Jason Calacanis 3.7 93 ideas
Angel Investor / Founder, LAUNCH
After 1 day
42%winrate
+0.2% avg
27W / 37L · 64/73 ideas
After 1 week
40%winrate
+0.7% avg
25W / 38L · 63/73 ideas
After 1 month
32%winrate
-1.1% avg
14W / 30L · 44/73 ideas
Recent positions
TickerDirEntryP&LDate
By sector
Stock
58 ideas
-2.9%
Crypto
18 ideas
+16.3%
ETF
14 ideas
-3.1%
sector
2 ideas
private
1 ideas
Top tickers (by frequency)
TAO
14 ideas
100% W
+73.3%
SPY
6 ideas
33% W
+0.2%
TSLA
6 ideas
0% W
-10.7%
AAPL
6 ideas
0% W
-3.4%
AMZN
4 ideas
67% W
-3.5%
Best and worst calls
Best calls
TAO LONG
+73.3%
Wisdom of the $TAO: the future is decentralized AI https://t.co/GOBD4qA9CL
Mar 06
SMCI LONG
+15.0%
1. THE FACT: Jason hosted an "AI Roundtable with Grant Lee (Gamma) and Steven Johnson (NotebookLM)". This indicates cont...
Jan 07
MSTR SHORT
+11.2%
1. THE FACT: @jason states, "Who could have predicted $mstr being a compete disaster?!" and tags @VinnyLingham.
2. THE B...
Jan 02
Worst calls
MSFT LONG
-17.9%
1. THE FACT: Jason hosted an "AI Roundtable with Grant Lee (Gamma) and Steven Johnson (NotebookLM)". This indicates cont...
Jan 07
TSLA LONG
-15.1%
The author projects a massive ramp-up in self-driving car production over the next 5 years, with Tesla capturing roughly...
Mar 10
AMZN LONG
-14.8%
1. THE FACT: "Amazon will be first to reach the corporate singularity"
2. THE BRIDGE: The speaker's strong statement abo...
Jan 08
TAO is a decentralized, deflationary AI network.
Bittensor (TAO) is a decentralized network that allows for global competition to provide AI services at the lowest possible price, which is deflationary. The current governance issues, like the Covenant AI departure, are part of the learning process and will lead to improved subnet governance, making the network stronger. Buying TAO is like buying an ETF into the Bittensor ecosystem, providing exposure to decentralized global intelligence.
Host / Angel Investor
YouTube
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Open source AI via Bit Tensor could capture 90% of token usage.
Open source AI models, particularly those on decentralized networks like Bit Tensor, are rapidly improving and could capture a large share of AI token usage due to their community-driven development and lower costs. Ridges AI, a project on Bit Tensor, achieved 80% of Claude 4's capability in 45 days with only $1M in rewards, showing the potential of decentralized AI to compete with frontier models.
Host / Angel Investor
The speaker states Anthropic's new "Mythos" model is so powerful at hacking software it's essentially a "cyber weapon of mass destruction," leading the company to withhold public release and work only with a consortium of critical partners. This capability creates an existential, two-tier dynamic in the AI race and national security. The speaker infers this forces a conversation about nationalization and covert government use, comparing it to the Manhattan Project. The situation demands close monitoring (WATCH) because it represents a pivotal, high-stakes moment for the company, the AI industry, and geopolitics, with unpredictable outcomes for valuation and strategy. The core claims about the model's danger could be overstated for IPO narrative purposes. An open-source model could achieve parity faster than expected, undermining the strategic advantage.
ANTHROPIC
This Week in Startups
Apr 08, 23:57
Host / Angel Investor
Long the broader market (SPY) as the author presents a bullish view on economic dynamism, arguing that failures of inefficient businesses are absorbed by better competitors, signaling underlying strength.
SPY
MED
Apr 06, 22:45
Host / Angel Investor
Jason Calacanis explicitly states that Apple has not released any inspiring products since Steve Jobs' death, citing specific failures like the lack of AR glasses, cancellation of self-driving cars, and Siri's incompetence. Without continuous innovation and visionary leadership, Apple is milking past successes and risks losing competitive edge in future markets such as AI and hardware. AVOID because the company appears to be stagnating and not addressing emerging opportunities, making it unattractive for growth-oriented investment. Apple's strong financial position, ecosystem loyalty, and potential for strategic acquisitions could offset innovation gaps.
AAPL
This Week in Startups
Apr 03, 23:15
Host / Angel Investor
The author is maintaining an active long position in TAO, with the fundamental thesis relying on the continued execution and delivery of its subnets.
TAO
HIGH
Mar 30, 19:02
Host / Angel Investor
The tweet consists of a laughing emoji directed at American Airlines, which provides no substantive financial information or market impact.
AAL
Mar 30, 00:41
Host / Angel Investor
Suggests accumulating a position in NYT to gain board influence and correct perceived media bias.
NYT
MED
Mar 29, 17:41
Host / Angel Investor
The tweet expresses a vague interest in the Bittensor token without providing specific directional analysis or actionable market sentiment for investors.
TAO
Mar 29, 00:16
Host / Angel Investor
The author is invested based on the thesis that TAO's decentralized infrastructure could dramatically lower AI model training costs and be as disruptive as Bitcoin.
TAO
MED
Mar 27, 19:37
Host / Angel Investor
Vail Resorts is poorly managed, refuses to make necessary radical changes, and offers an inferior, overpriced consumer experience compared to international alternatives.
MTN
HIGH
Mar 26, 20:38
Host / Angel Investor
The author is explicitly long TAO, betting on the long-term potential of its subnets to generate real value.
TAO
HIGH
Mar 25, 18:47
Host / Angel Investor
TAO is expected to generate higher returns than Bitcoin over a multi-year horizon.
TAO
HIGH
Mar 25, 18:05
Host / Angel Investor
The author is reiterating a high-conviction relative value trade, preferring to be long Bittensor (TAO) over Bitcoin based on the underlying subnet mechanics.
TAO
HIGH
Mar 24, 18:35
Host / Angel Investor
Calacanis states he has personally bought ~$500K of TAO and is a partner in a fund (Stillcore Capital) dedicated to the ecosystem. He believes TAO could reach a $500B market cap (a ~200x increase) in 5-10 years, rivaling Solana or Ethereum. He argues Bittensor's model of competitive subnets (e.g., for compute, storage, lead generation) creates a decentralized mechanism to commodify and improve digital services, driving costs down and quality up through global, incentivized competition—a foundational shift akin to cloud computing. LONG because he sees it as the "better Bitcoin" for the AI era—a protocol that turns wasted compute (like Bitcoin's PoW) into productive services—and believes crypto regulation has matured, de-risking the asset class. He is willing to risk total loss on his position for this asymmetric upside. The entire ecosystem fails; subnets don't gain traction, produce low-quality outputs ("slop"), or the technical/cryptoeconomic model doesn't scale as envisioned. High volatility is guaranteed.
TAO
This Week in Startups
Mar 24, 14:46
Host / Angel Investor