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Antonio Gracias

28 statements across 4 episodes · 7 bullish · 13 bearish · 1 people on the record · first statement Jun 7, 2022 by Antonio Gracias · said 20 times in 10 episodes since 2022 · across every show →

On the record as a speaker too: Antonio Gracias's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Jason Calacanis (16), Francis Suarez (1), Elon Musk (1), David Sacks (1), David Friedberg (1)

tap a year for its mentions
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0242022202320242025episodes it came up in
0032642022202320242025episodesmentions per episode
2025 9 mentions in 4 episodes 2 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 6 mentions in 1 episode
2022 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Antonio Gracias, oldest first

Jun 7, 2022 bullish
Disclosure
Gracias: Holds a reasonable amount of Bitcoin as global political hedge
“I do have a, you know, a reasonable amount of Bitcoin as a hedge to political risk globally, and that's how we think about it.”
Antonio Gracias Jun 7, 2022 ▶ 35:25 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 neutral
Disclosure
Gracias: Valor raised over $1B fund entirely over Zoom during COVID
“I mean, we raised one point some of their fund during COVID and it was like all done doing zoom, raising new, new fund now and I'm flying around the world taking meetings.”
Antonio Gracias Jun 7, 2022 ▶ 1:19:12 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022
Insight
Gracias: Major technological shifts always cause political disruption and often war
“When you have moments of large technological change, you always have political disruption because the means of communication have changed. This, the Gutenberg press, the tall ship, and you just go back and look, it always leads to a lot of disruption and often…”
Antonio Gracias Jun 7, 2022 ▶ 1:13:52 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 negative
Opinion
Gracias: Allocating $10B in venture capital over Zoom is a bad idea
“Like being able to allocate ten billion dollars in a venture fund in two years over zoom and think that's on just the metrics and not see people. I think that's a bad idea.”
Antonio Gracias Jun 7, 2022 ▶ 1:19:23 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 bearish
Prediction Not checkable as stated
Gracias: Electric VTOL startups will earn basic industrial margins due to competition
“SpaceX is an end of one. If you compare that to someone making an electric vehicle that, say, an electric airplane or electric VTOL, that will not be an end of one. It'll be an end of many. And in an end of many business, you're ultimately going to have margin…”
Antonio Gracias Jun 7, 2022 ▶ 9:04 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022
Disclosure
Gracias: Registered Democrat now backing centrist candidates across both parties
“I'm a registered Democrat. I've supported Democrats for most of my life, but the reality is now all I care about is sensible people that I think are really good, and I'm engaging in micro-targeting efforts across the spectrum in primary races.”
Antonio Gracias Jun 7, 2022 ▶ 1:14:32 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 negative
Disclosure
Gracias: Not putting more capital into Flexport was a major mistake
“We invested in Andrewl with Palmer. We have a small investment in Flexport, which should have been one of the biggest mistakes the last 10 years of my career is not putting more money in Flexport.”
Antonio Gracias Jun 7, 2022 ▶ 5:56 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 bullish
Prediction Not checkable as stated
Gracias: Starlink will deliver very high margins and strong ROIC
“So it's like in building Starlink, same thing, capital going in, but we know that the margins and the profitability of that business on the back end will be very, very high, and so the ROIC will be very good.”
Antonio Gracias Jun 7, 2022 ▶ 8:21 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 negative
Assertion Not checkable as stated
Gracias: Current U.S. productivity statistics are inaccurate due to remote work
“I think the productivity numbers in American, that we're seeing today are wrong, because they're not capturing what's happening underneath the technology, because these remote environments.”
Antonio Gracias Jun 7, 2022 ▶ 1:18:15 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 positive
Insight
Gracias: Demonstrating high ROIC creates a compelling fundraising case
“In today's world, if you're an entrepreneur and you can show up and say, listen, I have a 50, 60, 70% return on capital, every dollar you give me will yield a 70, 80% return on the back end, even though we're losing money along the way, that's a very compellin…”
Antonio Gracias Jun 7, 2022 ▶ 10:22 #AIS: Bestie AMA with Valor's Antonio Gracias
Feb 7, 2025 neutral
Assertion Contradicted
Gracias: 1970s steel job losses cost economy $1M per worker
“Studies of the steel industry in Pittsburgh in the seventies, that the cost of each steel worker job loss was about a million dollars to the economy, because these people couldn't be retrained.”
Antonio Gracias Feb 7, 2025 ▶ 1:18:20 DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
Feb 7, 2025 bullish
Opinion
Gracias calls Twitter restructuring the biggest corporate turnaround in history
“It's literally the biggest turnaround, I think, ever in history.”
Antonio Gracias Feb 7, 2025 ▶ 6:22 DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
Feb 7, 2025 negative
Disclosure
Antonio Gracias: Valor avoids investments where government pay exceeds one-third of revenue
“We literally have a rule here government pay or in those areas, if it's more than like a third of the business, we don't do it.”
Antonio Gracias Feb 7, 2025 ▶ 24:30 DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
Apr 4, 2025 negative
Assertion Contradicted
