Jason Calacanis

370 statements across 217 episodes · 138 bullish · 122 bearish · 7 people on the record · first statement Mar 19, 2020 by Jason Calacanis · said 60 times in 10 episodes since 2023 · across every show →

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

Mentions by year

brought up most by David Friedberg (24), Brad Gerstner (14), Sagar Enjeti (8), Donald J. Trump (5), David Sacks (4), Kyle Samani (2), Eric Weinstein (1), Charles Koch (1)

tap a year for its mentions
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2026 13 mentions in 3 episodes 4 per episode
2025 11 mentions in 4 episodes 3 per episode
2024 17 mentions in 2 episodes 9 per episode
2023 19 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Jason Calacanis, oldest first

Mar 19, 2020 bearish
Prediction Not checkable as stated
Calacanis: No VC money will be raised for at least 3-6 months
“Assume it's gonna, that no money's gonna get raised for the next three or six months at a minimum.”
Jason Calacanis Mar 19, 2020 ▶ 30:56 E1: US Response to COVID-19 & Impact on Startups, VC & Public Markets with David Friedberg
Apr 11, 2020 bearish
Prediction Not checkable as stated
Sacks: COVID economic recovery will likely be U-shaped or L-shaped
“Jason, I would describe U as a V. I think Chamath is closer to the U, which is the most pessimistic. Sorry, the L is the most pessimistic, and then the U is sort of somewhere in between. And I sort of swing between the U and the L but I also understand the cas…”
David Sacks Apr 11, 2020 ▶ 6:20 E2: Rebooting economy, understanding corporate debt, avoiding a depression & more with David Sacks
Jul 11, 2020 bullish
Prediction Not checkable as stated
Friedberg's undisclosed startup could be the hosts' most successful company
“And I think he's literally sitting on what could wind up being the greatest, most successful company of the entire group. Period.”
Jason Calacanis Jul 11, 2020 ▶ 7:52 E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency
Sep 9, 2020
Disclosure
Calacanis doubled his startup investment cadence during the early COVID pandemic
“I've invested in twice as many companies during the pandemic as I did before it in the same six month period.”
Jason Calacanis Sep 9, 2020 ▶ 49:24 E7: California's collapse, how SPACs are opening the markets for growth stocks & more
Sep 9, 2020 positive
Prediction Held up
Calacanis predicts Biden will win 2020 election 'by the nose'
“Yeah, and I'm gonna go with Biden by the nose.”
Jason Calacanis Sep 9, 2020 ▶ 1:08:32 E7: California's collapse, how SPACs are opening the markets for growth stocks & more
Sep 30, 2020 positive
Prediction Not checkable as stated
Calacanis: Early-stage investors will count SPACs and public listings over unicorns
“This is, I think this is going to be the new thing for early stage investors is we're not going to count unicorns anymore. We're going to count SPACs. We're going to count public listings, right?”
Jason Calacanis Sep 30, 2020 ▶ 8:56 SPAC talk with Chamath Palihapitiya, David Friedberg, David Sacks & Jason Calacanis | from Episode 7
Oct 3, 2020 neutral
Disclosure
Calacanis: Political discussions are banned on Slack at my companies
“The two companies I run, you could talk about politics. If you want to go for a walk with somebody and have coffee or lunch, and you want to have a two hour discussion about it, go for it. Please do not put this in electronic form, because it's a massive distr…”
Jason Calacanis Oct 3, 2020 ▶ 46:10 E9: Trump has COVID, First debate reactions, Coinbase letter response & more
Nov 4, 2020 negative
Prediction Not checkable as stated
Jason Calacanis fears the week after the 2020 election could be incredibly violent
“And I fear for what's going to happen in the next week, because if people were shooting each other leading up to this, I think the next week could be incredibly violent.”
Jason Calacanis Nov 4, 2020 ▶ 1:10:20 E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Nov 11, 2020 neutral
What-if
Calacanis: Trump would have won if Pfizer news broke before election
“I believe if the Pfizer news comes out last week, Trump wins”
Jason Calacanis Nov 11, 2020 ▶ 5:15 E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
Nov 11, 2020 bearish
Prediction Not checkable as stated
Calacanis: Mainstream media will be the biggest loser post-2020 election
“Do you know who the biggest loser is going to be coming out of this, I think? Not when you think holistically about the ecosystem. It's going to be the media. Because they have made an absolute fortune over the last four or five years picking aside.”
Jason Calacanis Nov 11, 2020 ▶ 50:57 E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
Nov 25, 2020 bullish
Prediction Didn’t hold up
Calacanis: COVID-19 pandemic will end and travel resume by summer 2021
“This is going to be over. We're going to be at conferences or going traveling to Europe or whatever it is next summer”
Jason Calacanis Nov 25, 2020 ▶ 21:44 E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials
Dec 18, 2020 bullish
Prediction Open · timeframe Dec 2023
Calacanis: Amazon and Netflix will each buy a movie theater chain
“I think Amazon will buy one chain, I think Netflix buys the other.”
Jason Calacanis Dec 18, 2020 ▶ 21:35 E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
Jan 8, 2021 neutral
Disclosure
Calacanis says he will consider running for public office at age 60
“I'm not ready to run for political law, because I'm 50, and when I'm 60, I would consider it, actually, but not right now.”
Jason Calacanis Jan 8, 2021 ▶ 1:18:00 E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more
Jan 8, 2021 negative
Assertion Partly supported
Calacanis: San Francisco fentanyl deaths exceeded COVID-19 deaths fourfold to fivefold
“We've had more deaths from overdoses of fentanyl than we've had from COVID, ah, by a magnitude of four or five.”
Jason Calacanis Jan 8, 2021 ▶ 1:15:05 E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more
Jan 8, 2021 neutral
Opinion
Calacanis calls the fatal Capitol shooting of Ashli Babbitt a clean shooting
“Coming from a law enforcement family, I can tell you that's a clean shooting.”
Jason Calacanis Jan 8, 2021 ▶ 39:37 E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more
Jan 8, 2021 negative
Assertion Partly supported
Calacanis: Over 75% of distributed US COVID vaccine doses remain unadministered
“Twenty-one million plus doses have been distributed in the United States. 5.9 have made their way into people's arms. In other words, there are fifteen million, over 75% of doses have not gone in people's arms”
Jason Calacanis Jan 8, 2021 ▶ 1:06:26 E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more
Jan 8, 2021 neutral
Assertion Supported
Calacanis: Gavin Newsom recall effort reached one million signatures
“Gavin Newsom is now up to a million signatures in his recall, which I think is two thirds of the way there.”
Jason Calacanis Jan 8, 2021 ▶ 1:16:15 E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more
Jan 11, 2021 negative
Opinion
Calacanis: Trump acts like a mob boss inciting followers without culpability
“Is like Tony Soprano or any other mob boss who knows how to incite people to do dangerous things without having the culpability himself.”
Jason Calacanis Jan 11, 2021 ▶ 13:19 E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
Jan 11, 2021 bullish
Prediction Not checkable as stated
Calacanis: Peer-to-peer platforms like Mastodon will emerge and prove unbannable
“There is master Don and plenty of other peer to peer software that will be deployed, I predict, and that will put up a competition now for these services, and it will be impossible to ban those peer to peer platforms.”
Jason Calacanis Jan 11, 2021 ▶ 41:08 E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
Jan 30, 2021 positive
Disclosure
Calacanis: VCs must be loyal "ride or die" partners to founders in crisis
“I am trying to work with the company to help them resolve the issues. And I need to be loyal to my founders. And I need to say, Hey, How do we resolve this? How do we get here and work with them? And I'm sorry that I'm ride or die. But that's how I approach th…”
Jason Calacanis Jan 30, 2021 ▶ 49:03 E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
Jan 30, 2021 neutral
What-if
Calacanis: Chamath would defend Robinhood if he were an early investor
“If Chamath did the Series A in this, he would be backing up Robin Hood like this to the end of the end of Earth”
Jason Calacanis Jan 30, 2021 ▶ 1:02:47 E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
Feb 3, 2021
Assertion Contradicted
Calacanis: San Francisco overdose deaths were 4-5x COVID-19 deaths
“And if you look just in San Francisco, we're talking four or five times the number of overdose Overdose deaths to COVID deaths.”
Jason Calacanis Feb 3, 2021 ▶ 51:47 E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
Feb 3, 2021 bullish
Disclosure
Calacanis seeing rising secondary market bids for Robinhood shares
“All I know is I've been getting increasing offers for my Robin Hood shares in the secondary market”
Jason Calacanis Feb 3, 2021 ▶ 20:12 E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
Feb 20, 2021 negative
Insight
Calacanis: Declaring non-prosecution signals weakness that hard-core criminals exploit
“If you say you are not going to prosecute crime, and you demonstrate to the hardest core faction of criminals that you don't prosecute, they're going to take advantage of that weakness, and that's what's happening.”
Jason Calacanis Feb 20, 2021 ▶ 17:33 E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
Feb 20, 2021 positive
Assertion Not checkable as stated
Calacanis: US is reaching COVID-19 herd immunity based on infection and vaccination math
“So if you have thirty million people who've had the vaccine had COVID, you're looking at five times that is a 150, now you have sixty million people who have been vaccinated, we're at two 10, there were three hundred thirty million Americans, seventy million a…”
Jason Calacanis Feb 20, 2021 ▶ 53:27 E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
Feb 20, 2021 bullish
Assertion Not checkable as stated
Calacanis states his syndicate is on a $60M capital deployment run rate
“We are on a sixty million dollar run rate this year of deploy capital via the syndicate.”
Jason Calacanis Feb 20, 2021 ▶ 1:04:12 E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
Mar 6, 2021 bearish
Disclosure
Calacanis funds $50,000 grant to investigate San Francisco DA Chesa Boudin
“The GoFundMe page I started, it now has 455 donors and 54,000 dollars in funding. And so I am withdrawing the 54,000 dollars, and I have a meeting with the woman from the Marina Times who's done great coverage of this, and I'm also looking for some data scient…”
Jason Calacanis Mar 6, 2021 ▶ 55:22 E24: Markets trend down, political pandemic manipulation, stimulus breakdown, biological Patriot Act
Mar 13, 2021
Disclosure
Calacanis: GoFundMe for journalists covering DA Boudin reached $58,000
“We added 8000 dollars since last week. So we have 58,000 dollars. That's going to a journalist and a data journalist to cover this exact issue.”
Jason Calacanis Mar 13, 2021 ▶ 58:10 E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
Mar 20, 2021 bullish
Prediction Not checkable as stated
Calacanis: The Syndicate on track to deploy $50M across 60 deals in 2021
“We're on track this year to do five deals a month, 60 deals, and we'll put fifty million to work this year at the syndicate.com.”
Jason Calacanis Mar 20, 2021 ▶ 1:06:34 E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
Mar 20, 2021 positive
Prediction Partly held up
Calacanis: All-In Podcast will go on world tour post-pandemic
“When this thing is over, we are going on world tour. We'll see you in Vegas. We'll see you in at the Royal Albert Hall in London and Miami.”
Jason Calacanis Mar 20, 2021 ▶ 1:43 E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
Apr 17, 2021
Disclosure
Calacanis: Targeting 10% to 15% ownership in fund's winning investments
“And now my position is I am going super pro rata in our winners. So not only holding winners, I'm trying to get to 10, 15% ownership in these companies.”
Jason Calacanis Apr 17, 2021 ▶ 28:54 E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
Apr 23, 2021
Insight
Calacanis says investors must guide talented founders to prevent self-destruction
“It's like being Professor X and the X-Men. You could have a Jean Grey or a Wolverine and like everybody's got a different superpower, but you need to teach them how to use that superpower so they don't self-destruct or cause chaos.”
Jason Calacanis Apr 23, 2021 ▶ 58:25 E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more
May 1, 2021 negative
Assertion Not checkable as stated
Calacanis: Stimulus checks created service worker shortages by disincentivizing labor
“We have a shortage of Uber drivers, we have a shortage of bartenders, waiters, nobody was a lot of people are just choosing not to go to work because they have their stimmies.”
Jason Calacanis May 1, 2021 ▶ 34:49 E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more
May 13, 2021
Disclosure
Calacanis registered 'Reason Party' as a political option
“Yeah, so I registered I registered Reason Party for us if we ever want to go there.”
Jason Calacanis May 13, 2021 ▶ 1:21:28 E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more
May 13, 2021
Disclosure
Calacanis says he was a punch-up writer for Elon Musk's SNL episode
“I was a punch up guy. I wrote some lines without, you know, taking anything away from the writers there who do the bulk of the work and the actors and the set designers.”
Jason Calacanis May 13, 2021 ▶ 5:45 E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more
May 22, 2021 positive
Prediction Held up
Calacanis predicts San Francisco DA Chesa Boudin will be recalled
“We will get Chesa booted and recalled.”
Jason Calacanis May 22, 2021 ▶ 1:19:16 E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
May 22, 2021
Disclosure
Calacanis is overpaying for early-stage deals and skipping high-valuation rounds
“I'm going to selectively, you know, overpay compared to what we were paying a year or two ago. You know, if I really love a company, but I will sit out a lot of, I'm sitting out a lot of rounds right now that I just can't get my head around the valuation.”
Jason Calacanis May 22, 2021 ▶ 48:55 E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
Jun 13, 2021 bullish
Disclosure
Calacanis discloses holding over $1M in Bitcoin
“I own seven figures worth.”
Jason Calacanis Jun 13, 2021 ▶ 1:17:59 E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
Jun 25, 2021 negative
Disclosure
Calacanis: Apple's 30% App Store fee hurts portfolio company margins
“We're saying get rid of the 30% app store fee because that negatively impacts our portfolios. Let's be clear here. This is screwing with the margins at a lot of the companies we invested.”
Jason Calacanis Jun 25, 2021 ▶ 1:08:24 E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
Jul 2, 2021
Disclosure
Jason Calacanis claims he interrupts when co-hosts are boring or for jokes
“I'm, I am playing the role of the audience. When I interrupt you, it's because you're being fabulously boring, or there's an opportunity to make a joke.”
Jason Calacanis Jul 2, 2021 ▶ 2:52 Leaked tapes: Sacks vs. Jason origins | All-In After Party on Callin
Jul 2, 2021 negative
Opinion
David Sacks claims co-hosts are the stars and Jason Calacanis merely moderates
“We're the stars of the podcast, you're just the moderator.”
David Sacks Jul 2, 2021 ▶ 1:57 Leaked tapes: Sacks vs. Jason origins | All-In After Party on Callin
Jul 2, 2021 bullish
Disclosure
Jason Calacanis invested in Callin after being blocked from investing in Clubhouse
“I'm a minor investor, but I'm happy to be alone for the ride, and I will promote the shit out of this app once it's out there since Clubhouse blocked me from investing.”
Jason Calacanis Jul 2, 2021 ▶ 7:27 Leaked tapes: Sacks vs. Jason origins | All-In After Party on Callin
Jul 2, 2021 negative
Opinion
David Sacks criticizes Jason Calacanis for uneven moderation and constant interruptions
“I was super dissatisfied with Jason's performance as moderator with that last episode. He's back to his old ways of constant annoying interruptions, but it's not done in an even-handed way.”
