logo
episode-header-image
Jan 2023
58m 31s

2023 Predictions! Startups, VC, tech, me...

Jason Calacanis
About this episode

Jason and Molly rip through 20+ predictions for 2023, including over/under bets, shutdowns, stocks, main characters, startups, new tech, and SO much more!

(0:00) J+M tee up today's show: 2023 Predictions!

(1:53) Main character of 2023

(4:35) Most anticipated trend

(7:13) Surprising shutdown

(9:40) Biggest bag securer

(13:36) Notion - Sign up for FREE at https://notion.com/jason

(15:06) App/tech breakout

(17:30) Most notable CEO resignation or return

(21:25) Most anticipated technology

(25:37) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist

(26:45) Most anticipated media

(29:09) Over/under: 30.5 year sentence for SBF

(30:07) Over/under: 10.5 year sentence for Caroline Ellison

(30:34) Over/under: $750M box office for Oppenheimer

(31:06) Over/under: 21 months left of recession

(31:46) Hottest take for 2023

(35:53) Fitbod - Get 25% off at https://fitbod.me/twist 

(37:26) Will any VCs be charged in a crypto-related crime?

(38:16) Will total capital raised by VCs fall off a cliff?

(43:11) What startup will make the biggest impact?

(45:59) Overrated hot new vertical

(48:43) Will the fundraising landscape get better for startups?

(50:19) Over/under: 3 new impactful social apps

(51:18) Most stock appreciation: $AAPL, $AMZN, $GOOG, $META, $MSFT

(52:59) Most stock appreciation: $ABNB, $SPOT, $UBER

(55:21) Over/under: 177 IPOs

(56:07) When will VR replace the iPhone?

FOLLOW Jason: https://linktr.ee/calacanis

FOLLOW Molly: https://twitter.com/mollywood

Subscribe to our YouTube to watch all full episodes:

https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1

Up next
Yesterday
Starlink + Tesla? $4T Nvidia? Perplexity Browser? Linda Yaccarino Steps Down? | E2149
On a brand new TWiST, Jason and Alex ponder… What if every Tesla doubled as a Starlink-powered Wi-Fi hotspot? Plus, Nvidia’s historic $4T valuation, Perplexity’s fancy new AI browser that literally books flights, Linda Yaccarino steps down as X CEO, Waymo launches teen accounts, ... Show More
1h 6m
Yesterday
Cloud Seeding, Conspiracies & the Texas Floods | BONUS EPISODE!
Today’s show:Cloud seeding startup Rainmaker faced a viral backlash after deadly floods in Texas—so @Jason hosted an emergency X Spaces with founder Augustus Doricko to unpack what really happened. Did Rainmaker cause the floods? How much water can cloud seeding actually produce? ... Show More
26m 4s
Jul 7
Exits Are Back, QSB Stock & The New America Party? | E2148
Today’s show:Startup exits are heating up with $67.7B in Q2 activity, QSBS just got a major expansion, and Robinhood is pushing boundaries with tokenized SPVs. In this episode, @Jason and @alex break down what it all means for founders and investors, plus the rise of Elon’s “Amer ... Show More
1h 7m
Recommended Episodes
Jan 2023
E110: 2023 Bestie Predictions!
(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) Prediction 4: 2023's biggest business loser (42:03) Prediction 5: 2023's biggest ... Show More
1h 38m
Jun 2023
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question" (50:27) Ja ... Show More
1h 58m
Jun 2024
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the ... Show More
58m 56s
Dec 2021
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (26:03) Biggest Loser - Business (30:54) Biggest Business Surprise (35:27) Best S ... Show More
1h 48m
Apr 2023
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "du ... Show More
1h 39m
Dec 2022
E109: 2022 Bestie Awards Live from Twitter HQ
(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in business (29:48) Biggest loser in business (42:21) Biggest business surprise (51:16) B ... Show More
2h 17m
Oct 2021
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage,  34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Question 2   Follow the besties:  https://twitter.com/chamath https://linktr.ee/calaca ... Show More
1h 33m
Oct 2023
New iPhone15 Issues, ChatGPT Can 'See, Hear, Speak', Meta Connect Updates, Sphere, SBF and more
INSTAGRAM: https://www.instagram.com/throughtheweb.podcast/ WATCH THE VIDEO: https://youtu.be/6lUUJjnbNH4 Twitter: https://twitter.com/throughtheweb 00:00 - Intro 00:22 - iPhone 15 Heats Up 06:40 - Terrible Segue to Meta Connect Updates  19:22 - ChatGPT Gets an Upgrade 26:43 - Ev ... Show More
53m 10s
Dec 2023
E159: The Bestie Awards! Recapping the best and worst of 2023
(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Business Loser (30:32) Biggest Business Surprise (35:57) Best Science Breakthrough ... Show More
1h 22m
Dec 2023
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech (1:01:07) ... Show More
1h 32m