chips
5 statements across 5 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Jul 11, 2020 by David Sacks · across every show →
Everything said about chips, oldest first
Jul 11, 2020 neutral
Jun 2, 2023 bullish
Jan 28, 2025 neutral
Apr 11, 2025 positive
Chamath: US must secure supply chains for AI, energy, materials, and pharma
“We need to measure and protect four critical areas. Everything else, I think we can deal with some inefficiency, some single points of failure, but the following four areas, Ezra, I would say are Sacrosanct. Number one is all of the technology, both the chips …”
May 3, 2025 bullish
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 …”