Is there an AI coding bubble? Plus Meta’s new SlopTok product, Neon’s divisive app shuts down, and more | E2184

Today’s show:Factory, a Sequoia-backed producer of AI agents for programming, raised $50 million at a $300 million valuation. So Jason and Alex are wondering… how much capital is TOO MUCH?We’re going deep on a question that often perplexes founders: How would weigh a HUGE potential market against STIFF pre-existing competition.PLUS that Neon app that records your calls deleted itself, why AI ISN’T taking away all the radiology jobs yet, how inherent biases impact everyone’s view of the economy, ChatGPT may be getting ads very soon, and MUCH MUCH MORE.Timestamps:(0:00) The Neon app: why would anyone let an app record all of their phone calls?(04:43) Another -slop term… What is THINKSLOP?!(09:46) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.(11:25) Why is TikTok US only worth $14 billion?!(17:10) Wait, why ISN’T AI taking jobs away from radiologists?(20:06) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at public.com/twist(28:38) How can xAI afford to sell AI to the US gov’t for 42 cents?(29:37) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist(33:44) How inherent biases impact everyone’s view of the economy.(46:29) Why is everyone dunking on Meta’s new SlopTok app?(53:37) It certainly seems like ChatGPT is going to get ads soon…(03:49) The first entry in our Gamma Pitch Deck Competition is II off-roading marketplace Where2WheelSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:.TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at public.com/twistAlphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916