and then, because this reminds me of like a lot of things I do with open claw or
perplexity, but when it's in the model itself, do you have an example where it's in the
model and that provides a massive lift for the company?
Like what's the most compelling example of that?
For example, okay, two things.
So one is like, okay, I just went through probably in this case, like, I don't know,
maybe 50 emails or so.
So we have to act now.
So Vinod Kozlo wants to meet.
Nicky's the ZA.
We need to respond back with different,
you know,
availability,
et cetera.
Like that's a pretty important one, right?
So great.
You should probably tell Vinode
when we're available to chat about Aragon.
But here,
for example,
Milton is our cleaning service
for the office.
Can you go ahead and pay
the Milton invoice for me,
please?
And I can have Aragon go and actually pay that invoice as well.
And so in the way.
So that speaks to the agentic nature of this and the hooks.
You have it hooked into a bunch of different services.
I take it.
So it's your QuickBooks or your PayPal or your Medmo.
Yeah, it also has a financial infrastructure too.
You partner with Slash to allow enterprises to give their agents bank account.
So this is one of the cases where like the agent sort of has a little bit of financial agency.
Yeah, exactly.
And so then the thing that we are working on with like our partners is also building out this ecosystem inside of Aragon.
So for example, coming very soon, you'll be able to do a backslash, right, slash.
And then they're, you know, they provide credit cards.
They provide, you know, bank accounts.
They're like, you know, a Brex competitor, if you will, right?
And how do you actually, you know, issue credit cards for these agents?
How do you actually set, you know, different policies, different limits, you know, for the cards that you issue these agents?
You want to do it in like a secure kind of centralized.
Sure.
Human in the loop, maybe.
Exactly.
Maybe only pay certain known accounts.
So, you know, this is all part of like the blocking and tackling 101 that these
agents need to catch up on.
So you're really competing directly heads up with open claw, perplexity computer,
and quad co-work on the interface for agentic computing.
But then on the back end, I keep getting back to the, you know, the SLM.
the small language model you're building, because that to me seems like there would be
some massive lift. So show me something there or, you know, unlock that for me, because that's
what I haven't seen in the demo yet, is that unlock. And by the way, man, this is just another
startup I should have invested in. Oh, wait, I'm on the capuch handle of this company. You started
while you're getting cooking there, if I remember correctly, just agents for sales, and you were so far
ahead of everybody, right? This is two years ago or something.
agentic sales was like kind of the first ICP?
Yeah, so I mean, exactly.
So we basically kind of started there and then pretty much we did like our precede with,
you know, A16 and a few others.
And what we found when we started showing companies was like everyone wanted to ask for different,
I would say like sources to be able to come into Aragon outside of maybe just sales.
And it became pretty clear to me like actually, you know,
from like a venture model, everyone wanted to verticalize.
But like the power of these like frontier models, you know, just kept getting better and better and better and better.
And it begs the question of like, are we going to have such a thing as like a vertical kind of like a sales, you know, agent?
Or are these going to be so powerful that you can just create, right?
Like a sales agent just from inside of Aragon and have like Aragon be like your source for all sorts of different, you know, specific agents.
And then what we decided to do is actually go to a partnership ecosystem approach where for companies that are going really deep.
So I'll shout out, you know, Orange Slice.
It's a YC company.
They've done a phenomenal job.
They're like a clay alternative.
And we have companies like Corgi that basically will do like all of their enrichment natively inside of Aragon.
And then that's powered behind the scenes by Orange Slice, right, where they went really deep there.
And so then that's kind of the approach that we've been taking as well.
So while this cooks, just as far as, you know, the points on this RL piece and updating the weights behind the scenes.
So basically, what it's going to do is like, for example, all of your sales, right, if you look at, or all of the guests that have been on this week in startups, let's just say.
So these are all facts.
This is all historical.
This is all already happened.
Right.
And so, like, we just did this pretty fast.
I would argue like it would be, you know, an order of magnitude faster than anywhere else.
And then also on the cost side, right, it'd be much cheaper to do inside of here as well.
Right.
And so here is like for our recruiting.
Right now I have my dashboard here for all of the candidates that we're speaking with, right?
Awaiting response, you know, follow up.
So we're sourcing, you know, minx from Stanford, um, uh, Surnauth from any scale, etc.
This is actually all real.
This is all production.
We run Aragon inside of Aeros.
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dollars off. And because it has in the weights, because it's updated itself, it doesn't need to go
for that like basically workflow and read all of my email, read all of the slack. Right. So it should
be lightning fast. Exactly. It should be incorporated into its logic at more base level. Explain to the
audience, you know, if they've heard the word weights over and over and over again, but explain to them,
given your product, what that means for, let's call it like if Uber had your had Aragon,
they had an SLM, they had the entire history of the company every quarterly report,
every employee had ever been there, every single Slack message for over 10 years,
every, or they made an S, or maybe they make multiple SLMs, there's one SLM just for
complaints and customer support, one just for,
you know, code, et cetera, because I would assume that at some point you might break it up and have
10 SLMs by verticals so that they were even more tweaked. Am I correct in that concept?
Absolutely correct. Yeah. So you'll actually have multiple. And so what it means for a company like
Uber is basically two things, cost and performance. So for the first thing, on cost, right?
let's say you have some sort of like workflow that requires knowledge of like all of your
customer success documentation for example so instead of basically a harness trying to pull all
of this context into a frontier model every single time right that info will just be in the
weights and what that means is much less tokens like a hundred times less tokens will actually
They have to do that.
So therefore, it's way more cost effective.
On the second piece, which is like the speed and performance, the workflow will be done much
faster, right?
Like 10 times faster as well.
And so the best way, you know, the audience can kind of think about this is if you go to
a frontier model and you ask it, you know, who is Abraham Lincoln, for example?
imagine if in order to answer the query, a model would have to open up a browser use.
Go search Google.
Go pull all of the info.
Yeah, we don't have to imagine it because sometimes it does that, right?
It's so sometimes there's some breaking news story.
You're like, tell me about Coachella Weekend 2 and Madonna's performance.
And it's like, okay, searching web.
And you know that's going to take 60 seconds.
And that's why you turn notifications on.
But actually, actually, so for that, that's a little different, right?
So like, for example, for like the Abraham Lincoln, right, I'm saying it doesn't have to go and do that, right?
And the reason why is because it was trained on who Abraham Lincoln.
Correct.
And so it's in the weight, right?
So for a company, right, if you want to find out, for example, you know, like how did we grow over 2019 to 2024, something like this?
