David Sacks

“No, I don't. And look, there's nothing new here. This is the same doomer histrionics that we've been hearing from this crowd for a long time.”

“We know he pre-briefed the Wall Street Journal, and I think we can also say that these major Doomer groups, by amplifying his tweet within 10 to 15 minutes of him posting it on an account that had no tweets and no followers, they were alerted to this and proba…”

“The only way to solve AI cyber attacks is with AI powered cyber defense. We all know that.”

“I think that if you were to pinpoint the beginning of the downfall, that was it.”

“If you're a founder who's raising a Series A and you're trying to take chips off the table, I consider that to be a huge negative signal.”

“In the policy document that I worked on, the executive order that I worked on in December, we expressly said that data centers remain a state and local decision.”

“Well, I definitely don't think this is nation building. You know, we're not trying to stand up an army here like we did in Afghanistan. We're not trying to teach them about toxic masculinity. We're not trying to stand up a government or anything like that. We'…”

“And so we did a financing earlier this year, and then we extended it and brought in some strategic investors like yourself and David Sachs and Michael Dell and JP Morgan. We didn't need the capital. We had a billion dollars on the balance sheet.”

“I do not believe that core systems of record like CRM are going to get ripped and replaced with something vibe coded.”

“I think in the past, the way that most SaaS Products thought they spent a lot of time on their user interface, and now they really got to think about the agent interface, not just user interface.”

“This is a standing disclosure for all future publications that I put out, including tweets, is that I try not to publish anything Without running it through AI first to fact check it, to line edit it, and to help me make the best argument I can. So this is a s…”

“I've talked to Elon about this. Elon does not support a FINRA for AI. What he could get behind is an MPA for AI.”

“An open source ban is coming. They're not going to call it that. You know what they're going to say? They're going to say that we simply have to apply the same standards to open models that we apply to close.”

“Data centers are going to be three percent of GDP.”

“There is no evidence of that. We're now years into the AI boom, and there's no evidence of that. We only see that job creation.”

“Which means he has no chance whatsoever in the Mondani DSA Democrat Party.”

“All the political headwinds, I think will almost guarantee that there's not an oversupply relative to the exponentially growing demand.”

“What we do know it will do is raise the cost of packages by about five dollars and 20 cents per package, and it will cost families 664 dollars more per year, and it puts something like 5000 jobs at risk.”

“My sense of data is that it's largely a commodity. I mean, data labeling certainly is. If you basically tell them that they can't use data labeling, I guarantee you there's no shortage of Labor in China that they can use to do the data labeling.”

“They're graduating more math and science graduates every year than the rest of the world combined.”

“It's breathtaking hypocrisy for Anthropic to maintain that it is entitled to train on all the world's output for free, even if the creator objects, but- The one type of output that you're not allowed to train on is their output, even if you pay for it. That is…”

“The courts have ruled that LLM generated output is not copyrightable because it was not created by a human. That is the current position of the courts is that LLM output cannot be copyrighted, so there's no IP theft here.”

“These proposals to ban open source that are coming from Anthropic. They don't solve the distillation problem.”

“I appreciate a lot of what David Sachs has to say, and I've invited him on this show but this is, like, hilarious, and so rich, and ironic, that he being part of the Trump administration, which did, like, the most interventionalist policy to ban fable, is now …”

“Natural gas, which is how most of these data centers are powered, is one of the most clean burning sources of power that we have.”

“And lo and behold, they flipped the decision back after a year. They said that from a brand perspective, a company perspective, It's just so critical that you are clear to your customer that there will always be a human if you want it.”

“Once a model is open source, it stops being Chinese in a way, right? Because you can now take that model. You can fork it. You can create your own version. You run it in an American data center on your own hardware. There's no packets going back to China. Ther…”

“If you were to do something like ban open source in the United States, you'll put the United States on an island. The rest of the world is not going to follow suit. The rest of the world wants to use open models because of the advantages they offer.”

“The Constitution requires a certain point of view, and there's no way to change that without a constitutional amendment, which will never happen.”

“The Chinese have been, I'd say nine months behind our models, plus or minus three months, depending on capability.”

