Episode Details

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Today's show:

A hedge fund just blew up shorting SaaS stocks. In turns out, the software companies that went all in on AI are bouncing back. Figma's CEO — still riding high on strong revenue — forfeited roughly $46 million in stock awards to ease investor nerves. Twilio posted its strongest quarter in years. Airbnb's CEO credits AI as the single biggest factor in the company's incredible turnaround.

Jason and Lon break down what's separating the winners this earnings season from the companies that are falling behind.

PLUS we're chatting with Bluecore Energy CEO and founder Kofi Asante about his plan to power ports, and one day AI data centers, with small, floating nuclear reactors.

AND we're kicking off the TWiST Weight Loss Challenge! Co-host Lon and Jason's brother, Jamie, are both starting GLP-1s. We'll track their progress and follow along as they attempt to collect $15,000 EACH in prize money.

Guest

Kofi Asante on LinkedIn: https://www.linkedin.com/in/kofiasante1/

Bluecore Energy: https://www.bluecore.energy/

Jamie Calacanis on X: https://x.com/CalacanisJamie

Relevant Links

Bloomberg: Figma CEO forfeits $46M: https://www.bloomberg.com/news/articles/2026-08-05/figma-ceo-forfeits-46-million-in-stock-after-share-decline

Twilio announces second quarter 2026 results: https://investors.twilio.com/news-releases/news-release-details/twilio-announces-second-quarter-2026-results

TechCrunch: Twilio co-founder Jeff Lawson buys The Onion: https://techcrunch.com/2024/04/26/area-man-twilio-co-founder-jeff-lawson-buys-the-onion

Chesky: Airbnb will spend a lot more on AI: https://www.cnbc.com/2026/08/07/chesky-airbnb-ai-earnings.html

"Unreasonable Hospitality" by Will Guidara on Amazon: https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573

The Times: Meet the unreasonable hospitality master who inspired "The Bear": https://www.thetimes.com/magazines/the-sunday-times-magazine/article/will-guidara-hospitality-the-bear-tkgzqz33w

Port of Long Beach partnership on nuclear-powered shipping: https://gcaptain.com/port-of-long-beach-marad-launch-first-u-s-partnership-on-nuclear-powered-shipping/

Reuters: ByteDance targets mega AI model: https://www.reuters.com/technology/bytedance-targets-mega-ai-model-nearing-anthropics-mythos-ft-reports-2026-08-07/