All of that's historical.
It's already happened, right?
Instead of right now, you have to go and you have to read every single record, every earnings, every quarterly statement from those 2019 to 2024.
And then that might take actually two hours, right, for the model to do.
And that might actually cost you like 1,500 bucks, right?
All of that info should just be in the weights.
It should be instant.
The model should be trained on this.
It should know that.
Or things like what you were just mentioning, which is like very recent, you know, for example, like a Coachella.
you should still be able to do tool calls and go search the web for like info that maybe is not
inside of the weights of the model but those things are like you know much faster kind of lower
token usage and far you know and a little bit more a few between right so our view is basically
in order to actually own your intelligence to have an asset that the company owns that's
something that is theirs the only way to actually do this is to train a model on
your proprietary data and then give you the weights, right? So you own it. It's yours. And that's what
we're working towards. It's genius. What does it cost? How do you charge for it? This is always very
important. And it's always a great tell for a founder for me, Lon, when I'm working with a founder,
how crisply they can explain the business model. Here, we'll give it a shot here with Josh,
who is a very, I would say, very strategic founder in my experience. So we charge by tokens.
we have a $5 cost per million tokens blended.
And so you can comp that with what Anthropic charges,
which is like $15 per million tokens for Opus.
So it's $5 per million tokens.
Amazing.
And how would that compare to using a frontier model ballpark?
It's anywhere from, you know, a third to like, you know, half the price.
And they pay a service fee as well?
Do they have to pay something for this integration?
I would think you would need forward-deployed engineers type of thing to do this today.
So talk to me a little bit about when you have a cutting-edge product like this,
the implementation, because if you went into Uber, now it's like, okay, you could boil the ocean here.
That company is a wash in data, so you probably have to find a department that wants to do.
You probably have to find a dataset.
You've got to clean a dataset.
You've got to create a process for it being updated.
Talk to us a little bit about what Aragon does there.
So what we do is we do have a forward-deployed motion.
And we do start, like to your point, on identifying, you know, workflows and use cases where you can start.
So I can give an example of Corgi, which is a very fast-growing company.
I don't want to know.
They might have announcements of their own.
I don't know coming out about different, different maybe rounds.
So they're a very fast-growing company in Silicon Valley.
And they do insurance.
They're an AI-native insurance, basically, carrier.
And so what we did is we said, okay, hey, like, what does your inference costs look like right now, you know, from like a frontier perspective?
Shout out to Korgi.
And basically they told us how much they were spending, right, on inference, basically, with frontier.
And so we said, okay, look, we can actually do this for probably a third of the price.
like, and they're like, okay, that's very interesting. And so then it was like, all right, let's find a workflow that currently happens. It's like very repetitive and manual and let's start with there. And so the example of that is we're on their website now. You can actually go and basically request a quote. And what would happen before is when you go request a quote, a startup puts in different information about their company. So like Aragon, you know, our stage, our funding, you know, revenue, et cetera, et cetera, right?
And you'll go and, you know, finish this workflow.
Basically, you would put in all of this information.
And afterwards, what would happen is, you know, there's a lovely person in operations.
Her name is Evelyn.
She would take all this information.
She would then manually figure out, like, what coverage you need, what policies you need.
And then they had an algorithm that they would put that in to give you an actual quote, right?
And imagine doing this, like, 40 times a day.
That was her whole day.
And so now what happens is all of that goes into Aragon.
Aragon is trained on the policies they have.
Aragon is trained on the coverage they have.
Aragon is trained on kind of how they underwrite, right?
So all of that comes in end to end.
And then Evelyn gets a WhatsApp saying, hey, Josh from Aragon just requested a quote.
Here's the policies you need.
Here's the quote.
Do you want me to go publish it to his dashboard?
Yes or no.
Wow.
And all of that is now done.
For an accounting firm keeping your books in order is table stakes.
It's the bare minimum.
It's the baseline.
But for an early stage and Series A founder,
you need a partner that actually understands the world of startups.
It's very different.
And you have to understand the world of venture capital because startups have boards
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And that partner is Pilot.
Pilot is the largest accounting firm that's built specifically for startups.
You're not just doing your taxes.
You're getting CFO-level advice on running your company.
And those aren't just words.
They have actual former CFOs and other season.
operators on hand to answer your growth and scaling questions directly. All of their tools are
intuitive. They're easy to use. You can track your expenses in real time. And Pilot's going to help
you model cash flow scenarios before you make big decisions. So stay focused on scaling and let Pilot
take care of the books. Plus, Twist listeners get $1,200 off their first year. Go to pilot.com
slash twist to get started. That's pilot.com slash twist. So still human in the loop. Obviously,
you're shutting a proposal. You want to do that. But it's going to be done faster, better, and
cheaper. That's always the trifect. You know, that wins. And this is amazing. Congratulations.
You went through the accelerator a year or two ago. Is it LA 34? I'm trying to remember which
cohort it was. I think it was like maybe May or something of last year. So it was 34, I think. Yeah. And yeah,
Great pivot in there.
Some great new investors you pulled through.
About half the companies that come through our programs pull through.
We like to take a lot of risk.
And I think I always track in our database now where we found somebody.
I said, if you got rejected from YC, please email us.
We'll take a look at your company.
And you emailed us.
I did.
I'm not dumb.
We met you and we're like, this kid's really smart.
I don't know.
I told the team, because I have my notes here, I don't know if this is going to be successful
with this startup, but I know Josh is going to be successful.
So let's start the relationship now.
Josh, so proud of you.
Congratulations.
And always let me know when I can be helpful to you.
You have my phone number, you got my email.
Always let me know if we can be helpful.
I'm good for a retweet once and now a while or a prescient introduction.
But great job, Josh.
I really appreciate you.
And it's just great to be in business with you.
Absolutely.
Jason.
It's been a pleasure.
and for anyone in the audience, you know, that's listening, I think, you know, Jason and team has built an absolute, you know, world-class accelerator program.
They've, you know, been tremendous, especially right in the early stage, you're, you really, you have, you know, an idea.
And I think a lot of times for anyone in the audience, you know, we just announced her 12 million at 100, you know, seed, but everyone listening like founders, everyone is just trying to figure things out.
And I think that the best thing, you know, Jason and team, they really have an amazing, you know, structure and cadence and resources at the earliest stage for how you can like think through your business.
And that would be helpful for us.
And I would encourage everyone listening to absolutely reach out.
And maybe soon it'll be an agent on Jason's side that.
You cut me off at the past, brother.
