Jason Calacanis
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Appearances Over Time
Podcast Appearances
I still don't like the fact that Tesla's over here.
And as I've told you, that will get merged in.
And now you have this incredible corpus of physical capability, movement of all kinds, X, Y, and Z, right?
You have learning capability, you have infrastructure, you have all the connectivity.
That thing will look very cheap, I think, in a few years.
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?
You know, the Steve Jobs, oh, and one more thing.
This is the only guy at the scale of civilizational out of left field s**t.
He's the guy.
Whether you like him or you hate him, he's the guy.
And there's a premium that is well-deserved that comes with that.
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.
Just...
And that means just building it.
So already you're buying it at 20 times revenue just for that business.
And that's just the Colossus on the ground, earth-based.
It'll be Colossus 3.
No, no, forget space for a second.
It's like Colossus 3, Colossus 4.
It pencils out with that, yes.