Jason Calacanis
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Appearances Over Time
Podcast Appearances
So at the end of the day, who is going to be hurting the most?
It is China.
And so if you play this game theory out, the reason he kept it is because now he needs to summit even more.
Could you imagine if the president canceled?
That would be a disaster for the Chinese.
So the fact that it's still on the books, if I was Xi, I'd be like, how do I negotiate and help find the off ramp?
How do I end up fixing this faster?
All right.
Remember, you have 25% unemployment of young men inside of China.
25% today.
What do you think it goes to in five months with no oil?
That's the unemployment rate you should be focused on, Jason.
Yeah, your kitchen sink didn't include the Chinese.
good example that we can find of sustained positive margin expansion and impact of AI inside of a true corporate enterprise that is not right now a small test.
There's not.
Because everybody has to show up to their board and have an AI checkbox.
And everybody is thousands and thousands of companies.
And when you have tens of thousands of companies as customers paying $200 plus a month, it's not that hard to show up with that kind of revenue.
The real question is the following.
If you take, you use the Databricks and Snowflake example.