{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Cerebras's IPO goes vertical, and the death of OpenClaw? | E2287","description":"Today\u2019s show: Cerebras just jacked its IPO range to $150\u2013$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 \u00a33.99 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  Timestamps: 0:00 Ori Goshen, CEO of AI21 joins the show 1:20 Plaud: If your work depends on conversations \u2014 interviews, meetings, calls \u2014 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 optimization 6:01 Jamba as open-weight; Maestro as proprietary orchestration 10:08 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https:\/\/LinkedIn.com\/twist 12:56 AI21 customer roster: FNAC, US tech giants, Israeli companies 19:01 Alex Grant, CEO of Magrathea Metals joins to discuss pulling magnesium from seawater 20:03 Live video of the Oakland pilot electrolyzer 20:10 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 &quot;gateway metal&quot; for aluminum, defense, aerospace 23:20 TETRA joint venture &amp;amp; the Evergreen Project in Arkansas 23:38 Series A close, JV economics: $3,000\/ton vs. $7,000\/ton market 29:10 Sidebar bounty update: Glass Sidebar (Oliver Choy) demo 30:47 Netsuite - Get the free business guide Demystifying AI at https:\/\/netsuite.com\/twist 31:47 Sidebar bounty update: Sidecast (Patrick Hughes) demo 36:09 Reducing scope to &quot;real-time fact checker only&quot; for final round 37:24 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\u2013$125 \u2192 $150\u2013$160 per share 44:19 Will OpenAI's compute commitments to Cerebras actually get funded? 49:19 Fervo Energy IPO \u2014 venture-backed geothermal company going public 49:40 OpenAI Deployment Company + Tomoro acquisition explained 53:51 Anthropic's parallel $1.5B PE joint venture with Blackstone &amp;amp; Goldman 56:05 Why Jason thinks these PE spinouts are convoluted financial engineering 56:40 OpenClaw's decline + competition from Cowork, Perplexity, Grok 1:04:22 TikTok's \u00a33.99 ad-free subscription launches in the UK 1:09:09 Knicks sweep 76ers \u2014 Jason's playoff predictions 1:11:24 Off-duty: &quot;There Is No Antimemetics Division&quot; by qntm 1:13:25 Off-duty: Fall of Civilizations podcast by Paul Cooper 1:16:37 States' rights, federalism, housing supply &amp;amp; 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: \u2060https:\/\/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\u2019s 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  ","author_name":"This Week in Startups","author_url":"https:\/\/thisweekinstartups.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41997960\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/203884360"}