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Jason Calacanis

πŸ‘€ Speaker
29781 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
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And Starlink also gives them the ability to do distributed compute to people's homes.

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

Again, you could be paying people to put Powerwalls with 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

That's going to be the next shoe to drop, I believe.

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 a great pivot.

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

What this company did originally, Chamath, was they did the power panel.

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

They made smart power panels.

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 know, when you flip your breakers, all those breakers are in an app.

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

I looked at it for my house, but I guess they pivoted to add this.

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

And I think BasePower, Brad, you're an investor 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

They're going to do the same thing.

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

Tesla has that same Elon variable in it as well, which is people value his companies at, I would say, two times market, three times market, four times market because of the future pipeline.

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

And they devalue Apple because they don't have somebody like Elon or Steve Jobs there who is giving them the future.

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

I don't think it's devalued.

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

Or properly valued if you don't have an Elon and you have somebody like, I think that's exactly what it is.

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

We talked about this last week, but explain why you think it's different.

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

There is no good left.

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

That was literally the exact point I was making when you cut me off.

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

If you look, Tim Cook's greatest innovation... Tim Cook's greatest innovation, before you cut me off, was Apple TV.

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

Not even the hardware product.

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

It was just spending money and making a Netflix knockoff.