Host: @twistartups @theallinpod @thisweeknai; I invest in 100 startups a year @launch & @founderuni [email protected] for life
austin
Joined August 2006
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My media properties, from All In Summit to LIQUIDITY to @twistartups to @ThisWeeknAI and @thisweekinvc are growing -~5x over the past seven years
We are hiring people who are extremely hard working and talented, from zero to 10+ years experience in research, writing, social media and podcasting
Please reach out if you’re awesome and want to be part of the builder side of the business, as we are the first venture firm to combine podcasts, newsletters, live events and investing — something almost ever single firm has now copied!
Join us and win… no politics, no bullshit, no link bait, no sinking media company dynamics
just great work and access to the top builders in the world
No woke or maga bullshit — just reporting the facts and collecting the most intelligent takes
Want to come work with @Jason?
If you're highly motivated and passionate about tech, AI, and startups, our venture firm @LAUNCH and media division @twistartups have 14+ roles open!
Here's the full list 👇
@jason retweeted
Master class by @amandabradford on how to pre game your launch to success.
Reply with SUBSTACK and we’ll send you the entire post for FREE!
@jason retweeted
The All-In Interview: Will Ahmed, CEO of WHOOP
Thanks to our partners:
@CPIWealth @NorthwestAgent
-- Inside the largest live health data set in the world
-- Can a wearable flag a biomarker without ever measuring it?
-- Why WHOOP won’t sell your data
-- WHOOP vs. the FDA on blood pressure
-- Landing LeBron as an ambassador
++ much more!
(0:00) @willahmed joins the show!
(0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot
(6:59) Inside 50 Billion Hours of 24/7 Health Data
(19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking
(34:57) WHOOP vs. the FDA & Competitor Wearables
(44:33) Lightning Round & LeBron James becomes a WHOOP Ambassador
-----------------------------------------
Thanks to our partners for making this possible!
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😢 my favorite
All of us at Marvel Studios are deeply saddened by the passing of Sir Patrick Stewart. Sir Patrick brought Professor Charles Xavier to life with extraordinary grace, intelligence, and humanity, defining the character for generations of fans, from "X-Men" to "Logan" to "Avengers: Doomsday." He was a singular talent, a generous collaborator, and a true gentleman. Our hearts go out to his wife Sunny, his children, his friends, and the countless fans around the world whose lives he touched with his art.
If we had done the coalition thing from the start of the Iran war, that would have been wise...
Twenty countries having ships in the strait would have sent a strong signal to Iran.
This is why we need to be kind to our allies!
South Korea says considering deployment options to Strait of Hormuz, including aircraft reut.rs/4ssz1Pq
great episode of This Week In AI
if you reply with NEWSLETTER we will DM you a free year of the paid This week in AI newsletter!
Runlayer CEO Andy Berman oversees AI rollouts for Fortune 500s. He says the models are ready for enterprise-level work, but the companies aren’t.
“An LLM without access to the right tools and resources, and specifically the data sources, which most companies will not give access to today… is almost useless.”
New TWiAI with @berman66, @runlayer, @johnjnay, @normativeai, @jason and @Lons
0:00 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.co
1:43 What we learned from Anthropic's S-1
9:30 Why only 2-3% of companies are really using AI
18:03 Jason's "reverse to-do list" agent
23:23 Will AI labs evolve beyond charging per token?
32:36 Browser use is basically solved
41:24 Are colleges giving performative "slop" degrees?
53:00 Why r/opensource banned AI projects
59:39 So what happens to the junior lawyers and analysts?
1:06:01 Peter Thiel's "math people vs. word people" binary
🎥 Watch the full episode here 👇
some background on my bitcoin tweets :-)
Jason posts his monthly “Bitcoin is dead” and the internet loses it.
@jason: “Why put your resources into a dead network?”
“There are far too many dynamic places to put your money that are creating much more value.”
“Every month I do my Bitcoin is dead post when I’m bored.”
“Now there’s three people who want to bet me $1 million that it’s going to hit an all time high.”
The most important thing @TheDemocrats can do is co-opt the pro-SuperIntelligence and Data Center movement from President Trump -- because it's driving GDP and it's created an unlimited pool of donations for the Dems from @DarioAmodei and @AnthropicAI
Anthropic's founders and investors are 95%+ democratic and post-IPO they can outspend the @GOP two to one!
@jason retweeted
Runlayer CEO Andy Berman oversees AI rollouts for Fortune 500s. He says the models are ready for enterprise-level work, but the companies aren’t.
“An LLM without access to the right tools and resources, and specifically the data sources, which most companies will not give access to today… is almost useless.”
New TWiAI with @berman66, @runlayer, @johnjnay, @normativeai, @jason and @Lons
0:00 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.co
1:43 What we learned from Anthropic's S-1
9:30 Why only 2-3% of companies are really using AI
18:03 Jason's "reverse to-do list" agent
23:23 Will AI labs evolve beyond charging per token?
32:36 Browser use is basically solved
41:24 Are colleges giving performative "slop" degrees?
53:00 Why r/opensource banned AI projects
59:39 So what happens to the junior lawyers and analysts?
1:06:01 Peter Thiel's "math people vs. word people" binary
🎥 Watch the full episode here 👇
🤌
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
What's a great escrow service for managing these type of bets? $btc
Bitcoin will never break its all-time high again." — Jason Calacanis
Jason, I'll bet you $1,000,000 it will break its ATH. Here are the terms:
Bitcoin hits or exceeds $126,210.50 on or before October 28, 2028, 12PM PST
I’m happy to trust you to pay or if you prefer we can each escrow the dollars with independent party.
The bet is either settled when Bitcoin hits the ATH or on October 28, 2028.
@jason Do we have a bet?
@jason retweeted
Alicorns are the next unicorns.
@jason: “They use their Pegasus wings to fly over a funding round.”
“They skip their Series B… because they have revenue.”
@jason retweeted
Are the Anthropic founders on a mission to save humanity?
@dawallach: “These are dyed in the wool legitimate religious extremists. And they might be right. And if they’re right, we should thank them because they’re saving civilization.”
@davemcclure: “I really do think that he’s trying to birth a deity that is a benevolent deity and will save humanity.”
@jason retweeted
Jason posts his monthly “Bitcoin is dead” and the internet loses it.
@jason: “Why put your resources into a dead network?”
“There are far too many dynamic places to put your money that are creating much more value.”
“Every month I do my Bitcoin is dead post when I’m bored.”
“Now there’s three people who want to bet me $1 million that it’s going to hit an all time high.”
All this hand-wringing over capex from Facebook, Microsoft, Google and other new entrants is unnecessary.
When products are this good and improving this fast, we won't overbuild; if anything, we'll be constrained by physics and regulation.
And these machines will last a decade, as software gets relentlessly more efficient and we find creative uses for older clusters.
Earnings will be absurd in the next five years, as companies like Microsoft, Uber, Tesla, Robinhood, and Meta have revenue per employee DOUBLE every 3-4 years.
Pay attention to revenue and earnings per employee.
