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Jason Calacanis

๐Ÿ‘ค Speaker
23925 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

100%.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Do one, maybe one and a half things, but do it incredibly, incredibly well.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

And everything else, you start to bleed and smear, what was that Brad Garlinghouse term?

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Peanut butter.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Peanut butter.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Yeah, you smear the peanut butter too far out.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

And so this is a good moment, by the way, if either of these two companies are in the smearing phase to recalibrate and reset because-

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Yeah.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

You just can't do everything.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

I think it makes a lot of sense for open AI to focus on a few things and do them exceptionally well.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

I disagree slightly with your first part, which is I think that people like to make new decisions about new experiences.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

And I think that OpenAI has incredible consumer mindshare.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

I just see like how my kids use it.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

They started there and it's very hard to get them to switch.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Even when I say, hey, have you tried Gemini?

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

They use Gemini.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

And to your point, the reason is because they stumble into it more.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

But if you give them a cold navigation experience, they rely on chat GPT.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

And it's the same, by the way, on the other side in the enterprise.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

If you give us a cold problem, my default reaction would be to use Anthropic.