I was going to say, like, we are working on this now because, you know, when you get over 10,000 applications,
we have a weighted system, speaking of weights, and Marcus is really talented, a young fellow
I have working for me. He's been building this system. And what we found was with our AI,
our weighted system does essentially the same job a human can do. It can identify that.
Now, we still have to decide who do we meet with. And then after we meet with them, we have to
make another decision. But what I really want your help with, Josh, this could be a great project
for us, is to look back at our meetings and everything.
put it into a VSLM, very small language model, on my laptop that I don't train, you know,
open AI and Anthropic or Gemini on how to do what we do here, our secret sauce.
But then, you know, just be able to say, hey, we miss some things.
Because when we miss something, Josh, what I do now is somebody just told me Molly Wood,
who worked for us for a bit and co-hosted with me for a while, she had found like a military
tech company. And I was like, oh, we don't do that. You know, it's kind of not what we do,
but now we do do it. And two years ago, she found this one. And it pulled through and, you know,
I don't know if it's raising $100 million now. And I was like, okay, if we missed it then,
but we built a little relationship. What can we learn, number one, number two, hey, let's go to
the syndicate.com and we'll have a phone call with them, invite them on this week in startups
and see if there is an opportunity for us to do a late stage investment, which the members of
our syndicate love to do.
Yeah, there it is.
There's a syndicate.com.
All right.
We'll talk to you soon, Josh.
Let me know if you're ever in Austin,
and we'll go grab some barbecue with lawn.
Any excuse for lawn to get some salt lick with the Terry Blacks beef rib?
You're not a vegan or something like that, Josh.
Are you, please?
No, no.
We're definitely in for some good Terry Blacks.
I got the Terry Blacks beef rib and brisket, very solid.
But if you come out to the Hill Country,
I'll take you to the original Salt Lake.
You got to see it.
It's very Texas.
It's a very Texas.
And they got bison ribs there.
They got the bison ribs out of the salt lick.
I broke a tooth.
You know, I had this like 20 year.
I'm an old man now.
I had a 20 year crown.
They called that.
Brewing now.
Yeah, crown.
You had a crown.
You had a crown.
I'm just chewing on this beef rib.
Snap.
That's how you know it's a good beef rib.
Yeah.
When Unk loses a tooth is a good beef.
All worth it.
I'm getting a put back.
It's getting put back.
I got it.
All right.
Good to see you, brother.
I wasn't fission for the endorsement, but I'll clip the heck out of it.
We're going to have our agent throw that up on the website right away.
Already working on it.
Here's my tweet.
Pull up my tweet here.
PredictSkills.mD and VS.
Oh, sure.
Let me.
I'm on it.
I've got a typo there.
Are on a collision course, and it's going to be insane.
Imagine legal, HR marketing, etc.
SML.
God, I got to get that right.
S-LM paired with an open-claw skill,
running relentlessly and recursively, as he mentioned,
on your Mac studio, Dell Workstation, Madness.
Free, constantly improving intelligence.
It's happening, folks.
And I put a picture of this Dell InVIDIA GB 300 desktop,
which Michael Dell has not sent me yet.
I've been lobbying for it.
I mean, I'm super excited for this future.
I mean, that's, I think to me that's the crucial step.
We've been trying to have the agents run in a sandbox
and in Amazon's rack somewhere.
They need to spread their wings.
They need to get out there in the world.
You've got to have your Mac Studio or your amazing Dell standalone system.
That's where your agency is going to live.
If we can get these, you know, working on a laptop, I don't know the 48 gig is going to do it,
but I think it'll be the 128 gig eventually.
Yeah.
Going to upgrade everybody to a $5,000 laptop from whatever $1,000, $1,000, $3,000.
It would be $3,000.
It would cost me an extra three times 25 people, 75K.
for the next three years.
So it costs me an extra 2K a month
if it has a three year lifespan.
But just think about how wild it would be
if everybody's laptop was just cranking.
I mean, it's also dangerous and scary.
It is, it is, but it's that recursive loop.
It's that you, every time your agent does something,
you're teaching it how to do that thing
and it's refining it over time.
That's the crucial thing you miss out
on if your agent can't really spread out
and make its own sort of way in the world.
Yeah.
Hey, anything going on in Polymarket?
I got a Polymark going for my,
Knicks tonight?
What's going on?
I wanted to, so we should talk about this briefly, that Moonshot has launched Kimmy K-26.
This is their most advanced open-source model to date.
It upgrades for long horizon coding, agent swarms, more proactive agents,
claw groups to which you can sort of bring in your own agents and skills from outside.
But it did lead me to this polymarket, which I will share right now.
The sharps are debating when are we going to get K-3?
Here we go. So you can see not a lot of volume, only about 30K in volume so far because this is so new.
But if you look at June 30th, the Sharps are betting 50, now it's a 59% chance that we are going to get Kimmy K3 by the end of June, which would be very exciting.
And we're at 2.6 or 7?
2.6.
We were on 2.5.2.6 got released this morning.
So we're just, everybody's just getting their first crack at checking it out.
People were kind of speculating here that it's really great at coding.
And that's what everybody's focused on right now.
Cursors got a new model coming out.
I saw they were raising a $50 million across X.com.
People were talking about that.
You got Codex, you got Claudecode, GROX, doing great work there.
They'll have some product coming out, I'm sure.
It's just over and over and over again.
We're going to see everybody get light and focus.
And there was, I heard that Sergey, who I had,
I saw Saturday night at the breakthrough prize, and I talked to him for a bit.
My understanding is he sent a memo?
Is there like a Sergei memo that came out, either this weekend or something you got leaked?
And, you know, these memos are kind of designed to get leaked.
According to the – as I've always told everybody.
According to the information, the Google co-founder said, in a memo to deep-mind employees that – and here's the quote,
every Gemini engineer must be forced to use internal agents for complex multi-step tasks.
Right.
So they're dog fooding.
They want them to, you know, catch up here.
And developers, developers, developers, developers.
Once you get recursive developers going, it informs your whole product production.
So people have been talking about, wow, it's incredible how much product is getting shipped out of Claude.
Well, Claude focused on code, code then let them release more product, and then you get this flywheel going.
The other companies are obviously trying to catch up with that.
Yeah, exactly.
Should we bring on our next guest?
Absolutely.
Let's keep this train of experts only moving here.
If you listen to a twist, you're going to get practical and tactical, and you're going to get to peek around the corner with experts only.
So that's what we're doing.
He is the founder and CEO of Iona.
