David Sacks
528 statements across 209 episodes · 138 bullish · 224 bearish · 9 people on the record · first statement Apr 11, 2020 by David Sacks · said 189 times in 50 episodes since 2022 · across every show →
On the record as a speaker too: David Sacks's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Jason Calacanis (134), Chamath Palihapitiya (18), David Friedberg (11), Kyle Samani (4), Producer Nick (3), Howard Lutnick (3), Steve Bannon (1), Scott Bessent (1)
tap a year for its mentions
2026 27 mentions in 14 episodes 2 per episode
- Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
- The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
- Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- 6 more episodes that year, every mention in 2026 →
2025 80 mentions in 26 episodes 3 per episode
- All-In Inauguration Day Livestream with the Besties from Washington, DC!
- Winning the AI Race Part 2: Vice President JD Vance
- Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
- Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
- Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
- Howard Lutnick | All-In DC
- Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro
- Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- 18 more episodes that year, every mention in 2025 →
2024 67 mentions in 4 episodes 17 per episode
- DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
- 2024 Election Night Livestream with the Besties!
- New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
- Sheryl Sandberg, plus open-source AI gene editing explained
- every mention in 2024, scene by scene →
2023 9 mentions in 5 episodes 2 per episode
- All-In Summit: Stephen Wolfram on computation, AI, and the nature of the universe
- All-In Summit: "Luxury Beliefs are Status Symbols" with Rob Henderson
- All-In Summit: Nuclear fusion and the potential for energy abundance
- E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- All-In Summit: AI film and the generative art revolution with Caleb Ward
- every mention in 2023, scene by scene →
Everything said about David Sacks, oldest first
Apr 11, 2020
Apr 11, 2020
Sacks: Demanding conclusive proof before taking low-risk actions is dumb
“And the latter approach is smart when You know, there's a lot of upside in trying something and not much downside, you know, and the other approach of this sort of this scientific, the pseudoscientific sounding approach where you're constantly demanding conclu…”
Apr 11, 2020 positive
Apr 11, 2020
Apr 11, 2020
Apr 11, 2020 bearish
Sacks: COVID economic recovery will likely be U-shaped or L-shaped
“Jason, I would describe U as a V. I think Chamath is closer to the U, which is the most pessimistic. Sorry, the L is the most pessimistic, and then the U is sort of somewhere in between. And I sort of swing between the U and the L but I also understand the cas…”
Apr 11, 2020
Sacks: US won't have a coherent alternative to COVID shutdowns by May
“But I think most of all these ideas need to be tied together into a coherent system, and I'm worried that our approach to date has been so ad hoc that we're not going to have a coherent system ready to go as a replacement to shutdowns in May when we need it.”
May 21, 2020 positive
May 21, 2020 negative
May 21, 2020 bearish
Jun 20, 2020 neutral
Jun 20, 2020 negative
Jun 20, 2020 negative
Sacks: Fact-checking targeted politicians is biased soft censorship
“Yeah. I mean, call me old fashioned, but I'm very much in favor of free speech and I'm against censorship and you know, fact checking your politicians you don't like is, is a, is basically bias. It's soft censorship. I mean, they're being very selective in who…”
Sep 9, 2020 positive
Sep 9, 2020 positive
Sep 19, 2020 neutral
Sacks: Woodward COVID revelations are already priced into Trump's election odds
“I think it's sort of priced into the stock. You know, I mean, look, if it weren't for COVID, I think that if you go back to like January, February, when Trump gave that state of the union speech, his ratings were the highest they had been. The economy was on f…”
Sep 19, 2020 negative
Sep 19, 2020 bullish
Sacks: Permanent lockdown alternative will help Trump win the 2020 election
“At this point, I would think, I think that COVID is, COVID policy is a net plus for Trump in this campaign, because, you know, the other side of it is is, is, is these permanent lockdowns. You know, there's just an article in was it foreign policy saying that …”
Oct 3, 2020 negative
Sacks: Facebook is like cigarettes, but Twitter is like fentanyl
“Twitter is a Sewer of political diatribe and polemical hate, you know, it's, I don't know anyone who feels better you know, after spending time on Twitter, you know, if Facebook is like cigarettes, you know, I don't know what Twitter is. I mean, it's like fent…”
Oct 3, 2020
Oct 16, 2020 bearish
Oct 16, 2020 negative
Sacks: Social media algorithms fuel societal polarization via ideological bubbles
“The algorithms are make the situation worse because they kind of trap people in these bubbles of like reinforcement and they just, Keeping fed more ideological purity and it definitely is fueling the polarization of our society.”
Oct 16, 2020 negative
Oct 16, 2020 bearish
Sacks: Repealing Section 230 will trigger widespread platform censorship
“If you repeal section two, third, you're going to make the situation infinitely worse because section two, what is the response to these companies going to be? Corporate risk aversion is going to cause them to want to hire hundreds of low level employees, basi…”
Oct 16, 2020
Oct 16, 2020 positive
Sacks supports establishing 18-year term limits for Supreme Court justices
“And there's been a recent proposal by Democrats that I would support, which basically says, listen, we should have an 18 year term for Supreme Court justice. That's long enough. And each president should get two nominees, like one in the first year and then on…”
Nov 4, 2020 bearish
Sacks: Twitter and Jack Dorsey will be political scapegoats post-election
“I think this time around it's going to be Twitter because they have been so arrogant and their assertion of their right to censor viewpoints they don't lock. And if the Republicans hold on to the Senate and or the presidency, I think you're going to see Jack D…”
Nov 4, 2020 positive
Nov 11, 2020 bullish
Sacks: COVID-19 will be a distant memory by summer 2021
“I think COVID is going to be a distant memory by next summer. I think we'll have one to two quarters of transition, but I think that once the vaccine's widely available, plus the treatment and the testings for the people who slipped through the cracks yeah, I …”
Nov 11, 2020 negative
Nov 25, 2020
Nov 25, 2020
Sacks: Rapid internet innovation is driven by permissionless building
“The reason why innovations happen so fast on the internet is because of, you know, one word, permissionless, right? Permissionless innovation. Nobody who has an idea for a startup needs to go get permission from someone in the government, you know, repeatedly.”
