Jason Calacanis
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Appearances Over Time
Podcast Appearances
Now, how do you shrink the jQuery?
You have better silicon.
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.
There'll be other people.
There'll be open source.
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.
But right now, that thing is roughly accurate, which is it's about $50 billion per gigawatt.
And it's about a five to six-year payback just to get into the money.
And then it's about $10 billion a year.
And the technology industry has to do something to make this better.
Could I, though...
take a step back and give you just a different framing of all of this?
Please.
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.
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.
And I think what happens is in step one, entrepreneurs are A-B testing what it takes to raise money.
Okay, that's step one.
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.
Where every now and then, they come out and they say, all the jobs will be destroyed.
Anthropic, you know, Dario says that.