“They're going to sell it at a fraction of the cost globally... China is going to be there within one or two years.”

“We're going to be stuck with somewhere between one and three companies, maybe two, there'll be an AI monopoly or duopoly, and they're going to decide along with some new government agency, which will be a revolving door. To their companies, who has access to w…”

“And since then, we've had hundreds of thousands of new jobs, construction jobs created, and 25 to 30% wage increases for construction workers.”

“I think the single most marketable skill in the economy right now has got to be proficiency in Claude. If you're going into a firm right now and you're the only one who knows Claude, it would be like you're the only one who knows how to work a spreadsheet, you…”

“Well, I very much agree with the Pope that the biggest risk of AI is a centralization of power, and then it's misuse against us in some Orwellian way. I think it's government that's gonna do that.”

“In terms of the red capture agenda that you're seeing in Washington, I think where it's all leading to is an effort to ban open source models or open weight models.”

“We currently have a 4.3% unemployment rate in the economy. Economists consider five percent to be full employment. So basically unemployment is at or near record lows right now, despite the fact that we're over three years into this AI wave.”

“Software developers are not being laid off on net. In fact, job postings, job recs for software developers are at a three year high, growing 15% year over year.”

“You look at code commits on GitHub, which is the leading code repository. There were one billion code commits last year. In the past month, there's been 1.1 billion.”

“I believe that J.D. Vance will separate from Sachs and Trump on AI by, you know, first or second quarter of twenty-twenty-seven. Not all the way, but he's gonna have to.”

“But that is a problem that we will solve over the next six months.”

“I'm mostly hearing at least in my back channels that I'm involved in, that that is fake news, that there's not really, you know, You look at, like, Sachs and these folks that are working on this stuff in the White House, like, this is not how they view things.…”

“Code is the gateway into enterprise and enterprise IT budgets.”

“Regardless, I do think it is a form of regulatory capture because it plays into the hands of the big companies and creates moats that new entrants will not be able to Overcome.”

“In China, they're incorporating AI into K through 12 education.”

“I do think that the harms have been exaggerated because the trial lawyers have an incentive.”

“And the other thing is that I think that by 28, this national wealth tax will just be a standard part of the Democratic platform.”

“The data over the past year Is the federal workforce declined by 317,000 employees, roughly 14% of the total federal workforce.”

“You go back and look at what, you know, Peter Thiel and Elon, Max Levchin, all these guys were doing, David Sachs, they actually had many similar ideas to Bitcoin. They were trying to create a decentralized form of money that could be permissionless global on …”

“And also one other constraint is going to be that at some point here, we may be token constrained, right? I mean, we may not have enough energy like we've talked about, Even though the chips are getting so much better that tokens per second, tokens per watt, a…”

“And I predict That future administrations, whether they're Republican or Democrat, will keep some version of the tariffs in place, but I think that they will be ultimately popular on a longstanding basis.”

“There's over 1200 bills going through state legislatures right now.”

“I think in 20, 26, you could see That, that these types of tools, again, started as coding assistants, but now they become personal digital assistants. That could definitely happen this year.”

“One of the things that we were so concerned about with that by an executive order on AI that we were sending in the first week is that it had 20 pages of language on DEI, and it was promoting this idea that AI models need to build in a DEI layer.”

“I think we are heading toward towards a world of much greater abundance, rising living standards for everybody, greater productivity. I think that will lead to rising wages. I don't think it's going to put everyone out of work.”

“There are plenty of existing laws that apply to AI, and we should just think about using all of those before you start then creating a bunch of AI specific ones.”

“I still think social media is by far the best for accuracy.”

“The revenue from the SharePoint ecosystem, meaning non-Microsoft, the consulting community, the implementers who would go into companies and implement SharePoint, I think their revenue was something like seven times greater than Microsoft's own software revenu…”

“I signed a lease for an Austin office for craft.”

“If it gets on the ballot, You know, again, we'll know in just a few months, there's going to be a huge freak out. And I think there'll be a lot of people who will say, I can't take the risk. They're going to leave the state. So I think there's going to be a ru…”