Nov 25, 2020 bullish
Dec 4, 2020 negative
Dec 18, 2020 negative
Dec 18, 2020 positive
Jan 8, 2021
Jan 8, 2021 negative
Jan 8, 2021
Sacks asserts 10x difference between COVID infection and case fatality rates
“The two big things we learned after that were number one, that there was a huge distribution by age. Right. And so somebody under 50 without comorbidities had a much, much, much lower risk. And then also the thing we learned is that the, there's maybe a 10 X d…”
Jan 8, 2021 neutral
Jan 11, 2021 negative
Jan 11, 2021
Jan 23, 2021 bearish
Jan 23, 2021
Sacks: Gavin Newsom recall election will likely take place in July
“I think they'll get there and then they're and then the recall election would take place. About four to five months after after that, there's a couple of months where it moves through the finance committee, the recall election has to be budgeted, and then News…”
Jan 30, 2021 negative
Jan 30, 2021 neutral
Jan 30, 2021 positive
Feb 3, 2021
Feb 3, 2021 positive
Feb 6, 2021 negative
Feb 20, 2021 negative
Mar 6, 2021 negative
Sacks predicts Gavin Newsom recall election will occur around August 2021
“They're up to 1.95 million signatures. So, 50,000 votes short of two million. They will be At or over two million in two weeks, which is the end of the signature period, their validation rate is about 84%. So, I think this is clearly going to pass. There will …”
Mar 20, 2021 negative
Mar 27, 2021 bullish
Apr 23, 2021 negative
Sacks argues woke socialism is the dominant Democratic Party ideology
“There's no question in my mind that the Democratic party, all the energy, the base, the activists, And the politicians who have the microphone, they are woke socialists, okay? That is the dominant ideology in the Democratic Party, and what Biden is doing right…”
Apr 23, 2021 neutral
May 1, 2021 negative
May 1, 2021 positive
May 1, 2021 negative
May 13, 2021 positive
Jun 13, 2021 positive
Jun 13, 2021 negative
Jun 18, 2021 bullish
Jun 18, 2021 negative
Sacks: Newsom extending COVID emergency powers secures federal funds for recall election
“Federal funds, emergency funds from the federal government keep flowing to the state as long as we have a state of emergency. And so the longer he keeps this thing going, the more money he gets from the federal government that he can then use in this recall ye…”
Jun 18, 2021 neutral
Jul 2, 2021 positive
Jul 2, 2021 negative
Jul 2, 2021 negative
Jul 2, 2021 positive
Jul 9, 2021
Jul 9, 2021 negative
Jul 9, 2021 bearish
Jul 9, 2021 negative
Jul 23, 2021 negative
Sacks: Mandating COVID vaccines for private citizens is government overstep
“The one place where I'd say government is clearly overstepping is if they just said, listen, you private citizen, not an employee of the government has to go get vaccinated. As much as I would like everyone to get vaccinated, I don't want to give government th…”
Jul 23, 2021 positive
Jul 23, 2021 negative
Jul 23, 2021 negative
Jul 23, 2021
Jul 23, 2021
Jul 23, 2021
Jul 23, 2021 positive
Jul 30, 2021
Jul 30, 2021 positive
Sacks: Climate change will be solved by clean energy, not reducing consumption
“And I think that's ultimately how we're going to solve this problem of climate change. We're not going to do it through reducing human consumption. Like we're gonna have to go back to the stone age. If you don't want to emit carbon, It's about moving to clean …”
Aug 28, 2021 neutral
Aug 28, 2021 negative
Aug 28, 2021 negative
Aug 28, 2021 negative
Sacks: Bipartisan May 2021 letter warned State Department about Afghan allies
“There was a bipartisan working group of both Democrats And Republicans who wrote a letter to Blinken at the State Department back in May saying, we are afraid of the, about the safety of our Afghan allies. You need to get them out.”
Aug 28, 2021 negative
Aug 28, 2021 neutral
Sep 4, 2021 negative
Sep 4, 2021
Sep 4, 2021 negative
Sep 14, 2021 positive
Sacks: Markets drive progress better than politics because startups need only one funder
“This is why markets work better than politics, because Freeburg, in order for you to pursue what you want to pursue, you don't have to convince a majority of the country to support it. You just need to find one person who's willing to fund it. You know, you ra…”
Sep 14, 2021
Sacks: The shift toward dystopian crypto investing is a scary prediction market
“If you think of major technology investing waves as essentially a prediction market on what smart people think the future is going to look like, it's pretty scary that we're going from a utopian technology investing wave to a very dystopian technology.”
Sep 14, 2021 negative
Sacks asserts studies show over 90% of news media voted Democrat
“If you go back like, 10, 2030 years, there's a media organization. There's a guy named Brent Bezell, who was doing studies of media bias. And if you were to actually look at how people in the media voted, it was 90 plus percent Democrat.”
Sep 14, 2021 negative
Sacks: News media abandoned objectivity to oppose Donald Trump
“It's been a thing for a long time, and now it came to a head, I would say, during the Trump administration, because the press, I think, in going after Trump gave up something important, which is they gave up their objectivity. I mean, they flatly would, I mean…”
Sep 18, 2021
Sep 18, 2021 negative
Sacks: Banning social media will drive tech-savvy teens to Signal
“You basically ban social media and all of a sudden these kids because they're very tech savvy are going to find themselves on text groups and Text chats, and they'll be in signal, and you won't even be able to see what they're doing.”