They make fully integrated autonomous delivery systems for logistics operators.
The idea it's like a white glove drone service that if you're already doing logistics,
you could just add drones to your fleet.
Give it up for Etienne Louvre.
Etienne, thanks for joining us.
Thanks for having me.
It's a pleasure.
All right.
So do you want a demo and show us what you built?
You want to talk a little bit about why you built it and who the customers are and what it cost?
Definitely. I think the team might have the videos in the background.
I got some videos. We can pull up a video right now.
Here we go then.
And maybe before it even started, I can explain a bit like the origin story because it explains it all.
Iona is an island in Scotland, the company, so I'm French.
Unfortunately, I can't hide my accent.
But we're located in the UK and Ireland as well as in the US now.
actually sponsored today by
Gradient, a co-working space in Tulsa,
because I'm doing some...
Oh, there it is.
We've got to plug in for Gradient.
195 francs per desk.
Here we go.
Use the promo code twist
to get six francs
or a pano chocolate.
Wait, wait, it was in France or Scotland?
No, no, it's in Oklahoma, actually.
Yeah, Tulsa.
Oklahoma.
Okay. Shout out to Oklahoma.
Yes.
Beautiful shot video, by the way.
It looks like you shot it with a drone.
We have multiple.
No, what Aiona is doing is basically, it's coming from a vision.
You can be on the Isle of Aiona, which is a remote island in Scotland.
You can be an IT consultant with a Starlink, a Zoom, Slack and so on.
But what you can't get access to is physical goods.
So what we're building at Aiona is the physical internet.
It's also close to my heart because a part of my family is coming from rural places.
And it's solving this paradox.
at the moment when you have less than 500 people per square mile, for instance, in a location, that's 99% of the US.
That's 99% of the world.
And yet, our systems and logistics are optimized the way we were doing logistics 100 years ago with like a bulky delivery van delivering everything.
So what we're doing is we're building the full autonomy stack for logistics operators to take that transition, which is crucial for them,
because unfortunately they realize that the big tech are coming
and that autonomy is the biggest opportunity for them,
but it's also the biggest threat.
So this is, you're talking about the FedEx, UPSs, DHSs of the world.
You're going to provide them with the infrastructure.
So in other words, like a white-labeled zip line in some ways?
Yes and no.
So yes, in the sense of it's going to be a white label
and it's going to be for logistics operators,
but we're going to also reduce the threshold.
At the moment when a drone is flying in the U.S.
without going too much in the jargon,
it's flying under regulatory framework
that is made for aerospace.
It means that it's extremely complex
to manage it.
Part 108 is coming.
It's a different regulatory framework.
We have an expertise in that because one of you...
Part 108 is the number, did you say?
108, yeah.
Yeah.
And part 108 is coming
and it's a different threshold
and we have an expertise in that
because we fly autonomously already in Europe
and it's going to be the same system in the US.
And what it enables is also
to open the range of customers to also more local logistics operators,
hospital, anybody with a delivery need.
Got it.
And unpack Part 108 for us.
We can double click on these kind of things here on the show.
That's why we're here at Twist.
So tell us a little bit about why Part 108 is so different and transformative.
Yes, it's a fundamental milestone.
So in Europe, in 2021, we had a similar framework.
for once Europe was ahead, not for long.
And the reality is it just unifies anyone
around the way we think about drone delivery
and the way we think about drones in the airspace.
So what it does is that it's a risk assessment framework.
And one of the co-author of the framework in Europe
also inspired some of the rules for the FAA.
So what it creates in the world is that we have,
have a common framework, a global consensus on the way drones should be implemented in the airspace.
Which means that we can finally have Europe, the UK, the US and other part of the world joining around that.
And in more details, what Part 108 does is, first, you don't need to be an aerospace manufacturer
with what we call Part 135 to operate.
So it reduces the threshold and it creates a framework.
that is much more adapt to a delivery with a drone, for instance.
Because if you're not flying a 747, you shouldn't be regulated the same way.
And what it does...
My understanding is the BVLOS, I don't know how they pronounce that in the industry,
BVOLOS, I don't know.
Is that how they pronounce it?
Usually we say BVLARs, yeah.
But beyond...
BVOLOS in French is a much more gracious way to say it.
But this is beyond line of sight.
Correct.
So I think 107, because I've looked at these companies for 10 years,
was like, hey, you can fly your drone if you can see it.
But once you can't see it, then you get into, I think you tip into 108.
Etienne, am I correct?
Yeah, that's the distinguishing factor here.
It's true.
So the BVLOS is, so it stands for beyond vision line of sight.
So when you can't see it.
It means that the drone has to be highly auto.
automated or autonomous.
And the significant change in that is that it means that you can have multiple drones or aircraft
supervised by the same team that doesn't have to be on site.
Because if you don't have to see the drone, you can be in Tulsa and operate somewhere else as well.
So this is key.
He is much greater.
So when we contextualize it, this is kind of like going from level two autonomy to level four.
you know, if you're using autopilot and you've got to keep your eyes on the road, but when you get to FSD, like level four, Waymo, etc., you don't need to be paying attention.
107 line, you need a pilot, like a plane, and you need a line of sight.
And then 108, you need an operator, which could be a group of people in Manila.
You could have, you know, a thousand Athena assistants who could be very easily trained in this to know what to do.
They could be anywhere.
They could be getting paid a dollar an hour.
to be getting paid $30 an hour.
It's that level up.
I mean, you think of drone operators as having that remote and they're looking and it's like
it's got to be above the tree line and oh, we lost contact with it and running after it.
And it's going from that to like the air traffic control model where you could have a tower
that's monitoring all of these drones and it doesn't have to be like a group of people that
are actually watching the drone.
It's obviously we're going to have to get there before we're going to have drone deliveries
happening sort of en masse.
I mean, I guess my question would be like, is the goal ultimately,
just like unsegregated airspace, like drones are out there flying alongside every other kind of
aircraft and we're monitoring them in sort of the same ways?
Yes, exactly.
So what you refer to is what we call the piece is called a detect and avoid.
A second piece is called the on-man traffic management.
I deeply believe that the way we will basically innovate in drones is going to affect
general aviation later on because it's very hard to do on-man traffic management for aviation.
At the moment, 98% of the control towers in the US are understaffed.
And it's not going to get better, to be honest, because it's a difficult job
and because it takes a lot of time to train people.
And that's something that we can also do with a drone natively.
Because it's a bit like an autonomous system doesn't need a GPS.
Well, it needs a GPS, but it doesn't need like Google Maps, basically.
