Jason Calacanis
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Appearances Over Time
Podcast Appearances
And I do agree that Google is not a bad actor in the space.
So probably a speed error more than anything, I would say.
Yeah.
Who do you think's doing a poor job at that and responsible for this?
Is it Dario with his constant, hey, everybody's going to lose their job?
Who's responsible for this?
Is it the CEOs blaming AI for their layoffs?
What's your take on this, Gavin?
Look, hold on a second.
Everybody is trading their own book.
It makes enormous sense for Dario to try to create the boundary conditions for a regulatory moat because he will be inside of the tent pissing out.
He's big enough now.
And if you notice that a lot of the breathlessness has ramped up, and Jason, we've talked about this, you can annotate successive rounds of fundraising and successive scale with the volume.
So I think that
It's a reasonable business strategy.
And I think that he's quite clever.
And I think that, look, if you actually, and I do this, if you actually just have a Nash bot, a Nash agent inside of Quad, and you ask it what it would do, it would come up with this strategy.
And meanwhile, there are other versions of other counter strategies and counter exploitative strategies.
The point is that each CEO has a clear incentive.
They're operating at such a level of scale.