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Jason Calacanis

๐Ÿ‘ค Speaker
25285 total appearances
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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

The makers of those tools are telling everybody that they're about to bring death and destruction upon the economy and the world.

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

So then the lawyers and the doctors are like, well, then maybe we should slow this down.

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

And they tell their lobbyists who then go to New York and then tell the New York legislators, hey, these guys are like trying to wreak havoc.

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

And then they're like, oh, yeah, well, then maybe we should shut it down.

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

That is the loop that's happened.

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

Who probably writes negatively about AI.

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

Here, Sax, look at this chart.

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

It goes back now a little bit earlier than 23, but I had the data accurately from 23, so we're going into the fourth year.

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

About 40% of all protested data centers in America get canceled.

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

And so in 2023, this was a non-issue.

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

There were a few data centers that were protested, and a few of those, 40% of them, I think it was literally like one or two, got canceled.

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

But then starting in 24, when you have this divergence of messaging or this chaotic slipshod messaging, and it was just a fever pitch to raise money, what you started to see was this fomenting of negative perspective by individual people on the ground.

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

And so in 2024, about 40% of all protested data centers were canceled.

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

Still a small number, you could ignore it.

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

But last year was when the bottom fell out.

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

we had about 25 data centers canceled, about five gigawatts that got canceled.

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

If you use Sarah Fryer's number, that's $50 billion a year of revenue

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

which is off the table because of what happened in 25.

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

Now that has implications to everybody.

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

Look at the amount of taxes that that would actually raise for federal and local and state governments, all gone, vanished.