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Jason

Jason Calacanis

🥉

Angel investor, host of This Week in Startups. Frequently moderates.

+13.3%
vs S&P +19.5% · 6 public positions

The Jason portfolio

iHow this portfolio is scored
We put $1,000 into each name the day Jason turned bullish or bearish on it as a real call — a clear take, a ranked pick, a short — and hold until they back off, then compare to putting the same money in the S&P over the exact same stretch. Just talking about a stock never counts. Click any marker for the call behind it.

6 calls we could put a price on — $1,000 in each, measured against the S&P over the same stretch.

0%+26.3%4 calls near Jan 4, 2025GOOGL — added to call Jun 21, 2025GOOGL — added to call Nov 22, 20252 calls near Jan 10, 2026AAPL — opened long May 15, 2026+13.3%+19.5%Jan 6, 2025Jul 10, 2026JasonS&P (SPY)
CallReturnAlpha

Signature takes

NVIDIA →Commentary
“NVIDIA's taking the gloves off, David. They are going to own the whole stack. They are going to be talking about open source a whole bunch. So maybe you could talk a little bit about NVIDIA and their role in this as the open source, at-scal”
E279· Jul 3, 2026
SpaceX →Commentary
“SpaceX projected revenue between $22 and $24 billion in 2026. So this is quite accretive to the revenue story at SpaceX, at the IPO of SpaceX, which is now targeting a valuation of $2 trillion.”
E270· Apr 24, 2026
Cursor (Anysphere) →Commentary
“I predict that this is going to move SpaceX, xAI, and Cursor to the front of the coding leaderboard within 12 months.”
E270· Apr 24, 2026

Every company Jason has discussed

29 companies

Bullish or bearish marks a name Jason actually positioned on — the holdings in the portfolio above. Everything else is commentary. Tap a row to read the take.

CompanyViewTakes
The other besties:ChamathChamathSacksSacksFriedbergFriedberg