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jason calacanis

T2 · manager / operator

Angel investor, host of This Week in Startups and co-host of the All-In podcast. An early investor in Uber, Robinhood and Calm.

32 calls·26 names·78% bull·last heard 24 days ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$TSLATeslaposition

Tesla Optimus humanoid robot will replace all package sorting and delivery within 10 years

Optimus is already superior to Figure's robots; when deployed at Amazon factories, it will eliminate human package sorting and last-mile delivery, starting with warehouse automation and expanding to doorstep delivery.

All-In Podcast2026-07→
2ndhigh conviction
$ZIPLINEZiplineposition

Calacanis and Baker back Zipline as drone delivery finally works at scale

Autonomous drone delivery (a tethered drop, no landing) can cut delivery cost from $15 toward $2, driving massive consumption; battle-tested over seven years delivering medicine in Africa, now scaling in the US. Both Calacanis and Baker's Atreides are invested.

All-In Podcast2026-06→
3rdhigh conviction
$VAST-SPACEVast Spaceposition

Calacanis bets on Vast: falling launch costs make space stations winnable

As SpaceX drives launch costs down, demand for what gets put into space rises; Vast is building space stations and Calacanis invested directly and via SPV, believing they will win the category.

All-In Podcast2026-06→

most discussed · click a bar to filter

recurring themes

32 total
$XAI
xAI
MEDjason calacanis·All-In Podcast·24 days ago
Grok 4.5 powers Grok Build at $1/M tokens, open-sourced after data leak
xAI's Grok 4.5 delivers frontier coding performance at 1/50th the cost of Claude/OpenAI, and the Grok Build harness was open-sourced after a privacy bug, accelerating the open-source alternative stack.
"SpaceX had a data leak this week... Grock 4.5 powers Grock build... A million input tokens from on Gro is about $1.50... SpaceX quietly disabled the upload on July 13th... And in…"
43:00
$SQ
···
Block
MEDjason calacanis·All-In Podcast·24 days ago
Block contributes $17B equity to PayPal bid, adding POS and Cash App to consortium
Jack Dorsey's Block brings point-of-sale infrastructure and Cash App's consumer base, completing a full-stack payments ecosystem when combined with Stripe's merchants and PayPal's consumers.
"Block, formerly known as Square, is Jack Dorsey's payment company, one of the few entrepreneurs to ever create two decacorns in our industry. And they're contributing 17 billion i…"
21:00
$OPENAI
OpenAI
MEDjason calacanis·All-In Podcast·28 days ago
ChatGPT replacing lawyers for startup legal work, signaling SMB market shift
Startups are using ChatGPT for corporate legal work (cap tables, IP assignments, HR, contract review) instead of hiring lawyers, demonstrating AI's ability to serve the long-tail legal demand that traditional firms cannot reach. This validates the massive latent demand in the $1T legal market.
"I had one firm, one startup that hit a million in revenue... They didn't have a corporate lawyer... 'Chat GPT, bro.' And I'm like, 'What about the cap table?' They're like, 'Chp,…"
33:04
$TRI
···
Thomson Reuters (Westlaw)
MEDjason calacanis·All-In Podcast·28 days ago
Westlaw's government-granted monopoly on case reporting becomes liability in AI era
Westlaw's unique monopoly with the US government for official case reporting (requiring physical book scanning and page citations) creates structural inertia that prevents rapid AI adaptation. While they own the canonical data, the cost structure and organizational politics make them vulnerable to AI-native competitors who can ingest and structure legal data at scale without legacy constraints.
"West Law basically has a monopoly with the American government to report on the cases. So, they're not owned by the public in a way. They're owned by the company... you still have…"
45:19
$DASH
···
DoorDash
MEDjason calacanis·All-In Podcast·last month
Calacanis: DoorDash CTO validates open-weight models for code review via internal benchmarks
DoorDash proves technically sophisticated enterprises can safely route non-critical workloads to open-weight models (Kimi 2.6) while reserving frontier models (Claude) for hardest tasks, using published benchmarks to govern the routing layer.
"Andy Fang is the CTO of Door Dash... with our internal coding benchmarks, we're able to confidently in introduce openweight models into our AI code review without degrading code q…"
33:50
$LOVABLE
Lovable
MEDjason calacanis·All-In Podcast·last month
Calacanis: Lovable scaled $100M to $600M ARR in 2 years, building own models to leave frontier labs
Lovable, a vibe-coding platform, grew revenue 6x in two years while spending tens of millions on frontier models, but is now developing proprietary vertical models to achieve AI sovereignty and reduce dependency, signaling a trend of major customers verticalizing.
"I interviewed Anton, the CEO of Lovable. Lovable is an app that or a service that allows you to vibe code, you know, different pieces of software. They've got a really interesting…"
49:10
$DATABRICKS
Databricks
MEDjason calacanis·All-In Podcast·last month
Calacanis: Databricks found 2x token savings via harness optimization on same GLM 5.2 model
Databricks discovered that optimizing the agent harness (routing, memory, skills) around a fixed model (GLM 5.2) cuts token costs by 50%, proving infrastructure-layer efficiency gains can rival model-switching for ROI.
"Ali the founder uh of data bricks... we find that the same model using the same model not using open source versus open AI or or claude we found that for the same model the choice…"
46:30
$MU
···
Micron Technology
LOWjason calacanis·All-In Podcast·last month
Calacanis: Micron commits $250M to Trump Accounts, up to $1,000 per employee
Micron's employer contribution to the new Trump Accounts program signals corporate adoption of the tax-advantaged savings vehicle, potentially establishing a precedent for broad-based equity ownership.
"Micron put in 250 million up to a,000 per employee. So that seems to be a really interesting way to do this. Like you can do an employee I'm sorry, an employer contribution."
67:50
$TAO
···
Bittensor
MEDjason calacanis·All-In Podcast·last month· position
Calacanis: TAO subnet serving GLM 5.2 at 95% lower token cost, enabling agent scaling
Bittensor's decentralized inference network (TAO) provides GLM 5.2 and other models at 95% cost reduction, allowing Calacanis to scale agent runs from daily to hourly and multiply agent parallelism, demonstrating Jevons paradox in action.
"I talked a little bit about BitSensor on the program known as Tao, dollar sign TAO. It's a it's a crypto project. Somebody who is creating a subnet that is putting GLM 5.2 and oth…"
25:40
$ANTHROPIC
Anthropic
HIGHjason calacanis·All-In Podcast·last month
Baker via Calacanis: Anthropic to hit $100B+ revenue in 2026, worth $3T today
Gavin Baker projects Anthropic will exit 2026 with over $100B in revenue and high profitability, implying a current fair value of $3T if public, based on the revenue trajectory and margin profile.
"two weeks ago, Gavin Baker, another bestie, said he thinks they're going to end 2026 with over a hundred billion dollars in revenue and very profitable. He said a couple of us gue…"
4:00