Recent Posts
Social•Feb 14, 2026
AI Adoption Will Drive Multi‑Billion Dollar Subscription and Corporate Spend
AI market/TAM in midterm 1. Most employees will have a free LLM on their desktop; we are moving top team memebrs to two daisy chained Mac studios ($25k total) — easy investment 2. All major models will free for 90% of consumer usage and ad supported 3. 25% of consumers will pay $20 a month (Netflix Disney+ model) 4. Corporate spend will be $10k tokens per employee @grok go ahead and give TAM for those 4 markets in USA and world
By Jason Calacanis
Social•Feb 4, 2026
Scale Faster with Seasoned Talent and Evolving Leaders
Not everyone has the same skill set, and sometimes bringing in a more seasoned crew to help transition your company from early-stage to scaling up can be a smart strategy. On TWiST, Amanda Bradford, William P. Barnes and I discuss strategies...
By Jason Calacanis
Social•Feb 4, 2026
MVPs Must Be Reliable Every Time, Not Feature‑Heavy
Even in its MVP form, the Uber app needed to be 100% trustworthy and reliable. When you use an app to get a ride somewhere, you need to know that you’ll also be able to get a ride back. If...
By Jason Calacanis
Social•Jan 28, 2026
Regulation Relief Fuels SaaS Boom in Cannabis Retail
Here’s how increased access to cannabis led to Sparkplug’s explosive growth… The startup — a LAUNCH portfolio company — offers a SaaS product that educates and rewards and benefits the dispensary clerks and “budtenders” who actually sell cannabis to clients, incentivizing...
By Jason Calacanis
Social•Jan 24, 2026
Investors Diverge, Favor B
Five founders pitched, and these investors came to wildly different picks. Maxwell Weiss, of Pacific Bays Capital, and Fred Almeida, of American Medical Intelligence, chose B2B SAAS startups building for air quality testing and supply chain risk.
By Jason Calacanis