And it's a bit the same.
Because the drones are autonomous, they can talk to each other.
And because they can talk to each other, the scale in terms of efficiency is drastic.
And this is where we go on the vision.
And I like this analogy.
When you think about it, roads are a Roman technology from 3,000 years ago.
And we should build a physical internet that doesn't rely on roads.
We should build a physical internet that can transport anything anywhere.
And you're building these in Galway, is my understanding.
That is a great town. I haven't been there in 25 years, but I drove from Dublin to Galway. It's a college town. Is that right? You're building the drones in Galway?
Yeah, we have a Celtic tiger here. Yeah, we have a manufacturer there. And the reason is Ireland in general is an amazing place for drones. They operate with the same regulatory framework than Europe, which is the one that will be common with the U.S. in terms of the way we think about it. So great.
But they do it extremely fast.
And the fast pace of iteration is especially very important.
So we can get the paperwork back sometimes in less than 30 days
when it takes up to six months in most places.
So it made us drastically more cost efficient.
Now, do you have any partners in logistics yet that you've announced?
Yes, we work with a few CMA, CGM in Europe.
What does that C?
A CMA is one of the largest shipping company in the world.
They also operate, they have Miami, Singapore and Marseille.
And they also acquired a number of companies.
And so they have logistics needs.
We're working with Welsh Group.
We have an amazing neighbor in Cambridge in the UK.
Welsh Group that is a family-owned business.
And it's exactly what we're trying to depict as a vision.
They operate a number of deliveries in Cambridgeshire.
And we did a demo with them, a public demo.
so we demonstrated the tech end-to-end,
how does it integrate in their system and so on?
And we have a few more exciting news coming very soon,
including with high-profile partners.
Yeah, and for people who don't know,
there's a great program, Enterprise Ireland,
give them a shout-out.
They used to, like, God, they've been around forever,
but they used to even buy ads
and host startups from Ireland,
back in my Silicon Allie Reporter days,
Enterprise Ireland always was a big supporter of Silicon
a reporter and I think maybe even the early days of this week in startups
and they gave you, I think, ETIN a couple of million euro
investment or grant? How do they do it these days?
No, it's a grand project that we have for manufacturing.
That's the part in Galway.
And the reason is because there is a nice story also.
We operate drones as well in Galway area.
It's the area, so it's quite difficult to access.
It's quite remote, and there are a number of communities there.
So we're working on the project to actually connect the islands
and connect the number of remote places there and remote communities with Galway
and with other cities.
Which, what do people most want to order?
Like when you talk to your consumers, you know, you've got people in Galway, they're on farms,
they're in rural areas.
What do they most want to deliver?
Is it just like I need coffee and milk?
This is what's interesting.
Is it's not food, right?
You guys purposefully are not doing like food delivery.
It's like cargo, right?
Yes, we're calling that segment the light cargo.
So we know very well, Manna, for instance, and we know quite well Google Wing
and even some people at Zipline.
It's another segment.
What I usually say is a drone is like a vehicle with wheels between a motorcycle and a 44-tons.
Same philosophy, but not exactly the same tech.
So what we do is significantly different.
Like we have to get long range, so we go 60 to 120 miles with a significant volume,
so we can get up to 20 parcels in the drone, and a capacity to independently drop volumes
so we can do delivery one, delivery two, and then go back to base, for instance.
So what we really, the sweet spot for us, and this is also why we're B2B, is whatever
needs to be transported.
At the moment, in those places, there is a cruel lack of accessibility.
for day-to-day items.
We're talking about the parcels day-to-day.
And it's something that affects actually
even the purchasing power
of local communities.
And then we can actually scale that
to medical deliveries,
even groceries.
It's true that the drone is a bit big.
So if you want like coffee and milk,
might be a bit of an overshoot,
but we could do it.
I got a big footnote layer.
What's the pound is here?
How many pounds?
Up to 44 pounds.
Up to 44.
So that's significantly.
larger than the other folks out there.
It's 420, Jason.
Our Taco Bell order might get up there.
I don't know.
We're closing in.
We're closing in.
There's a lot of toastas coming.
40 plus pounds.
Yeah, up to four.
The first version that we have is...
What distance can it do when it's at max load?
At max load, the Excel will need to be the one that you use,
and in that case, it's going to do 60 to 80 miles.
Holy cow.
But wait, 60 to 80 miles, which means 20 to 20.
20 miles out, 20 miles back with a buffer?
No, it's a straight line.
So if you, half of that, a bit less than a half of that, if you want back in...
Got it.
So 20, 30 miles.
No problem.
And then you've got to have room to come back.
The FAA makes you keep 50% in the tank when you land or something like that.
Depending on where you operate, but yes, about.
And the thing is, it's fully electric.
So also what we build is, again, it's the full autonomy stack.
So for instance, we also have demonstrated a prototype for loading and unloading the parcels
autonomously. So you can have like an autonomous network. So you can do like delivery point number
one. You load a few parcels. You unload a few others. Then you go to a backyard delivery somewhere.
Then you go back to another depot. Like you can really have a data driven autonomous logistics
network. Yeah. Talk to me about charging. That's my final question there. It would seem to me,
you know, we have supercharger stations, right? And you got Zipline in some markets. You've got a bunch
of people, Amazon is doing this, should there be a common standard, a common infrastructure for
charging drones, or are we going to just have a proprietary war now where you're all
are flying drones everywhere? And there's no way to stop and recharge. Because if there were
charging stations, they would not, I could put one on the ranch here for you all. I could give you
two acres, cut off a little spot. You come down here. The noise won't be an issue. There's nobody
an earshot. And they don't need to be on a highway. They don't need to be on a,
on the 405 in L.A. or 290 here in Austin.
You can put these anywhere,
and you could all be recharging
without having to go back to base.
So I think I would slightly disagree with that
because I think it's going in the way of innovation.
There's drones that you're thinking about,
especially the zipline and everything,
they're mostly multicopters.
So they have a very short range,
a different type of technology.
My drones, because they're doing logistics,
they're extremely energy efficient.
And it's only because it's sustainable or whatever,
it's because it's competitive.
The more energy efficient you are,
the less expensive you are on a unit cost basis.
So I need to have a glide ratio.
I need to have a wing, for instance.
I need to have things like that.
So when you see...
What do they call?
Because I know there's quadcopters.
I know this fixed wing.
What do you call these ones that are the hybrid?
Is there a technical industry term?
So if it's an hybrid, it's called an hybrid in that case.
