$NVDA's earnings, media economics in the AI era, Farcaster's mega crypto round, and more! | E1954

This Week in Startups is brought to you by… Zendesk - The best customer experiences are built with Zendesk. Qualifying startups can join their Startup program and get Zendesk products free, for six months! Visit http://www.zendesk.com/twist today to get started. Mercury - Mercury is the fintech startups use for banking* and all their financial workflows. Paying bills, staying in control of company spend, and closing the books doesn't need to be so complex — that's why Mercury powers it all from the one thing every business needs: the bank account. Join 200K startups who use Mercury to operate at their best at http://mercury.com *Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust, Members FDIC. HiddenLayer - Generative AI is revolutionizing industries. HiddenLayer's AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Helping you generate more – by enabling seamless & secure Generative AI. Visit https://HiddenLayer.com/TWiST * Timestamps: (0:00) Jason and Alex kick off the show (1:50) Nvidia earnings for First Quarter Fiscal 2025 (12:53) Zendesk - Get six months free at http://www.zendesk.com/twist (14:32) Continuing discussion on Nvidia's earnings (22:39) News Corp and OpenAI strike 'multi year global partnership' (29:21) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com (30:51) Apple News+ is driving big numbers for The Daily Beast (39:03) HiddenLayer - HiddenLayer's AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more. (40:14) Wearable AI startup Humane is exploring a sale (50:56) Windows Recall (1:08:45) Farcaster raises $150M: Is crypto making a comeback? * Links and articles from show: https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025 https://techcrunch.com/2024/05/21/farcaster-a-crypto-based-social-network-raised-150m-with-just-80k-daily-users/ https://gizmodo.com/humane-ai-pin-selling-billion-1851493143 https://www.semafor.com/article/05/19/2024/as-clicks-dry-up-for-news-sites-could-apples-news-app-be-a-lifeline https://www.wsj.com/business/media/openai-news-corp-strike-deal-23f186ba?mod=latest_headlines https://s201.q4cdn.com/141608511/files/doc_financials/2025/Rev_by_Mkt_Qtrly_Trend_Q125.pdf https://x.com/dsiroker/status/1792956339515273537 * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * 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: (12:53) Zendesk - Get six months free at http://www.zendesk.com/twist (29:21) Mercury - Join 200K startups who use Mercury to operate at their best at ⁠http://mercury.com⁠ (39:03) HiddenLayer - HiddenLayer's AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more. * Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups * Subscribe to the Founder University Podcast: https://www.founder.university/podcast