Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Jason Calacanis

๐Ÿ‘ค Speaker
23925 total appearances
Voice ID

Voice Profile Active

This person's voice can be automatically recognized across podcast episodes using AI voice matching.

Voice samples: 17
Confidence: High

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

That's crazy.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Did you choreograph that or was that more spontaneous?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I took it.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I took it.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

That would have been no bueno.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Those would be some super racist Trump accounts.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I think the most important thing that I saw this week was, I think President Trump was asked about the war, and he said the war would be over very soon.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

What did the market do?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

The market literally took oil from 120 a barrel to 90 a barrel, almost in, you know, nanoseconds.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I think that that sort of tells you what everybody thinks.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

To the extent that the market really didn't believe it, oil would not have budged.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And if anything, it would have faded those comments and you probably would have seen oil stay at around 120 or even go slightly higher.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

So the fact that there was this reflexive move I think is a belief by a lot of the sharps

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

that there is no path to a sustained conflict.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

There's going to be a lot of chest bumping from the Iranians, obviously, because they need to save face and they will want to set up whoever comes next to have the most successful chance of governing.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

So my perspective is that was a trial balloon.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I think it validated what everybody thought, which is that this is going to be a short run thing.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I agree with that.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

The downstream impact is, I think, correct what Brad said, which is it could show up in some short-term price spikes.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

But then on March 11th, you saw what Chris Wright did.