Sep 18, 2021 neutral
Sep 18, 2021 negative
Sep 25, 2021 negative
Sep 25, 2021 neutral
Sacks: Russian 2016 Facebook ad impressions were an infinitesimal fraction of total
“When you actually look at the number of impressions that were created by the sum total of all of the so, the so-called disinformation of all these ads, It is a fractionally small, infinitesimal drop in the ocean compared to the total number impressions on Face…”
Oct 9, 2021 bullish
Oct 9, 2021 positive
Oct 9, 2021 negative
Oct 16, 2021 bullish
Oct 23, 2021 neutral
Oct 23, 2021 neutral
Oct 30, 2021 negative
Oct 30, 2021 positive
Oct 30, 2021 positive
Oct 30, 2021
Sacks: Prudently take profits if you hold life-changing money in risky assets
“If you've got life-changing money in a highly risky position, that's not diversified. I'm amending my advice of let your winners ride to take some chips off the table prudently. Doesn't mean you sell everything, but just take some chips off the table.”
Nov 6, 2021 bullish
Nov 13, 2021 bullish
Nov 20, 2021 bearish
Nov 20, 2021 neutral
Dec 4, 2021 bearish
Dec 11, 2021 negative
Dec 11, 2021 positive
David Sacks asserts US courts deliver correct verdicts while mainstream media fails.
“But, you know, the court systems have been doing an amazing job. When you think about the cases, I think the courts have been on quite a run in, I think, contradistinction to the media. It keeps getting it wrong, right?”
Jan 8, 2022 negative
Sacks: Default alive is too high a bar for early SaaS startups
“I personally think that trying to achieve default alive status is too high a bar. I mean, it's a wonderful thing if you can do it. I mean, Facebook did it. Google did it. The very best companies did it. But I know very few SaaS companies that could continue to…”
Jan 8, 2022 neutral
Sacks: Founders can sell vision but must be truthful about current status
“As a founder, you can be as messianic as you want to be. You can promise, you know, anything about your vision and what you intended to the future, but what you must do is be accurate about the current state of your business. You cannot lie about the deals tha…”
Jan 8, 2022 bearish
Jan 15, 2022 bearish
Sacks predicts a Democratic midterm landslide defeat if focused on Jan 6
“And if you and the Democrats keep talking about this and focus on it, on MSNBC, to the exclusion of the issues that really matter I'll see you in November because you're gonna get slaughtered in this midterm election. It's gonna be a landslide.”
Jan 22, 2022 negative
Feb 5, 2022
Feb 19, 2022 neutral
Sacks time-limits his venture board commitments to one or two years
“The only reason I'll ever take a board seat is because I have to do it because the founder insists that otherwise they won't go with... I always time limit it now because I just can't, I mean, I can't make a tenure obligation. You know, it's typically like one…”
Feb 19, 2022
Feb 25, 2022 neutral
Sacks predicts Putin installs a puppet government and leaves within a year
“I don't think he wants this problem long term. It's probably gonna be more like the situation we had in Georgia in 2008. He goes in for a year. He institutes perhaps some sort of puppet government or some government that's more favorable to him, and then he ge…”
Feb 25, 2022 negative
Mar 5, 2022 negative
Sacks: Republicans pushing for foreign regime change are reckless fools
“And anybody today who doesn't modify their point of view on these regime change wars is a fool. I mean, they're not paying attention. And so for Lindsey Graham and, you know, these other guys out there to be a lot of Republicans to be talking about regime chan…”
Mar 5, 2022 neutral
Sacks: Arming every citizen is Taiwan's best deterrent against China
“If taiwan really wants to be independent every adult there needs to learn how to fight and they need to have weapons And that's gonna be the best guarantee. We can be their ally, but that's gonna be the best guarantor is creating a credible deterrent to she mo…”
Mar 5, 2022 negative
Mar 19, 2022 positive
Apr 9, 2022 negative
Apr 9, 2022 positive
Sacks: Offsheet customer references are the single most important diligence signal
“Probably offsheet customer references. So the first thing we do is focus on the metrics, right? And the financials, the SaaS metrics, all that kind of stuff. But then you want to talk to customers, and you want to understand the value they're getting out of th…”
Apr 9, 2022 neutral
Apr 9, 2022 neutral
Apr 9, 2022
Apr 16, 2022 neutral
Apr 16, 2022 neutral
Apr 16, 2022 negative
Sacks: Political opponents resort to cancellation because they cannot persuade
“We're intellectually confident. We don't believe in shutting down the debate. We believe in free speech. The other side, they're authoritarian because they can't defend anything. They just cancel people. They've lost the art of persuasion.”
Apr 16, 2022
Apr 23, 2022 neutral
May 13, 2022
May 13, 2022 bearish
May 13, 2022
May 25, 2022
May 26, 2022 neutral
May 26, 2022 negative
May 26, 2022 negative
Calacanis: Speakers refused to attend All-In Summit due to political lineup
“One of the major challenges I had in this event Was certain people attending the event made some people in that group unwilling to come to the event. No offense, Keith. In other words, like, Keith, Sachs, you know, and then even Glenn Grunwald and... Greenwald…”
May 27, 2022 negative
Sacks: San Francisco DA Chesa Boudin failed to enforce gun charges
“In San Francisco, you can't get Chesa Boudin to enforce a gun charge. He a young kid named Kelvin Chu got killed because his killer, a guy named Zion Young, he was arrested weeks before on gun charges, and Chesa Boudin just let him go.”
