Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Jason Calacanis

πŸ‘€ Speaker
30585 total appearances
Voice ID

Voice Profile Active

This person's voice can be automatically recognized across podcast episodes using AI voice matching.

Voice samples: 20
Confidence: High

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?

There's a bunch of weight that you put on it when it's in a data center that you don't need in space.

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 you also have to reinforce it for the journey to space because these things are going to shake and break apart.

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 data center ones are not made to have that many G's put on them.

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 you're going to need an industrial strength one that gets to space that has a different profile.

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, 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?

One of their specialities.

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?

All right, let's do NVIDIA and then the market recap, since we have you here, Gavin, and since Freeburg, you wanted to get in on 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?

NVIDIA blew out its earnings again.

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?

Q1 performance is just mind-boggling.

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?

$81.6 billion in revenue, up 85% year-over-year, 20% quarter-of-a-quarter.

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?

High growth in the stock market for those people who don't participate.

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?

20% would be a high-growth 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?

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.