David Sacks Jul 2, 2021 ▶ 0:23 Leaked tapes: Sacks vs. Jason origins | All-In After Party on Callin
Jul 3, 2021 bullish
Disclosure
Calacanis: Robinhood investment will return 3x-4x Launch Fund 1
“This one deal will do three or four times the value of the first fund, the launch fund one, which was eleven million dollars.”
Jason Calacanis Jul 3, 2021 ▶ 22:23 E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
Jul 9, 2021
Disclosure
Calacanis announces he is moving to Texas or Florida
“I'm moving to Texas or to Florida. I'm making the announcement now.”
Jason Calacanis Jul 9, 2021 ▶ 58:25 E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
Jul 9, 2021
Disclosure
Calacanis funds journalist $60k to cover San Francisco DA's office
“The 60,000 dollars we raised from the GoFundMe is going to go to her to cover the DA's office for the next six to 12 months in a newsletter website.”
Jason Calacanis Jul 9, 2021 ▶ 44:54 E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
Jul 9, 2021 negative
Assertion Not checkable as stated
Calacanis: San Francisco DA's office investigated one of my portfolio startups
“The DA's office. You know what they contacted me about? They were investigating a startup that I had invested in. I won't say which one. And they wanted to interview me about my involvement with that startup because that startup had some complaint from a downs…”
Jason Calacanis Jul 9, 2021 ▶ 53:02 E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
Jul 9, 2021
Disclosure
Calacanis plans to invest in 100-200 startups yearly until retiring at 60
“I decided I'm 50. I decided I'm going to go to 60 and then try to invest in a hundred to 200 companies a year for 10 years and then I'm done.”
Jason Calacanis Jul 9, 2021 ▶ 58:43 E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
Jul 9, 2021 neutral
Disclosure
Calacanis: I am voting Republican in the California recall election
“I'm voting Republican just to create a counterbalance.”
Jason Calacanis Jul 9, 2021 ▶ 25:32 E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
Jul 16, 2021 bullish
Prediction Open · timeframe Jul 2031
Calacanis: 1-2B people will gain broadband access within a decade
“We're going to take a billion or two billion people and give them broadband instantly within a decade.”
Jason Calacanis Jul 16, 2021 ▶ 54:05 E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more
Jul 30, 2021 bullish
Disclosure
Calacanis: Robinhood is his third biggest investment win after Uber and Calm
“It's my third biggest win. Uber, calm, and then this one.”
Jason Calacanis Jul 30, 2021 ▶ 1:14:37 E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
Jul 30, 2021 bullish
Prediction Not checkable as stated
Calacanis: Robinhood could eventually become a trillion-dollar company
“There's a chance this could go 10, 20, 30 x from here. I think it could be a trillion dollar company someday.”
Jason Calacanis Jul 30, 2021 ▶ 1:14:47 E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
Aug 6, 2021
Assertion Not checkable as stated
Calacanis: 20% to 30% of promising startup deals fail basic diligence
“Between 20 and 30% of deals that look great, when we get under the covers and look at the diligence, we look at the cap table, we look at the revenue, we look at the accounting, we ask them who's doing their accounting, we ask them for bank statements, we ask …”
Jason Calacanis Aug 6, 2021 ▶ 58:08 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Aug 6, 2021 negative
Opinion
Calacanis: Scott Galloway is small potatoes and irrelevant
“He's small potato, irrelevant.”
Jason Calacanis Aug 6, 2021 ▶ 1:06:29 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Aug 6, 2021 negative
Opinion
Jason Calacanis calls Tether his fraud of the moment
“I'm not backing off, I just don't want to lose a member of our little quartet here, but I will say that my fraud of the moment, the one that's making my Spidey sense go crazy, is Tether.”
Jason Calacanis Aug 6, 2021 ▶ 1:04:38 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Aug 6, 2021 positive
Disclosure
Calacanis says his first Sequoia scout fund returned 150x cash-on-cash
“The first fund I did with Sequoia with the scouts, Was like, a 150 cash on cash.”
Jason Calacanis Aug 6, 2021 ▶ 1:27:14 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Aug 6, 2021 bearish
Prediction Held up
Calacanis predicts Elizabeth Holmes will go to jail
“And she's gonna go to jail too, by the way.”
Jason Calacanis Aug 6, 2021 ▶ 1:04:07 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Aug 28, 2021 positive
Assertion Not checkable as stated
Calacanis: Callin syndicate set record with $7M demand for $1M allocation
“It was the absolute record we've ever had for any syndicate. I believe at the end of the day, we had a 150 slots, and we had 950 people apply sacks. We had a million or so in allocation, and I think we had seven million in demand.”
Jason Calacanis Aug 28, 2021 ▶ 8:16 E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
Sep 4, 2021 neutral
Disclosure
Calacanis says his firm tripled diligence and abandons 30% of deals
“We have maybe tripled the amount of time we're putting into diligence now, because I really care about my reputation, and maybe 20, 30% of the companies, we wind up After initially wanting to invest, maybe giving them an offer, getting an allocation in recent …”
Jason Calacanis Sep 4, 2021 ▶ 24:14 E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
Sep 14, 2021
Assertion Partly supported
Calacanis: GoFundMe raised $60,000 for reporter covering SF DA's office
“60,000 dollars showed up for that GoFundMe page and we just gave it to a journalist who started this week”
Jason Calacanis Sep 14, 2021 ▶ 1:10:32 E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
Sep 18, 2021 neutral
Prediction Not checkable as stated
Calacanis: Public will forget Afghanistan exit images and just feel relief
“Yeah, I think that's, I think that'll ultimately, I think people are going to forget those images of people on planes and just think, thank God that's over.”
Jason Calacanis Sep 18, 2021 ▶ 1:07:03 E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
Sep 18, 2021 negative
Assertion Supported
Calacanis: Media routinely covered WeWork founder Adam Neumann's personal life
“Adam Neumann, they were talking about him being a hippie, walking around with bare feet, being six, seven, every profile. She's wrong in that case. Every profile of Andy Newman talked about his personal life”
Jason Calacanis Sep 18, 2021 ▶ 1:18:22 E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
Oct 2, 2021 positive
Opinion
Calacanis: Everyone should be allowed to invest 401(k) funds in private startups
“I think it's better that everybody be allowed to be an accredited investor and do what Peter did, which is everybody should be able to take their for one K or their Roth and be able to buy the next LinkedIn Uber.”
Jason Calacanis Oct 2, 2021 ▶ 1:02:49 E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
Oct 2, 2021 negative
Disclosure
Calacanis is dealing with drama in three of his 350 portfolio companies
“No, it's like, no, no, it's literally three companies. I'm literally dealing with three companies with drama out of 350.”
Jason Calacanis Oct 2, 2021 ▶ 1:10:35 E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
Oct 23, 2021 bearish
Opinion
Jason Calacanis calls the Trump SPAC the ultimate peak bubble grift
“I mean, let's be honest, it's a grift. I mean, this is the ultimate peak grift in the peak bubble of our lifetime. Period.”
Jason Calacanis Oct 23, 2021 ▶ 16:27 E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
Oct 23, 2021 bearish
Prediction Not checkable as stated
Calacanis: Trump Media will never launch a product or exceed 10M users
“I don't think they'll ever get a product out the door, and if they do, I think they get to maybe five, ten million users.”
Jason Calacanis Oct 23, 2021 ▶ 20:19 E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
Oct 30, 2021 negative
Opinion
Calacanis: Developers are crazy to build on Meta's metaverse over decentralized platforms
“I think any developer who puts any amount of their effort into supporting in any way, Zuckerberg's view of the metaverse is crazy when they could do it on a distributed decentralized crypto based open source platform.”
Jason Calacanis Oct 30, 2021 ▶ 1:05:46 E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
Nov 13, 2021 bearish
Opinion
Calacanis: Rivian's realistic valuation is $20B, not $120B
“But I put them at twenty billion and people were giving a hard time about it. I said, I think that's actually the realistic valuation for this company.”
Jason Calacanis Nov 13, 2021 ▶ 31:27 E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
Nov 20, 2021 bullish
Prediction Held up
Calacanis: DAO capital pools will reach $4 billion within ten years
“So what we're going to see I predict is this forty million dollar Dow will turn into a 400,000,001 in the next two years and then a 4,000,001 in the next 10.”
Jason Calacanis Nov 20, 2021 ▶ 28:23 E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
Dec 4, 2021 negative
Opinion
Calacanis: Neither Trump nor Biden wants high-skilled immigrant talent in the US
“That was one of the huge failings of the Trump presidency and now going into Biden, who doesn't seem to care about immigration either. Both of these people is huge fails. Both parties do not want to bring intelligent people here.”
Jason Calacanis Dec 4, 2021 ▶ 1:01:57 E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
Dec 11, 2021 bullish
Disclosure
Jason Calacanis discloses he is holding all of his Robinhood stock.
“We're not dispensing stock advice, but I'm not selling any of my shares.”
Jason Calacanis Dec 11, 2021 ▶ 4:49 E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
Dec 17, 2021 neutral
Opinion
Calacanis: The public has accepted ongoing COVID deaths to return to normal
“The public has decided, I think, we're willing to have a thousand people die a day or a certain number of people die today to get back to normal.”
Jason Calacanis Dec 17, 2021 ▶ 48:16 E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move
Dec 29, 2021 positive
Disclosure
Calacanis pledges All-In Summit profits to California school choice campaign
“All in Summit profits will put towards this.”
Jason Calacanis Dec 29, 2021 ▶ 59:19 E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
Jan 8, 2022 bearish
Prediction Not checkable as stated
Calacanis: Many unicorns will result in break-even M&A pushes
“So there'll be a lot of pushes, I think is my prediction of those 900 unicorns.”
Jason Calacanis Jan 8, 2022 ▶ 38:33 E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
Jan 15, 2022 negative
Assertion Supported
Calacanis notes human rights groups report up to 1M Uyghurs incarcerated
“That is the numbers that human rights organizations are saying between 300,000 and a million people are incarcerated right now being tortured, raped, and in doing forced sterilization reeducation, and when they're released are being tracked in ghettos.”
Jason Calacanis Jan 15, 2022 ▶ 19:12 E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
Jan 15, 2022 positive
Disclosure
Calacanis discloses investments in wagering apps and considers a gambling syndicate
“Like I have invested in wagering apps, and I'm thinking about creating a syndicate specifically for gambling and wagering.”
Jason Calacanis Jan 15, 2022 ▶ 50:31 E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
Jan 15, 2022 negative
Opinion
Calacanis argues VCs should refuse Saudi investment capital over human rights abuses
“When people are involved in torture, murder, rape, and sterilizing people, that there should be economic and disengagement that occurs as a first step. And that that is why when people in our circles, in venture capital, take money from somebody who murdered a…”
Jason Calacanis Jan 15, 2022 ▶ 27:44 E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
Feb 12, 2022 neutral
Insight
Calacanis: Platforms become publishers if they pay for, promote, or produce content
“I have a three-part test to see if you're a publisher. Do you pay for the content? Do you promote it? Do you produce it? If you do two or more of those, you're de facto a publisher in my mind.”
Jason Calacanis Feb 12, 2022 ▶ 27:56 E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
Mar 5, 2022
What-if
Calacanis: Preemptively ruling out Ukraine in NATO would have mattered
“If we had done it preemptively, it would have made a difference.”
Jason Calacanis Mar 5, 2022 ▶ 32:36 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Apr 1, 2022 negative
Opinion
Calacanis: TikTok is compelling but leaves users feeling regretful
“It's such a compelling product. You feel so terrible using it. So you love it at something and then you feel very vapid for having used it and you have regret.”
Jason Calacanis Apr 1, 2022 ▶ 1:14:02 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Apr 9, 2022 positive
Insight
Calacanis: Running regular board meetings differentiates seed-stage startups
“It actually turns out doing a one hour board meeting, four times a year, six times a year, even as a seed stage company, it's it does differentiate you to the venture community, I find.”
Jason Calacanis Apr 9, 2022 ▶ 41:40 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
May 13, 2022
Disclosure
Calacanis: Seed valuations back to $6M–$12M range
“I am doing deals back at six to twelve million dollars in the seed space with, you know, 200 K in revenue and real founders and discipline.”
Jason Calacanis May 13, 2022 ▶ 54:08 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
May 26, 2022 negative
Disclosure
Calacanis: Speakers refused to attend All-In Summit due to political lineup
“One of the major challenges I had in this event Was certain people attending the event made some people in that group unwilling to come to the event. No offense, Keith. In other words, like, Keith, Sachs, you know, and then even Glenn Grunwald and... Greenwald…”
Jason Calacanis May 26, 2022 ▶ 26:53 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 27, 2022
Assertion Partly supported
Calacanis: Firearm deaths and injuries now exceed motor vehicle crashes
“Firearm related deaths and injuries now exceeds motor vehicle crashes, and so does opioids.”
Jason Calacanis May 27, 2022 ▶ 1:41:14 E83: Market slide continues, and how to address Uvalde
May 27, 2022 bearish
Assertion Not checkable as stated
Calacanis: Startup founders cut valuation demands by 50% in one month
“I literally have people we talked to last month who had really crazy expectations. They've come down by 50%. They wanted 50, now they're at 25.”
Jason Calacanis May 27, 2022 ▶ 54:51 E83: Market slide continues, and how to address Uvalde
May 28, 2022 negative
Opinion
Calacanis: Democrats are incompetent for failing to court Rogan and Musk
“The Democrats are so incompetent to not court the two most influential people in America today, Joe Rogan and Elon Musk.”
Jason Calacanis May 28, 2022 ▶ 32:51 #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
Jun 1, 2022
Assertion Not checkable as stated
Jason Calacanis was charged $60,000 for a meniscus surgery in 2012
“Cleaning up my meniscus was 60,000 dollars, and that was like, how much? 60,000 dollars 10 years ago for a meniscus surgery in New York”
Jason Calacanis Jun 1, 2022 ▶ 12:48 #AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
Jun 3, 2022 negative
Opinion
San Francisco's lack of basic policing incentivizes crime and homelessness
“As we've seen in San Francisco, if you incentivize it by not doing any basic policing, you get more of it.”
Jason Calacanis Jun 3, 2022 ▶ 24:26 #AIS: Opening chat with Miami Mayor Francis Suarez
Jun 7, 2022
Disclosure
Calacanis: Uber, Thumbtack, and Calm had $15M combined valuation when invested
“I invested in Uber, Thumbtack, and Calm for fifteen million dollars combined. That was their combined valuation.”
Jason Calacanis Jun 7, 2022 ▶ 36:36 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022
Insight
Calacanis: Founders only need a great product and 2-3 obsessed users for seed checks
“Build a world-class product that two or three people are obsessed with, and you'll get the seed check.”
Jason Calacanis Jun 7, 2022 ▶ 38:02 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 23, 2022 negative
Assertion Not checkable as stated
Critics like Calacanis only changed their tune after Anduril became successful
“And Jason, like many influential people, some of them even in this room, who have treated me like shit for years, suddenly changed their tune as soon as Andrew was on the upswing.”
Palmer Luckey Jun 23, 2022 ▶ 24:17 #AIS: Palmer Luckey on Anduril
Jun 23, 2022 negative
Opinion
In 2017, Jason Calacanis called Palmer Luckey an idiot and a troll
“But this case, Palmer Luckey's just an idiot and a troll.”