Jun 2, 2022 neutral
Jun 2, 2022 neutral
Sacks: Democrats now represent professional elites while Republicans become populist working-class
“Historically the Democrats were the party of the working class. They are now much more the party of the professional class. And they buy into the belief set of sort of the college educated, the, you know, the, those sort of, you call it the woke sensibility. A…”
Jun 24, 2022 negative
Jun 24, 2022
Jun 24, 2022 bearish
Jun 30, 2022 bearish
Jun 30, 2022 bearish
Jul 8, 2022 bearish
Sacks is skeptical that the US economy will achieve a soft landing
“I just am skeptical. There's going to be a soft landing because of what Chamath is saying, which is, this is a multi-part problem. And until we fix the supply side, I don't think that merely reducing demand is going to get us out of this.”
Jul 8, 2022
Jul 22, 2022 positive
Jul 22, 2022 neutral
Sacks: High-growth private SaaS startups are landing deals at 20x ARR
“Well, what we're seeing right now is that pretty good SaaS companies that are growing, you know, maybe on a trailing basis, they grew three X and, you know, prospectively they're growing, call it two and a half X. They're trading right now, not trading, but ba…”
Jul 29, 2022 positive
Jul 29, 2022 negative
Jul 29, 2022 neutral
Sacks: Remote work eases hiring but weakens management, scaling, and culture
“I think where work from home is beneficial is on the hiring side, right? It's so much easier to hire for a job when your potential pool is anyone in the world. You're not just geographically limited to the city in which your office is. So that was the temptati…”
Aug 13, 2022 neutral
Aug 20, 2022 negative
Sacks: Rezoning single-family neighborhoods for multi-family housing is unfair to residents
“So it is unfair to the residents of that neighborhood for a developer to come along and say, hey, I'm going to change the character of this place so I can make money. I'm going to take a bunch of single family lots, turn them into multifamily apartment complex…”
Aug 26, 2022 neutral
Sep 17, 2022 neutral
Sep 17, 2022 negative
Sacks: Backing Russia into a corner risks escalation and unconventional weapons
“I think there's an equal and opposite chance that that doesn't happen. That certainly could happen, okay? But I think there's an equal... An opposite chance that instead what happens is that we climb the escalatory ladder that Putin, I think we are backing him…”
Sep 17, 2022 negative
Sacks: US military rewrote battle plans and directs Ukraine's counteroffensive
“America is now giving Ukraine more and more advanced weapons. Okay. This sort of the long range artillery. They're telling them where to point the weapons. They're giving them the intelligence for it. They're training them on how to use it. They've got command…”
Sep 17, 2022
Sacks: Pricing is the core driver of go-to-market strategy
“You have to think of pricing as not an element by itself, but as sort of the most important element of a go to market strategy. And there's no way that you can basically reprice Figma completely as part of some other bundle and expect not to create massive dis…”
Sep 17, 2022 bullish
Sacks: Five years of zero revenue does not mean startups are dead
“And for anyone who's doing a SAS company and you're in it five years and you still have zero revenue And like, that doesn't mean you're dead. I mean, they basically were a zero for five years. Absolutely nothing. And now it's a twenty billion dollar exit five …”
Sep 17, 2022 negative
Sacks: U.S. has lost sight of independent American interests in Ukraine
“We're so interested in helping and identifying with the Ukrainians that we've lost sight of an American interest that's separate and independent of Ukraine's desire for self-determination. I can understand and respect Their nationalism and their patriotism, bu…”
Sep 17, 2022 negative
Sep 17, 2022
Oct 1, 2022 bearish
Oct 1, 2022 bullish
Oct 1, 2022 bearish
Oct 1, 2022 negative
Sacks: Yellen rejected Trump's proposal for 100-year US Treasury bonds
“When rates were like near zero, and we had the opportunity to refinance the U.S. Government debt using long-term rates, basically long-term bonds, and actually it was Trump who, you know, crazy Trump who suggested let's basically shift the debt to a hundred ye…”
Oct 1, 2022 negative
Oct 1, 2022 bearish
Oct 7, 2022 positive
Sacks: Common carrier requirements should apply to social media monopolies
“I do think that common carrier requirements should apply on some level of the stack to protect the rights of ordinary Americans to have their speech in the face of these giant monopolies, which Could otherwise de-platform them for arbitrary reasons.”
Nov 5, 2022 neutral
Sacks denies leaving Craft Ventures for a permanent role at Twitter
“I've gotten all sorts of inbound from people asking me if I'm like leaving craft ventures to do something at Twitter. No, it's not true. We're just, Jason and I are just pitching in and helping out while Elon establishes his permanent team at that company.”
Nov 5, 2022 positive
Nov 5, 2022 bearish
Sacks predicts US entering joblessness-driven second phase of recession
“My prediction was a double dip recession, where you had this shallow technical recession, then it bounced back in Q three. But now I think we're headed into the second part of it, which is the real recession, a recession characterized by joblessness.”
Nov 5, 2022 bearish
Sacks: Almost all Craft Ventures portfolio companies are now re-forecasting
“So after Q one board meetings, I would say about two thirds of portfolio companies We're hitting their numbers, and one-third were missing, and it still appeared to be, like, problems related to those specific companies, not a macro trend. I would say after Q-…”
Nov 12, 2022 bearish
Nov 19, 2022 negative
Sacks: House Republicans should investigate SBF and FTX before Hunter Biden
“The first investigation by the House of Representatives needs to be SBF and FTX, not Hunter Biden. SBF makes Hunter Biden look like a piker. I mean, you know, Hunter Biden was what? A couple million dollars of grift. This is ten billion dollars plus a grift.”
Nov 19, 2022 bearish
Nov 19, 2022 negative
Dec 3, 2022
Dec 3, 2022 bearish
Dec 3, 2022 negative
Sacks: Granting China MFN status and open trade access was a mistake
“However, with China in particular, I think we made a mistake in throwing open our markets to their products, giving them MFN status while most favored nation enriching them to the point where they became a peer competitor, the United States.”
