

Deel’s growth overshadows SpyGate, Claude learned new skills & the “momentum is moat” debate | E2194
In this episode, we dive into market chaos and business strategies. Jason discusses the ski season and Open Snow app, and a shift to short, direct calls amid market changes. The team explores AI's expanding opportunities and the potential for trillion-dollar AI companies. They analyze Deel's $300M raise and its industry impact. Roloff Botha joins to discuss venture capital dynamics. We cover startup valuation, growth prospects for Rippling and Deel, and capital strategies. Anthropic's AI skills and applications are highlighted, along with collaboration in LLMs. Jason shares his health journey, and the episode wraps up with a focus on startups, AI, and data balance.
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