Scuttlebutt

Scuttlebutt

Home
Notes
Chat
Archive
About

Jason Calacanis, LAUNCH

"Nobody can make that investment in conditions of uncertainty": Chamath on data centers
12 arguments: why David Sacks says ending the Iran war is Trump's one fix, how SpaceX could reprice Anthropic's compute, and an OpenAI paper that may…
 • Scuttlebutt
a16z co-founder: financing risk is the only thing that can stop Anthropic
11 arguments: why CoreWeave's bond selloff is a confidence game, a $16.8B Anthropic quarter, a site coded by Claude that Claude then hacked, and Bill…
 • Scuttlebutt
All-In: Anthropic is turning AI consciousness into a religion, and a safety risk
18 takeaways: why Sacks wants one rule for AI, OpenAI's 700 math papers and a cryptography scare, France's riots, and why Palihapitiya says software IP…
 • Scuttlebutt
"I believe John Ternus should stop buying back the shares": LAUNCH founder on Apple M&A
12 calls: Disney for the parks, Sony for PlayStation and Crunchyroll, Etched to cut Apple's reliance on Nvidia, and a $299 pendant that measures a…
 • Scuttlebutt
All-In: Anthropic's $2T IPO is now going to clear at $1T or less
18 arguments: why AI "labs" are companies that face product liability, token use flipping to open models in 12 weeks, Anthropic's wet lab, and Meta's…
 • Scuttlebutt
Early Uber investor on Google's SpaceX stake: "this is a 100x bet for Google"
10 calls: why he sold part of his Uber stake to SoftBank before the IPO, why seed investors get a pass on conflicts, and what a $5-an-hour Optimus robot…
 • Scuttlebutt
This Week in Startups: 78.4% of tokens on Vercel now go to open source
9 takeaways: why Elon Musk is talking about the hyperloop again, what Amazon is actually defending when it blocks an agent, and the robot-safety…
 • Scuttlebutt
Satya Nadella: tell an agent to optimize working capital and it may fake the books
10 arguments: Why he wants outside testers embedded in the labs, what he says Copilot's 30M users prove about the enterprise market, and the rural town…
 • Scuttlebutt
Elon Musk: have the AI labs test each other's models, and China would probably agree
13 takeaways: What SpaceX's president says computer rental is doing to revenue, the 50–60% odds on catching Starship next flight, and why Terafab exists…
 • Scuttlebutt
Jensen Huang: the 10% extinction figure is made up, and saying it is irresponsible
15 arguments: the failed predictions he wants counted, why closed models are bottled water and open ones are free, and the call from President Trump…
 • Scuttlebutt
Jason Calacanis: the labs already ship the safeguards the doomers say don't exist
10 arguments: why he reads the extinction warnings as a planned rollout, the clause he would put in every AI-lab contract, and where he thinks the next…
 • Scuttlebutt
Becki DeGraw: YouTube's third co-founder lost $250M+ to one vesting clause
7 lessons: Why leaving early cost Jawed Karim four-fifths of his Google payday, and how to structure advisor equity so it isn't given away like candy
 • Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for writing, podcasting, and media founders.