11x in Trouble and China's AI Acceleration | E2103

Today’s show: Jason, Alex, and Lon dig into the controversy around 11x, the Andreessen-backed startup accused of misrepresenting revenue and using fake logos, and what that says about early-stage accountability. Then we break down China’s dual-front blitz in AI and EVs: DeepSeek’s open-source model rivals GPT-4, and Xiaomi’s $30K SU7 is a straight-up Porsche clone shaking the EV market. Finally, we unpack the “4-persona framework” that helped Wiz rocket to $100M+ ARR faster than anyone — a must-know concept for any founder looking to build, sell, and scale like a beast.

(0:00) Episode Teaser

(3:23) New set design and color analysis

(5:43) Announcement of "TWIST OT" and potential Patreon model

(8:09) Gamestop's Bitcoin strategy and Michael Saylor's influence