Jason Calacanis

“#Jaytrading: put some small trades on for $WRD $PONY $LCID $RIVN recently. Thesis: consolidation is coming to the autonomous space based on the massive progress that Tesla, Waymo, and Uber are making. [He expects all four companies to be acquired within 24 months and the positions, as a group, to double in value in less than two years.]”

Jason CalacanisInvestor

Angel investor, founder of Launch, co-host of the All-In podcast

Made in September 2026; none of WeRide, Pony.ai, Lucid or Rivian has been acquired as of the prediction date, and the 24-month window runs to September 2028.

“Before 2030, you're going to see Amazon, which has massively invested in [AI], replace all factory workers and all drivers. It will be 100% robotic, which means all of those workers are going away. Every Amazon worker, all those jobs. UPS, gone. FedEx, gone.”

Jason CalacanisInvestor

Angel investor, founder of Launch, co-host of the All-In podcast

Deadline is the end of 2029. Amazon still employs roughly 1.5 million people and has continued to expand automation (and announced large corporate layoffs), while UPS and FedEx remain heavily human-staffed; Calacanis later doubled down on X, saying the take will be uncontroversial by 2035.

“My biggest business winner for 2025: Tesla and Google — the two Mag 7 names best positioned thanks to their advances in AI and autonomy.”

Jason CalacanisInvestor

Angel investor, founder of Launch, co-host of the All-In podcast

Alphabet was the best-performing Magnificent Seven stock of 2025, up about 65% on TPU and Gemini optimism — a clear hit. Tesla was not: it returned roughly 11% for the year, well below the Mag 7 average of about 27% and behind Nvidia's ~39%.

“My most contrarian belief [for 2025]: OpenAI loses its lead, loses its nonprofit-to-for-profit transition, and becomes the number four player in AI.”

Jason CalacanisInvestor

Angel investor, founder of LAUNCH, All-In Podcast co-host

OpenAI completed its restructuring into a public benefit corporation under the OpenAI Foundation in October 2025 — the opposite of 'losing' the for-profit transition — and finished 2025 at roughly a $20B annualized revenue run rate, remaining the largest consumer AI player rather than falling to number four.