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Jason Calacanis

๐Ÿ‘ค Speaker
24715 total appearances
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Voice samples: 17
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

So at the end of the day, who is going to be hurting the most?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

It is China.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And so if you play this game theory out, the reason he kept it is because now he needs to summit even more.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Could you imagine if the president canceled?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

That would be a disaster for the Chinese.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

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?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

How do I end up fixing this faster?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

All right.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Remember, you have 25% unemployment of young men inside of China.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

25% today.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

What do you think it goes to in five months with no oil?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

That's the unemployment rate you should be focused on, Jason.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Yeah, your kitchen sink didn't include the Chinese.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

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.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

There's not.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Because everybody has to show up to their board and have an AI checkbox.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And everybody is thousands and thousands of companies.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

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.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

The real question is the following.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

If you take, you use the Databricks and Snowflake example.