Jason Calacanis
π€ SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
If we allocate our resources and just double down and crush consumer, that's probably three or four trillion of enterprise value.
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.
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.
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.
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.
But Codex is really good.
But Codex is really good.
And there is a business to be had in both.
And there is a business to be had in both.
You have to separate the two businesses.
You have to separate the two businesses.
You can't have a lot of overlap because there's too much context switching.
You can't have a lot of overlap because there's too much context switching.
You got to let the consumer team run.
You got to let the consumer team run.
And then you got to isolate the enterprise team and let them do what they think is right.
And then you got to isolate the enterprise team and let them do what they think is right.
$20 and $122 billion.
$20 and $122 billion.
Largest round ever raised in any market, I think, private or public.