Jason Calacanis Jun 23, 2022 ▶ 59:21 #AIS: Palmer Luckey on Anduril
Jun 23, 2022 negative
Opinion
Calacanis: Google employees are cowards for refusing Department of Defense contracts
“The people at Google are cowards for not doing DOD contracts.”
Jason Calacanis Jun 23, 2022 ▶ 54:27 #AIS: Palmer Luckey on Anduril
Jun 23, 2022 negative
Assertion Not checkable as stated
Media commentators like Jason Calacanis caused Luckey's firing from Oculus
“Jason and the people like him are the reason I was fired from my, from Oculus, my own company.”
Palmer Luckey Jun 23, 2022 ▶ 25:27 #AIS: Palmer Luckey on Anduril
Jun 24, 2022 neutral
Disclosure
Chamath: All-In hosts signed agreement as equal 25% partners
“Basically what happened was we had an agreement that it was 25% each. There was a moment where J Cal believed that he deserved more. We had to sort through a lot of the underlying issues that caused them to believe that. We got to a good consensus. We now have…”
Chamath Palihapitiya Jun 24, 2022 ▶ 2:43 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jun 24, 2022 negative
Opinion
Calacanis: Andreessen Horowitz engaged most in VC token sale flips
“That seems like the firm that did this the most is Andreessen Horowitz.”
Jason Calacanis Jun 24, 2022 ▶ 59:35 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jun 24, 2022 neutral
Disclosure
Calacanis: All-In Podcast will not host future summits or build a business
“There's not going to be any more summits. There's not going to be any business here. It's just a pod. I have other events I do. I have other pods I do. If I want to get paid, I'll do them over there. And here, it's just a pod that you see every week.”
Jason Calacanis Jun 24, 2022 ▶ 3:36 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jun 30, 2022 bearish
Prediction Not checkable as stated
Calacanis: Crypto will become the most regulated space ever
“I think this is going to become the most regulated space we've ever seen.”
Jason Calacanis Jun 30, 2022 ▶ 17:50 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
Jul 14, 2022 bearish
Prediction Held up
Calacanis: US mortgage rates will probably hit 6% to 7% by year-end
“So we're going to see mortgage rates probably go six, seven percent towards the end of the year.”
Jason Calacanis Jul 14, 2022 ▶ 42:23 E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
Jul 22, 2022
Disclosure
Calacanis: Deposited a couple million dollars to actively trade public stocks
“So I put a couple million bucks into an account, and I'm just trying to actively figure out how does value work there? And, you know, I'm just starting to make trades that I want to hold for 10 or 20 years, and we'll see if I can beat the market.”
Jason Calacanis Jul 22, 2022 ▶ 1:22:22 E88: First principle politics, China chaos & outlook, state of private/public markets & more
Aug 26, 2022 positive
Prediction Not checkable as stated
Calacanis: People will buy mini servers or rent encrypted private cloud services
“I do think you're going to see people buy mini servers to put or rent their own cloud services That are encrypted and impossible to unlock.”
Jason Calacanis Aug 26, 2022 ▶ 30:11 E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
Sep 1, 2022 bearish
Prediction Open · timeframe Sep 2032
Calacanis: Automation will eliminate tens of millions of jobs in 5-10 years
“We are within You know, I think five, 10 years of a lot of these jobs. We're talking tens of millions of manual labor jobs being gone.”
Jason Calacanis Sep 1, 2022 ▶ 35:00 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
Sep 10, 2022 negative
Prediction Not checkable as stated
Calacanis predicts pediatric psychiatric drug overprescription will mirror the opioid crisis
“We're going to look at this like the opioid crisis, I guarantee it.”
Jason Calacanis Sep 10, 2022 ▶ 1:09:59 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Sep 10, 2022 neutral
Disclosure
Calacanis: All-In Podcast is leaving $7.5M in uncollected annual ad revenue
“I got approached by a couple of by two different people who want to represent the pod. They say there's seven and a half million dollars in advertising we're leaving on the table, by the way, a 150 a week.”
Jason Calacanis Sep 10, 2022 ▶ 10:33 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Nov 5, 2022
Prediction Not checkable as stated
Calacanis: Many journalists would choose to publish without bylines to avoid harassment
“One of the problems with journalism today is even if you're doing reporting in good faith, Chamath, and you put your byline on there, harassment, you know, threats, et cetera, can become very acute if you're just covering certain topics. And so I actually thin…”
Jason Calacanis Nov 5, 2022 ▶ 7:30 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
Nov 12, 2022 bearish
Prediction Not checkable as stated
Calacanis: Token investing will end as capital shifts to crypto corporations
“I think investing in the tokens is going to end investing in the corporation is going to begin and any of the tokens are going to be super regulated”
Jason Calacanis Nov 12, 2022 ▶ 58:40 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Nov 19, 2022 neutral
Prediction Not checkable as stated
Calacanis: Tech will divide into aggressive startups and lifestyle companies
“I think we're going to have a cultural divide here. There are going to be a series of companies that say, this is classic Silicon Valley. We're going to crush it. We're going to work aggressively. We're going to put in. 50, 60, 70 hours a week, and we're all g…”
Jason Calacanis Nov 19, 2022 ▶ 1:26:17 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
Dec 3, 2022
Opinion
Calacanis: Investors and lack of governance are 99% responsible for FTX
“This was a failure of the investors and the governance for 99% of the problem, and then regulators should have caught it”
Jason Calacanis Dec 3, 2022 ▶ 41:38 E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
Dec 10, 2022 negative
Assertion Supported
Calacanis: Kevin O'Leary received $15 million to represent FTX
“Kevin O'Leary who calls himself Mr. Wonderful was on CNBC trying to defend the fact that he was given This is stunning, by the way, 15 fucking million dollars to be a spokesperson for FTX.”
Jason Calacanis Dec 10, 2022 ▶ 58:53 E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
Dec 16, 2022 neutral
Assertion Not checkable as stated
Calacanis: Coordinated tech bans dramatically reduce individual reach
“When they got banned across all systems, it was dramatic in terms of the reach of the that information. So because of the size and scale of YouTube, Facebook, Twitter, etc, when they act in coordination, They can, ah, have a dramatic impact.”
Jason Calacanis Dec 16, 2022 ▶ 17:12 E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
Dec 24, 2022 bullish
Disclosure
Calacanis bought Meta stock at $94 per share
“I bought the stock at 94.”
Jason Calacanis Dec 24, 2022 ▶ 1:53:24 E109: 2022 Bestie Awards Live from Twitter HQ
Dec 24, 2022 bullish
Disclosure
Calacanis plans to buy more Disney stock in 2023
“Yes, I'm buying more Disney stock this year.”
Jason Calacanis Dec 24, 2022 ▶ 37:37 E109: 2022 Bestie Awards Live from Twitter HQ
Dec 24, 2022 negative
Assertion Not checkable as stated
Calacanis: Twitter management previously held back ready-to-ship features
“What we found over and over again was that there were great features that were ready to be released that were being held back by management. And there were brilliant people with all the ideas that you think should have been released. And they just weren't allo…”
Jason Calacanis Dec 24, 2022 ▶ 1:37:33 E109: 2022 Bestie Awards Live from Twitter HQ
Dec 24, 2022 bullish
Prediction Not checkable as stated
Calacanis predicts shift to Twitter feature focus within 6 to 18 weeks
“I predict in another six to 18 weeks, we will see people talking about all the great features in Twitter, not any of the transitional issues, and people will be shocked.”
Jason Calacanis Dec 24, 2022 ▶ 47:41 E109: 2022 Bestie Awards Live from Twitter HQ
Jan 6, 2023 neutral
Prediction Not checkable as stated
Calacanis: Austerity will be the defining trend of 2023
“Austerity is my anticipated trend of 23”
Jason Calacanis Jan 6, 2023 ▶ 1:15:32 E110: 2023 Bestie Predictions!
Jan 6, 2023 bullish
Prediction Not checkable as stated
Calacanis: Seed stage venture capital will be 2023's best-performing asset class
“I'm going with C stage investing again. I don't think people want to get into these toxic cap tables at the late stage, as Chamath pointed out. So I go with seed stage and, you know, end up to series A, the people brave enough to place bets, the founders brave…”
Jason Calacanis Jan 6, 2023 ▶ 1:03:07 E110: 2023 Bestie Predictions!
Jan 13, 2023 neutral
Prediction Not checkable as stated
Calacanis: AI could let tech companies run with 98% fewer employees in 3-5 years
“We can be sitting here in three or four or five years, and instead of running a company like Twitter with 80% less people, maybe you could run it with 98% less people.”
Jason Calacanis Jan 13, 2023 ▶ 1:03:50 E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
Jan 13, 2023 neutral
Prediction Not checkable as stated
Calacanis: AI models will ultimately need permission and source links
“ChatGPT and all these services must use citations of where they got the original work, they must link to them, and they must get permission. That's where this is all going to shake out.”
Jason Calacanis Jan 13, 2023 ▶ 50:21 E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
Jan 13, 2023 negative
Opinion
Calacanis: U.S. President Joe Biden is a grifter
“I think Biden's a grifter.”
Jason Calacanis Jan 13, 2023 ▶ 1:26:15 E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
Jan 13, 2023
Disclosure
Calacanis: Has voted Democrat 75% of the time and Republican 25%
“75% of the time I voted Democrat, 25% Republican.”
Jason Calacanis Jan 13, 2023 ▶ 20:46 E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
Jan 20, 2023 positive
Disclosure
Calacanis supports Republicans voting no on raising the US debt ceiling
“Yeah, I actually do. I think we should start pumping the brakes on spending, and I do think the Tea Party, now that doesn't mean I like those candidates, they're kind of whack jobs, actually.”
Jason Calacanis Jan 20, 2023 ▶ 13:47 E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
Jan 20, 2023
Insight
Calacanis warns startups must implement austerity to maintain balance sheet strength
“Freebrick, I'm dealing this with startups I have right now, and I tell them, the balance sheet is how you compete. If your balance sheet is flipped upside down, and you're going to be out of business in nine months, you're not competing with these two other co…”
Jason Calacanis Jan 20, 2023 ▶ 16:22 E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
Jan 20, 2023 negative
Disclosure
Calacanis: World Economic Forum charged $40,000 fee for Young Global Leaders
“They recruited me to be part of their world leaders, 15 years ago, after I had sold my second company, and I met Claus, the guy who runs it, at some New York Four Seasons event, and then I got the bill, and to be a world leader, Was 40 fucking thousand dollars…”
Jason Calacanis Jan 20, 2023 ▶ 33:54 E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
Feb 4, 2023 bullish
Disclosure
Calacanis: Bought Meta stock at $94 per share during layoffs
“I actually bought it based the day they had the layoffs, I put in a buy order and it was closed at 94 dollars and now it's at a 193.”
Jason Calacanis Feb 4, 2023 ▶ 27:11 E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
Feb 11, 2023 negative
Opinion
Calacanis asserts AI web scraping for derivative answers violates fair use
“It's not fair use because in fair use, you have the ability to create derivative works on future platforms. And you are taking this person, the original content owner's ability to exploit that And you are co-opting it and you're doing it at scale. And that is …”
Jason Calacanis Feb 11, 2023 ▶ 59:46 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
Feb 11, 2023 bullish
Prediction Not checkable as stated
Calacanis predicts generative AI will spark a boom in niche industry-specific SaaS
“I think more startups, more niche startups will make better products And then you'll just have many more folks like making sats for dentists, making sats.”
Jason Calacanis Feb 11, 2023 ▶ 1:14:13 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
Feb 11, 2023 bullish
Prediction Held up
Calacanis predicts generative AI will enable founders to build MVPs without developers
“These two things are gonna come together where you're gonna be able to build your MVP for your startup by typing in text and then publish it. You're not gonna need a developer for your startup.”
Jason Calacanis Feb 11, 2023 ▶ 1:12:30 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
Feb 17, 2023
Assertion Contradicted
Calacanis: Section 230 was intended for web hosts, not algorithmic feeds
“Section two dirty was intended For web hosting companies, for web servers, not for this new thing that's been developed, because there were no algorithms from section two that already was put up.”
Jason Calacanis Feb 17, 2023 ▶ 48:53 E116: Toxic out-of-control trains, regulators, and AI
Feb 24, 2023 positive
Disclosure
Calacanis secured $51M in Launch Fund 4 LP requests via online form
“Without doing a single in-person meeting, fifty one million dollars in requests came in just, you know, to a type form, basically a form online.”
Jason Calacanis Feb 24, 2023 ▶ 1:23:34 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Mar 3, 2023 bullish
Disclosure
Calacanis invested $500K for 10 percent in a ChatGPT wrapper startup
“Serial founder and team that we've backed for that had an exit said, can I show you something? I said, yeah, got on the zoom, showed me a little proof of concept using chat GPT. And he said, this is my idea. This is the vertical. And I just said, okay, what do…”
Jason Calacanis Mar 3, 2023 ▶ 23:26 E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Mar 11, 2023 neutral
Disclosure
Calacanis: Four portfolio companies face payroll crisis due to SVB freeze
“I have three open deals right now that we're doing. I now have to figure out how to get those deals done. And I have four companies that are in this payroll situation in a major way.”
Jason Calacanis Mar 11, 2023 ▶ 1:03:30 E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
Mar 17, 2023 neutral
Disclosure
Calacanis: I never directed startups to a specific bank
“And to be clear, I never directed anybody to a specific bank. I always told people to get two or three banks and have redundancy.”
Jason Calacanis Mar 17, 2023 ▶ 26:37 E120: Banking crisis and the great VC reset
Mar 24, 2023 neutral
Assertion Not checkable as stated
Calacanis: Startups are using five to ten banks to manage deposit risk
“Startups right now are doing five to 10 banks. I'm watching it happen. They're doing all these sweep accounts. They're doing multiple accounts.”
Jason Calacanis Mar 24, 2023 ▶ 1:08:25 E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
Mar 24, 2023 positive
Opinion
Calacanis calls Hindenburg Research's short report on Block a work of art
“That Hindenburg report is, I mean, it's a work of art”
Jason Calacanis Mar 24, 2023 ▶ 2:54 E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
Apr 7, 2023 negative
Disclosure
Calacanis refuses to host events in San Francisco until crime improves
“And I will never host a conference or any event in San Francisco until this is solved because when people ask us to do events, I'm like, people don't want to come to San Francisco.”
Jason Calacanis Apr 7, 2023 ▶ 1:21:38 E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
Apr 21, 2023 bearish
Prediction Not checkable as stated
Calacanis: Raising a venture fund now takes a year on the road
“I think we're back to, it's a year on the road to close a fund.”
Jason Calacanis Apr 21, 2023 ▶ 1:09:47 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
Apr 21, 2023 bullish
Prediction Not checkable as stated
Calacanis: Successful AI screenwriting startup will only need 12 employees
“No, I think there'll be 12 people.”
Jason Calacanis Apr 21, 2023 ▶ 59:14 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
Apr 21, 2023
Disclosure
Calacanis: Closed $26M to $28M for LAUNCH Fund 4
“I'm publicly raising launch fund four. I get over fifty million dollars in just, you know, high net worth individuals you know, and family offices who are interested immediately close I don't know, 26, 27, 28 of it.”
Jason Calacanis Apr 21, 2023 ▶ 1:09:04 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
Apr 28, 2023 negative
Opinion
Calacanis: Beyond and Impossible burgers are mushy and overpriced
“They're like, it's like eating something mushy that's 60% of an average hamburger. It's not worth paying double for, certainly.”
