big tech companies

13 statements across 12 episodes · 3 bullish · 8 bearish · 4 people on the record · first statement Jun 18, 2021 by David Sacks · across every show →

Everything said about big tech companies, oldest first

Jun 18, 2021 neutral
Prediction Open · timeframe Jun 2026
Sacks: Left and right will agree to regulate Big Tech as common carriers
“And so I think there is, I think the left and the right here can cut a deal where they regulate these guys, these big tech companies as common carriers. I think that is what we're headed towards.”
David Sacks Jun 18, 2021 ▶ 21:28 E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
Jul 23, 2021 negative
Assertion Supported
Sacks claims Biden administration coordinates social media bans with Big Tech
“She just sort of casually mentioned that, oh yeah, by the way, the administration is flagging posts for a social media company, for big tech companies to take down, to remove. And posts, yeah, and she just kind of meant, Just casually mentions, oh yeah, the bi…”
David Sacks Jul 23, 2021 ▶ 51:49 E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
Apr 9, 2022 positive
Opinion
Palihapitiya: Twitter's structure uniquely allows Musk to enforce free speech
“You know that none of the other big tech companies will ever even do that. And the capital structures of those companies will never allow a single strong voice like his to enforce that idea. So this is the only company where that could happen.”
Chamath Palihapitiya Apr 9, 2022 ▶ 46:37 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
Oct 14, 2022 neutral
Assertion Partly supported
Chamath: A quarter of late-2021 S&P market cap was in top tech
“At the end of last year, a quarter of every S&P dollar was crowded in those names, a quarter.”
Chamath Palihapitiya Oct 14, 2022 ▶ 1:21:55 E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
Oct 29, 2022 bearish
Assertion Supported
Chamath: Big Tech S&P market weight dropped to 20%
“The percentage of the, of these companies as a percentage of the S and P is now, you know, off by 500 basis points. It's down to 20%.”
Chamath Palihapitiya Oct 29, 2022 ▶ 1:03:54 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Dec 10, 2022 negative
Opinion
Sacks: Big tech companies are deeply intertwined with the security state
“I think what it shows is how deeply intertwined our big tech companies have become with the security state.”
David Sacks Dec 10, 2022 ▶ 36:05 E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
Feb 17, 2023 negative
Prediction Not checkable as stated
Sacks: Repealing Section 230 will lead to vastly more censorship
“If you repeal section two 30, you're going to get vastly more censorship. Why? Because simple corporate risk aversion will push all of these big tech companies to take down a lot more content on their platforms. The reason why they're reasonably open is becaus…”
David Sacks Feb 17, 2023 ▶ 39:40 E116: Toxic out-of-control trains, regulators, and AI
May 12, 2023 negative
Prediction Not checkable as stated
Sacks predicts a US AI regulatory agency will cause regulatory capture
“We're going to end up in a situation in which the big tech companies have inordinate influence over this new regulatory agency, and since It's not clear what the regulatory agency is even supposed to be doing yet. They're gonna end up promulgating a bunch of r…”
David Sacks May 12, 2023 ▶ 23:02 E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
Jul 14, 2023 positive
Disclosure
Calacanis: Personal tech stock portfolio is up 25% since mid-2022
“I did J trading starting last summer and I'm up whatever, 25%, something crazy like that because I picked all the big tech companies.”
Jason Calacanis Jul 14, 2023 ▶ 7:41 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Jul 14, 2023 positive
Opinion
Chamath: Nvidia is the only major tech company firing on all cylinders
“The reality is those seven companies. One of them, Nvidia, is actually firing on all cylinders. Everybody else just stopped acting like a fucking moron.”
Chamath Palihapitiya Jul 14, 2023 ▶ 8:03 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Jun 29, 2024 negative
Opinion
Sacks: All big tech companies are aligned with intelligence community
“And frankly, that's the deal that all the big tech companies have made. They are all in bed with the intelligence community.”
David Sacks Jun 29, 2024 ▶ 52:45 Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
Oct 2, 2025 negative
Prediction Not checkable as stated
Ro Khanna: Restricting H-1B visas will force companies to offshore jobs
“By the way, a lot of these companies that if you just limit H-Bs, they all have overseas a lot of the big companies have overseas headquarters. So they're going to just offshore the jobs instead of bringing the jobs here.”
Ro Khanna Oct 2, 2025 ▶ 5:38 Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech
Jun 13, 2026 negative
Prediction Not checkable as stated
Sacks: Big Tech AI companies will censor outputs based on user profiling
“These powerful big tech companies are going to decide whether you're worthy. They're going to decide whether you're an AI have or have not. And then they're going to censor the output that you receive based on the criteria they determine when they profile you.”
David Sacks Jun 13, 2026 ▶ 13:12 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
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