Jason Calacanis
Venture capitalist, angel investor, and co-host of the All In podcast.
- Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
- Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails
- Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
- Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
- OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
“Jason asks how he can build a platform around education, housing, and healthcare”
Source→“if elon starts making homes it's game over he'll make homes as fast as he's making model threes”
Source→“teach finish-the-product and product-market fit, then invest in the top 10 of 50”
Source→“he has ordered two Mac Studio M5s to run local models and reduce dependency on Claude.”
Source→“This company is on fire. And what they do is just they build on-prem... for people who want to get control of this.”
Source→“SpaceX previously told users nothing from your code base is transmitted to XAI servers during a session. But what actually was happening is every time a developer used Grok Build, the tool was sending their entire code base to SpaceX cloud servers without alerting the users.”
Source→“Jason Calacanis's pivot from seed to growth is framed not as a personal preference but as a rational structural response: when growth-stage investors can write $100M checks into the same companies that took seed investors years to build, the effort-to-return calculus at the earliest stage deteriorates sharply.”
Source→“The whole concept of building wireframes and building a mock-up — well, you can just go right to building the product in a day or two days.”
Source→“"In markets where Waymo is present and has gotten past a couple of hundred cars, they've stopped recruiting drivers. Drivers are either static or going down in those markets."”
Source→“"Palantir is going to use NVIDIA's NemoTron open models to build a custom frontier quality model to serve the US government. Palantir is calling this new platform sovereign AI operating system. The US government agencies will own the hardware, the data and the model weights."”
Source→“"Palantir is calling this new platform sovereign AI operating system. The US government agencies will own the hardware, the data and the model weights."”
Source→“"You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches. I guarantee you."”
Source→“"Why has NVIDIA and Jensen downplayed their open source model until this moment? Because his top customers were very concerned about the fact that they had made so much progress on their open source model. But suddenly, after OpenAI announced their Jalapeño chips, after Anthropic started making chips, after AMD did successful projects with both of these companies, after Elon said he's going to do his own fab, NVIDIA is taking the gloves off."”
Source→“"What they're doing now for HIPAA compliant people is they're actually giving you this go-on box. They're literally saying we're going to make your own model for you."”
Source→“"Here's Brett Adcock sharing what they're doing at Figure. They had an eight hour challenge to have this robot they're building sort packages. And they did it for 200 hours. That's today. This is the least good it will ever be."”
Source→“"I can tell you Optimus is better than what Figure is doing. What Optimus is going to do when Bezos and Andy Jassy unleash Optimus inside of the Amazon factories is it's going to get rid of every single package sorting, every single package delivery not done by humans in 10 years."”
Source→“"The cost of tokens is going to go down 90% a year for the next three years. You're going to be able to buy a thousand times as many tokens that are more intelligent because you're going to have free options."”
Source→“Jake Paul was awesome. I sat him next to Sacks for dinner. He's a great investor, by the way, fantastic. His portfolio is awesome.”
Source→“There is one break the glass way... You must get somebody at the absolute top of the ticket elected. That person is Steve Hilton. And if that happens, there is one thing that Steve Hilton can do to start to completely change the way that this state is run, which is instantly on day one declare a state of emergency.”
Source→“AI is completely different. There is a real cost for every marginal user. Everyone you stand up is taxing a GPU... It is not dissimilar to having the first set of transportation companies that run on the interstate highway.”
Source→“Meta really fumbled this with Llama. If they had landed a really good working open source model... What a fumble. Take the margin out for the rest of us.”
Source→“Participants: Bill Maris, Chamath Palihapitiya, David Friedberg, David Sacks, Jason Calacanis, Sacks”
Source→“What is Elon helping put into space as the price goes down? And so we did direct on the cap table and SPV for VAST, which is building space stations. And we think they're going to win.”
Source→“He puts her at four. And so immediately she's like, what? Who are the three people that beat me?... He goes, I intentionally would place people at certain parts of the list to maximize the controversy.”
Source→“Participants: Bill Ackman, Chamath Palihapitiya, David Friedberg, David Sacks, Jason Calacanis”
Source→“I thought she should be CEO of OpenAI. That's what I thought. I think Sam should be chair.”
Source→“"There's a trial lawyer named Donnie King... He and his colleagues have started to warn that we could start seeing shareholder lawsuits against companies that engage in this type of AI washing because he thinks it's a type of puffery." - Jason Calacanis”
Source→“These very small models, small language models, and then verticalized ones are the future. We've got a company, the abacus, that's doing it for corporations, crushing it.”
Source→“The framing of the Trump-Xi summit shifted meaningfully in this discussion — away from military posturing and toward structured economic entanglement as the primary peace mechanism.”
Source→“"The Qualcomm CEO, Cristiano, is also there." — Jason Calacanis [00:19:51]”
Source→“"Brian Sykes, the CEO of Cargill. Cargill is the world's largest private company based in Minneapolis. And he is going to come away selling a lot of soybeans." — Jason Calacanis”
Source→“"Kelly Ortberg selling planes. He's already sold 200. He wants to sell 500 planes." — Jason Calacanis”
Source→“Google Cloud, which includes the Google Suite, that grew 63% year on year. Let that number sink in. 63% on $20 billion in revenue. That's in a quarter.”
Source→“California still has the worst air quality in the country, largely because of the addiction to cars and traffic.”
Source→“Chamath Palihapitiya, David Friedberg, David Sacks, Jason Calacanis, Steve Hilton”
Source→“Participants: Chamath Palihapitiya, David Friedberg, David Sacks, Jason Calacanis, Steve Hilton”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.