AI stack
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 23, 2026 by David Sacks · across every show →
Everything said about AI stack, oldest first
Jan 23, 2026 positive
Sacks: US leads China by 6 months in models, 2 in chips
“I think on models, most people would say that we're, our models are maybe six months ahead or so, plus or minus the Chinese models. You look at chips. Maybe two years ahead. You go to the semiconductor manufacturing equipment, it could be like five years.”