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Jason Calacanis

πŸ‘€ Speaker
29653 total appearances
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Voice samples: 18
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

I still don't like the fact that Tesla's over here.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And as I've told you, that will get merged in.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And now you have this incredible corpus of physical capability, movement of all kinds, X, Y, and Z, right?

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

You have learning capability, you have infrastructure, you have all the connectivity.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

That thing will look very cheap, I think, in a few years.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And he has this one thing that nobody else, if you look at the big CEOs, who steps on stage where you're always curious, okay, what has he got up his sleeve?

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

You know, the Steve Jobs, oh, and one more thing.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

This is the only guy at the scale of civilizational out of left field s**t.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

He's the guy.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Whether you like him or you hate him, he's the guy.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And there's a premium that is well-deserved that comes with that.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

So if you had to pick an underwriting case, Jason, I would flex the revenue and realize that terrestrial data centers alone are $100 or $200 billion of revenue by 2030, 2032.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Just...

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And that means just building it.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

So already you're buying it at 20 times revenue just for that business.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And that's just the Colossus on the ground, earth-based.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

It'll be Colossus 3.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

No, no, forget space for a second.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

It's like Colossus 3, Colossus 4.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

It pencils out with that, yes.