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Jason Calacanis

πŸ‘€ Speaker
29781 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And if you look at what is Elon's core competency at Tesla,

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

It's building factories.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And if you look at the footprint of these factories, they're huge.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

What are data centers?

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

They're basically big giant factories.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And then if you look at energy, what else is Elon extremely good at?

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

This is the battery deployment.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And he's also got solar deployment from the solar city, often criticized acquisition he did years ago.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

So you put this all together.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

If this is $5 billion, as I think you referenced, Brad, if it's $5 billion in incremental

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Elon Web Services business, and he's a neo cloud, what could he build on planet Earth?

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

What could he build inside of Tesla's in terms of extra compute?

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

What could he build inside the Powerwall?

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

What if the Powerwalls had his new fabs in them, and you built a distributed system from home to home, the Powerwall has compute in it, the cars have compute in it.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And of course,

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

The ultimate manifestation of this where nobody can complain is you go right out into space.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And that's what he's gonna do.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And the sneaky small part of this announcement from Elon and from Anthropic and Dario was they're also interested in space.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

So look for the race to go from factories and data centers

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

to homes, the Powerwall with compute in it, it's already online, right?