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Jason Calacanis

πŸ‘€ Speaker
29653 total appearances
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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?

year over year.

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?

They did that quarter over quarter, 58 billion of net income and 48 billion in free cash flow.

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?

They're doing all this at 75% gross margins.

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?

They're growing massively, and they're obviously the most valuable company in the world at a $5.3 trillion market cap.

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?

Stock's up but 16% this year with all that growth.

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's a magnitude of that 16%.

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 they've announced another $80 billion in additional buybacks on top of the $100 billion in buybacks they did at the start of 2023.

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 they're buying back about 4% of the company.

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?

They raised the quarterly dividend 25x from one cent a share to 25% cents per share.

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 their CFO said they're going to return 50% of the free cash flow to shareholders.

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?

Never been a company like this, huh, Freiburg?

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?

The the scale of this is just extraordinary.

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?

Don't say 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?

There you have first, there's your market report from Freebird.

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?

Don't seem so enthused.

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?

Yeah, it's a he's got potatoes in the oven.

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 have a question for Gavin.

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 did a really interesting talk with Patrick O'Shaughnessy.

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 was this one thing that I wanted to ask you about.

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?

because I thought it was so interesting.