Cerebras's IPO goes vertical, and the death of OpenClaw? | E2287

Today’s show:Cerebras just jacked its IPO range to $150–$160 a share, OpenAI bought a consulting firm to seed its $4 billion private-equity joint venture, and a startup in Oakland is electrolyzing magnesium out of seawater for one-third the going price. Alex Wilhelm and Jason Calacanis go deep with AI21 co-CEO Ori Goshen on why model orchestration, not bigger LLMs, will decide who wins enterprise AI.The crew also covered the decline of OpenClaw, TikTok's new £3.99 ad-free tier, more entries in the live-show sidebar bounty, and had time for a little Off Duty before signing off.Guest Links:Ori Goshen on LinkedInAI21Alex Grant on LinkedInMagrathea MetalsTimestamps:0:00 Ori Goshen, CEO of AI21 joins the show1:20 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!5:14 Why enterprises care about token cost optimization6:01 Jamba as open-weight; Maestro as proprietary orchestration10:08 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https://LinkedIn.com/twist12:56 AI21 customer roster: FNAC, US tech giants, Israeli companies19:01 Alex Grant, CEO of Magrathea Metals joins to discuss pulling magnesium from seawater20:03 Live video of the Oakland pilot electrolyzer20:10 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.22:01 Magnesium as a "gateway metal" for aluminum, defense, aerospace23:20 TETRA joint venture & the Evergreen Project in Arkansas23:38 Series A close, JV economics: $3,000/ton vs. $7,000/ton market29:10 Sidebar bounty update: Glass Sidebar (Oliver Choy) demo30:47 Netsuite - Get the free business guide Demystifying AI at https://netsuite.com/twist31:47 Sidebar bounty update: Sidecast (Patrick Hughes) demo36:09 Reducing scope to "real-time fact checker only" for final round37:24 Ro.co: Ro's insurance checker will let you know if your coverage includes GLP-1s for FREE. Go to https://Ro.co/Twist for your free insurance check.39:07 Cerebras IPO: $115–$125 → $150–$160 per share44:19 Will OpenAI's compute commitments to Cerebras actually get funded?49:19 Fervo Energy IPO — venture-backed geothermal company going public49:40 OpenAI Deployment Company + Tomoro acquisition explained53:51 Anthropic's parallel $1.5B PE joint venture with Blackstone & Goldman56:05 Why Jason thinks these PE spinouts are convoluted financial engineering56:40 OpenClaw's decline + competition from Cowork, Perplexity, Grok1:04:22 TikTok's £3.99 ad-free subscription launches in the UK1:09:09 Knicks sweep 76ers — Jason's playoff predictions1:11:24 Off-duty: "There Is No Antimemetics Division" by qntm1:13:25 Off-duty: Fall of Civilizations podcast by Paul Cooper1:16:37 States' rights, federalism, housing supply & closing thoughtsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

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