The AI Supercycle, California's AI Safety Bill Vetoed, and the Future of AR/VR | E2017

This Week in Startups is brought to you by… Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.Vanta.com/twist CloudDevs. Building the best remote team is tough, but you don’t have to do it alone. Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today. Sprig. The Product Experience platform that generates AI-powered opportunities to continuously improve your product at scale. Visit https://www.sprig.com/twist to book a demo and get a $75 gift card. * Todays show: Alex Wilhelm joins Jason to discuss AI regulation bill SB 1047 (1:46), the biggest supercycle today (6:18), OpenAI’s growth trajectory (25:20), the AR and VR technology evolution (48:51), and more! * Timestamps: (0:00) Jason and Alex kick off the show (1:46) AI regulation bill SB 1047 (2:34) Defining the AI supercycle (6:18) Concurrent supercycles: Self-driving cars and fusion (8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (9:08) Detailed discussion on SB 1047's impact and reactions (17:14) AI regulation in California: A broader perspective (19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today. (21:01) Industry leaders' reactions to SB 1047 veto and open source in AI (25:20) Rule-breaking in startup success and evaluating OpenAI's valuation (36:47) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card. (38:00) Infrastructure ownership for tech giants and the future of startups in AI (48:51) AR and VR technology evolution and market potential (55:38) AR glasses' impact on daily life and mental health (1:05:59) AR vs. VR applications and social implications (1:07:27) Audience Q&A * Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Mentioned on the show: https://x.com/martin_casado/status/1840490481777770850 https://x.com/AndrewYNg/status/1840497561821651069 https://www.gov.ca.gov/2024/09/29/governor-newsom-announces-new-initiatives-to-advance-safe-and-responsible-ai-protect-californians/ https://www.bloomberg.com/news/newsletters/2024-09-29/meta-steps-up-pressure-on-apple-vision-with-orion-ar-glasses-and-cheaper-quest-3-m1nkq76p https://www.youtube.com/watch?v=FKgJTJojVEw * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today. (36:47) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card. * Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916