Dec 3, 2022 negative
Dec 3, 2022 bearish
Sacks: Salesforce net new ARR dropped two-thirds quarter-over-quarter in late 2022
“Basically their net new ARR that they just added in the previous quarter dropped two thirds compared to the previous quarter, but because their sales and marketing spend was the same as the previous quarter, it exploded their CAC payback, which means the amoun…”
Dec 24, 2022 negative
Dec 24, 2022 bearish
Jan 6, 2023 bearish
Sacks: Banks will soon take over San Francisco office towers
“I think office towers in San Francisco are, that is some serious toxic debt, 27% vacancy rates and growing as Lisa's role. I think that a lot of these buildings, maybe virtually all of the San Francisco downtown is going to be owned by the bank soon because no…”
Jan 20, 2023 bullish
Jan 20, 2023 positive
Jan 27, 2023 negative
Feb 4, 2023 bearish
Feb 4, 2023 bearish
Sacks: VC capital will be deployed much slower over 3-4 years
“Yes, there's a record amount of money venture capital has raised over the last, you know, couple of years, but it's going to be deployed much more slowly and carefully. Over the next, say, three or four years than it was over the previous few years.”
Feb 4, 2023 bearish
Feb 11, 2023 negative
Feb 11, 2023 positive
Feb 11, 2023
Feb 11, 2023 positive
Feb 11, 2023 bullish
Sacks: Every software application will feature a voice-based AI interface
“I think in every single application that we use, there's going to be an AI interface and like a, it is probably gonna be voice based where you can just say to it, Hey, I'm trying to accomplish this. Like, how do I do it? Can you just make it happen?”
Feb 24, 2023
Feb 24, 2023
Feb 24, 2023 negative
Mar 3, 2023 bearish
Sacks: 2023-2024 will bring widespread down-rounds for 2021 peak startups
“I think what we're gonna see in the second half of 23 and all of 24 is a lot of medicine being taken, a lot of down rounds, a lot of structure. It's gonna be a tale of two cities. The hot area You know, AI is going to continue to receive new investment, and al…”
Mar 3, 2023
Mar 3, 2023 bullish
Mar 11, 2023 neutral
Sacks: Craft Ventures instructed portfolio founders to cut burn in early 2022
“We started doing portfolio updates with our entire portfolio of founders in February last year saying this is a regime change. You gotta cut costs. We did another one in May. You can watch them both on YouTube. Okay. And we were telling founders, cut your burn…”
Mar 11, 2023 bearish
Sacks: Venture debt asset class breaks when startup up-rounds stop
“I believe that the data for all these models is, is skewed because it assumes again, an environment in which companies keep raising up rounds. And as soon as you get into a crisis in which that breaks, then the whole asset class breaks.”
Mar 17, 2023 negative
Mar 17, 2023 negative
Mar 17, 2023 bearish
Mar 17, 2023 bullish
Mar 17, 2023 negative
Sacks: 2018 deregulation was a 'poison chalice' for regional banks
“Creating a two tier system of banks where one tier are the systemically important banks who are completely guaranteed and backstopped by the federal government. And then a sort of lower tier, a second tier of regional banks was a poison chalice for the Regiona…”
Mar 17, 2023 neutral
Mar 24, 2023 neutral
Mar 24, 2023
Mar 24, 2023 negative
Mar 31, 2023 positive
Mar 31, 2023 bullish
Apr 7, 2023 negative
Apr 14, 2023 neutral
Apr 14, 2023 positive
Sacks: Law enforcement will use AI co-pilots to detect automated cybercrime
“So there will be new tools that law enforcement will be able to use. And if somebody is creating phishing sites at scale, they're going to be probably pretty easy for, you know, law enforcement AIs to detect. So let's not forget that there'll be co-pilots writ…”
Apr 21, 2023 positive
Sacks: Non-ideological education message will win 70% to 80% public support
“I think that when you get into the general, you have to uplevel the issue and talk about it in broader terms that every kid in our country deserves a high quality, non-ideological education. I think if you can do that, you will get 70, 80% of the public on you…”
Apr 21, 2023
Sacks: Founders must cut costs before asking existing VCs for capital
“The most important thing to me, like what would make it a partnership is for me to know that the founders have done everything in their power to reduce costs and put the company on the right trajectory before Going out and basically issuing capital calls to th…”
Apr 21, 2023 negative
Apr 21, 2023
Apr 21, 2023 negative
Apr 21, 2023
Apr 21, 2023
Sacks: Venture capital is commodity in bull markets, partnership in down markets
“When everything's up and to the right and everything's going great and you're in a bull market and you can just keep raising money and definitely because there's always someone willing to lead the next round, then the money is a commodity. But when you're in a…”
Apr 28, 2023 bullish
Apr 28, 2023 bearish
Apr 28, 2023 bearish
May 19, 2023
May 19, 2023 negative
Sacks: Altman's regulatory embrace ensures he will shape new AI agency
“And by basically buying into their narrative and agreeing to everything they want, which is to create all these new regulations and a new agency, I think that Sam is pretty much guaranteeing that he'll be one of the people who gets to help shape the new agency…”
May 19, 2023 negative
May 26, 2023 neutral
May 26, 2023 neutral
Jun 2, 2023 positive
Jun 2, 2023 positive
Jun 2, 2023 positive
Jun 10, 2023 positive
Jun 10, 2023 positive
Jun 24, 2023 neutral
Jun 24, 2023 bearish
Jun 24, 2023 negative
Jun 24, 2023 positive
Jul 1, 2023
Sacks: Enterprises refuse to share data with OpenAI, prefer custom models
“I think enterprises want one at the level of the, call it the company intranet where employees could just ask it questions and, but they do not want to share their data with open AI. That's like very clear. They want to roll out their own models.”