Jason Calacanis Apr 28, 2023 ▶ 1:06:33 E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
May 12, 2023 neutral
Assertion Not checkable as stated
Calacanis says the UAE has 20 years to become a tech capital
“They are, the way it's been explained to me is they believe they have 20 years, 30 years to convert the oil economy into a technology capital allocator economy.”
Jason Calacanis May 12, 2023 ▶ 1:13:05 E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
Jun 2, 2023 positive
Insight
Calacanis: Presidential meetings with foreign leaders are not endorsements
“I think there's a part of this military industrial complex that believes a meeting with the president is a reward or an endorsement of the worst things anybody's ever done. It's not, it's a meeting to try to make the world safer or to try to build common groun…”
Jason Calacanis Jun 2, 2023 ▶ 1:34:18 E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
Jun 2, 2023 positive
Assertion Not checkable as stated
Calacanis says AI model training costs dropped from $3M to $200K
“Yeah, so what took two or three million dollars last year is now taking 200,000 dollars just through software improvements and code improvements.”
Jason Calacanis Jun 2, 2023 ▶ 1:24:47 E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
Jun 10, 2023 bullish
Prediction Not checkable as stated
Calacanis: 20-person startups will double output without adding headcount in 2-3 years
“And so I think 20 person companies might, you know, double in size in the next two or three years but still have 20 people.”
Jason Calacanis Jun 10, 2023 ▶ 1:23:46 E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
Jun 16, 2023 bullish
Disclosure
Jason Calacanis notes 80% of LAUNCH startups are actively implementing AI
“Four out of five startups that we've invested in and the majority of them that we're being pitched on right now are not only talking about AI, which they were all talking about it three years ago. They're actually implementing it now because the tool sets are …”
Jason Calacanis Jun 16, 2023 ▶ 33:40 E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
Jun 24, 2023 negative
Opinion
JCal says journalists attack the podcast to boost their Substack subscriptions
“You can tell that this podcast has truly become successful when The mainstream media fights up and punches up to try to get us to respond to them, to get more people to subscribe to their Substack while playing Matt.”
Jason Calacanis Jun 24, 2023 ▶ 1:30:10 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jul 1, 2023 bearish
Prediction Not checkable as stated
Calacanis: Cleaning up startup and VC fraud will take a decade
“And it's going to take a decade to clean up all of the fraud in our space.”
Jason Calacanis Jul 1, 2023 ▶ 1:17:28 E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
Jul 14, 2023 positive
Disclosure
Calacanis: Personal tech stock portfolio is up 25% since mid-2022
“I did J trading starting last summer and I'm up whatever, 25%, something crazy like that because I picked all the big tech companies.”
Jason Calacanis Jul 14, 2023 ▶ 7:41 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Jul 14, 2023 positive
Disclosure
Calacanis plans to vote for Chris Christie in the 2024 presidential election
“I'm going to vote for Chris Christie, I think.”
Jason Calacanis Jul 14, 2023 ▶ 56:28 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Jul 14, 2023 bullish
Disclosure
Calacanis discloses stock purchases in Disney, Warner Bros Discovery, and Netflix
“I bought the stock and it's the one thing in my J trading portfolio I've gotten crushed on that and Warner Brothers Discovery. I made two entertainment bets and what I think are the two best companies. I also did Netflix, but one out of three ain't good.”
Jason Calacanis Jul 14, 2023 ▶ 30:18 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Jul 21, 2023 negative
Assertion Partly supported
Calacanis: Biden receives advance questions and post-production edits for interviews
“He gets the questions ahead of time. And then they edit it for him. So he gets post production.”
Jason Calacanis Jul 21, 2023 ▶ 2:04:30 In conversation with Vivek Ramaswamy
Jul 27, 2023 bullish
Disclosure
Calacanis: Holds Disney stock, sees potential asset sales or acquisition
“Right now I'm going to ride it out. I think their IP collection is amazing. I think there's a chance that, you know, depending on how the FTC winds up being run over the long term, that Disney could be selling pieces of that business, and I think that it could…”
Jason Calacanis Jul 27, 2023 ▶ 52:58 E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
Jul 27, 2023 positive
Disclosure
Jason Calacanis lost 41 pounds via fasting, hiking, and GLP-1s
“I'm down 41 pounds from the peak. 20 pounds with hiking and using the fasting app that Kevin Rose built, and then the other half zero, great fasting app, and the other half was Ozempic Wigobi.”
Jason Calacanis Jul 27, 2023 ▶ 12:21 E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
Aug 4, 2023 neutral
Assertion Supported
Calacanis: Only nine countries hold AAA debt ratings from all top agencies
“Only nine countries have AAA ratings from the top three rating agencies, S&P, Global, Fitch, and Moody's. Those are Germany, Denmark, Netherlands, Sweden, Norway, Switzerland, Luxembourg, Singapore, and Australia.”
Jason Calacanis Aug 4, 2023 ▶ 47:27 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
Aug 18, 2023 positive
Assertion Supported
Calacanis: U.S. has lowest lifetime unemployment rate outside wartime
“We have the lowest unemployment in the history of this country, in our lifetime, I should say and wars aside.”
Jason Calacanis Aug 18, 2023 ▶ 20:04 E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
Aug 26, 2023 positive
Prediction Not checkable as stated
Calacanis: 2024 election could be a tipping point for podcasts
“What we're witnessing right now is the transition from traditional media and the establishment defining who the great candidates are to the public and the people on podcasts and social media who are the tip of the spear on the vanguard. They're going to pick t…”
Jason Calacanis Aug 26, 2023 ▶ 1:19:54 E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
Sep 8, 2023 bearish
Prediction Didn’t hold up
Calacanis: Neither Biden nor Trump will be on the 2024 ballot
“I don't know that Biden makes it to the starting line, nor do I think Trump makes it to the starting line.”
Jason Calacanis Sep 8, 2023 ▶ 2:04:30 In conversation with Chris Christie
Sep 19, 2023 bullish
Assertion Not checkable as stated
Calacanis: Any new MrBeast brand will immediately reach 10 million customers
“Any brand you decide to build will immediately have the first ten million customers.”
Jason Calacanis Sep 19, 2023 ▶ 10:50 All-In Summit: MrBeast on his journey, business model, and the future
Sep 22, 2023 neutral
Assertion Not checkable as stated
Calacanis: Seed startups are raising $250k–$1M instead of $3M–$5M
“I'm seeing it across the board in the seed stage. Two, three, four founders raising two 50 to a million instead of raising three to five.”
Jason Calacanis Sep 22, 2023 ▶ 1:22:21 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 22, 2023
Disclosure
Calacanis: Two-thirds of LPs in meetings are cutting VC fund commitments
“And I'd say, two thirds of the meetings I'm having, people are saying, we're not adding managers, we're cutting managers, and we're cutting commitments to managers, but we'd love to meet, you know, just to start the relationship, you know.”
Jason Calacanis Sep 22, 2023 ▶ 34:08 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 22, 2023 bearish
Prediction Not checkable as stated
Calacanis: Consumers will skip iPhone upgrade cycles due to economic pressure
“They're going to skip an iPhone cycle. Instead of going from, you know, 13 to 14 or 14 to 15, they're going to go 13 to 1614 to 17. They'll just skip”
Jason Calacanis Sep 22, 2023 ▶ 1:24:53 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 28, 2023 negative
Insight
Calacanis: Workplace psychological safety is a fallacy and counterproductive
“Psychological safety, when you come to work, is a fallacy, right? I mean, this is, the worst thing you could do to somebody is to make them psychologically safe. The world is not safe.”
Jason Calacanis Sep 28, 2023 ▶ 24:58 All-In Summit: Jenny Just on Peak6, the female market correction, poker, and risk
Oct 2, 2023 neutral
Insight
Calacanis: People are only canceled if they allow themselves to be
“I see it very distinctly that you can only, you know, be canceled for your opinion if you allow them to cancel you.”
Jason Calacanis Oct 2, 2023 ▶ 27:32 All-In Summit: "Luxury Beliefs are Status Symbols" with Rob Henderson
Oct 7, 2023 positive
Assertion Not checkable as stated
Calacanis: US can deploy 2,000 smart border surveillance towers for $4 billion
“You could have 2000 of these in under a year for four billion dollars, and so these only cost two million dollars each.”
Jason Calacanis Oct 7, 2023 ▶ 34:48 E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
Oct 7, 2023 negative
Opinion
Calacanis: Physical border walls are a terrible security solution
“Walls are a terrible solution because there are ladders that can go over them pretty easily. What you really need to have is eyes on it.”
Jason Calacanis Oct 7, 2023 ▶ 33:49 E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
Oct 13, 2023 positive
Prediction Not checkable as stated
Calacanis: Conflict will ultimately renew commitment to Middle East peace
“I actually think that in some ways this is going to create a climate where people are going to really fight to try to resolve this situation, or at least contain the situation. Two States Illusion, the Abraham Accords, and I think they're, this is going to ren…”
Jason Calacanis Oct 13, 2023 ▶ 15:35 E149: Hamas terror attacks in Israel: fallout, reaction, next steps
Oct 20, 2023 positive
Disclosure
Calacanis: Lost 20 pounds on keto, then 20 more on Ozempic
“The first 20 was just fasting and doing keto, and then when this drug came out, I tried it, I tried Rosentic, and then I did Wagovi, and I lost the next 20 pounds.”
Jason Calacanis Oct 20, 2023 ▶ 1:15:22 E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
Oct 27, 2023 bearish
Prediction Not checkable as stated
Calacanis: A large number of venture capital firms will shut down
“I think a lot of venture firms are going to shut down.”
Jason Calacanis Oct 27, 2023 ▶ 56:16 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Dec 8, 2023 bullish
Prediction Not checkable as stated
Calacanis predicts 2023 will be the best VC vintage in our lifetimes
“I think this is going to be the best vintage adventure in our lifetimes.”
Jason Calacanis Dec 8, 2023 ▶ 1:00:59 E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
Dec 16, 2023 negative
Opinion
Calacanis: Modern journalists cannot be trusted to find the truth
“You have to find your own process of finding the truth today, because I don't think you can trust the journalists out there to do it.”
Jason Calacanis Dec 16, 2023 ▶ 1:26:51 E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
Dec 16, 2023 negative
Assertion Not checkable as stated
Calacanis: Tech DEI consultants ran a grift charging attacked firms for allyship
“I tweeted today about the absolute, ah, grift that was going on in tech not long ago, ah, which was call out a company, venture firm, whatever it is, for their DEI stats. Then quietly contact them after you've done this brigadooning of them and say, hey, we ca…”
Jason Calacanis Dec 16, 2023 ▶ 1:32:09 E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
Dec 16, 2023 negative
Opinion
Calacanis says misquoting Hunter Biden demonstrates NYT's decline in standards
“And to have to get called out on it to fix it just shows how far the New York Times has fallen.”
Jason Calacanis Dec 16, 2023 ▶ 48:13 E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
Dec 16, 2023 negative
Opinion
Calacanis: AI developers must get permission before using existing work
“I do think that you should get permission before you leverage people's work to create different derivative products.”
Jason Calacanis Dec 16, 2023 ▶ 31:08 E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
Dec 29, 2023 positive
Opinion
Calacanis: Taylor Swift is the best CEO of 2023
“She's hands down. The best CEO of twenty-twenty-three for me.”
Jason Calacanis Dec 29, 2023 ▶ 43:03 E159: The Bestie Awards! Recapping the best and worst of 2023
Dec 29, 2023 positive
Opinion
Calacanis: Non-invasive fMRI brain decoder is 2023's top science breakthrough
“My big breakthrough was this brain decoder technology.”
Jason Calacanis Dec 29, 2023 ▶ 37:29 E159: The Bestie Awards! Recapping the best and worst of 2023
Jan 6, 2024 bullish
Prediction Didn’t hold up
Jason Calacanis predicts a dark horse candidate could beat Trump and Biden
“I think we're going to actually see some dark horse candidate maybe beat these two in the rematch that nobody Wanted.”
Jason Calacanis Jan 6, 2024 ▶ 9:26 E160: 2024 Predictions! Markets, tech, politics, and more
Jan 6, 2024 bullish
Prediction Didn’t hold up
Calacanis: TikTok or ByteDance will go public or spin out in 2024
“I'm gonna say this year that I think TikTok goes public, and they'll be under pressure from different political factions to get the CCP off the board. So I'm going to go with by dance taking, going public or tick tock spinning out and going public.”
Jason Calacanis Jan 6, 2024 ▶ 39:55 E160: 2024 Predictions! Markets, tech, politics, and more
Jan 6, 2024 bearish
Prediction Not checkable as stated
Calacanis predicts LLM startup valuations will fall 50% to 80% in 2024
“My worst performing asset in 2024 is LLM startups. I believe they've been massively overvalued, and I believe open source is making an incredible run at them, and I think they're going to hit parity, and there's too many players... I think they're all going to…”
Jason Calacanis Jan 6, 2024 ▶ 58:04 E160: 2024 Predictions! Markets, tech, politics, and more
Jan 13, 2024 neutral
Disclosure
Calacanis: LAUNCH invests strictly on startup merit to avoid lawsuits
“What I did in our company was I said, hey, if we don't feel we're getting enough applicants for the programs, Founding University, the accelerator, we could have, you know efforts to increase the number of applicants, but we can't make investment decisions bas…”
Jason Calacanis Jan 13, 2024 ▶ 1:23:34 E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
Jan 26, 2024 bearish
Prediction Not checkable as stated
Calacanis: Tech will not repeat 2021 market euphoria for 20 years
“I don't think in our lifetime, we're going to see that 20, 20, 20, 21 again. I don't think that's happening for 20 years or so.”
Jason Calacanis Jan 26, 2024 ▶ 16:57 E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
Jan 26, 2024 negative
Prediction Not checkable as stated
Calacanis: Border strategy could backfire on Democrats as immigrants favor Republicans
“I think this could blow up in Democrats' faces if it is their strategy, because a lot of people who are coming here, immigrants, don't want to be part of the Democratic and the liberal woke Democratic Party. They want to be part of the Republican hardworking p…”
Jason Calacanis Jan 26, 2024 ▶ 56:37 E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
Feb 2, 2024 negative
Insight
Calacanis: VR headsets suffer from a 'try, oh my, goodbye' retention problem
“I call this experience the try, oh my, goodbye. You try it, you're like, oh my god, this is incredible, and then you're like, we put it in your drawer, you never use it again, because there's not an application.”
Jason Calacanis Feb 2, 2024 ▶ 7:09 E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
Mar 1, 2024 negative
What-if
Calacanis: News industry could have forced Google payouts through a federation
“This is why the news industry should have always had a federation, because they could have just said to Google, hey, we're going to de-index ourselves from the Google search engine, and so you won't have the New York Times, Washington Post, LA Times, you're ju…”
Jason Calacanis Mar 1, 2024 ▶ 52:59 E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
Mar 16, 2024
Insight
Calacanis: A founder's first test is recruiting a team without money
“The first test of being an entrepreneur is, can you convince two or three people to go on this crazy journey with you because it's important and without money?”
Jason Calacanis Mar 16, 2024 ▶ 19:57 E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
Mar 29, 2024 bearish
Assertion Supported
Calacanis: Trump Media pacing for $4.5M revenue on $60M loss
“They are on pace for a whopping 4.5 million dollars in revenue on a sixty million dollar lost.”
