Investors / stance tracking
What Jason Calacanis is saying
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21 dated public stances tracked since 2024-10-25, most recently 2026-10-30. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jason Calacanis's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jason Calacanis is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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21
tracked stances
17
themes
0
side flips
2026-10-30
last heard
Returns 90d +3.0% 67% correct · 9 calls · 180d +18.5% 62% correct · 8 calls · 1y +36.9% 88% correct · 8 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2026-07-18 | AAPL | bullish | +5.3% | — | — |
| 2025-10-24 | DKNG | bearish | +4.2% | +31.9% | +35.7% |
| 2025-06-24 | GOOGL | bullish | +51.6% | +86.0% | +107.6% |
| 2025-01-04 | long TSLA / long GOOGL | basket | -33.9% | -15.9% | +35.7% |
| 2025-01-04 | UBER | bullish | -2.5% | +41.2% | +21.8% |
| 2025-01-04 | HOUSING | bearish | +11.0% | +1.5% | -1.3% |
| 2024-12-20 | META | bullish | +0.2% | +19.1% | +13.4% |
| 2024-12-20 | GOOGL | bullish | -14.8% | -9.2% | +62.5% |
| 2024-10-25 | SPX | bullish | +5.7% | -6.9% | +19.8% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| GOOGL | 3 | 3 bullish | 2026-10-30 | |
| AAPL | 1 | 1 bullish | 2026-07-18 | |
| AI APPLICATION SOFTWARE COMPANIES | 1 | 1 bullish | 2025-01-31 | |
| AMZN | 1 | 1 bullish | 2026-10-30 | |
| ANT | 1 | 1 bullish | 2026-10-30 | |
| DKNG | 1 | 1 bearish | 2025-10-24 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Google is oversold on AI disruption fears despite search revenue still growing 12% YoY; Cloud doubling and YouTube surging demonstrate successful diversification, and stakes in Anthropic and Waymo add asymmetric optionality
“I just literally bought some shares. So I'm long. I just bought more shares on Google while doing the show.”
Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions
2026-10-30
ANT
bullish
All-In Podcast · video
Anthropic's cumulative first-7-year revenue trajectory may surpass iPhone, Google search, and Amazon combined; at only 1% enterprise customer penetration and token demand compounding via Jevons paradox, the TAM path to $600B+ revenue is credible
“It's possible Anthropic's business is bigger than the top three franchises in the history of business put together.”
Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions
Amazon owns a large stake in Anthropic and is positioned to be a major beneficiary of the anticipated Anthropic IPO value unlock
“Amazon also owns a big piece of Anthropic. They're going to be a big winner.”
Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions
2026-08-08
SPACEX
owns
All-In Podcast · video
SpaceX offers multiple compounding paths to win—Starlink direct-to-cell subscriber growth, AI compute rental demand, and Grok/Cursor model revenue—making it a multi-generational compounder
“I'm holding these for my grandkids”
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
2026-07-24
TRAINING DATA OWNERS
bullish
All-In Podcast · video
As frontier AI models rapidly commoditize to parity, the scarce and durable value shifts to proprietary training data, making platforms like Reddit, YouTube, and the New York Times structural winners in the AI value chain
“the winner is folks who have the training data”
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Apple's upcoming M7 Ultra chip (1.5TB RAM support) will enable frontier-level models to run locally, putting severe downward pricing pressure on cloud AI providers while driving massive hardware monetization — repeating the iPhone playbook
“I think Apple is a screaming buy right now. That company could just run the table on AI”
90d +5.3%
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
2026-06-07
ZIPLINE (PRIVATE DRONE DELIVERY COMPANY)
bullish
All-In Podcast · video
Zipline's tether-drop delivery innovation solves prior drone delivery failures, and reducing last-mile delivery costs from $15 to eventually $2 will drive massive consumption growth as the model now expands from proven African operations to the US
“If you can take the delivery cost down from $15 to five and then eventually two, that's going to drive consumption massively”
Inside the Private Stock Market Boom
2026-06-07
VAST SPACE (PRIVATE SPACE STATION COMPANY)
owns
All-In Podcast · video
As SpaceX drives down the cost of getting to orbit, companies building space station infrastructure like Vast are positioned to benefit from dramatically lower input costs, making the business model viable
“We did direct on the cap table and SPV for Vast, which is building space stations and we think they're going to win”
Inside the Private Stock Market Boom
Polymarket entering sports betting at a $12–15B valuation with a superior liquid prediction-market model makes traditional fixed-odds sportsbook operators structurally obsolete
“you can see by the way the way that DraftKings and FanDuel stock have reacted to this. Those companies are toast.”