Gracias: Social Security Administration issued numbers based on minimal ID
“You get a Social Security number before we got here by walking in office. Answering, you know, with a medical record and a school ID that had your name and your date, the date of birth on it.”
Antonio Gracias Apr 4, 2025 ▶ 29:26 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025
Assertion Not checkable as stated
Gracias: Initial critic deleted counter-chart and admitted DOGE data was right
“The person, the first person that posted the chart actually deleted it and sent me a post saying, Hey, I, you know, I'm deleting it because I get it. You're right.”
Antonio Gracias Apr 4, 2025 ▶ 20:06 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 negative
Assertion Open · timeframe Apr 2026
Gracias: January 1st was the most common birthdate in border data
“When we looked at the birth certificate data that was presented at the border, the number one birth date was one. And it was four times more likely to be born on one-on-one than any other day of the year.”
Antonio Gracias Apr 4, 2025 ▶ 12:55 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 negative
Assertion Partly supported
Gracias: Over 70 border agents committed suicide during recent border surge
“Both Border Patrol and Border Protection told me they had the highest suicide rates of all time during the surge. Okay, over 70, over 70 of these agents committed suicide in this period.”
Antonio Gracias Apr 4, 2025 ▶ 13:31 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 negative
Assertion Not checkable as stated
Gracias: 1.3M non-citizens with flagged Social Security numbers receive Medicaid
“We found in the benefit programs that every benefit program that was being accessed by these people, you know, 1.3 million of them are on Medicaid right now, today.”
Antonio Gracias Apr 4, 2025 ▶ 14:13 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 negative
Assertion Contradicted
Gracias: 23% of analyzed border records lacked fingerprint biometrics
“We found that 23% of the records we looked at did not have fingerprints.”
Antonio Gracias Apr 4, 2025 ▶ 13:18 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 negative
Assertion Not checkable as stated
Gracias: Flagged Social Security numbers yielded terrorist watchlist hits
“We sent this data list to the National Targeting Center. They, and I don't want to get too far into the data, but I can tell you they found hard hits in the Targeting Center of very bad people. Criminals and people on terrorist watch list that are in this grou…”
Antonio Gracias Apr 4, 2025 ▶ 17:23 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 negative
Assertion Contradicted
Gracias: DOGE found thousands of non-citizens on voter rolls in four states
“We looked at the voter rolls. We found these people, thousands of them on the voter rolls, and we found many of those people had voted, right? In one state in particular, well over a thousand voted.”
Antonio Gracias Apr 4, 2025 ▶ 28:20 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 neutral
Disclosure
Gracias: Elon Musk directed him to audit Social Security before the VA
“Yeah, no, what happened was I had actually volunteered to go to the VA because that's kind of, as you guys know, close to my heart. And Elon said to me, look, great, you can do that next, but will you go to SSA first and see what's going on there? Cause it's t…”
Antonio Gracias Apr 4, 2025 ▶ 3:16 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
May 21, 2025 negative
Opinion
Gracias: Government complexity makes Twitter overhaul look like JV league
“So if Twitter was like the JV league, this is like the NBA. It's the most complex thing I've ever seen. I have in, ah, our office in DC, I have a, I've mapped now, as an example, the entire system of, like, basically from the border to the benefits programs. I…”
Antonio Gracias May 21, 2025 ▶ 2:30 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 21, 2025
Assertion Partly supported
Gracias: 88% of departing federal workers took voluntary severance packages
“I think it's 88% of the people that have left the government have taken packages. The packages are very lucrative. There's, you know, nine months or so of severance and they're voluntary.”
Antonio Gracias May 21, 2025 ▶ 4:15 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 21, 2025 positive
Opinion
Gracias proposes a short-term civic public service model for US government
“I think there should be a third type, which is what you're talking about. People that are doing public service for a short duration, shorter duration, whether it's me, one-thirty as a SGE, or, you know, it's a couple of years as an engineer or something. I thi…”
Antonio Gracias May 21, 2025 ▶ 12:47 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 21, 2025 positive
Assertion Not checkable as stated
Gracias: US can cut spending 15% without touching core entitlements
“I think if we had the political will, you'd easily get that 15%, no problem. Not without any problem at all, and without cutting the core entitlement programs.”
Antonio Gracias May 21, 2025 ▶ 3:48 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 21, 2025
Assertion Supported
Gracias: Social Security Administration hasn't closed a single field office under DOGE
“We haven't closed one field office, not one since we've been there.”
Antonio Gracias May 21, 2025 ▶ 6:12 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 21, 2025 positive
Disclosure
DOGE publicly released Social Security website metrics after improving performance
“You know, we were, as an example, at Social Security, we were criticized for the web setup time. Well, turns out web setup time has been better since we got there than after, imagine we have engineers. And we've now published the metrics on the website publicl…”
Antonio Gracias May 21, 2025 ▶ 7:26 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
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