Jason Calacanis
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Appearances Over Time
Podcast Appearances
We'd get him elected.
He would do an incredible job.
He would save the fourth largest economy in the world.
It would be incredible.
We have witnesses.
Once he got tilted at the poker game, stole a bunch of pistachios and lactate and ran home.
Look, I think both are incredible businesses.
We're in the part of the cycle where we're trying to create drama where I don't think drama exists because they're still fundamentally in very different go-to-market motions.
Now, they may...
converge and compete over time.
But I think it's important to separate where each of them are good.
From an enterprise lens, which is where I see most of the action, particularly through 80-90, it's all anthropic all the time.
And I agree with Sachs.
My philosophical issues with the management aside, around their ideology, and sometimes how they use some of the capital for things other than tech and R&D, I have issues with those things.
But in terms of the quality of that technical team and what they create, it's head and shoulders above anything else.
It allows us to build a vibrant business.
Now, do I have issues with how much it costs?
Yes.
Do I have issues with how fast we're consuming tokens?
Also, yes, but I think those will get sorted out, and those are really tactical issues.