Like when they have...
Okay.
So technically it's a high...
Hybrid, got it.
Yeah.
The technical name Lahn
for a hybrid.
Yeah.
Hards are like what we call the tilt crotter.
So it takes off vertically and it transitioned to horizontal flight
so that we can have the convenience of the vertical takeoff.
And the tilt rotor gets you the glide path.
And that's what Jobi is doing too for humans, yeah?
Yeah, it's similar to Jobby in some way.
So we have less propellers and it's, of course, not the same product.
So you're bigger than a zip line, small than a Joe.
is the way to think about it.
Exactly.
Light cargo is like when you're in the middle.
Jobbby is like the new helicopter.
Zipline is the new door dash where like the new delivery van in the sky.
I love it.
And what weight do you want to get to?
Is there a goal that like, you know, you want to get to 150 pounds,
250 pounds, be able to deliver, you know, something of a little more heft?
Yeah.
You quote the famous philosopher, never say never.
but we're not targeting that segment right away
because the majority, like, what I like about my segment
is that 99% of the streams are actually in that segment.
So I don't want to over-optimized for the one time
you need a plasma TV because you can probably wait
for a delivery van or any other delivery.
Yeah, plasma TV, that's a weird footprint, but, yeah,
if Lon's getting kettlebells, you know,
Lon's getting in shape here.
So is that?
Have that a twist note again.
if you want to do some buff AI slop of one.
But if you wanted to deliver a set of kettlebells,
you know, it could be 300 pounds worth of kettlebells
and just drop it off on Lon's house.
But lower it slowly.
Don't just drop it.
Please.
That's dangerous.
I'm a story about that.
We were supported by a grant and we had to explain where we were buying kettlebells.
And I had to promise, no, it's not for personal use.
I'm not like just buying a gym with the grant money because we're testing propellers.
and if we can't find weight to leave the table on the ground,
it's going to take off.
Yeah, love it.
Cattle bells are multi-use.
All right, listen, Eton, continued success and be safe out there, right?
Safety first.
Yeah.
That's what we always say here at Twist.
Or if you're a Burning Man, there's a famous expression lawn, safety third.
Oh, no.
First Burning Man's at, there's like a bunch of signs.
What's first?
If safety's third, what's first at burning?
I mean, like, have a good time, be creative.
I was like, but they just...
Number one, vibes.
Literally, these guys have this huge tower where they're doing aerial stuff.
Yeah, yeah.
And there's a sign.
It's a safety third.
Vibes first, vibes above all, yeah.
We got so much news.
We got off duty where I know there's a million places we could go.
Did you want to talk about the breakthrough prize?
Oh, yeah.
So a friend of mine, Yuri Milner and his wife, Julia, do this incredible breakthrough prize every year.
show some photos here, and I've been invited, and this was the first year I've been able to go.
And what's really nice about this is...
Look at all these celebrities that were there.
Salma Hayek was there?
Salma Hayek was there.
Naomi Watts was there, Ben Affleck?
Look at this.
Yeah, I didn't say hi to any of them, but I had a really nice conversation with Gal Godot.
Wow.
Yeah, and that was very nice.
I spoke to Gal Godot.
I met Rob Blow.
I met Rob Blow.
I traded phone numbers with Rob Lowe.
Julia Chaston was at the table next to me.
Olivia Wilde just saw her there.
And then you just had like just every...
And Lionel Richie came up and did a version of...
He sang, We Are the World.
Sure.
I sat next to a woman named Francis who's at Caltech who won the Nobel in chemistry.
And we had a really nice conversation.
I also at my table was Darren Aronofsky, the director.
filmmaker. And yes. And so I had a nice conversation with Darren because I went down memory lane
with Darren. We're off duty here so I can chew the fat with Lon. I said, hey, Darren, you don't remember
this. But we met with Sean, who was in Requiem for a Dream back in the day. And I think he was also in
Pi. He was the lead in Pie. I said, and you were doing a film. I had Silicon
reporter reporter. I was writing for paper magazine. I met you guys. And we had a drink. And then
you were lamenting you needed to do screenings for pie. And I, it cost like two or three.
grant to host the screening. So I did one for my magazine and you came and you did drinks after
oh my god's incredible and we had this like nice little thing and we started talking he's doing a
a startup. You know everybody who's in startups and venture capital wants to do movies. Everybody's in
movies wants to do. Of course, of course. And so we got to connect. And then we talked about
Ikaru, you know, one of my favorite Kurosawa films. I'm watching a documentary on Ikaru,
like a random, you know, I go down into the dark web into like the crevices of, you know,
you know, people trading tapes on Reddit and all this craziness.
And I look for weird stuff.
And I found an Ikaru documentary.
I don't know who produced it.
It's in Japanese.
Somebody took the time to put subtitles on it.
And they go through that film, which I love.
And so what I'll recommend is Ikaru, this great Kurosawa film.
It's often overlooked among the great Kurosawa's because it's not a samurai movie.
People always focus on Jyimbo, Sanjuro, Seven Samurai.
They forget about, yeah, Ikiru and.
high and low is the other one I really love
that's not... Well, yeah, that was during his
high and low. Yeah,
there it is. See, he has a swing. This is an
incredible film about a guy who gets cancer.
This would be my off duty for today.
And he works in the government for 30 years. He gets
cancer. He realized he's never lived.
Then he meets a young woman
and they kind of, in the second half of the film,
he decides, I'm going to live a little. And he goes out and he starts
drinking, he has to have fun, he's got
stomach cancer, but he decides he's going to live a little.
And then I watch this documentary about it,
they're like talking about the lighting and they're talking about if you do the office scene or if you
just go into Google images.
I'll see what I can find.
I know the office scene.
I know the one you're talking about.
And in Ikuru, the office scenes are incredible because they stacked all these books and all these papers.
Jacob got it.
So if you look in the background, it's just nonstop.
There's a couple of different images here.
Like right there behind him, you'll see stacks and stacks of paper right behind him.
The photo one.
Yeah, there it is.
And they explained how they wanted to.
build these like towers of papers and he was approving them. They couldn't find them. So they went
into Toho Studios archive of all the receipts and they brought them there with the dust on it.
Because somebody brought them and they took the dust off and cleaned them up. And Kurosawa had a
concription and was like, hey, guys, I want them with the dust. I want this to seem like the most
oppressive place ever where he's sitting there and, you know, people are complaining to him about,
you know, getting approval. He goes and he decides he wants to do one thing in his life that just counts.
Yeah.