Jul 1, 2023
Sacks predicts increased AI infrastructure M&A at high valuations
“I think for sure there's gonna be more M&A, and I think the valuations will be high, not because these companies have a lot of revenue yet, but because it's very strategic for these big infra companies to assemble the end-to-end toolchain.”
Jul 1, 2023 bearish
Jul 14, 2023 negative
Sacks: NATO members must spend 2% GDP on approved Western defense contractors
“Because all these countries, when they join NATO, agree to spend two percent of their GDP on defense. And they can only spend that money on defense contractors who are interoperable with the NATO platform, which is basically these approved Western contractors.”
Jul 14, 2023 negative
Jul 21, 2023 neutral
Sacks: U.S. masks strategic foreign policy interests in liberal rhetoric
“But what always happens is that when America has a vital interest, You always cloak it in liberal rhetoric about rights and freedom and democracy and that kind of thing. But what's frequently driving the decision is American interests underneath.”
Aug 4, 2023 negative
Aug 4, 2023 neutral
Aug 4, 2023 negative
Aug 11, 2023
Aug 11, 2023 negative
Aug 11, 2023 bullish
Aug 18, 2023 bearish
Sacks: Rate hike lag could trigger a recession in coming months
“However, there is typically a big lag in the impact on the real economy of rate hikes, and I think you could still see these rate hikes take effect over the next several months, and you could see a real dip in the economy, potentially a recession, and that wou…”
Aug 18, 2023 bearish
Aug 18, 2023 neutral
Aug 18, 2023 neutral
Sacks is paying off his $9M office building loan in cash
“So what I said is, listen, I don't need this loan. I'm just going to pay it off. So I'm going to pay off items on the loan. That's exactly right. And I just own the building a hundred percent. And when this credit crunch is over, whether it's next year or two …”
Aug 18, 2023 bearish
Aug 18, 2023 positive
Aug 18, 2023
Aug 26, 2023
Sacks: IPOs allow companies to reset preferred stock liquidation preferences to common
“Going public does allow you to reset your whole pref stack because all the preferred With all of the rights and preferences converts to common. So post IPO, you just have common. And so it is a way to like clear out all the structure and all the mess that has …”
Aug 26, 2023 bearish
Sacks: More startups are pursuing acq-hires as venture funding dries up
“There's definitely a growing number of startups who are realizing that what they're doing is not working, and they're not going to be able to raise another round, and so therefore figuring out a graceful exit, whether it's an aqua hire or some other type of la…”
Sep 8, 2023 positive
Sep 8, 2023 negative
Sacks: DOJ cannot prove beyond reasonable doubt Trump knew claims were false
“And Jack Smith's case depends on knowing the inner workings of Trump's mind. This like fraud on the American people idea that he not only made up this stolen election narrative, but he knew it was false, which I don't see how they're ever going to prove beyond…”
Sep 8, 2023
Sep 12, 2023 negative
Sep 17, 2023 neutral
Sep 22, 2023 negative
Sep 22, 2023 positive
Sacks: Ukraine war approach is a litmus test for supporting presidential candidates
“For me, I'm viewing candidates as either being acceptable or unacceptable, and Vivek is acceptable to me. I think DeSantis is too. The ones who are unacceptable to me are the ones who would escalate this Ukraine war, because I think that avoiding World War III…”
Sep 22, 2023 bearish
Sep 22, 2023 bearish
Sacks: Prolonged high rates will constrain risk capital and depress valuations
“So as a result of that, interest rates are going to stay higher longer, which means that risk capital will be less available. So valuations are going to go down, or at least they're not going to be racing back up like they used to.”
Sep 22, 2023 neutral
Sep 22, 2023
Sep 22, 2023 negative
Sep 22, 2023 positive
Oct 2, 2023
Oct 13, 2023 negative
Oct 13, 2023 positive
Oct 27, 2023
Nov 3, 2023 bearish
Sacks: AI regulation will turn software into a permission-based industry
“This wave of AI is just becoming software. So we're going to take the one part of our economy that has been free market and relatively unregulated, which is software. It's like the last bastion of true entrepreneurial capitalism, and we're going to create a ne…”
Nov 11, 2023 negative
Nov 11, 2023
Nov 17, 2023 bullish
Dec 8, 2023 bullish
Dec 16, 2023 negative
Dec 16, 2023 negative
Dec 16, 2023 negative
Dec 23, 2023 bearish
Sacks: Regulatory delay on Adobe-Figma will chill Silicon Valley M&A
“The fact that regulators took 15 months to analyze the deal, only to come to the conclusion that they basically weren't going to allow it, and then Adobe finally killed it, is going to have a chilling effect on M&A in Silicon Valley. I mean, if acquirers and t…”
Dec 23, 2023 negative
Sacks: Startups should avoid putting European headquarters in the UK
“If you're a startup and you're trying to consider where to put your Europe office, I would not choose the UK anymore. I used to think that the UK was number one because it was so easy, but you don't want to create that nexus if you can help it. It might subjec…”
Jan 6, 2024 positive
Jan 13, 2024 bearish
Jan 19, 2024 bearish
Jan 19, 2024 bullish
Sacks: B2B SaaS creates enterprise value through 120% net expansion
“This is why I basically skewed towards B to B SaaS is because a good B to B SaaS business will have net expansion. Instead of 50% churn, you'll do a 120% expansion. And so you're actually building a subscriber base with long-term value.”
