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Jason Calacanis

πŸ‘€ Speaker
28432 total appearances
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Voice samples: 17
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

If we allocate our resources and just double down and crush consumer, that's probably three or four trillion of enterprise value.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And then if we slowly refocus the company with the rest of the resources and double down on Codex and do something meaningful in enterprise, we can probably capture two or three trillion there.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And then if we slowly refocus the company with the rest of the resources and double down on Codex and do something meaningful in enterprise, we can probably capture two or three trillion there.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And now all of a sudden you can paint a picture for a seven, eight, nine trillion dollar market cap in the fullness of time, not tomorrow, obviously.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And now all of a sudden you can paint a picture for a seven, eight, nine trillion dollar market cap in the fullness of time, not tomorrow, obviously.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

But Codex is really good.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

But Codex is really good.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And there is a business to be had in both.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And there is a business to be had in both.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

You have to separate the two businesses.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

You have to separate the two businesses.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

You can't have a lot of overlap because there's too much context switching.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

You can't have a lot of overlap because there's too much context switching.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

You got to let the consumer team run.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

You got to let the consumer team run.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And then you got to isolate the enterprise team and let them do what they think is right.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And then you got to isolate the enterprise team and let them do what they think is right.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

$20 and $122 billion.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

$20 and $122 billion.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Largest round ever raised in any market, I think, private or public.