One thing to spread joy, I'm going to leave it there.
Great film.
So I spent a little time talking to Aronovsky about it and we were like the only two people in California.
Do you see this one?
Seenless film, it means to live.
2022 Living, you should check it out.
It is a British remake of the same story of Icar.
It stars Bill Nihy, but it's a retelling.
He's a bureaucrat.
He learns he has a fatal disease and he decides to live for one day.
It came out in 2022.
It was at Sundance.
Oh, wow.
So anyway, I've been having my Hollywood.
moment these days, two weekends in a row as in Hollywood.
Yeah, wow.
And out with folks.
And so that is my off-duty breakthrough prize.
Just thank you for inviting me.
But what I noticed, and I was talking to Francis about this incredible Nobel Prize winner
is the pace of science is moving so fast because of AI.
All the stuff we talk about here is extraordinary.
but the things they're doing in science and the breakthrough they're making,
it's essentially we can choose as a society where to point the AI gun.
Right now it's at developers.
Okay, fine.
Okay, it's at productivity.
Okay, great.
We're going to make new backgrounds in Star Wars.
And I was talking to Gal Godot about this.
And she said the movie she's working on, instead of spending two or three hundred million on it before promotions, P&A,
She said, we can now do it for 70 million, and everything's done with AI, except for the performances, except for the writing.
And she said, I am great with this because, again, and we're talking about CGI.
Like CGI, obviously, she played Wonder Woman, et cetera.
But you could lower the cost dramatically.
Was this the Bitcoin movie?
She's in that Doug Lyman movie that they're talking about a lot about the history of Bitcoin, which they're doing.
Oh, I don't know.
Yeah.
And it's, but it's, by the way, she's tall.
She is, she is Wonder Woman.
She is tall.
Yeah.
And she's got presents, but she's also a lot of fun.
But they're, the way...
Things are moving fast now.
The way they're doing it, he's shooting it entirely in rooms on green screen, and then all the backgrounds are going to be...
Okay, so that's the movie.
Pull up a story about this.
Let me see what you're talking about here.
And I asked her, is it Ben Affleck's new technology?
Because Ben Affleck was building something like this, and it was no.
But she said, I asked her, like, as an actor, what the future was, and this is what she was telling me about.
And she said, you know, Jason, um,
You know, Jake out?
The thing here that is super compelling is because we are, you know, like on the screen,
screen, et cetera, and you strip everything away, she said, I can actually, you can focus on performance.
Like, it's all performance.
And, yeah.
Yeah, I'm trying to find a good image.
They have, they haven't released a lot of good images yet, but it's in a London soundstage.
They're built, they're shooting the entire thing in a, in a, in a, in a.
London soundstage. And this has got to be it. It's called B-Oh, it is because she said Casey Affleck.
Bitcoin killing Satoshi, a $70 million feature film shot entirely on a custom gray screen soundstage with AI-generated backgrounds and lighting. So all the backgrounds, all the lighting is all going to be done by AI. The only thing that's real is going to be the actors in front of this gray backdrop. They're shooting this right now. It's very timely that you're bringing. I was just reading about this.
Ask your, do you clawed, if you do Claude sidebar or your perplexity sidebar, you could ask it what technology platform they're using to accomplish this.
I already found it. It's a company called Acme, AI, and FX. They're building a new kind of network or background just to power this project.
Okay, let's book them for the show. Let's get them on the pod. It would be really cool to talk to that.
Get him on for Friday. I would love to talk about this. So this is definitely the film she was talking about here.
her main point is
you know we're going to be able
I guess this would be the counter
to the end of the movie industry
the end of the film industry
there's going to be many more films made
because of this
and you know the whole hand-wringing
okay I get it
set designers losing their jobs
you know FX people
maybe you know
it's going to be a bummer for a group of people
just like it was a bummer when the typing pool
went away the messenger pool went away
because of email and more processing
thing. But at the end of the day, tell more stories. Okay, those people are going to have to
adapt and do other things. And there'll be people who do it with sets, of course. But this does
seem to me to be a counter to that. And then what if these things could stay in theaters a little
bit longer because there was many more of them? Yeah. We could see a kind of resurgence where
people might get out of their seats and go to the theater because there's more adult fair.
You know, like everything can't be Snow White, which she was in.
Yeah.
I mean, if you think about the variety, I think you're absolutely right.
I think it's just like we've seen with so many other fields.
It's, there's always going to be humans in the loop.
AI can't make movies by itself.
It doesn't know how to make a movie that would entertain anybody.
You use AI to do certain functions and speed things up and make things cheaper to allow the creative people to do more with the creative side.
I mean, I wanted to make a horror movie years ago with my friend.
And we felt like on the bare minimum,
practical budget just to get the locations, just to make the costumes, just to do the makeup
and stuff. It's like 100K. So imagine if we could just step into a room, we'd still have actors.
You'd still have makeup artists. You'd still have the bare bones. But you know, you might cut it
50K. You wouldn't need to take all the actors to some real location. You wouldn't need to pay all
of these people like a production designer. And so, yeah, on the balance, there's some jobs being
taken over by AI, but it also allows for a whole movie to get made that might otherwise not. And
a human movie written by people, starring people, made by people.
So we're not talking about it.
I think that was always what led people astray.
It was all those tweets where it's like,
Hollywood is over, sorry actors and all that stuff.
It's like, I don't think AI is ever going to replace the creative people.
It's going to give them more tools to make more and bigger things.
Correct.
And so absolutely great for Hollywood.
You got anything else off duty here?
Oh, my God.
So much stuff.
I started watching, by the way, the love story.
Oh, right, the Ryan Murphy.
Yeah, the Ryan Murphy thing.
Yeah, so the wife and I are watching that were two episodes in.
And, man, it has got me nostalgic for New York in that period.
I mentioned on the show before I got to meet JFK Jr. twice.
And it is just like in one scene they were going to the Four Seasons restaurant with the pool in the middle.
There's a party there.
I remember going there many times.
And another one, they were at another place.
I've been to a bunch of times.
I forgot what the scene was,
but I was like immediately like,
oh,
I've been to that restaurant
a bunch of times.
That's always the appeal.
That's what Ryan Murphy
and that crew do so well.
Like, if you remember that O.J.
Simpson show,
the American crime story one,
it was the same with L.A.
in the 90s.
They recreated it so carefully
that if you were there,
you were like,
this is bringing me right back
to this like time and place and moment.
Yes, which is part of the fun,
for sure, part of the fun.
