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

Jason Calacanis

๐Ÿ‘ค Speaker
23925 total appearances
Voice ID

Voice Profile Active

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

Voice samples: 17
Confidence: High

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Now, how do you shrink the jQuery?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

You have better silicon.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

We're going to see something from Jensen in a week or two that uses a bunch of the stuff that we partnered with him at Grok on.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

There'll be other people.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

There'll be open source.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

So all those things can shrink the depth and the surface area of that j-curve so that you can get out of it faster.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

But right now, that thing is roughly accurate, which is it's about $50 billion per gigawatt.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And it's about a five to six-year payback just to get into the money.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And then it's about $10 billion a year.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And the technology industry has to do something to make this better.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Could I, though...

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

take a step back and give you just a different framing of all of this?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Please.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I think the big thing that we're debating is actually something we've seen in every other technology trend when it started to get some really meaningful traction.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

So in the first generation of the internet, when you started to see e-commerce and all these other business models, then in the second big wave of the internet around the move to mobile and the move to social, and then now we're seeing this big wave around AI.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And I think what happens is in step one, entrepreneurs are A-B testing what it takes to raise money.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Okay, that's step one.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And I think what has happened is that at least some parts of the AI ecosystem have decided that this crazy, scary doomerism is the best way to raise money.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Where every now and then, they come out and they say, all the jobs will be destroyed.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Anthropic, you know, Dario says that.