Today’s show: Circle gears up for its IPO and the stablecoin wars heat up, Palantir’s meme stock status gets a reality check, and they riff on a possible Uber + DoorDash merger and whether AI should train on Substack content. They react to Sequoia partner Andrew Reed’s inside take on fund dynamics, laugh at a brutal VC meme, and wrap with “Office Hours” featuring Caylee Harrington, founder of Hookhub — the Airbnb for RV parking — to talk vanlife, growth, and building in an unsexy market. Timestamps: (0:00) Alex and Jason kicks off the show! (1:29) Palantir's stock and market dynamics (5:43) Meme stocks and reversion to the mean (6:57) X and XAI merger (10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST (12:05) M&A trends in tech and AI content acquisitions (17:22) Valuation strategies for acquisition (22:05) Fidelity Private Shares - Visit https://fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription. (23:31) Circle's IPO and stablecoin regulations (31:01) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist (32:26) Crypto community and anti-money laundering in stablecoins (37:43) IPO and SPAC updates in tech (41:20) Deep tech investment risks and lessons from SPACs (44:03) Hookhub's journey and RV market insights (49:27) Growth and challenges in RV market (52:01) Hookhub's social media and content strategy (58:48) Hookhub's investor pitch and growth strategy (1:04:11) Van life business model potential (1:06:16) Sequoia's internal culture and investment strategy (1:13:03) Sequoia vs. Andreessen Horowitz and VC indexing (1:15:32) Venture capital humor and closing remarks 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 Links from the show: Hookhub: https://www.hookhub.co/ Follow Caylee: X: https://x.com/Mariano_APO LinkedIn: https://www.linkedin.com/in/mariano-apodaca-45b07a16a/] 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: (10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST (22:05) Fidelity Private Shares - Visit https://fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription. (31:01) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use. Listen here: Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957 Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9 Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio More from us: Twitter: https://twitter.com/twistartups Instagram: https://www.instagram.com/thisweekinstartups Official site: https://thisweekinstartups.com Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 Subscribe to TWiST Clips for all the best moments: https://www.youtube.com/channel/UCS7tJlcUA6PzVHEMo-X7ddg?sub_confirmation=1 #startups #entrepreneurship #investing #angelinvesting #tech #news #business