Jason’s H-1B pitch, the latest on the TikTok deal, and Howie’s first ad | E2182
Episode
74 min
Read time
2 min
Topics
Career Growth, Productivity, Relationships
AI-Generated Summary
Key Takeaways
- ✓H-1B Reform Strategy: Charge companies $10,000-$20,000 annually per H-1B visa to eliminate wage arbitrage abuse where Indian workers earn 25-50% less than Americans. Small companies under 100 employees get one visa for $10,000. Larger companies enter auction system or pay standard fee, generating revenue for job training programs.
- ✓TikTok Ownership Structure: Consortium model with dozens of investors including Oracle, Altimeter, Murdoch family prevents single controlling shareholder unlike Meta where Zuckerberg maintains super-voting shares indefinitely. ByteDance leases duplicate algorithm to US entity. Diversified cap table eliminates god-king control concerns while creating viable Meta competitor.
- ✓Nordic Data Center Advantage: Scandinavia power costs run 60-90% cheaper than rest of Europe, attracting Alphabet, Microsoft, Meta expansions. Data center power demand projected to increase four times by 2032, reaching 6-9% of total Nordic consumption. Geothermal and hydroelectric resources plus cooler climate create compute cost advantages for regional startups.
- ✓Corporate Training Responsibility: Companies must create internal training programs when H-1B costs increase, replacing failed education system preparation. Launch Fund model trains researchers through 500-1,000 founder meetings before analyst promotion. Focused mentorship with 100 coached hours exceeds 1,000 unguided hours, requiring corporations to develop Americans rather than import cheaper labor.
- ✓NVIDIA Round-Trip Investment: NVIDIA invests up to $100 billion in OpenAI progressively as each gigawatt develops, while OpenAI purchases NVIDIA H100 systems creating potential round-tripping scrutiny. First gigawatt deploys 2026. Investment represents 10-20% ownership stake in $500 billion secondary valuation, reducing Microsoft dependency while NVIDIA diversifies customer concentration risk.
What It Covers
Jason proposes $100,000 annual H-1B visa fees to prevent wage abuse, Trump announces similar policy, TikTok deal structure emerges with consortium ownership including Murdoch and Ellison families, OpenAI partners with NVIDIA for $100 billion infrastructure investment.
Key Questions Answered
- •H-1B Reform Strategy: Charge companies $10,000-$20,000 annually per H-1B visa to eliminate wage arbitrage abuse where Indian workers earn 25-50% less than Americans. Small companies under 100 employees get one visa for $10,000. Larger companies enter auction system or pay standard fee, generating revenue for job training programs.
- •TikTok Ownership Structure: Consortium model with dozens of investors including Oracle, Altimeter, Murdoch family prevents single controlling shareholder unlike Meta where Zuckerberg maintains super-voting shares indefinitely. ByteDance leases duplicate algorithm to US entity. Diversified cap table eliminates god-king control concerns while creating viable Meta competitor.
- •Nordic Data Center Advantage: Scandinavia power costs run 60-90% cheaper than rest of Europe, attracting Alphabet, Microsoft, Meta expansions. Data center power demand projected to increase four times by 2032, reaching 6-9% of total Nordic consumption. Geothermal and hydroelectric resources plus cooler climate create compute cost advantages for regional startups.
- •Corporate Training Responsibility: Companies must create internal training programs when H-1B costs increase, replacing failed education system preparation. Launch Fund model trains researchers through 500-1,000 founder meetings before analyst promotion. Focused mentorship with 100 coached hours exceeds 1,000 unguided hours, requiring corporations to develop Americans rather than import cheaper labor.
- •NVIDIA Round-Trip Investment: NVIDIA invests up to $100 billion in OpenAI progressively as each gigawatt develops, while OpenAI purchases NVIDIA H100 systems creating potential round-tripping scrutiny. First gigawatt deploys 2026. Investment represents 10-20% ownership stake in $500 billion secondary valuation, reducing Microsoft dependency while NVIDIA diversifies customer concentration risk.
Notable Moment
Jason reveals he sent his H-1B visa fee proposal directly to Vice President JD Vance before Trump announced the $100,000 policy, suggesting the administration actively sources ideas from tech leaders. The timing indicates direct influence channels between Silicon Valley entrepreneurs and White House policy formation.
Episode Transcript
Zuckerberg and his family will control Meta and their billions of user for all eternity. That's the company that you have to be worried about. This company, you will not need to because the original owners are gonna keep their stakes. So Jeff Yass, I think my friend Brad Gerstner, Altimeter has a pub, a very public position in the company. I don't know how large it is. So this cap table is going to have, it looks like, you know, dozens of people on it. It will be a fully diversified company, and then a large amount of the shares will be floated publicly, which is why all these people are making this investment. They're not making this investment to control the asset. They're making it because it's a great business deal. This is the one company that challenges Meta's supremacy, and will continue to do so. YouTube would be the other. Right? Just if as the world moves to video and shorts. And so the you have to ask who loses here? The big loser in all of this is Zuckerberg. Zuckerberg now has a viable, scary competitor. This Week in Startups is brought to you by Stripe Startups. Stripe Startups offers early stage venture backed startups access to Stripe fee credits, expert insights, and a focused community of builders. Apply today on stripe.com/startups. Public. You take investing seriously. Public does too. Build a multi asset portfolio and earn an industry leading 4.1% APY on your cash with no fees or minimums. Learn more at public.com/twist. And Squarespace. Turn your idea into a beautiful website. Go to squarespace.com/twist for a free trial. And when you're ready to launch, use offer code twist to save 10% off your first purchase of a website or domain. Alright, everybody. Welcome back to This Week in Startups. With me, my cohost for today, our editorial director, Lan Harris. Welcome to the show, Lan. Alright. What's what's our top story here, Lon? Give us our top story. I I I think we should definitely talk about Trump's, h one b visa concept and where where he might have gotten the idea for Oh, really? You were Yeah. Well, and followed by Lutnick and JD Vance. I got a couple of followers. You're you're pretty good. People in the administration know Jayco. You've got some connections. You you've even had friends who are the Oval Office, I've heard. I did. I was actually I was there. You didn't notice it, but I was holding the camera. What happens? The cameraman got sick. He suddenly had food poisoning. So I was like, don't worry, guys. I'll just hold the camera and, you know, I I was quiet. I was quiet. I didn't ask questions. Can I just say, for the personal that I watched that video go viral in waves? Like, I saw when when all in first posted. I'm talking about there's a video of David Sacks, Chamath Palihapitiya, Dave Friedberg, Jason's besties from …
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