Today’s show: Jason, Alex, and Lon discuss Figma’s surprise IPO filing following its $1B breakup from Adobe, OpenAI’s quiet push into social networking through a Sora image-sharing feed, and how sweeping new China tariffs are wreaking havoc on ecommerce companies—impacting jobs, supply chains, and pricing. Plus: the Substack vs. Patreon battle heats up, Lyft expands internationally, and we talk to the founders of Nerd Crawler and Cuts Clothing about how policy decisions ripple through startup land. A packed show with insights founders can’t afford to miss.

Timestamps:

(0:00 ) Tariffs impact on ecommerce and CPG(2:22 ) Figma files to go public and Adobe's billion-dollar breakup fee(6:48 ) IPO market, competition, and Hammerspace's $100 million raise

(9:34 ) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(11:32 ) Patreon's new streaming feature and Substack's growth(19:08 ) Jason's experience with Patreon and Substack apps(19:33 ) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(25:58 ) OpenAI's new social network and Temu’s Google Shopping ads shutdown(29:24 ) Notion - Try it for free today at https://notion.com/twist(37:11 ) Nerdcrawler's business model and comic book industry economics(42:33 ) Marketplaces, scaling challenges, and tariff policy impact on startups(47:29 ) Steven Borrelli's viral tweet on tariffs and administration response(50:26 ) Effects of tariffs on costs, supply chain, and American manufacturing(57:56 ) Infrastructure, investment for US production, and potential layoffs(1:02:34 ) Closing remarks, endorsements, and quality of Cuts clothing(1:04:25 ) Addressing misconceptions about Asian manufacturing(1:05:00 ) OpenAI acquisition of Codium and market impact of tariff fears(1:05:52 ) Critique of tariff policy communication and domestic job creation discussion

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Cuts: https://www.cutsclothing.com/

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