Jason Calacanis Mar 29, 2024 ▶ 16:55 E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
Mar 29, 2024 bearish
Opinion
Calacanis: Realistic valuation for Trump Media is 5-7x revenue
“It should be about five, six, seven times revenue would be more realistic according to basic media comps.”
Jason Calacanis Mar 29, 2024 ▶ 18:15 E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
Mar 29, 2024 negative
Opinion
Calacanis is convinced Sam Bankman-Fried was taking extreme levels of speed
“I am convinced that these guys were taking a level of speed that would kill an elephant.”
Jason Calacanis Mar 29, 2024 ▶ 15:22 E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
Apr 9, 2024 positive
Opinion
MrBeast says audiences enjoy watching large cash and gift giveaways
“No, not really, to be honest. Most people think it's cool, because it's like, it's kind of fun to watch someone receive, you know, 10,000 dollars, or a Lamborghini, or a house, or, I think, like, the last thing we did was I ordered pizza and tipped the guy a h…”
Jimmy Donaldson Apr 9, 2024 ▶ 5:21 All-In Summit 2023 Recap
Apr 19, 2024
Disclosure
Calacanis starts $100 monthly Robinhood investment club for his daughter
“With my 14 year old, I'm doing an allowance, and then I decided to do an investment club. And so I'm putting a hundred dollars every month into like a Robinhood account. And we're gonna do like two meetings every month, one to buy a new stock and one to examin…”
Jason Calacanis Apr 19, 2024 ▶ 1:26:29 Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
Apr 19, 2024 positive
Opinion
Calacanis: Controlled youth access to sports betting and poker is beneficial
“I think kids having access, you know, or young adults having access to sports, batting poker is kind of a good thing because I, you know, if controlled, because they're learning about odds and, Gambling and framing it.”
Jason Calacanis Apr 19, 2024 ▶ 1:26:12 Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
Apr 26, 2024 bullish
Prediction Open · timeframe Apr 2027
Calacanis predicts Meta will capture 10% of search market via AI
“And so just like Apple and Firefox were able to intercept search traffic, I think, and let's make a prediction here, that Meta's gonna get 10 points of the search market.”
Jason Calacanis Apr 26, 2024 ▶ 18:00 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Apr 26, 2024 positive
Disclosure
Calacanis reveals he plans to vote for RFK Jr. in 2024
“I think I'm RFK all the way. I think I gotta go for just try to support independence.”
Jason Calacanis Apr 26, 2024 ▶ 1:37:28 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Apr 26, 2024 negative
Opinion
Calacanis says most charities are a giant scam, prefers tipping workers
“And the reason I do it is I don't like giving money to charity. I feel like these charities are all a giant scam, and I like to give it to service people.”
Jason Calacanis Apr 26, 2024 ▶ 3:05 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
May 10, 2024 positive
Assertion Not checkable as stated
Calacanis: Sequoia's first Scout fund is its highest multiple returning fund
“That tiny experimental fund that Sam and I were part of a scouts is Sequoia's highest multiple returning fund.”
Jason Calacanis May 10, 2024 ▶ 0:45 Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
May 17, 2024 bullish
Disclosure
Calacanis: Made a seven-figure seed investment in Athena
“We put a seven figure bet in, which is rare for us as a seed fund, right? Normally our bet sizes are a hundred K to 50, you know, it's a fifty million dollar fund.”
Jason Calacanis May 17, 2024 ▶ 1:14:32 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
May 17, 2024 negative
Disclosure
Calacanis passed on early Twitter investment at single-digit million valuation
“I had the opportunity to invest in Twitter when it was like a single digit millions company. And I just thought, you know what? This thing is only like the headline. And I told that like, it's the headline. It's not like the entire blog post. It's going to be …”
Jason Calacanis May 17, 2024 ▶ 1:11:51 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
May 17, 2024 bullish
Prediction Not checkable as stated
Calacanis: Unemployment rate will stay very low despite AI adoption
“We're going to have more people be able to create more products and solve more problems. The unemployment rate's going to stay very low. We're just going to have more companies.”
Jason Calacanis May 17, 2024 ▶ 1:21:18 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
May 17, 2024 neutral
Assertion Not checkable as stated
Calacanis: Early startup seed requests dropped from $3M to $500K-$1M
“The same startups that had A request of three million dollars in funding five years ago are now requesting 500 to a million.”
Jason Calacanis May 17, 2024 ▶ 1:22:04 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
May 17, 2024 positive
Disclosure
Calacanis: Using Athena cut venture fund operational costs by up to 75%
“And now our due diligence, our first level screening, you know, and our tracking of companies is being done by these assistants for what I'll say is a third to a fourth of the price I was paying previously.”
Jason Calacanis May 17, 2024 ▶ 1:17:00 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
May 24, 2024 neutral
Opinion
Calacanis: The U.S. is in a 'vibecession' rather than a real recession
“I think we're in a vibe session right now because we're not in a recession, but people are feeling really bad.”
Jason Calacanis May 24, 2024 ▶ 40:10 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
May 31, 2024 negative
Opinion
Officials who hid COVID info from FOIA requests should face jail
“These people need to be prosecuted. If you hid this stuff from a FOIA request, you need to go to jail. There needs to be accountability here.”
Jason Calacanis May 31, 2024 ▶ 35:04 Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
Jun 14, 2024 bearish
Prediction Held up
Calacanis guarantees Democrats will replace Biden on 2024 presidential ticket
“I guarantee you hot swap is coming. I predicted the Trump TV flip, and I predict it now.”
Jason Calacanis Jun 14, 2024 ▶ 19:51 Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
Jun 14, 2024 neutral
Prediction Not checkable as stated
Calacanis predicts AI will keep corporate headcounts flat for years
“I think all organizations will have the same number of people for the next couple of years, and then just individuals will get better and better at their jobs.”
Jason Calacanis Jun 14, 2024 ▶ 1:05:14 Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
Jun 20, 2024 positive
Opinion
Calacanis: Trump's willingness to directly engage foreign leaders is a superpower
“I've always felt you should talk to everybody all the time. You know, that, that's not my issue with Trump. You know, it's never been my issue with him. I think that's a superpower.”
Jason Calacanis Jun 20, 2024 ▶ 1:07:52 In conversation with President Trump
Jun 25, 2024
Disclosure
Calacanis: Found illegal activity in two startups across 400 investments
“Over 400 investments we've done. You had maybe two instances where people were Doing things that would be illegal. And we had to, in both cases, I had to sit with the founders and said, listen, I can't be on the board of this company if you're going to do this…”
Jason Calacanis Jun 25, 2024 ▶ 1:01:37 500K Subscriber Livestream! | All-In Podcast
Jun 29, 2024 negative
Opinion
Calacanis: First 2024 debate was an unmitigated disaster for Biden
“It was an unmitigated disaster for the Democrats and President Biden.”
Jason Calacanis Jun 29, 2024 ▶ 2:04 Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
Jun 29, 2024 negative
Disclosure
Calacanis confirms he will not vote for Joe Biden in 2024
“I am not voting for Biden. I've eliminated Biden as a possibility.”
Jason Calacanis Jun 29, 2024 ▶ 36:12 Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
Jul 4, 2024 neutral
Assertion Supported
Calacanis: Some adult websites block entire states over age-verification laws
“I think a couple of these sites, because of the threat of, you know, this, these laws of age gating, they've just decided to wholesale leave certain states by IP address.”
Jason Calacanis Jul 4, 2024 ▶ 1:00:43 Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
Jul 10, 2024
Disclosure
Calacanis requires his kids to match screen time hour-for-hour with creative projects
“If they want to do screen time, I tell them, great come up with a creative project and one hour of creative project. You can do one hour of TV or one hour of iPad or something. So I just do one for one with them.”
Jason Calacanis Jul 10, 2024 ▶ 1:01:09 Jonathan Haidt: How to Help the Anxious Generation | The All-In Interview
Jul 10, 2024 negative
Opinion
Calacanis: TikTok's black-box AI algorithm is more pernicious than earlier gamified social media
“So you had the gamification of Twitter and Facebook, which was likes. Retweets, follower count, Instagram, and then now it's transitioned into something even more pernicious, which is some black box on, in TikTok knows this is going to maximize the dopamine hi…”
Jason Calacanis Jul 10, 2024 ▶ 7:17 Jonathan Haidt: How to Help the Anxious Generation | The All-In Interview
Jul 12, 2024 bullish
Prediction Not checkable as stated
Calacanis predicts an AI labor arbitrage tipping point in 2025
“I think we're going to see a tipping point next year where a lot of labor arbitrage occurs.”
Jason Calacanis Jul 12, 2024 ▶ 37:49 Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
Jul 12, 2024 bullish
Prediction Held up
Calacanis predicts humanoid robots like Optimus will cost only $20,000
“I think there's going to be some incredible gains with Optimus and some of the other robots that are occurring, and those things are only going to cost 20 grand.”
Jason Calacanis Jul 12, 2024 ▶ 38:10 Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
Jul 23, 2024 negative
Opinion
Calacanis: Dropbox made a critical error building its own data centers
“Dropbox made this critical error. I don't know if you remember that Saks where they stood up their own data centers instead of, you know, they were just scared to have their data at, I guess, AWS or whatever it was.”
Jason Calacanis Jul 23, 2024 ▶ 11:17 The Besties Take Napa | All-In Special
Jul 23, 2024 bullish
Prediction Not checkable as stated
Calacanis: AI will make 3-to-5-person companies widely viable
“And so it's going to be unbelievable how many businesses become viable with just three, four or five employees.”
Jason Calacanis Jul 23, 2024 ▶ 11:27 The Besties Take Napa | All-In Special
Jul 26, 2024 negative
Opinion
Calacanis: Y Combinator bullies rivals and falsely claims exclusive founder-friendliness
“Y Combinator does circle the wagons. They do bully people. And they do put out a presentation that we are the only people in Silicon Valley who are founder friendly, you know, even though they're getting seven percent for a 125 K like we do in our accelerator,…”
Jason Calacanis Jul 26, 2024 ▶ 1:18:46 Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
Aug 16, 2024 bearish
Prediction Not checkable as stated
Calacanis: Everyone except the top 20% of workers will return to offices
“I think everybody's coming back to the office, unless you are part of the 20% of truly elite workers.”
Jason Calacanis Aug 16, 2024 ▶ 52:26 Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
Aug 16, 2024 neutral
Prediction Not checkable as stated
Calacanis: Automation will eventually eliminate cashiers, cooks, and baristas
“So the cashiers will be gone. The cooks will be gone. And eventually the baristas will be gone and it'll just be a couple of people.”
Jason Calacanis Aug 16, 2024 ▶ 44:49 Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
Aug 16, 2024 negative
Disclosure
Calacanis: I am now exclusively hiring in-person employees
“I grandfathered the existing employees, and I'm only hiring people in person now, because I feel something very big has been lost in terms of meeting with founders in person”
Jason Calacanis Aug 16, 2024 ▶ 56:09 Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
Aug 30, 2024 negative
Opinion
Calacanis: Proposed unrealized gains tax is disqualifying
“It's a line in the sand. It's disqualifying for me for sure.”
Jason Calacanis Aug 30, 2024 ▶ 1:01:35 In conversation with Reid Hoffman & Robert F. Kennedy Jr.
Sep 27, 2024 bullish
Prediction Not checkable as stated
Calacanis: AR glasses will take over a third of computing tasks
“And I bet you glasses are going to take like a third of the tasks you do.”
Jason Calacanis Sep 27, 2024 ▶ 59:08 OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
Nov 6, 2024 negative
Disclosure
Calacanis discloses he did not vote for Kamala Harris in 2024
“I told you I wasn't going to vote for Kamala, so I'll leave it at that.”
Jason Calacanis Nov 6, 2024 ▶ 1:03:44 2024 Election Night Livestream with the Besties!
Nov 8, 2024
Disclosure
Calacanis says he was offered seven figures to run for SF Mayor
“I was lobbied, I was approached, and I was given a lot of support seven figures of support to go do it.”
Jason Calacanis Nov 8, 2024 ▶ 1:30:15 Trump wins! How it happened and what's next
Nov 16, 2024 bearish
Assertion Contradicted
Calacanis: Combined 2022–2024 VC distributions total less than 2019 alone
“If you look at the distributions from 2022 through 2024, those three years combined, it's been around two hundred billion, which is less than 2019 in total. And with this year projected to be about a hundred billion in distributions, that's about 14% of the pe…”
Jason Calacanis Nov 16, 2024 ▶ 3:43 Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
Nov 16, 2024 negative
Assertion Not checkable as stated
Calacanis: Media bias is driven by self-censorship rather than direct network orders
“You're not going to have somebody at NBC or CNN or Fox come down and tell Tucker Carlson or Rachel Maddow or Anderson Cooper. Hey, you can't cover the story, but there is a bunch of self censorship that occurs.”
Jason Calacanis Nov 16, 2024 ▶ 34:18 Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
Nov 16, 2024 positive
Assertion Not checkable as stated
Calacanis: Private SaaS secondary market discounts fell from 70-90% to 20-30%
“The discount was last year, I kid you not, 70, 80, 90% off the last round for SaaS companies, and this year it's 20. We're 30.”
Jason Calacanis Nov 16, 2024 ▶ 12:05 Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
Dec 20, 2024 negative
Assertion Not checkable as stated
Calacanis: Some Twitter engineers had not committed code in six months pre-acquisition
“When we went into Twitter, nobody was coming to the office. There were people who hadn't committed, who hadn't come to the office, who hadn't committed code in six months.”
Jason Calacanis Dec 20, 2024 ▶ 47:28 DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
Dec 25, 2024
Disclosure
Sacks admits he grew annoyed co-hosting the podcast with Jason Calacanis
“I mean, to be honest, I was starting to feel really annoyed with you, Jcal, on the pod. I wasn't sure how much longer I could put up with it, to be perfectly frank, but, you know, tonight, you kind of remind me why it's fun to do this.”
David Sacks Dec 25, 2024 ▶ 1:11:43 The All-In Holiday Spectacular
Dec 25, 2024
Assertion Supported
Sacks notes Jason Calacanis was the third or fourth investor in Uber
“Third or fourth, I think, actually.”
David Sacks Dec 25, 2024 ▶ 41:04 The All-In Holiday Spectacular
Dec 25, 2024 positive
Opinion
Calacanis names Trump's post-assassination attempt fist pump the moment of 2024
“I thought the moment of the year for me was not the assassination attempt at Trump, obviously, but his reaction to it. When he got up and he pumped his fist and he said, fight, fight, fight, I think you got an idea of his character and that he wasn't going to …”
Jason Calacanis Dec 25, 2024 ▶ 1:08:04 The All-In Holiday Spectacular
Jan 4, 2025 bullish
Prediction Not checkable as stated
Calacanis predicts Tesla and Google will be 2025's biggest business winners
“My biggest business winner prediction for 2025 is Tesla and Google.”
Jason Calacanis Jan 4, 2025 ▶ 29:02 2025 Predictions: Tech, Business, Media, Politics!
Jan 11, 2025 negative
Opinion
Calacanis: Zuckerberg's free speech pivot is strictly to appease Donald Trump
“I think he is terrified of Trump and having his company broken up, and he's doing this strictly to appease Trump.”
