Jason Calacanis
Launch / All-In Podcast
Photo: Editorial (Option A policy, Jun 10, 2026) - owner-supplied
First call on the ledger
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Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
BearAi Market
Self-declared prediction: named eight/nine-figure customers defect to open-source models. EVENT: will.
And I think, and I'll make this prediction here, that you're going to see some of the major customers of Anthropic and major customers of OpenAI. I'm talking about the eight and nine figure customers, people spending 50 million, 100 million a year. They're leaving. They're going to be leaving because they don't trust those companies to not steal the application layer and to compete with them. 11 Labs, Figma, lovable. They're all going to leave and they're all going to take Kimmy.
'if we were to look at the tests that were created to define artificial general intelligence... we passed all of those. These were tests that were created 30 or 40 years ago. We need a new set of tests right now' @30:31; guest half-agrees: 'there are definitely places where we did achieve it' @31:03.
“I mean, these things, we're kind of there on AGI, don't you think? Like we've kind of achieved it. We just haven't deployed it.”
BullStock Picks
Jason cites Mark Gurman's report that the coming M7 Ultra could support 1.5TB RAM, letting Opus-class local models run on a Mac Studio, putting downward pressure on Claude/OpenAI and letting Apple 'run the table on AI.'
“I think Apple is a screaming buy right now. And that's not financial advice.”
BearThe AI Trade
After describing his own token costs dropping 95% on open-source models
“everybody's going to learn how to drop the price by 95%.”
Nasdaq since this was said: ▲ +0.7% · 26,282 → 26,456 · as of 2026-08-05
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We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.