McDonald's

includes McDonald's Happy Meal

8 statements across 6 episodes · 1 bullish · 4 bearish · 3 people on the record · first statement Feb 19, 2022 by Jason Calacanis · said 90 times in 40 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (35), Chamath Palihapitiya (21), David Friedberg (18), David Sacks (7), Changpeng Zhao (CZ) (3), Travis Kalanick (1), Tony Robbins (1), Graham Allison (1)

mentionsepisodesper episode tap a year for its mentions

2026 8 mentions in 4 episodes 2 per episode

Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next Feb 10, 2026 · 4 mentions · from 0:19
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs Jan 17, 2026 · 2 mentions · from 7:38
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie Jul 3, 2026 · 1 mention · from 48:37
Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos Jan 24, 2026 · 1 mention · from 39:24
every mention in 2026, scene by scene →

2025 10 mentions in 9 episodes 1 per episode

Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis Oct 18, 2025 · 2 mentions · from 50:27
Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement Sep 17, 2025 · 1 mention · from 10:47
Winning the AI Race Part 2: Vice President JD Vance Jul 23, 2025 · 1 mention · from 24:17
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs Jul 11, 2025 · 1 mention · from 12:12
Tony Robbins | All-In Live from Miami Jun 19, 2025 · 1 mention · from 12:35
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery Apr 26, 2025 · 1 mention · from 24:59
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue Mar 22, 2025 · 1 mention · from 0:18
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks Jan 31, 2025 · 1 mention · from 4:33
1 more episode that year, every mention in 2025 →

2024 32 mentions in 11 episodes 3 per episode

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls May 24, 2024 · 13 mentions · from 51:53
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more Jan 19, 2024 · 4 mentions · from 51:15
Trump wins! How it happened and what's next Nov 8, 2024 · 3 mentions · from 13:27
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks Oct 25, 2024 · 2 mentions · from 59:13
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive Aug 16, 2024 · 2 mentions · from 44:36
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity? May 17, 2024 · 2 mentions · from 1:00:03
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis Feb 9, 2024 · 2 mentions · from 56:41
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz Aug 9, 2024 · 1 mention · from 37:58
3 more episodes that year, every mention in 2024 →

2023 5 mentions in 4 episodes 1 per episode

E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO Aug 18, 2023 · 2 mentions · from 1:25:40
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more Sep 22, 2023 · 1 mention · from 1:32:10
All-In Summit: In conversation with Graham Allison Sep 20, 2023 · 1 mention · from 12:32
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more Apr 28, 2023 · 1 mention · from 1:01:35
every mention in 2023, scene by scene →

2022 27 mentions in 6 episodes 5 per episode

E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security Sep 1, 2022 · 18 mentions · from 12:07
E88: First principle politics, China chaos & outlook, state of private/public markets & more Jul 22, 2022 · 3 mentions · from 1:37:01
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong Apr 23, 2022 · 3 mentions · from 50:22
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more Sep 10, 2022 · 1 mention · from 1:00:57
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more Mar 19, 2022 · 1 mention · from 15:38
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more Feb 19, 2022 · 1 mention · from 14:13
every mention in 2022, scene by scene →

2021 7 mentions in 5 episodes 1 per episode

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more Nov 13, 2021 · 2 mentions · from 43:10
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A Oct 16, 2021 · 2 mentions · from 37:20
E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more Oct 30, 2021 · 1 mention · from 39:01
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more Sep 18, 2021 · 1 mention · from 12:18
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more May 1, 2021 · 1 mention · from 29:11
every mention in 2021, scene by scene →

2020 1 mention in 1 episode

E7: California's collapse, how SPACs are opening the markets for growth stocks & more Sep 9, 2020 · 1 mention · from 34:23
every mention in 2020, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about McDonald's, oldest first

Feb 19, 2022 bullish

Prediction Not checkable as stated

Calacanis: Trudeau's asset freezes will drive Bitcoin adoption more than McDonald's

“This will do more than McDonald's accepting Bitcoin, because this is the first time like a Western democratic state is seizing people's funds like in an incredibly unfair, unnecessary way.”

Jason Calacanis Feb 19, 2022 ▶ 14:13 E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more

Sep 1, 2022 bearish

Prediction Didn’t hold up

Palihapitiya: McDonald's human workforce will dramatically decrease within a few years

“Within a few years unfortunately, you'll know a lot fewer people that work at McDonald's because the number of jobs for humans will be dramatically lower.”

Chamath Palihapitiya Sep 1, 2022 ▶ 30:26 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

May 24, 2024 negative

Opinion

Chamath: McDonald's is rewarded for prioritizing shareholders over customers

“They've been very motivated and rewarded as a company for just rewarding the shareholder and kind of screwing over the customer.”

Chamath Palihapitiya May 24, 2024 ▶ 53:03 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls

May 24, 2024

Assertion Partly supported

Calacanis: 96% of Americans eat at McDonald's annually

“96% of Americans eat meals at least once a year in McDonald's.”

Jason Calacanis May 24, 2024 ▶ 51:57 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls

May 24, 2024

Assertion Partly supported

Calacanis: 8% of Americans eat at McDonald's daily

“Eight percent of Americans eat at McDonald's on an average day.”

Jason Calacanis May 24, 2024 ▶ 52:03 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls

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

Nov 8, 2024 negative

Assertion Partly supported

Calacanis: McDonald's McChicken price rose from $1.29 to $3.89 by 2024

“End of 20 19, you could buy a McChicken for a buck 29, and in mid 2024, it was three dollars and 89 cents.”

Jason Calacanis Nov 8, 2024 ▶ 31:39 Trump wins! How it happened and what's next

Jan 24, 2026 negative

Assertion Contradicted

Dr. Oz: South Florida has 20x more DME providers than McDonald's

“There's actually 20 times more in South Florida than McDonald's.”

Dr. Mehmet Oz Jan 24, 2026 ▶ 39:24 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

McDonald's

Mentions by year, the whole family

Everything said about McDonald's, oldest first

Turn any episode into a week of clips.