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

This Week In Startups is made possible by: Netsuite - Netsuite.com/TWiST Deel - Deel.com/TWiST LinkedIn Jobs - LinkedIn.com/TWiST Plaud - https://Plaud.ai/twist 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 LinkedIn AI21 Alex Grant on LinkedIn Magrathea Metals Companies/Products/News: Cerebras’s new IPO filing Deal announcement between OpenAI and Cerebras OpenAI PE spin-out announcement TikTok goes ad-free in the UK (for a price) Nvidia’s option to invest in OpenAI Off Duty: New York Knicks There Is No Antimemetics Division Fall of Civilizations podcast Timestamps: 0:00 Ori Goshen, CEO of AI21 joins the show 0:41 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! 2:00 How meta-models can route between LLMs for better token cost efficiency 5:22 Jamba as open-weight; Maestro as proprietary orchestration 9:29 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https://LinkedIn.com/twist 12:17 AI21 customer roster: FNAC, US tech giants, Israeli companies 18:22 Alex Grant, CEO of Magrathea Metals joins to discuss pulling magnesium from seawater 19:24 Live video of the Oakland pilot electrolyzer 19:31 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. 21:22 Magnesium as a "gateway metal" for aluminum, defense, aerospace 22:59 Series A close, JV economics: $3,000/ton vs. $7,000/ton market 28:31 Sidebar bounty update: Glass Sidebar (Oliver Choy) demo 30:08 Netsuite - Get the free business guide Demystifying AI at https://netsuite.com/twist 31:08 Sidebar bounty update: Sidecast (Patrick Hughes) demo 35:30 Reducing scope to "real-time fact checker only" for final round 36:45 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. 38:28 Cerebras IPO: $115–$125 → $150–$160 per share 43:40 Will OpenAI's compute commitments to Cerebras actually get funded? 49:01 OpenAI Deployment Company + Tomoro acquisition explained 53:12 Anthropic's parallel $1.5B PE joint venture with Blackstone & Goldman 56:01 OpenClaw's decline + competition from Cowork, Perplexity, Grok 1:03:43 TikTok's £3.99 ad-free subscription launches in the UK 1:08:30 Knicks sweep 76ers — Jason's playoff predictions 1:10:45 Off-duty: "There Is No Antimemetics Division" by qntm 1:12:46 Off-duty: Fall of Civilizations podcast by Paul Cooper 1:15:58 States' rights, federalism, housing supply & closing thoughts 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 Follow Lon: X: https://x.com/lons 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 Check 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 McFarland Check out Jason’s suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

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