Jason Calacanis Jan 11, 2025 ▶ 1:18:43 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan 11, 2025 positive
Disclosure
Calacanis: I flipped to supporting Trump because of his executive appointments
“This is why I've changed my position on rooting for Trump now. I was a never Trumper. Everybody knows that. But he put executives around him this time around, and I am rooting for those executives to do what's right for the American people and solve big proble…”
Jason Calacanis Jan 11, 2025 ▶ 50:04 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan 11, 2025 negative
What-if
Calacanis: Zuckerberg would have doubled down on censorship if Harris won
“But I can tell you if Kamala Harris had been voted in, he would double down on censorship instead of taking this position.”
Jason Calacanis Jan 11, 2025 ▶ 1:18:37 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan 11, 2025
Assertion Not checkable as stated
Calacanis: NBC spent $500k on an unreleased tech pilot with Chamath and Bannister
“So I had been approached and did a pilot for NBC called The accelerator and they spent like a half million dollars on this and you guys came on and it came out great.”
Jason Calacanis Jan 11, 2025 ▶ 8:22 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan 18, 2025 bullish
Opinion
Jason Calacanis: Google Gemini Deep Research outperforms multi-million-dollar consulting firm reports
“They designed it to basically be one of these, like, million dollar or five million dollar reports you pay for from these consulting firms. That MBA's right. And it does a better job. It's more accurate. It's done in five to 10 minutes.”
Jason Calacanis Jan 18, 2025 ▶ 1:30:07 Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
Jan 18, 2025 positive
Disclosure
Chamath Palihapitiya hires a Philippine executive assistant for $3,000 monthly
“Now I use Jason's service called Athena, and I have a guy that works with me in the Philippines, and it's about 3000 a month, and I can honestly tell you this guy is the single most effective administrative support I've ever had”
Chamath Palihapitiya Jan 18, 2025 ▶ 13:26 Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
Jan 18, 2025 positive
Assertion Partly supported
Jason Calacanis: NYC congestion pricing reduced Manhattan entry wait times by 50%
“Wait times to get on the island are down 50% across the board. Lincoln Tunnel down 46%. Holland Tunnel down 63%. Williamsburg Bridge down 35%.”
Jason Calacanis Jan 18, 2025 ▶ 52:21 Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
Jan 18, 2025 negative
Assertion Supported
Jason Calacanis: LA wildfire damage is estimated at $135B to $150B
“The estimates right now of damage are between a hundred and thirty five billion and a hundred fifty billion dollars. This is some of the most Expensive real estate on the planet. It's 10 times more costly than any other wildfire in history, according to report…”
Jason Calacanis Jan 18, 2025 ▶ 24:14 Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
Jan 18, 2025
Disclosure
Jason Calacanis hired a journalist to cover crime victims during Boudin's recall
“I hired a journalist to cover the victims of crime in San Francisco.”
Jason Calacanis Jan 18, 2025 ▶ 1:07:18 Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
Jan 20, 2025 negative
Disclosure
Jason Calacanis says Trump's campaign courted him while Democrats pushed him away
“I have never been more courted by a political party than Trump's. And I have never been more hated than I've been by the democratic party.”
Jason Calacanis Jan 20, 2025 ▶ 38:26 Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
Jan 20, 2025 negative
Opinion
Calacanis: Stephen Miller's rhetoric seems xenophobic and a bit racist
“I watched his entire speech and the way he speaks. Seems incredibly xenophobic and a bit racist to me.”
Jason Calacanis Jan 20, 2025 ▶ 1:39:40 Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
Jan 20, 2025 negative
Opinion
Jason Calacanis criticizes Democratic Party's stance on entrepreneurs and 2024 primary
“I'll just leave it at that, that you didn't have a speed run primary, that Biden was put up when he was clearly in cognitive decline, and I'm absolutely disgusted by the Democratic Party's hatred of successful entrepreneurs in this country.”
Jason Calacanis Jan 20, 2025 ▶ 34:35 Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
Jan 20, 2025 positive
Opinion
Calacanis advocates for a sophisticated investor test for crypto retail buyers
“I think there should be a sophisticated investor test where people learn About things like diversification. They learn who owns 80% of the coins that have just been dumped on retail, and under what circumstance they can sell them.”
Jason Calacanis Jan 20, 2025 ▶ 19:08 Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
Jan 20, 2025 neutral
Assertion Not checkable as stated
Calacanis: Tech return-to-office mandates typically yield 20% worker attrition
“I mean, in the, I would say, in the tech industry, you would expect 20%.”
Jason Calacanis Jan 20, 2025 ▶ 17:03 All-In Inauguration Day Livestream with the Besties from Washington, DC!
Jan 20, 2025
Assertion Supported
Calacanis says Google co-founder Sergey Brin attended Trump inaugural events
“I saw Sergei last night. Sergei's here. You know, they'll, they'll have Sergei here.”
Jason Calacanis Jan 20, 2025 ▶ 59:26 All-In Inauguration Day Livestream with the Besties from Washington, DC!
Jan 20, 2025 positive
Disclosure
Calacanis: Uses low-dose Mounjaro for weight maintenance
“No, I wound up with Monjarno, and I take a very low dose now just to maintain”
Jason Calacanis Jan 20, 2025 ▶ 32:09 All-In Inauguration Day Livestream with the Besties from Washington, DC!
Jan 25, 2025
Assertion Partly supported
Calacanis: 6,500 of Biden's 8,000 pardons were for marijuana offenses
“6500 people of those 8000 seemed to be convicted of marijuana possession possession or distribution.”
Jason Calacanis Jan 25, 2025 ▶ 1:08:10 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
Jan 25, 2025 positive
Insight
Calacanis: US must build more nuclear power plants to win AI race
“There's only one way for us to win, and that's to build new, more nuclear power plants”
Jason Calacanis Jan 25, 2025 ▶ 1:49:51 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
Feb 22, 2025 negative
Opinion
Calacanis: Javier Milei is an absolute failure and his leadership is abhorrent
“And the way you should judge people, I think, is what they do when they're given a lot of power and what they do when they make mistakes. Millet is a failure on all of those fronts. It's absolutely abhorrent.”
Jason Calacanis Feb 22, 2025 ▶ 53:48 The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
Mar 1, 2025 positive
Opinion
Calacanis calls Trump's $5M Gold Card proposal 'one of the greatest ever'
“All I have to say is this is one of the greatest proposals ever. And. Oh, it's great. It's fan fricking tastic combined with Doge.”
Jason Calacanis Mar 1, 2025 ▶ 55:57 Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
Mar 1, 2025
Disclosure
Calacanis: 1,500 subscribers paid $3/month for X reply access
“I put it on subscription, and I said, if you want a reply, it's three dollars a month now. 1500 lunatics signed up, so.”
Jason Calacanis Mar 1, 2025 ▶ 0:58 Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
Mar 1, 2025 bullish
Prediction Not checkable as stated
Calacanis: Stripe could generate $10B-$20B profit via stablecoins in 5 years
“I do think Stripe's main business could be, if we're sitting here in five years, Chamath, could be sitting on three hundred billion dollars and getting whatever it is, three, four or five percent on some coupon, right? They could be making 10, twenty billion d…”
Jason Calacanis Mar 1, 2025 ▶ 27:39 Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
Mar 1, 2025
Prediction Didn’t hold up
Calacanis: Big tech companies will buy thousands of $5M Gold Cards
“I gotta tell you, I think out of the gate, Apple, Meta, Microsoft buy, you know, one to 10,000 of these.”
Jason Calacanis Mar 1, 2025 ▶ 51:28 Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
Mar 8, 2025
Disclosure
David Sacks divested from Jason Calacanis's fund over crypto holdings
“You were one of the funds I divested from, not because you're a crypto fund, but because you might have a crypto position.”
David Sacks Mar 8, 2025 ▶ 1:53:42 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 15, 2025 neutral
Prediction Held up
Calacanis: Trump will enact tariffs rather than just using them as negotiation
“I actually think people are starting to realize he's gonna do something here with these tariffs. They're not just a negotiating position.”
Jason Calacanis Mar 15, 2025 ▶ 28:44 Fixing the American Dream with Andrew Schulz
Mar 15, 2025 negative
Assertion Not checkable as stated
Jason Calacanis: Corporate leaders are bribing Donald Trump via inauguration donations
“People are bribing Trump, giving him a million dollars to the inauguration to get close to him, to go to Mar-a-Lago, and it looks really bad.”
Jason Calacanis Mar 15, 2025 ▶ 29:29 Fixing the American Dream with Andrew Schulz
Mar 19, 2025 neutral
Prediction Not checkable as stated
Calacanis: Benefits of DOGE cuts will take 9 to 15 months to appear
“Everyone sees the cuts, but they don't see the benefits. And that's nine months, 12 months, 15 months down the road.”
Jason Calacanis Mar 19, 2025 ▶ 44:42 The Shocking Truth About DC Spending & Corruption - Scott Bessent
Mar 20, 2025 bullish
Prediction Open · timeframe Mar 2030
Calacanis predicts a financing industry will emerge around Trump residency cards
“I predict they'll, just like in the medallion industry for taxi cabs, there'll be a financing industry that'll build up around these gold cards or these trump cards.”
Jason Calacanis Mar 20, 2025 ▶ 1:31:55 Howard Lutnick | All-In DC
Mar 29, 2025 neutral
Opinion
Calacanis: The Trump administration is actually a moderate Democratic administration
“I don't even consider this like a Trump administration now. I consider this a Democratic moderate administration. Everybody around Trump now is a Democrat.”
Jason Calacanis Mar 29, 2025 ▶ 52:04 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Mar 29, 2025 bearish
Prediction Not checkable as stated
Calacanis: Trump administration will lose midterms over due process violations
“This is why they, I predict, this is why they will lose the midterms if they continue to do this type of stuff.”
Jason Calacanis Mar 29, 2025 ▶ 1:20:14 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Apr 3, 2025
Assertion Not checkable as stated
Calacanis says he helped Sam Harris start his podcast
“I remember I had him on my podcast, and he said, what's podcasting? And I explained it to him, and he said, well, how do I do it? And I said, well, you get two microphones and a guest. And he's like, then what? I'm like, well, then we hit the record button, an…”
Jason Calacanis Apr 3, 2025 ▶ 48:48 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025
Assertion Not checkable as stated
Calacanis: This Week in Startups generates millions and employs nine people
“On my other pod, it makes millions of dollars in ads this week in startups, and it, that helps me have a team of nine people.”
Jason Calacanis Apr 3, 2025 ▶ 20:34 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025 positive
Insight
Calacanis: Creators should focus on content until advertisers contact them directly
“I think it's better to just focus on the content until you hit, to Chris's point, the reach that is necessary to have people calling you on the phone.”
Jason Calacanis Apr 3, 2025 ▶ 1:04:10 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025 negative
Opinion
Calacanis: $800 online courses provide more job value than college degrees
“People go to school, they go 50,250 thousand dollars in debt, and then what I hear from young people all the time is they go take a course afterwards, and that course for 800 dollars does more from them in the marketplace and getting jobs than the degree did”
Jason Calacanis Apr 3, 2025 ▶ 1:36:03 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025 bullish
Opinion
Calacanis: Everyone should allocate a low single-digit percentage to Bitcoin
“We own a decent amount of Bitcoin, and, ah, I think everybody should own, like, a low single digit percentage. It's not an investment price. I think, like, a low single digit in Bitcoin, if you lose it, so be it. If it a hundred X's from here, anything's possi…”
Jason Calacanis Apr 3, 2025 ▶ 10:06 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025 negative
Insight
Calacanis: Ad rep agencies are a bad business because successful creators leave
“The rep firms, it's a terrible business because if you do your job, and you actually do make money, and the creator does break out, then they will leave you”
Jason Calacanis Apr 3, 2025 ▶ 1:04:31 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025
Assertion Not checkable as stated
Calacanis spent $900,000 on the All-In Summit Barbie party
“I spent 900,000 on the Barbie party on the pier.”
Jason Calacanis Apr 3, 2025 ▶ 20:46 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025 positive
Opinion
Calacanis: Clinical psychedelic sessions accomplish more than 100 psychotherapy sessions
“What can't be done in a hundred sessions of psychotherapy can get processed in two or three of these sessions.”
Jason Calacanis Apr 3, 2025 ▶ 1:26:47 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025 bullish
Prediction Not checkable as stated
Calacanis: Real-time live streams represent the next major media opportunity
“The next great opportunity will be somebody who just is sitting there and has the ability to go live at any time.”
Jason Calacanis Apr 3, 2025 ▶ 1:11:36 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 4, 2025 negative
Assertion Partly supported
Calacanis: Heritage Foundation found 2,400 illegal voting cases in 40-50 years
“They found, like, 2400 cases over 40 or 50 years. The number of people voting illegally is minuscule.”
Jason Calacanis Apr 4, 2025 ▶ 33:25 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 neutral
Assertion Supported
Calacanis: Heritage Foundation recorded only 24 non-citizen voting cases since 2003
“There's only been 24 cases since 2003 of Somebody who's a non-citizen trying to vote.”
Jason Calacanis Apr 4, 2025 ▶ 15:20 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 4, 2025 neutral
Assertion Supported
Calacanis: 15 US states currently do not require voter ID
“It's 15 states now are the ones that don't have voter ID.”
Jason Calacanis Apr 4, 2025 ▶ 32:53 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 19, 2025 negative
Opinion
Calacanis: Stripping Harvard's tax-exempt status would be insane
“They now want to take away the White House The tax exempt status of Harvard, which would be absolutely insane.”
Jason Calacanis Apr 19, 2025 ▶ 29:41 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
May 3, 2025 positive
Disclosure
Calacanis: Launch built AI agent processing 20,000 startup applications yearly
“We have 20,000 applications a year, and we have updates coming in from investments. We are now taking those sacks, Aaron, and we are having an agent sort them and then look for competitors and compare them to the last update. And we're looking into our notion,…”
Jason Calacanis May 3, 2025 ▶ 1:07:10 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
May 31, 2025 bullish
Assertion Not checkable as stated
Calacanis: Startups are regularly achieving $1 million in revenue per employee
“Now we're regularly seeing startups hit a million dollars in revenue per employee, something that was rarefied air previously, which then speaks to your point, Freeberg, that there'll be more abundance.”
Jason Calacanis May 31, 2025 ▶ 32:53 AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
Jun 13, 2025 negative
Opinion
Calacanis: Trump is making a mistake on federal spending bill
“I think Trump is making a mistake with BBB. I think he should push back on it harder.”
Jason Calacanis Jun 13, 2025 ▶ 1:27:04 Tucker Carlson: ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, War with Iran?
Jun 21, 2025 neutral
Prediction Open · timeframe Jun 2030
Calacanis predicts Microsoft's headcount will stay flat near 225,000 to 250,000
“I think they'll have just about two 50 plus or -10%. I don't think if I could pick push as the answer, I would pick push, which is they're going to get 10% better every year with AI, 20% more efficient. Therefore, they don't need to add people, but I also don'…”
Jason Calacanis Jun 21, 2025 ▶ 1:31:44 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Jun 28, 2025
Prediction Open · timeframe Jun 2028
Calacanis predicts AI models will require publisher subscription authentication for search outputs
“And then ChatGPT and the New York Times should do a deal, and I predict they will do this, or with another language model that's smart enough to do it, where when you go to ChatGPT and you do a search from the New York Times, you say, what does the New York Ti…”
Jason Calacanis Jun 28, 2025 ▶ 1:42:40 12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
Jun 28, 2025
Disclosure
Calacanis: Microsoft paid $2,500 to license his book 'Angel' for AI training
“Harper's Business did a deal, or Harper's, with Microsoft, and I got paid 2500 bucks to license Angel for their model, so there are also legal routes occurring.”
