Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack

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Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack Ananya Gairola Mon, July 6, 2026 at 7:31 PM EDT 6 min read NVDA Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Venture capitalist Jason Calacanis argued that Nvidia Corp is moving beyond its role as the world's leading AI chipmaker and is positioning itself to compete more directly with companies like OpenAI and Anthropic through its growing portfolio of open-weight AI models. Last week, during an episode of the All-In Podcast, venture capitalist Calacanis said Nvidia is preparing to "own the whole stack" by pairing its dominant AI hardware business with increasingly capable open-weight large language models. "Nvidia is taking the gloves off with its open source model. They will own the whole stack," Calacanis said. A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast He predicted that Nvidia's open-weight models could become good enough for many everyday AI use cases, adding, "You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches, I guarantee you." Calacanis also suggested Nvidia had previously kept its AI model ambitions relatively quiet because some of its largest customers, including OpenAI and Anthropic, were developing frontier models using Nvidia's chips. "His top customers … were very concerned, from what I understand, about the fact that Nvidia had made so much progress on their open source model," he said. According to Calacanis, the competitive landscape has shifted as major AI developers pursue alternatives to Nvidia's ecosystem, citing OpenAI's reported custom AI chip efforts, Anthropic's chip partnerships, Advanced Micro Devices, Inc.'s growing AI presence and Elon Musk's push to build more of xAI's infrastructure in-house. J-Cal: Nvidia is taking the gloves off with its open source model. They will own the whole stack. "You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches, I guarantee you. Now, why has Nvidia and Jensen downplayed… pic.twitter.com/3ksYuUIwVO — The All-In Podcast (@theallinpod) July 5, 2026 Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time Nvidia has been investing heavily in its Nemotron family of open-weight models, which are designed for enterprise applications including reasoning, retrieval-augmented generation and multimodal AI. 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