Jason Calacanis

Friendster was slow as a dog.

And what happened?

And what happened?

Then MySpace came in and took all the share.

Then MySpace came in and took all the share.

Then we came in Facebook and we took all their share.

Then we came in Facebook and we took all their share.

So there is a way where you can handicap and kneecap these companies by throttling compute access to them.

So there is a way where you can handicap and kneecap these companies by throttling compute access to them.

So A, they are forced to now go and get in the game, which is weird because look, OpenAI has tried to displace some of the Stargate spend.

So A, they are forced to now go and get in the game, which is weird because look, OpenAI has tried to displace some of the Stargate spend.

I don't see any path except they're going to have to do it themselves.

I don't see any path except they're going to have to do it themselves.

And Anthropic will have to do it themselves.

And Anthropic will have to do it themselves.

But then separately, the other problem is when you change the subscription model in enterprise and you say, hey, we're not going to subsidize any more tokens.

But then separately, the other problem is when you change the subscription model in enterprise and you say, hey, we're not going to subsidize any more tokens.

What's going to happen is all these token budgets are going to go crazy.

What's going to happen is all these token budgets are going to go crazy.

And what Freebrook said is going to happen where he's like, hey, guys, why are you spending all this money?