Fri, 06 Aug 2021 04:15:59 +0000
The Callin app, which as of early August 2021 is in private beta, will open to the public (exit private beta) in the near future following this recording.
“No, it's still in private beta. We're going to open up soon.” View on YouTube
The Callin app did exit private beta and open to the public in the months following this August 2021 recording.
Jason Calacanis and David Sacks will launch a recurring "post show" for the All-In podcast on the Callin platform, occurring roughly two days after regular All-In episodes, to interact with fans in a smaller group format.
“So we're thinking, David and I of doing like a post show after all in like two days after just to talk to the fans and do like a little private group thing” View on YouTube
No clear public record confirms a recurring Callin-based post-show launched on the specific two-days-later cadence described.
Among Craft Ventures’ incubated companies, Callin will be the second incubation to launch as a live product/company, after Harbor.
“But, um, but I think Colin will be the, the second one to to launch.” View on YouTube
No public record confirms Callin's specific launch order relative to other Craft Ventures incubations.
Elizabeth Holmes will be convicted and sent to jail following her Theranos-related trial that begins in August 2021.
“Clearly a giant scam and fraud. And she's gonna go to jail too. By the way, she's going on trial this month. August. I believe she'll be on trial.” View on YouTube
Elizabeth Holmes's trial began in September 2021 (slightly after the predicted August start), and she was convicted in January 2023 and later imprisoned starting in 2023.
Tether will ultimately be exposed as a massive fraud on the order of roughly its full then-outstanding value (around $60 billion).
“my my fraud of the moment, the one that's making my spidey sense go crazy, is tether. Um, these these guys are. I mean, this feels like it is going to be a 60 billion Billion.” View on YouTube
Tether has not been exposed as a massive fraud; it settled lesser transparency-related charges with the NY Attorney General in 2021 and remains the largest operating stablecoin as of 2026.
Standalone "buy now, pay later" companies will not remain viable as independent businesses in the long term; BNPL will exist primarily as a feature embedded in larger financial services platforms.
“The thing with buy now, pay later is that it is not a company. It has always been a feature and it's a feature of a much larger financial services platform.” View on YouTube
Some standalone BNPL players (Affirm, Klarna) remain independent, but the broader trend did move toward BNPL as an embedded feature of larger platforms (Apple Pay Later, PayPal, Block/Square), partially validating the prediction.
Goldman Sachs and Apple will launch their own buy-now-pay-later offering integrated into Apple’s financial products in the near future (within a few years of August 2021).
“Goldman Sachs and Apple are about to do something there with buy now, pay later as well for themselves.” View on YouTube
Apple launched its own buy-now-pay-later product, Apple Pay Later, in March 2023, broadly matching the prediction of Apple entering BNPL.
Major social platforms such as WhatsApp and Facebook will eventually add a built‑in buy‑now‑pay‑later payment feature.
“I wouldn't be surprised if WhatsApp and Facebook had a buy now pay later feature over time. Everybody needs to have this feature.” View on YouTube
Meta never launched a buy-now-pay-later feature on WhatsApp or Facebook.
Public companies that consistently acquire adjacent features and convert major expense lines into revenue lines will deliver long‑term compounding stock returns significantly outperforming the market over many years.
“If you can see folks acquiring adjacent features, or if you can see folks taking expense lines and turning them into revenue lines. These are, in my opinion, sure bet companies that compound forever in the public markets.” View on YouTube
This is a vague, subjective investment thesis about 'sure bet' compounding companies that is not falsifiable against a specific market outcome.
By roughly 2031, consumer financial services will consolidate so that 3–5 dominant companies provide an integrated stack across banking, lending, trading, crypto, and insurance.
“I have a thesis and a big belief that over the next decade, we're going to see those five categories start to merge, and you're going to have 3 to 5 superpowers that are going to offer a consolidated stack of services.” View on YouTube
The predicted roughly-2031 consolidation into 3-5 dominant consumer-finance superpowers has not yet occurred or been ruled out this early.
The set of fintech companies that obtain U.S. federal banking licenses will become the dominant consolidators in consumer financial services over the following years.
“The canary in the coal mine is who will be given a federal banking licence, because that is the only gate that the authorities have to king make who those consolidators will be.” View on YouTube
No clear, decisive consolidation around federal-banking-license holders as the dominant fintech consolidators has yet been established.
The banking and finance industry will undergo a consolidation similar to Hollywood media studios, with legacy financial institutions increasingly acquired or eclipsed by large digital tech/fintech players over the coming years.
“It seems like finance is going to go the same way that media did, where you start to see studios in Hollywood all get gobbled up by big tech players, sort of the final convergence of digital and analog. You're clearly going to see that in banking now too.” View on YouTube
Big tech companies have not broadly acquired or eclipsed legacy banks; regulatory barriers have kept large banks like JPMorgan independent and thriving.
Within about a year of August 2021, "financial deplatforming" (payment/fintech firms cutting off users) will become a major, widely debated political issue in the United States, framed as the next wave of censorship.
“I'm predicting right now that financial deplatforming is going to be the big hot potato, political hot potato over the next year. This is the next wave of censorship.” View on YouTube
Financial deplatforming did become a major political issue, prominently including the 2022 Canadian trucker convoy debanking and the 2023-2024 'Operation Chokepoint 2.0' debate around crypto-industry debanking.
Disney’s streaming business will catch up to Netflix and eventually surpass and dominate Netflix in the streaming market.
“They're going to they're going to catch up to Netflix and then they're going to roll Netflix. They're going to roll right over Netflix.” View on YouTube
Disney+ grew substantially but has not surpassed or 'rolled over' Netflix, which has remained the largest streaming service by subscribers through 2025-2026.
In the coming wave of fintech consolidation, major online players such as Square, Stripe, and PayPal will be the primary long‑term winners, while traditional offline legacy banks will largely lose ground.
“But who are the big winners in this wave of consolidation going to be? At the end of the day it's going to be square. It's going to be stripe. It might be it's going to be PayPal. It's going to be the big online companies, not the offline legacy banks.” View on YouTube
Stripe (private) performed very well and Square/Block had a strong run, but PayPal's stock struggled significantly for years, while some legacy banks like JPMorgan also thrived, making the clean 'online winners vs. legacy bank losers' framing only partially accurate.