Jason Unpacks Sequoia’s New Funds | E2199

Normally, here on Twist, we don't talk about earnings because it's not a startup story, and so we just leave it to CNBC, we leave it to Bloomberg, and we let them do it. This week, however, I just wanna tell everyone out there who is building a startup that they may want to pay a little bit of attention to a couple of reports. And the reason why is this week, we're gonna hear from Meta and Alphabet and Microsoft and Amazon, which is essentially the hyperscaler set. And all these companies have been pouring tens of billions of dollars into AI infrastructure. And as of the end of last quarter, they were saying, we are so compute constrained. It is so tough out here for us to get enough GPUs. And so everyone is buying into the AI boom because there's still needed capacity, and that may applies demand. It's gonna be good for NVIDIA, good for OpenAI, good for everybody. But what we don't know is what they're going to say this time about not only the trailing three months, but also the rest of this year and into early two thousand twenty six. All of Wall Street wants to know that they are laser focused on this particular topic, and that means we're going to get a good look at what they are seeing. So if you pay attention to no public markets whatsoever, and as a founder, I get it. Totally fine. But you may wanna tune into a couple of these because there's gonna be interesting notes about industries that are buying and also this for sure because it does relate, to the overall opportunity for AI. And what's interesting about this cohort of companies is of the four you mentioned, Meta, Alphabet, Microsoft, Amazon, MaMA. Of the MaMA, three are the top three cloud computing providers in the world. Mhmm. Alphabet, Microsoft, Amazon. So they are going to have two sided, discussions about AI. First, Amazon's gonna be talking about robotics and all that leaked information, and they're gonna be asked by analysts. So you're not gonna hire 600 people. What happens to the 1,400,000 people who work here? You employ 1% of the country works at Amazon. 1% of the country works at Amazon, and they're not growing anymore. They're not gonna grow that staff anymore. And I would say they're gonna probably redeploy to save face to keep the guillotines and the let them eat cake memes maybe settle down because they're, you know, so concerned about this bad narrative that they're saying, hey. Let's call them cobots, coworkers. They're not cobots. They're your They're robots. They're they're robots taking your job, period. Full stop. Find another job quickly. This Week in Startups is brought to you by AWS Activate. AWS Activate helps startups bring their ideas to life. As you build and scale your business, Acctivate credits grow with you to support your changing needs. Apply to AWS Acctivate today …