Where to Find Them
Jason Calacanis
hosts and writes
This Week in Startups
,
hosts and writes
All-In with Chamath, Jason, Sacks & Friedberg
,
hosts and writes
This Week in AI
,
hosts
The GaryVee Audio Experience
,
hosts
TWiT Throwback (Video)
,
writes
The Logan Bartlett Show
,
hosts
ACQ2 by Acquired
,
hosts
Podcast Alpha
and
hosts
SaaStr AI: How To Sell, Scale, and Win
.
They have also been a guest on
Acquired
(2 times) ,
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
(2 times) ,
All TWiT.tv Shows (Audio)
,
Mixed Signals from Semafor Media
,
The Julia La Roche Show
,
This Week in Tech
,
The Meb Faber Show - Better Investing
,
Tech Brew Ride Home
,
Plain English with Derek Thompson
,
The Startup Ideas Podcast
,
Prof G Markets
,
This Week in Tech (Video)
,
The Peel with Turner Novak
,
My First Million
,
Lex Fridman Podcast
,
The Tim Ferriss Show
,
Newcomer Pod
,
REWORK
,
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
,
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
,
Mad Money w/ Jim Cramer
,
Odd Lots
,
Decoder with Nilay Patel
,
The Bulwark
,
All TWiT.tv Shows (Video)
,
The Skift Travel Podcast
,
How I Invest with David Weisburd
,
Squawk on the Street
,
Prof G Media
,
The Learning Leader Show With Ryan Hawk
,
The Knowledge Project (Shane Parrish)
,
The Pomp Podcast
,
The Exchange
and
Recode Media
.
Recently:
“Binance Hacked $6.3B Stolen, DoorDash Buys Instacart For $17B, Jake Newfield from Hermetiq, + More!”
on This Week in Startups (October 2026);
“Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions”
on All-In with Chamath, Jason, Sacks & Friedberg (October 2026);
“WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight”
on All-In with Chamath, Jason, Sacks & Friedberg (October 2026);
“Anthropic’s Money Machine, “Slop” Degrees & the Meat Proxy | TWiAI Ep 37”
on This Week in AI (October 2026);
“Is AI the new cigarettes? Our VC panel digs into Anthropic’s S-1 | E2356”
on This Week in Startups (October 2026);
“Pregame Your Launch Before Your App Exists (w/ Amanda Bradford) | E2355”
on This Week in Startups (October 2026).
What They Said
Jason Calacanis answers the worry that AI companies are borrowing too much. His case is that enterprise adoption has barely started, so demand for compute will far exceed what is being built.
All-In with Chamath, Jason, Sacks & Friedberg · 2026-10-30
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All-In with Chamath, Jason, Sacks & Friedberg
Around 35:07 into the episode
Chamath Palihapitiya
…need to raise through the end of 27, it's 30% of all of what Treasury is about to issue in that same period. So there, whether we like it or not, they are going to start competing for demand. Isn't this nuts? It's like you have seven companies that are crowding up the treasury market. And you know,
David Sacks
…a lot of people are looking at that number and they're trading these stocks down based on that. I kind of view it the opposite, which is I don't, these are smart companies. I don't think they'd be making those kinds of investments unless they thought there was ROI there. And so they're obviously
Jason Calacanis
ROI based on the total. Token usage and the fact that only one or 2% of people in corporate America are even using these tools. We are greatly underestimating the uptick here. Quad hasn't even launched a bot yet, a Grok bot. And OpenAI just launched theirs and it's in like a small use case when 100 million or 200 million white-collar workers who subscribe to, say, the office suite, right? The similar Office 365 thing happens in corporate America. Everybody's got five agents running. I think the utilization of these things is going 500x. The token usage is 500x. That means we're going to have not enough compute, and everybody's got the build out completely wrong. There won't be enough. And people are going to look back on this moment and say, why didn't you build more compute? Why didn't you spend more on CapEx?
Chamath Palihapitiya
You're absolutely right, Jason. The problem is the regulatory pushback. The amount of approvals and the ability for utilities to find the staff and the ability to actually turn these things on. And then the ability to get the capital equipment you need, it just isn't there right now. So we as a…
Jason Calacanis
Freeberg, you know, the other issue here is if we are not spending enough building this out, and the country, a large percent of the country believes in socialism and is against the oligarchs, both Republican, Independent, and Democratic oligarchs. This is what they think of us and of the leaders…
David Friedberg
I have a view that humans try to organize into groups, organizations, to try and create power that benefits the members of that group. So, you know, we form tribes, we form communities. And in a sense, governments are a form of an organization. It's an organizational coalition of individuals to…
Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.
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