Jan 26, 2024
Jan 26, 2024 neutral
Feb 2, 2024 bearish
Feb 2, 2024 bullish
Sacks: Spatial computing headsets will eventually shrink into normal smart glasses
“It's really a proof of concept. Look, I think it's a great thing for innovation that they're starting with this, you know, like you said, expensive headset that maybe is not that ergonomic, but eventually it'll come down and the form factor will be glasses or …”
Feb 2, 2024 neutral
Feb 2, 2024 negative
Feb 17, 2024 bearish
Feb 17, 2024 neutral
Mar 1, 2024 positive
Sacks: Customer support automation will move to human-sounding AI voice call centers
“I think where this is going to go next is to phone. And these call centers use what are called IVRs, these interactive voice response systems, but they're very rigid. It's a lot of prerecorded messages, and it says, push one, if your problem is this, push two,…”
Mar 16, 2024 negative
Apr 12, 2024 negative
Apr 19, 2024 neutral
Sacks: Chess betting lacks appeal because ratings render outcomes predictable
“No one bets on chess because it's so obvious who's going to win. There's like a very precise rating system and so in poker, the poker is very different because you can have players at the same table and you know, who are the great players who are not the great…”
Apr 26, 2024 negative
May 31, 2024 bullish
May 31, 2024
May 31, 2024 bullish
May 31, 2024 bullish
Jun 14, 2024
Jun 20, 2024
Jun 25, 2024 positive
Sacks names Hundred Acre his favorite Napa wine
“Hundred acres is probably my favorite Napa wine, and it's not the most expensive. I mean, it's expensive to be sure, but it's not in the Harlan category or Screaming Eagle. Harlow's like a thousand bucks a bottle. Screaming Eagle's like two to 3000. Hundred Ac…”
Jun 25, 2024 positive
Jun 25, 2024 positive
Sacks: AI will enable cost-effective, customized tutors for every child
“Well, I think the way that AI is going to influence education is that you could create highly customized AI tutors. And so I think the revolution could be that every kid can now receive, again, specialized, bespoke, custom education as opposed to being on an a…”
Jun 29, 2024 bearish
Sacks: Microsoft will systematically dominate enterprise software through bundling unless stopped
“If we don't do that, I do think that Microsoft will use the power of the bundle to systematically dominate enterprise software, and they won't take on everybody at once. But like I said, they'll, every year they'll add a new product to the bundle.”
Jun 29, 2024 bearish
Jun 29, 2024 bearish
Jun 29, 2024 positive
Jul 4, 2024 neutral
Jul 4, 2024 neutral
Jul 19, 2024
Jul 19, 2024
Jul 19, 2024
Jul 23, 2024 bullish
Jul 26, 2024 positive
Jul 26, 2024 neutral
Jul 26, 2024 negative
Sacks: Cash transfers do not solve poverty and trap people in dependence
“I think what we saw from the study, just to echo what Freeberg said, is that cash transfers don't work. We saw this in the Great Society, just handing people money doesn't solve poverty. It actually traps people in conditions of dependence.”
Aug 2, 2024 positive
Aug 2, 2024 negative
Aug 2, 2024 negative
Aug 2, 2024 bearish
Sacks: Harris's campaign strategy will fall apart before Election Day
“I just think that at some point over the next hundred days, that approach is just gonna fall apart. She's gonna have to do a debate. She's gonna have to answer questions. At that point, I think the bloom will come off the rose a little bit here, and you'll see…”
Aug 9, 2024 negative
Aug 9, 2024 neutral
Aug 16, 2024 bearish
Aug 16, 2024 neutral
Aug 16, 2024 negative
Aug 16, 2024 negative
Sacks: Nord Stream sabotage required specialized state-level underwater demolition expertise
“The thing to understand about the North Stream pipeline is that it was a massive structure surrounded by huge amounts of concrete on the ocean floor, and blowing this thing up required some significant expertise in underwater demolition.”
Aug 23, 2024 bearish
Aug 23, 2024 positive
Aug 30, 2024 negative
Sep 26, 2024 bearish
Sep 27, 2024 bullish
Sep 27, 2024 bearish
Sacks: Enterprises will still need deterministic systems of record despite AI
“Well, first of all, I think AI models are predictive. I mean, at the end of the day, they're predicting the next set of texts and so forth. And when it comes to like your employee list or your customer list, you just want to have a source of truth. You don't w…”
Sep 27, 2024 negative
Oct 3, 2024 negative
Oct 3, 2024 positive
Cuban: Kamala Harris's shift to the political middle is genuine
“She wants to bring the country to the middle. She knows that when she was far left, that might have been great for the state of California, but it doesn't solve the problems of the United States of America today, and that's why you've seen her go to the middle…”
Oct 11, 2024 bullish
Sacks: Breaking up Google into three companies would benefit shareholders
“I think it's still a good thing to be looking at breaking up Google. I actually think that would be good. At the end of the day, it might even be good for shareholders. This thing should be probably three separate companies like we've talked about in our previ…”
Oct 11, 2024 neutral
Oct 11, 2024 negative
Sacks: Kamala Harris doing more interviews will worsen her polling numbers
“So what I said two months ago is that if Harris gets behind, she's going to have to abandon this sort of basement strategy of not doing interviews. She's going to have to start doing interviews. The problem is she's not good at interviews. And if she does more…”
Oct 11, 2024 positive
Sacks: Pollsters show Trump winning Electoral College and leading swing states
“If you look at pretty much now all the main pollsters, you look at Tony Fabrizio, you look at RealClearPolitics, they're now showing that Trump is winning the Electoral College right now. He is up in almost every swing state, including, I think, Michigan, whic…”
Oct 11, 2024
Nov 1, 2024
Nov 1, 2024
Sacks: Historical fraud data fails to predict risk when verification changes
“You can create all the models you want, and you can create an expectation of future fraud based on the prior fraud rates. However, if you change your verification standards, that data is no longer relevant. If you create a loophole big enough for a fraudster t…”
Nov 8, 2024 positive
Sacks: Cannot take full-time government role due to Craft key-person status