It is definitely,
and they were playing Bjork
and stuff like that.
you know, I've talked about, like, you know, that here before.
But, yeah, there are just tons of interesting shots of, like, his loft, which I remember
was on Walker Street.
And then there's a bar, Walkers, Bubbies, the Odion, Tompkins Square Park, the Guggenheim.
What else were they at?
So it's just, like, really, Indochene, like, these were all.
places I went in the early 90s.
So I'm just loving it.
The Odeon's still there.
Bubby's still there.
Walker's still there.
So those three are still there.
And he's also, you know, at a gym.
I'm not sure what Jimmy's at when he's there.
And they also show him.
It's all real.
They do their research and they get everything sort of just right.
And that definitely helps make the show feel more compelling.
North Moore Street.
That's what it.
Walkers is on the.
corner of Northmore and I think
6th Avenue. And there's a
Calvin Klein's office. And I was
literally speaking to David Geffen, the famous
music producer a week or two ago.
And we were talking about the film.
And he gets a shout out in the first
episode that Calvin Klein is
taking a phone call from David Geffen's
favorite music producer. It was really cool.
There go. What else do you got off duty? You must have
something to... So anyway, I'm two episodes in
and it's great. I think it's great couples watching
because it's a love story.
Yes, there's a movie on HBO Max that just popped up.
It's Brian Fuller, who people remember he did that show Pushing Daisies.
He did that show Hannibal, that I liked really much, the Hannibal Lecter show.
He's got his first feature film out.
It's called Dust Bunny.
It's on HBO Max right now.
Nobody paid attention to this in theaters.
But it's really interesting.
It's really fun.
It's really whimsical.
It's kind of a comedy, fantasy horror about this.
And it's about this young girl who believes in monster.
and she believes there's a monster living under her bed
that has eaten her parents.
And she finds Mads Mikkelson plays her neighbor
from down the hall who turns out to be some sort of a man of mystery,
a mercenary, a hitman of some kind.
And so she hires him to kill this monster
that she believes is lurking under her bed.
Oh, good premise.
And it's the question becomes,
is something real happening to this girl?
Did her parents abandon her?
Were they murdered?
That's what Matt's Mickelson is trying to figure out.
But she keeps filling in like, no, I'm telling you, it is a actual monster.
And that becomes the drama of the movie.
It's a lot of fun, really well designed.
Very cool.
Could I watch this with a 16-year-old?
Yes.
Or two 10-year-olds?
10 might be.
I mean, if they are mature 10-year-olds, it's a little bit of violence.
There's a little bit of mayhem.
But 16-100%.
Let the 16-year-old I predict is going to really enjoy it.
All right.
Listen, I have been, thank you to my friends over at row.
Do.co slash twist.
Go there and you get to the front of the line.
You get to see if you can get your GLP.
Your insurance cover.
Yeah, your insurance checker.
Yeah, your insurance checker.
So I have been looking for great sources of protein.
I need stuff that's quick and easy, right?
Now, you can make a protein shake.
You got all these things.
Yeah.
Takes a lot of work.
I do like doing the egg whites once in a while.
I love a little breast kit.
But I have been really trying to focus in on the most bang for the buck in terms of
calories to protein because when you're on a GLP, you can lose a little bit of muscle mass, right?
That's like I know that not everybody, but some.
So I started looking for the best bang for the buck.
Egg whites are up there, Greek yogurt's up there, but this one turns out tinned fish.
Oh.
So I have bought like five different tinned fish, and this is the one right now that I'm really feeling.
It's called Wild Planet.
I think they're like amongst the more, you know, healthy ones are great or sourced really well.
And 160 calories for 28 grams of protein.
Wow.
You're trying to get that 30 grams of protein in the morning.
So sometimes I'll just make myself a piece of toast.
I get a little bit of carbs.
Okay, whatever.
It's from my Happy Jane Bakery.
I love so much here in Austin.
But these anchovies.
I love anchovies.
And you put a little lemon on it.
You can put some mustard.
So toast.
making toast and then you're putting the anchovies on?
I'll just dump the whole thing with the olive oil on a plate.
I eat them up.
Oh, wow.
Dip a little bit of my olive sourdough in there.
And this is very good for you.
I suggest you buy a 10 pack, a tin lawn.
And when you're going to make a bad decision, not saying you make bad decisions,
we're not saying you don't.
Not saying you're overweight, but I'm not saying you couldn't lose 10.
I could lose it.
I could lose any of those things.
I could lose a little bit of weight.
I think 10.
So this would help you.
And then I looked it up, and now my YouTube algorithm is serving me up.
A bunch of friends of mine, like Tim Ferriss, was talking about people go on anchovy fast.
So I don't like this fasting.
It's like I get dizzy.
I got to perform on the show.
I get grumpy.
But people do anchovy fast now.
Wow.
So they'll do like three cans of this a day.
They reduce themselves to 600, 800 calories, whatever it is.
Instead of fasting, full-on fasting, and this puts you in that ketosis thing.
So anyway, listen, I'm no expert on this stuff, but I have lost the 40 pounds.
I do feel great.
There is something about...
The shape I've been since my 20th.
There is something about tinned fish, I think, that is sort of unappealing to me.
But then I think back, like, as a kid, tuna fish out of the can was one of my favorite snacks.
I would just eat the tuna fish right out of the cake.
So I've developed this over time.
I didn't used to have a thing about tinned fish.
Okay.
I showed you mackerel.
The other one that's really good is sardines.
Yes.
So you can get sardine fillets, and they're incredible as well. Also, same situation. You know, you're going to get into keto. You can also get, and there's people who really love this stuff. Like, you can make a little plate of them. So sardines are probably my, I like mackerel above sardines, but I like, it's just right behind it. So wild sardines, mackerel, and then, I think I tried one other fish.
Yeah, no, I think those are the two I've tried.
Anyway, people make plates of these.
So you make like a charcutory, but you include some of this on.
Oh, you know what, white anchovies are the other really good ones, the Bokorinos from a...
And then herring, of course, the classic elderly Jew snack of...
Well, I want to get, there's a herring from Sweden where they mix it with the mustard cream sauce.
Yeah, yeah, for sure I know about this.
And I had it there a couple times when I was in Stockholm with Tyler.
And when he was living there.
And man, that is, I'm going to find that recipe where they do like, I think it's like egg whites and mustard and it's a very creamy sauce.
And they dump the herring in it or they'll put cod in it.
It's unbelievable.
So there's your tip, folks.
I hope you stay healthy.
And we'll see you on Wednesday for Twist.
