This Week in Startups
Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world’s greatest founders, operators, investors, and innovators.
Jason predicts a “major M&A moment” in the next six months! | E2213
Today’s show: Google and Meta had their cases dismissed (or received a slap on the wrist)… Despite all the backlash and cynicism, AI companies continue making bank and releasing hot new products… What does it all mean? For Jason Calacanis, the signs are pointing to a “major M&A moment,” with huge opportunities for increased efficiency and consolidation among America’s favorite brands and largest companies? Who will it be? Join Jason and Alex for a round of hot speculation. PLUS why Jason thinks Michael Burry is both right and wrong about GPU depreciation, why NOTHING is certain about these OpenAI mega-deals, Google’s Nano Banana Pro can make infographics and they’re VERY impressive… and much more.
Key Points
- NVIDIA's continued dominance in AI hardware is highlighted by their ability to keep GPUs from six years ago running at full utilization, despite Michael Burry's concerns about depreciation schedules potentially overstating earnings.
- Google's Gemini AI is rapidly gaining traction, now boasting 650 million monthly active users and potentially surpassing OpenAI's ChatGPT in consumer adoption, underscoring Google's significant inroads into the AI space.
- Kalshi's impressive growth in trading volume, alongside Polymarket, reflects the increasing importance and integration of prediction markets in understanding economic and political trends, prompting significant investor interest.
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Transcript
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