@jason (@Jason) header
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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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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!
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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! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at CreativePlanning.com/AllIn Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at northwestregisteredagent.com…
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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 👇
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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.”
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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.”
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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.”
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Incredible strategic misstep.
Can’t believe Apple invested $10B into the Apple car and gave up… All their cash, stores and brand loyalty — they would have made something really interesting and owned the fourth screen
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Before The League launched, Amanda Bradford threw boat parties and MBA mixers where the only way in was having the app on your phone. She raised $2M right after launch. Would this work for your startup? Consumer? B2B? Or only dating? @amandabradford @TheLeague @Jason
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@jason retweeted
Two companies tied for first at this week’s LAUNCH Accelerator pitch session 🏆
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@jason retweeted
Having hired many Project Titan team members over the years at Rivian, I can say it wasn't a lack of talent. Rather, a lack of will. Apple's leadership couldn't see its way through two very hard problems: autonomy and manufacturing. The solution to manufacturing was always vertical integration. But Apple, hooked on outsourced manufacturing, couldn't see the path. As for autonomy, we know Tesla FSD is the way. Perhaps Apple could have partnered with Tesla early in the game. At the time, one of Tesla's biggest advantages was its fleet data. Consider Apple's entire vehicle data collection fleet running around the Bay Area a few years ago. There were probably more Teslas in the parking lot, collecting real-world driving data on Apple employees' commutes every day, than Apple had dedicated test vehicles. Apple had the talent (or could hire it). It had the money. What it couldn't do was figure out how to build a car on the terms the problem demanded.
Can’t believe Apple invested $10B into the Apple car and gave up… All their cash, stores and brand loyalty — they would have made something really interesting and owned the fourth screen
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Jason's right: network effects of bitcoin are dead. Outside of the quantum risk, fewer people are using Bitcoin over time because it's a worse product. Compare that with $SOL, $ETH, etc. It may be the dominant blockchain by price but nobody is using it... That's a problem.
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.
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Replying to @Jason
I like the fact that you think very hard about the societal aspects of the amazing changes we are going through and about to experience. Most of the voices are purely about the tech, whereas you blend both. Your voice will absolutely be one of the most important in the country over the next decade.
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Jason Calacanis says Starlink Mobile could turn every Tesla on the road into your personal hotspot and cut a family’s $400 phone bill in half. AT&T and Verizon: dead, merging, or fine? @Jason @twistartups @Starlink @elonmusk
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Jason Calacanis says the federal minimum wage has stood still for decades and argues that a modest increase would help low-paid workers "Somewhere in fifteen million people in this country who make under uh fifteen dollars an hour and who are impacted by the federal minimum wage, which has not moved in decades. I s if the president came out and just said, Hey, we're gonna increase the minimum wage by one dollar federal minimum wage. Which is basically doesn't count for half the states, because half the states have their own minimum." @Jason @chamath @friedberg @nikesharora @theallinpod
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Replying to @LAUNCH
Epic week with @Jason and the @LAUNCH team in SF. 13 VC's in a week allowed us to iterate quickly on our pitch and deck. Also built some great friendships with the other founders in the cohort. Looking forward to NYC!
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@jason retweeted
We took our Accelerator batch to pitch 13 different VCs in their offices in SF and asked them to choose their top 3 of our 8 startups 👇
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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 👇
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Is @Jason randomly giving people free money?
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🤣
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Never deleting this app 🤣🤣🤣
Replying to @Jason
It’d be funny if you sent me $420.69 🤣🤣🤣
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