Was She Really a Spy? $500B Lost & Nvidia Without Jensen
Jason Calacanis and Lon Harris break down Jensen Huang's ouster as Nvidia CEO after alleged affairs and a shaky spy narrative, then cover founders returning to their companies, a possible SpaceX-Tesla merger, and AI tool spending.
The gist
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Calacanis gives over 50% odds the Nvidia leak came from White House China hawks, and predicts Jensen Huang returns as CEO within 12 months.
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HubSpot cofounder Brian Halligan is returning as CEO after the stock lost 75% in five years while the Nasdaq rose 72%.
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Calacanis says Ro's founder came back and grew annual run rate from about $250 million to $3 billion with roughly the same headcount.
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Calacanis gives each employee $500 a year in GrokBot plus Claude, spending up to $2,000 per person, and says AI means fewer new hires.
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Off duty, Calacanis calls The Dropout one of the best tech dramas, and both hosts praise mug warmers that keep coffee warm without burning it.
"I gave everybody 500 bucks a year in Grokbot... If you use this product once a month, you're going to be 1% more efficient. Grokbot is ripping through our organization."
▶ Play at 26:5124 creators recommend it, including Riley Brown, Peter Yang, and Claire Vo.
See all on the GrokBot page"I'm already paying I think 20 a person for Claude, so that's another 240. Then we do Lovable and a bunch of other stuff."
▶ Play at 26:59253 creators recommend it, including Riley Brown, Chris Koerner, and This Week in Startups.
See all on the Claude page"The only one I enjoyed was... The Dropout was great... That's tied for best ever along with the one about WeWork."
▶ Play at 55:123 creators recommend it, including Duncan Trussell and Joe Rogan.
See all on the The Dropout page"The greatest. I have one. 20 bucks... This is the one I have... This one has three settings. So you can be 176, 150, 126 degrees. And it's got a little glowing LED. For 20 bucks. Incredible."
▶ Play at 57:05"It's a Oraer coffee mug warmer... now that I'm here at my brother's place using it, it works perfectly... It keeps your coffee warm, but it doesn't burn it... This somehow manages to keep the mug warm but without impacting the flavor at all of the coffee."
▶ Play at 56:22What they recommend · 6 picks
"It's a Oraer coffee mug warmer... now that I'm here at my brother's place using it, it works perfectly... It keeps your coffee warm, but it doesn't burn it... This somehow manag..."
"I gave everybody 500 bucks a year in Grokbot... If you use this product once a month, you're going to be 1% more efficient. Grokbot is ripping through our organization."
"Find out, my Athena assistants. Go to athenawow.com for JCal. This is the kind of crazy stuff you can have your Athena assistant do... I will ask my Athena assistants because th..."
Jason Calacanis
5 picks · guest
"I gave everybody 500 bucks a year in Grokbot... If you use this product once a month, you're going to be 1% more efficient. Grokbot is ripping through our organization."
"Find out, my Athena assistants. Go to athenawow.com for JCal. This is the kind of crazy stuff you can have your Athena assistant do... I will ask my Athena assistants because th..."
"The only one I enjoyed was... The Dropout was great... That's tied for best ever along with the one about WeWork."
Lon Harris
1 pick · guest
"It's a Oraer coffee mug warmer... now that I'm here at my brother's place using it, it works perfectly... It keeps your coffee warm, but it doesn't burn it... This somehow manag..."
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