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AI compute

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement May 3, 2025 by David Sacks · across every show →

Everything said about AI compute, oldest first

May 3, 2025 bullish
Prediction Not checkable as stated
Sacks predicts AI advances will yield a 1,000,000x increase in capability
“So you multiply those things together. The algorithms, the chips, and then the raw compute that's available. You're talking about a million X increase, some of which will be captured in price reductions. Some of it will be in the performance ceiling, and then …”
David Sacks May 3, 2025 ▶ 1:22:19 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
Aug 13, 2026 bullish
Prediction Not checkable as stated
Sacks: Political headwinds will prevent an oversupply of AI compute
“All the political headwinds, I think will almost guarantee that there's not an oversupply relative to the exponentially growing demand.”
David Sacks Aug 13, 2026 ▶ 1:04:00 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
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