Jason Calacanis Jun 28, 2025 ▶ 1:33:48 12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
Aug 1, 2025 neutral
Prediction Not checkable as stated
Calacanis: Trump term will focus on AI, crypto, immigration, tariffs
“This presidency, this term is going to be earmarked, I think, by four key initiatives, AI, crypto, immigration, and tariffs. I think that feels like what they're locking into as what's important for the next three and a half years.”
Jason Calacanis Aug 1, 2025 ▶ 12:15 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
Aug 1, 2025 positive
Opinion
Calacanis: AI image customisation mockups qualify as editorial fair use
“This is fair use. This is fair use. This is a perfect example of fair use for editorial.”
Jason Calacanis Aug 1, 2025 ▶ 38:38 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
Aug 1, 2025 neutral
Prediction Open · timeframe Aug 2027
Calacanis: Major AI copyright lawsuits will settle in 1-2 years
“Because there's some major lawsuits here. They're going to get settled in the next year or two.”
Jason Calacanis Aug 1, 2025 ▶ 40:03 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
Aug 1, 2025 bullish
Prediction Not checkable as stated
Calacanis: Publisher AI content licensing deal values will rise
“I will guarantee that this will be the beginning of the deals and the deals will go up from here.”
Jason Calacanis Aug 1, 2025 ▶ 43:50 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
Aug 1, 2025 positive
Disclosure
Calacanis: Portfolio startup pivoted to a prayer app and saw explosive growth
“One of the startups we did was doing a learning app and they were struggling and they just made a prayer app and their prayer app went parabolic and now they're just like printing money.”
Jason Calacanis Aug 1, 2025 ▶ 23:35 Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
Aug 9, 2025 bullish
Prediction Open · timeframe Aug 2030
Calacanis: $1T-$2T will be deployed into data centers in 5 years
“We are now seeing hundreds of billions, low hundreds of billions per year being deployed, and we'll see a trillion or two deployed, I think, in the next five years on data centers and this”
Jason Calacanis Aug 9, 2025 ▶ 18:46 OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
Aug 15, 2025 negative
Assertion Not checkable as stated
Calacanis: Multi-decade accreditation and regulation block entrepreneurs from competing in education
“Entrepreneurs don't go after this because the accreditation process is decades long. It's impossible to do because of regulation.”
Jason Calacanis Aug 15, 2025 ▶ 46:50 AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
Aug 21, 2025 positive
Assertion Partly supported
Calacanis: Global democracy indexes rank Ukraine far higher than Russia
“If you were to look at any of the ratings of democracies in the world, Russia would be amongst the lowest scores. And the Ukraine would be in the high middle scores compared to the truly free countries.”
Jason Calacanis Aug 21, 2025 ▶ 51:06 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Aug 21, 2025 neutral
Assertion Not checkable as stated
Calacanis: 80% to 95% of social media employees are Democrats
“If you just look at the percentage of people who are Democrats at those companies, it's like 80, 90, 95%.”
Jason Calacanis Aug 21, 2025 ▶ 8:52 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Aug 22, 2025 positive
Assertion Not checkable as stated
Calacanis: AI makes sales development reps 10 times more effective
“We're seeing on the field that maybe the salespeople aren't being replaced by AI, but the SDRs are becoming 10 times, like literally 10 times more effective at finding the next lead. At organizing leads and targets.”
Jason Calacanis Aug 22, 2025 ▶ 26:23 AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
Aug 29, 2025 positive
Disclosure
Calacanis: Founder University expanding to Riyadh in November with Sanabil
“We just sort of soft launched that we're going to be bringing Founder University. It's one of the things I do in my day job is invest in startups. So we created this Founder University. We do it here in the United States. But we had a lot of interest to bring …”
Jason Calacanis Aug 29, 2025 ▶ 7:57 Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
Sep 4, 2025 negative
Assertion Supported
Calacanis: 446 large corporate bankruptcies filed in first 7 months of 2025
“We're at 446 large bankruptcies seven months into 2025, which would put us on track for the most since 2010.”
Jason Calacanis Sep 4, 2025 ▶ 0:41 Why Are So Many Companies Going Bankrupt In 2025? - David Friedberg
Sep 7, 2025 neutral
What-if
Calacanis: Tech leaders would have also accepted a Biden White House invitation
“If you had invited this group of people, if you were Biden or Kamala, and you invited this group of people to come to the White House, they would have come as well.”
Jason Calacanis Sep 7, 2025 ▶ 23:33 Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
Sep 7, 2025 positive
Assertion Partly supported
Calacanis: 70% of top 50 global companies by market cap are American
“70% of the top 50 companies in the world by market cap are American companies.”
Jason Calacanis Sep 7, 2025 ▶ 25:03 Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
Sep 7, 2025 neutral
Assertion Not checkable as stated
Calacanis: 19 of 29 White House tech dinner attendees are lifelong Democrats
“I think about 19 of them are lifelong Democrats who have switched to this party”
Jason Calacanis Sep 7, 2025 ▶ 23:20 Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
Sep 15, 2025 positive
Disclosure
Calacanis: Invested in Robinhood at a $20M valuation before launch
“It was a twenty million dollar valuation, but it's a good story, I think, because you hadn't launched, and we're at Antonio's Nuthouse.”
Jason Calacanis Sep 15, 2025 ▶ 1:20 Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future
Sep 15, 2025 bullish
Prediction Not checkable as stated
Calacanis: Robinhood has 20x upside remaining
“I think you've got 20 X left to go, but”
Jason Calacanis Sep 15, 2025 ▶ 1:14 Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future
Sep 19, 2025 negative
What-if
Calacanis: Trump administration pressure caused late-night show cancellations
“I think they would have let both of their contracts run out, renegotiate them for smaller dollar amounts, and reset the economics of those shows, if not for the pressure put on them by the 47th administration.”
Jason Calacanis Sep 19, 2025 ▶ 43:08 Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
Sep 19, 2025 positive
Assertion Not checkable as stated
Calacanis: Nothing in Charlie Kirk's videos justified political violence
“There was nothing I saw in there that could even come close to justifying anything that would be anywhere near violence.”
Jason Calacanis Sep 19, 2025 ▶ 1:20:29 Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
Oct 6, 2025 bullish
Assertion Not checkable as stated
Calacanis: Private secondary market activity is coming back in a major way
“The good news is I will say the last year we've seen a lot more activity for shares of our companies. That are still private. So the secondary market, Friedberg is coming back in a major way”
Jason Calacanis Oct 6, 2025 ▶ 4:39 The Next Bubble Is Already Here - Chamath Palihapitiya
Oct 9, 2025 positive
Assertion Supported
Sam Altman and Jason Calacanis sourced Stripe and Uber for Sequoia
“You helped us with the investment in Uber. Sam Altman was in that group as well. He helped with an investment in a little company called Stripe.”
Roelof Botha Oct 9, 2025 ▶ 2:51 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 10, 2025 bullish
Disclosure
Calacanis says he paid under a penny per share for Robinhood stock
“I paid less than a penny for my shares, but yes, it went from 13 to one 50.”
Jason Calacanis Oct 10, 2025 ▶ 0:59 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Oct 10, 2025 neutral
Prediction Held up
Calacanis: One-third of US deportations will be self-deportations
“I think we'll see that in the statistics, that of the three or 400,000 people we wind up deporting, Probably a third of them are going to be people who self-deported”
Jason Calacanis Oct 10, 2025 ▶ 39:36 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Oct 10, 2025 positive
Assertion Not checkable as stated
Calacanis: Trump administration insiders credit All-In Podcast for victory
“I've heard from people in and around the administration. They believe that that was a key part in their success this time.”
Jason Calacanis Oct 10, 2025 ▶ 41:30 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Oct 18, 2025 bearish
Prediction Not checkable as stated
Calacanis: Driving, delivery, and warehouse jobs will inevitably be automated away
“If you think about the average American citizen, you know, they have somebody in their family who drives for Uber or DoorDash, they have truck drivers, they have Amazon factory workers, and all those jobs are going away. It's just a matter of when.”
Jason Calacanis Oct 18, 2025 ▶ 57:32 Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
Oct 30, 2025 negative
Opinion
Buttigieg says NYC and California tax proposals go further than he would
“I don't know the details of the state and local proposals you just mentioned, but those sound on their face like they're further than I would go.”
Pete Buttigieg Oct 30, 2025 ▶ 7:53 Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
Oct 31, 2025 negative
Assertion Not checkable as stated
Calacanis claims Twitter paid for unused SaaS software for two years
“There was a list of SaaS software we went through, and none of it was being used. Some of it had never been installed, and they had been paying for it for two years.”
Jason Calacanis Oct 31, 2025 ▶ 31:51 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Nov 7, 2025
Assertion Partly supported
Unemployment for Americans aged 20 to 24 is at 9.2%, Calacanis says
“And if you look at people who are aged 20 to 24, they're at 9.2% unemployment and it is spiking.”
Jason Calacanis Nov 7, 2025 ▶ 47:08 Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
Nov 14, 2025 positive
Opinion
Calacanis: US government should auction half of all H-1B visas
“And the brilliant thing to do is to take the 100,000 and make it an auction. I would auction off half of these to the highest bidder.”
Jason Calacanis Nov 14, 2025 ▶ 40:46 Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
Nov 22, 2025 positive
Opinion
Calacanis: Reid Hoffman only met Jeffrey Epstein to raise funds
“I just don't see a world in which Reed was involved in shenanigans. I'll be totally honest. I think he was just trying to raise money.”
Jason Calacanis Nov 22, 2025 ▶ 13:38 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
Nov 22, 2025 bullish
Disclosure
Calacanis: First LAUNCH fund has achieved a 5x to 6x return
“That first fund is like five, six X now.”
Jason Calacanis Nov 22, 2025 ▶ 42:34 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
Nov 22, 2025
Prediction Not checkable as stated
Calacanis predicts Epstein release will reveal involvement of an intelligence agency
“We're gonna find out that some intelligence agency was somehow involved in this, and that's why it's being covered up, and that's why it's so toxic.”
Jason Calacanis Nov 22, 2025 ▶ 11:56 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
Nov 26, 2025
Disclosure
Jason Calacanis declined Molly Bloom's poker invite over $50,000 stakes
“I remember you invited me and you said, Toby's gonna be there, Leo's gonna be there, whatever, and they'd love to see you, and I said, they would love to see me lose 50,000 dollars. There's no way I'm going to this game, because I was playing in a five 10 game”
Jason Calacanis Nov 26, 2025 ▶ 2:55 Molly's Game Uncensored: Mob Threats, FBI Raid & 100M Pots... And Still Won
Nov 29, 2025
Assertion Partly supported
Calacanis: Fans crowdfunded $2,000 to replace Phil Hellmuth's fraying tracksuit
“Help fund a new tracksuit for Phil Humming that I took a picture of his fraying, you know, classic Adidas tracksuit, and instantly, 2000 dollars comes in from the poker community. Wow. 50 different people were like, absolutely, that tracksuit smells.”
Jason Calacanis Nov 29, 2025 ▶ 9:08 Live Poker Match!: The Besties Vs. Phil Hellmuth, Alan Keating, and Jason Koon
Dec 6, 2025 bearish
Prediction Held up
Calacanis: OpenAI market share will fall below 50 percent within two years
“So I think what we're going to see here, if we're sitting here, I don't know, next year, they're going to be in the next 12 to 24 months under 50%.”
Jason Calacanis Dec 6, 2025 ▶ 12:41 OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
Dec 13, 2025 bearish
Prediction Open · timeframe Dec 2030
Calacanis: AI will eliminate millions of entry-level jobs within five years
“We will have massive job displacement. Destruction, whatever term you prefer in entry level jobs already happening in, you know, what I'll call chores like dishes and driving cars, entry level jobs. Those are going away and they're going to go away in the mill…”
Jason Calacanis Dec 13, 2025 ▶ 57:20 Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
Dec 13, 2025
Prediction Not checkable as stated
Calacanis: President Trump will soon issue an executive order on AI
“In China, they're proposing, and Saxon President Trump, the amazing President Trump, will be doing an AI national edict soon, I believe, or an executive order.”
Jason Calacanis Dec 13, 2025 ▶ 54:30 Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
Dec 19, 2025 neutral
Assertion Supported
Calacanis: Uber bought a data labeling firm for driver transition
“They bought a data labeling company and they're taking the drivers and saying, hey, you want to do some data labeling over here and actually creating AI jobs for them.”
Jason Calacanis Dec 19, 2025 ▶ 31:38 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
Jan 10, 2026 bullish
Prediction Open · timeframe Dec 2026
Calacanis: At least two major tech unicorns will file IPOs in 2026
“Anticipate one of the following two will file. SpaceX, Android, Stripe, Anthropic, and OpenAI. I think two of those file, and it is going to be gangbusters.”
Jason Calacanis Jan 10, 2026 ▶ 1:20:27 All-In's 2026 Predictions
Jan 10, 2026 bearish
Prediction Open · timeframe Dec 2026
Calacanis: US dollar will perform poorly in 2026 due to growing national debt
“I went with the U.S. Dollar in different permutations of how you can buy it because our debt continues to grow unabated and, you know. I just think it's gonna be hard for, you know, the USD because we're talking about, we've been adding, I think we're gonna ad…”
Jason Calacanis Jan 10, 2026 ▶ 1:11:53 All-In's 2026 Predictions
Jan 23, 2026 positive
Assertion Not checkable as stated
Calacanis: AI deep research yields 5x human output in under 10 minutes
“And when I tell you they would ask for 48 hours to do a dossier, that was 20% of what this does in under 10 minutes.”
Jason Calacanis Jan 23, 2026 ▶ 44:17 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 positive
Disclosure
Calacanis: AI tools replaced human assistants for podcast guest research
“Now it's 16 hours to I don't need them. Literally don't need them to do this work.”
Jason Calacanis Jan 23, 2026 ▶ 44:36 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 24, 2026 negative
Assertion Not checkable as stated
Calacanis: Twitter was paying for software subscriptions that were never used
“And, so we sit there and we're like, yeah, cancel the cards. Immediately, I get three back channels from software companies who are like, hey I know you're helping Elon. I saw a story in the New York Times. Our bill stopped getting paid. Can we come in? And I'…”
Jason Calacanis Jan 24, 2026 ▶ 47:05 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
Jan 24, 2026 negative
Disclosure
Calacanis: Government sales cycles force VCs to invest direct-to-consumer
“The, Only investments we've ever made in those spaces are ones that go direct to consumer, because we know going through the government, there's just not enough runway for those companies to get to the other side.”
Jason Calacanis Jan 24, 2026 ▶ 29:09 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
Feb 7, 2026 bullish
Prediction Held up
Calacanis: Combined SpaceX and xAI will IPO this year
“Now those two become part of SpaceX and they're going to IPO this year, potentially the biggest IPO in history in terms of money raised and market cap.”
