Calacanis: Oracle and CoreWeave stock pullbacks are temporary market jitters
Jason Lemkin · Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings · Dec 18, 2025 · at 24:34
Investor Jason Calacanis pushes back against pessimism regarding AI infrastructure companies, arguing that sharp stock drops for Oracle and CoreWeave are minor fluctuations in a long-term AI boom.
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“And there's no reason actually, listen, I'm not saying that, that these are even the best companies we've ever had, but there's no reason I don't think they will rebound as the overall trends. I think these are just jitters. The overall trend I think is still, you know, we're still anti-gravity here.”
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