90d +4.2% · 180d +31.9% · 1y +35.7%
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
2025-10-03
TAO
owns
All-In Podcast · video
Bittensor's distributed AI inference network, with incentive layers for running LLMs locally (SETI-at-home model), positions it to benefit from the trend away from centralized cloud AI toward on-device and decentralized compute
“I'm a partner in an emerging crypto fund called Still Core Cap and we're buying Tao”
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
2025-09-18
long STABLECOINS / short BANKS
pair
All-In Podcast · video
Banks (issuer/receiver side) carry fat ~2% margins and are the most disruptible layer as stablecoins enable networks like Visa to route around them, while stablecoins themselves capture that disintermediated flow
“long stable coin, short banks”
Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
Google's aggregated behavioral data across Gmail, Chrome, Android, YouTube, and search will make its ad network dramatically more effective even if search share erodes, growing ad revenue velocity
“all that data is going to lead to an ad network that performs so much better”
90d +51.6% · 180d +86.0% · 1y +107.6%
Which Company Is Going To Win The AI Race? - David Friedberg
2025-01-31
AI APPLICATION SOFTWARE COMPANIES
bullish
All-In Podcast · video
AI models are the fastest-depreciating asset in tech and will be fully commoditized via open-source competition (DeepSeek proves this); durable value accrues to applications built on top of cheap AI infrastructure, not to the model layer itself
“the fastest deprecating asset in the world was a large language model he's been proven right they're not worth anything”
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
2025-01-04
long TSLA / long GOOGL
basket
All-In Podcast · video
Tesla leads autonomous vehicles and robotics while Google has staged a step-function AI comeback with Gemini deep research, making both the clearest winners from the 2025 autonomy and AI deployment wave
“my biggest business winner prediction for 2025 is Tesla and Google”
90d -33.9% · 180d -15.9% · 1y +35.7%
2025 Predictions: Tech, Business, Media, Politics!
Ride-sharing is below 1.5% of US trips globally and below 1% globally, with TAM expanding toward 20% as autonomous vehicles scale and Uber's platform deals with eight AV providers position it to aggregate the entire autonomous fleet
“to my favorite Uber obviously they have deals with eight people and it's a global market”
90d -2.5% · 180d +41.2% · 1y +21.8%
2025 Predictions: Tech, Business, Media, Politics!
2025-01-04
LEGACY AUTO OEMS
bearish
All-In Podcast · video
Record consumer debt limits new-car purchasing power while Tesla and Chinese EVs squeeze legacy OEM margins, leaving too much inventory on lots and forcing fire-sale pricing
“Legacy car companies...are going to face continued headwinds”
2025 Predictions: Tech, Business, Media, Politics!
2025-01-04
MAGNIFICENT 7
bullish
All-In Podcast · video
Mega-cap tech companies applying AI internally first will post earnings growth the market cannot comprehend, as they use their own AI tools to eliminate headcount while continuing to produce and sell frontier AI to the world
“I'm going with Max s [Mag 7]”
2025 Predictions: Tech, Business, Media, Politics!
High mortgage rates make homes unaffordable while supply-permissive states like Texas have seen two consecutive years of price and rent declines, signaling the can-kicking on overbuilding is ending
“housing values have gone down rent has gone down two years in a row”
90d +11.0% · 180d +1.5% · 1y -1.3%
2025 Predictions: Tech, Business, Media, Politics!
Meta's open-source LLaMA strategy caps competitor pricing while Meta's capital scale and Zuck's competitive intensity position it as a top-1 or top-2 AI player over the next three years
“I think Gemini meta and xai are going to lead them if we were sitting here in three years”
90d +0.2% · 180d +19.1% · 1y +13.4%
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
Google's Gemini has reached and now surpasses OpenAI in capability; Calacanis sees OpenAI falling to 3rd–5th place within three years as Gemini's compounding data and model advantages drive market share gains
“I think we've hit Peak open AI in the market I think Gemini meta and xai are going to lead them”
90d -14.8% · 180d -9.2% · 1y +62.5%
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
Regardless of election outcome, $10T in additional government spending will flow into asset markets rather than wages, and mega-cap tech's simultaneous revenue growth with static headcount creates compounding earnings leverage that benefits equity holders
“people who have equities and people who own property are going to do fabulous over the next 5 to 10 years”
90d +5.7% · 180d -6.9% · 1y +19.8%
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
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