Jason Calacanis Feb 7, 2026 ▶ 1:01:14 Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
Feb 7, 2026 negative
Opinion
Calacanis: OpenClaw software is too dangerous for a company to release
“It is incredibly dangerous. And so I don't know exactly where to go with this other than this software is too dangerous for a company to release, and then this multbook may be a fake.”
Jason Calacanis Feb 7, 2026 ▶ 37:25 Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
Feb 7, 2026
Disclosure
Calacanis: Team uses recursive AI bots to optimize YouTube headlines
“We are doing it internally Saks. Like we have a bot that is going and saying, go search Reddit X, Message boards, hacker news, and find out what the latest way to do headlines and marketing of YouTube videos is, and then incorporate that into a skill, then sav…”
Jason Calacanis Feb 7, 2026 ▶ 39:59 Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
Feb 13, 2026 bullish
Assertion Not checkable as stated
Calacanis: Every startup in his network is hiring AI agent managers
“Every startup I know is hiring for this position, which is somebody who knows how to build and manage agents.”
Jason Calacanis Feb 13, 2026 ▶ 4:27 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
Feb 13, 2026 bullish
Disclosure
Calacanis: AI agent managers yield 10x to 20x leverage at his firm
“And right now it feels like the people in my organization have four of them who are focused on this out of 20. I would say that their leverage is between 10 and 20 x the other 16.”
Jason Calacanis Feb 13, 2026 ▶ 4:51 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
Feb 13, 2026 bullish
Disclosure
Calacanis commits to investing in 10 to 20 OpenClaw startups
“I'm investing in. 10 startups in open claw space, a 125 K each to come to the accelerator. If you're doing work on this, openclaw at launch.co, email me what you're doing, because we want to invest in at least a 10 or 20 of these companies right now.”
Jason Calacanis Feb 13, 2026 ▶ 14:21 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
Feb 13, 2026 negative
Disclosure
Calacanis: AI agent workloads hit $300 daily per agent on Claude API
“We, with our agents hit 300 dollars a day per agent. Using the Claude API, like instantly, and that was like doing maybe 10 or 20%.”
Jason Calacanis Feb 13, 2026 ▶ 17:50 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
Feb 13, 2026
Assertion Supported
Calacanis: Construction and hospitality employ 2.5M undocumented workers in US
“The top two areas where illegal aliens are working in the United States. Most people don't know this construction number one, and the second one is leisure and hospitality. So you got two and a half million people working in those two categories”
Jason Calacanis Feb 13, 2026 ▶ 57:06 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
Feb 20, 2026 neutral
Assertion Supported
Sacks: Epstein asked Jason Calacanis for intros to Bitcoin founders in 2011
“What happened was that Jason hosted an episode of This Week in Startups, roughly, I think, in 2011 with a couple of the Bitcoin core founders, and then Epstein reached out to him for an introduction to those people.”
David Sacks Feb 20, 2026 ▶ 4:14 Epstein Deep Dive: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
Feb 28, 2026 bullish
Assertion Not checkable as stated
Calacanis: AI data center water depletion concerns are a total hoax
“The water thing is a total hoax. Like the water is recirculated. That's a hoax.”
Jason Calacanis Feb 28, 2026 ▶ 46:31 Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
Feb 28, 2026 bearish
Prediction Open · timeframe Nov 2026
Calacanis predicts Donald Trump will lose the midterms
“I think Trump's gonna lose the midterms, and we're gonna get to more chaos again, and it, we might as well start this reconciliation process of these two sides stopping their law for against each other and working together for the American people on the import…”
Jason Calacanis Feb 28, 2026 ▶ 1:17:19 Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
Mar 11, 2026
Assertion Supported
Calacanis claims 45 percent of young men report having wagering problems
“Young men, 18 to 30, 45% report that they've had a problem with wagering gambling and 10% meet the addiction criteria. A third have placed a bet.”
Jason Calacanis Mar 11, 2026 ▶ 56:47 They're Opening the Stock Market to Everyone. Here's What That Actually Means
Mar 13, 2026 negative
Insight
Calacanis: Big company management resists AI to protect headcount and jobs
“Management in big companies will resist it because it means lowering headcount, and it means the person who implements it might actually implement themselves out of a job.”
Jason Calacanis Mar 13, 2026 ▶ 43:05 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Mar 13, 2026 bullish
Disclosure
Calacanis: Open source AI models account for 85% of token usage
“All of these open source models, we started running them, picking up about 85% of our tokens right now.”
Jason Calacanis Mar 13, 2026 ▶ 1:05:19 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Mar 23, 2026 bullish
Assertion Not checkable as stated
Calacanis: Local open-source models deliver about 80% of frontier performance for free
“I have started running Kimmy 2.5 on a Mac studio. It's not as good as Claude or Gemini or Grok, but you can probably do about 80% there for free.”
Jason Calacanis Mar 23, 2026 ▶ 38:54 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 27, 2026 positive
Disclosure
Calacanis: Vibe-coded a 15-year-old project in a single weekend
“I literally vibe coded it and the Chrome extension this past week. And I was like, okay, I've been sitting on this domain and project for like, 15 years, and I did it in a weekend.”
Jason Calacanis Mar 27, 2026 ▶ 48:41 Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Mar 27, 2026 neutral
Assertion Not checkable as stated
Calacanis: 90% of top AI PhDs are left-leaning
“Yeah, and it's a strategic advantage because probably of those 3000 PhDs, 90% of them are left-leaning and wouldn't want to work.”
Jason Calacanis Mar 27, 2026 ▶ 8:18 Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Apr 3, 2026 bullish
Disclosure
Calacanis: I invested $500k to $600k in Bittensor
“I might be five or 600,000 dollars, a tiny bet.”
Jason Calacanis Apr 3, 2026 ▶ 1:18:10 SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
Apr 10, 2026 neutral
Assertion Not checkable as stated
Calacanis: AI tools increased deployed code volume by 10x to 100x
“The most important thing that people haven't talked about here is the amount of code being pushed right now because of these tools is 10 X, a hundred X in most organizations.”
Jason Calacanis Apr 10, 2026 ▶ 22:13 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Apr 17, 2026 positive
Assertion Supported
Calacanis states Austin housing prices dropped despite net migration increasing
“In Austin, three years in a row, rents and housing prices have gone down while net migration has gone up.”
Jason Calacanis Apr 17, 2026 ▶ 6:16 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
May 1, 2026 negative
Assertion Supported
Calacanis: AI agent on Cursor wiped Pocket OS live database and backups
“He was using Opus 4.6 through Cursor's AI platform, their coding platform. And You know, which is like the most expensive tier. And he said he configured it with enough safety rules, but the agent was working on a routine task. They saw some sort of credential…”
Jason Calacanis May 1, 2026 ▶ 53:01 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 15, 2026 positive
Insight
Calacanis: Employees running local AI models on advanced hardware are 10x more valuable
“And if you have employees on this level of hardware running these models local, like I have started to do, they become 10 times more valuable than the employees not running it.”
Jason Calacanis May 15, 2026 ▶ 55:14 Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
May 15, 2026 bullish
Prediction Not checkable as stated
Calacanis: The future of AI is local models on desktop hardware
“I think the future of this is going to be local models running on extraordinary desktop hardware.”
Jason Calacanis May 15, 2026 ▶ 55:08 Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
May 29, 2026 neutral
Disclosure
Calacanis: 80% of VC associate applicants chose vibe coding over memo writing
“I think like maybe 80% of the students applying and we had four or 500 people apply for six positions. 80% of them did the vibe coding, and I was shocked.”
Jason Calacanis May 29, 2026 ▶ 7:41 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
May 29, 2026 bearish
Prediction Not checkable as stated
Calacanis predicts low millions of job losses over next couple years
“We're gonna go through, you know, low millions of jobs being lost or being retired and transitioned out over this next couple of years.”
Jason Calacanis May 29, 2026 ▶ 1:32:05 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
May 29, 2026
Prediction Open · timeframe May 2036
Calacanis: All cab, truck, and package sorting jobs eliminated within 10 years
“Every cab driver's losing their job. Every truck driver's losing their job in the next 10 years. Anybody sorting packages is losing a job.”
Jason Calacanis May 29, 2026 ▶ 1:12:11 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
Jun 7, 2026 positive
Prediction Open · timeframe Jun 2031
Calacanis: SEC will introduce a sophisticated investor test for private markets
“And they're going to have a sophisticated investor test, something I've been talking about for a long time that would really democratize the way Invest America has Access.”
Jason Calacanis Jun 7, 2026 ▶ 25:08 Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
Jun 7, 2026 positive
Disclosure
Calacanis: Launch sells secondary shares alongside founders at $500M valuations
“We are now pari pursue selling into every chance we get because our average investment is at 10 to twenty million dollar valuations. When they hit five hundred million, I tell the founder, you're going to start selling at five hundred million. I'm going to sel…”
Jason Calacanis Jun 7, 2026 ▶ 18:45 Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
Jun 8, 2026
Disclosure
Calacanis: Cut SaaS spending 90% using Claude and Slack integrations
“We had an instance with a SAS product with 20 seats. Nobody was logging in and using it, but the data was there. So we created like three accounts, got rid of 17, connected it to Slack, connected it to Claude. And now everybody can interface it through a natur…”
Jason Calacanis Jun 8, 2026 ▶ 7:48 Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
Jun 13, 2026 positive
Assertion Not checkable as stated
Calacanis: 80 to 90 percent of top AI talent agrees with Dario Amodei
“90% of AI researchers and the most talented people in this industry, 80, 90% of them think exactly like Daria.”
Jason Calacanis Jun 13, 2026 ▶ 22:37 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Jun 13, 2026 negative
Assertion Not checkable as stated
Calacanis: No major election has been swung by election fraud
“And I don't think that there has been an election, a major election that has been swung by election fraud.”
Jason Calacanis Jun 13, 2026 ▶ 1:28:10 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Jun 13, 2026 bullish
Disclosure
Calacanis commits to seed-investing in new open-source frontier AI companies
“And if anybody wants to create an open source frontier model company, I'll seed invest in it.”
Jason Calacanis Jun 13, 2026 ▶ 36:35 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Jun 29, 2026 neutral
Assertion Supported
Jason Calacanis: Heritage Foundation data shows voter fraud cannot flip elections
“They have a lot of people trying to figure out where fraud exists, investigating it, and it's de minimis. It's a couple of thousands of cases they can find. So even if you extrapolated them, 10 X or 20 X, pick your multiple, it would never swing a major electi…”
Jason Calacanis Jun 29, 2026 ▶ 18:50 Nate Silver Predicts: Democrats Take the House, Newsom Is Fading, President AOC?!
Jul 3, 2026 positive
Insight
Calacanis defines intelligence sovereignty as preventing AI from dictating human thought
“The intelligent sovereignty is different than privacy. Privacy is, oh, you can't see my photos, you can't peek into my notes app and what I wrote there in my journal. Intelligent sovereignty is, you can't tell me what to think. You can't use your AI to analyze…”
Jason Calacanis Jul 3, 2026 ▶ 3:10 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
Jul 10, 2026 positive
Disclosure
Calacanis: Portfolio startups now create launch videos in two weeks
“I've seen with a lot of the startups I'm investing in now, They'll just spend a week or two working with you know, a director to make a launch video.”
Jason Calacanis Jul 10, 2026 ▶ 51:27 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 positive
Insight
Calacanis: Unlimited tokens in AI models enable unlimited reasoning
“Unlimited tokens, I believe, means unlimited reasoning.”
Jason Calacanis Jul 10, 2026 ▶ 10:12 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 11, 2026 positive
Disclosure
Calacanis: Using decentralized AI subnets reduced his token costs by 95%
“I all of a sudden experienced, because they gave me an API key, having my token cost go down 95%.”
Jason Calacanis Jul 11, 2026 ▶ 25:53 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
Jul 11, 2026 bullish
Prediction Not checkable as stated
Calacanis: AI hosting cost gains will accrue to Cerebras and neo-clouds
“So the gains you'll see there will be Cerebris, Neo clouds, Caruso cloud, et cetera.”
Jason Calacanis Jul 11, 2026 ▶ 54:18 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
Jul 21, 2026 positive
Assertion Supported
Calacanis: Housing prices and rents outside Austin declined three years straight
“Housing prices have gone three, three years in a row, housing prices and rents have gone down.”
Jason Calacanis Jul 21, 2026 ▶ 34:08 Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Jul 24, 2026 positive
Prediction Held up
Calacanis predicts AI platforms will settle with content owners over training data
“There'll be a settlement where they are going to be able to claim their content.”
Jason Calacanis Jul 24, 2026 ▶ 49:56 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Jul 24, 2026 bearish
Prediction Not checkable as stated
Calacanis: Margin compression will derail OpenAI and Anthropic IPOs
“I believe that this is going to derail their IPOs. I'm taking it from the top. It's going to derail their IPOs. It's going to be headwinds against it because I think that they're going to have massive margin compression.”
Jason Calacanis Jul 24, 2026 ▶ 35:08 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Jul 24, 2026 negative
Assertion Supported
Calacanis: Reports indicate 50,000 vacant 'ghost apartments' in New York City
“And so you have 50,000 ghost apartments, according to reports, in New York City.”
Jason Calacanis Jul 24, 2026 ▶ 1:31:30 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Aug 7, 2026 negative
Opinion
Calacanis: Selling U.S. AI Training Data to China Is Unpatriotic
“And I don't think it's very patriotic to be giving them an advantage. I wouldn't do it.”
Jason Calacanis Aug 7, 2026 ▶ 1:11:28 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
Aug 12, 2026 positive
Assertion Contradicted
Calacanis: Studies show $12–$20 minimum wage causes no unemployment or automation
“All of the studies now show when you go to 12 to 20 dollars an hour, there's no difference. Doesn't cause any economic hardship for those companies. And it doesn't cause unemployment or automation.”
Jason Calacanis Aug 12, 2026 ▶ 1:08:20 Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
Aug 13, 2026 bullish
Prediction Not checkable as stated
Calacanis: US AI spend will hit $1T as companies adopt tokens
“There is no world in which I don't see corporations and people in the economy spending five or 10% of the salaries of their employees on the equivalent in tokens. In other words, somebody makes 80,000 dollars a year on average, they're gonna, you will spend 80…”
Jason Calacanis Aug 13, 2026 ▶ 1:13:32 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 13, 2026 neutral
Assertion Not checkable as stated
Calacanis: Unnamed hyperscaler pivoted a nine-figure AI strategy to open source
“One of the hyperscalers told me they just did a nine figure Double Lindy reverse, where they went from doing a frontier model on 100 billion dollars in infrastructure, and they're like, bing, it's gonna be open source, not frontier.”
Jason Calacanis Aug 13, 2026 ▶ 56:08 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Sep 4, 2026
Insight
Calacanis: Founders should raise large cash cushions during market euphoria
“Companies with hundreds of millions or billions of dollars in the cash have optionality, and if things do collapse or there's a big retreat, you'll survive through it, like DoubleClick, Amazon, Google, and countless other companies did. You take the money when…”
Jason Calacanis Sep 4, 2026 ▶ 17:19 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
Sep 12, 2026 bearish
Disclosure
Calacanis: Moving sensitive data off Claude to run local models on Mac Studios
“I literally just ordered two Mac Studio M fives. I just ordered two of these, we're going to be running local models, and we're moving off Claude for a lot of our sensitive data.”
Jason Calacanis Sep 12, 2026 ▶ 1:14:45 AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
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