scripod.com

SpaceX IPO Day: What Wall St. and the media missed | E2300

This Week in Startups

Shownote

This Week In Startups is made possible by: Plaud https://Plaud.ai/twist Pilot https://pilot.com/twist Agree https://agree.com IM8 Health https://IM8health.com/twist After watching Elon build out his rocket (and AI) company over the past 20 years, J...

Highlights

This episode of This Week in Startups celebrates the SpaceX IPO, analyzing its unique structure and potential as a long-term investment. Host Jason Calacanis breaks down the company's value across different time horizons and contrasts it with other market bets. Later, solo founder Ben Cera of Polsia returns to discuss creating a 'Purple Cow' marketing strategy to stand out, sharing tactical advice on fundraising and building a memorable brand without premature scaling.
00:00
Shares trading up 25-30%
06:52
Trading begins today, breaking the previous IPO record.
07:22
Elon Musk's resilience over 20 years
17:56
Time in market beats timing the market.
19:53
Media prioritizes ratings over accuracy
22:27
SpaceX and Tesla will be top NASDAQ 100 performers.
26:14
Don't offer a free version; it attracts non-serious users.
26:55
Paid model increases founder commitment
31:37
Do something completely different to earn attention.
34:29
Remarkable marketing earns attention.
50:41
Airbnb generated media attention without paid advertising.
1:07:59
A horror-comedy about a haunted island
1:10:38
Obsession grossed $240 million on a $1 million budget
1:15:22
A versatile bag that replaces a backpack.

Chapters

SpaceX IPO details
00:00
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!
02:12
The voting vs. weighing investment framework
07:21
Pilot: Focus on your product, let Pilot handle your bookkeeping. Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. Head to https://pilot.com/twist and get $1,200 off your first year.
09:41
Agree - Stop chasing invoices at https://agree.com and tell them Jason sent you to get 50% off for life!
19:53
The media's SpaceX criticisms and "hot takes"
22:25
Ben Cera of Polsia is back
23:54
Why Jason says no to a free tier
26:53
IM8 Health: Start feeling like your best self every day. Go to https://IM8health.com/twist and use the code TWiST to get a free welcome kit, five free travel sachets, and 10% off your order.
29:10
The wisdom of Seth Godin's "Purple Cow"
34:27
The "Pepsi Challenge" model
50:37
Lon got a dog, Jason got routers
1:05:45
The YouTuber to movie theater pipeline
1:10:37
Jason's new favorite travel bag
1:15:20

Transcript

Ben Cera: Build an AI that runs companies autonomously. Polsia is an AI that builds and runs your company as you sleep. Building the product, fixing the bugs, running support, running meta ads, even. So I gave Polsia my inbox for it to do the fundraising i...