“No, I mean, I've already said before, I'm the key man at craft. I can't do that. But, you know, look, I would do something part time, meaning if it wasn't a full time job, if I didn't have to leave my current job, if it was just serving on some Advisory commit…”
Nov 8, 2024
Nov 8, 2024 negative
Nov 8, 2024 positive
Nov 8, 2024 positive
Nov 23, 2024 neutral
Dec 20, 2024 positive
Dec 25, 2024 bullish
Sacks: Self-driving technology will get bigger and bigger next year
“Yeah, I think this is the year that self-driving finally broke through. Obviously, Tesla's got full self-driving, but also this Waymo One app, people are going wild over it, so I think this is the year that self-driving broke through, and I think next year's g…”
Dec 25, 2024
Jan 19, 2025 neutral
Jan 20, 2025 negative
Jan 25, 2025 neutral
Jan 25, 2025 positive
Sacks: David Sacks to chair White House crypto working group
“The members of this working group are going to be, there's me, there's the head of the SEC, the secretary of the treasury, and all the agencies and departments that have an interest in crypto. So we formed this working group. I'm actually chairing it, or I wil…”
Jan 25, 2025 positive
Sacks: White House AI action plan led by Waltz, Kratzios, and Sacks
“It directs the creation of a AI action plan. And that study will be led by three people, the national security advisor, who is Mike Waltz, The director of the office of science and technology policy, who will be Michael Kratzios as soon as he's Senate confirme…”
Jan 31, 2025
Feb 7, 2025 negative
Sacks: SEC under Gensler used meetings as honeypots to investigate founders
“Crypto companies would tell me they would go see the SEC. The SEC would tell them nothing about what the rules were, but they would have enforcement people in those meetings just writing down everything they would say. And the next day they would get sent a We…”
Feb 7, 2025 positive
Feb 7, 2025 positive
Sacks: Congress will pass stablecoin legislation in the next several months
“What the four chairman indicated is actually they're going to take up stable coins first. And then market structure will follow very quickly. So I think we could see a stable coin bill past Congress in the next several months.”
Feb 15, 2025 neutral
Feb 15, 2025 neutral
Feb 15, 2025 bullish
Mar 8, 2025
Sacks: Craft Ventures sold $200M in crypto, including $85M personal stake
“So we basically sold, I think it was around two hundred million dollars of crypto, of which around eighty-five million dollars was personally attributable to myself. And we cleared that before day one, paid taxes on it, and basically so there wouldn't be a con…”
Mar 8, 2025
Mar 8, 2025
Mar 8, 2025
Mar 20, 2025
Apr 11, 2025 positive
Apr 11, 2025 bullish
Sacks: Donald Trump was right in the 1980s and 1990s on trade policy
“He was not wrong. He was one of the few people and the few public figures in America who was right about this. I think most people today would say he was right about this, that throwing open our markets to these foreign products without thinking about the cons…”
Apr 11, 2025 negative
Sacks: Washington held a decades-long bipartisan consensus favoring unfettered free trade
“When we've had a bipartisan consensus in Washington for decades, that unfettered free trade is a good thing. No matter how big our trade deficits got, no matter how rich and powerful China got, no matter how unfair the trade practices got, no matter how many m…”
Apr 11, 2025 negative
Apr 26, 2025 bullish
Sacks: Hyperscaler AI CapEx spend will hold up despite tariffs
“I think it's going to hold up. I mean, look, I just think that this investment in, in CapEx and the data center build outs is so strategic right now. I mean, I think that the hyperscalers, it's only good for their businesses, but I think they see it as so stra…”
Apr 26, 2025 neutral
May 24, 2025 negative
Sacks: Allowing 2017 tax cuts to sunset causes massive tax hike
“If we do nothing, you're gonna get the largest tax increase in decades, and it won't just affect the rich. This affects the middle class as well. The 2017 tax cuts increase the standard deduction, which is important for the middle class. It raised the child ta…”
May 24, 2025 bullish
Sacks: OpenAI will release a hardware device like an AI phone or pendant
“On a serious note, what I would say is maybe what this deal indicates is, I mean, obviously is that open AI is going to do something with hardware. It could be a new kind of phone that is AI first, as opposed to the wall of applications, or maybe it's like som…”
May 31, 2025
Sacks: Winning the AI race means US retaining 80-90% market share
“I would define winning as the whole world consolidates around the American tech stack. They use American hardware in data centers that, again, are fundamentally powered by American technology. And, you know, just look at market share, okay? If we have, like, 8…”
May 31, 2025 neutral
May 31, 2025
Jun 13, 2025 positive
Sacks: Tariff doom predictors proven out of touch by strong economic data
“Growth is back, inflation is low, and what you saw over the last few months was the elites in both parties, I'll give you that, they were scaremongering on tariffs and predicting doom, and they've been proven to be out of touch with Popular sentiment and reali…”
Jun 28, 2025
Jul 19, 2025 positive
Sacks: Clarity Act could reach presidential signing by October
“In fact, the chairman of the Senate Bank Committee, Tim Scott, has said that he wants to finish with the market structure legislation by the end of September, so if all goes well, then we could be looking at a second bill signing in, say, October”
Jul 19, 2025 neutral
Jul 19, 2025 positive
Sacks: Stablecoin bill allows issuers to offer rewards and marketing rebates
“The bill allows for all sorts of marketing promotions, rebates, that kind of stuff. So maybe it's not called interest, but there are mechanisms to create, let's say rewards for stable coin holders. So it's not as like black and white as just, oh, there's like …”
Jul 19, 2025 bullish
Sacks: Dollar-backed stablecoins will extend USD dominance internationally
“Well, I think what's going to happen with these dollar based stable coins is they'll start being used all over the world. Let's say that you're in a country, maybe it's a developing world country where the fiat currency is not trusted. And now all of a sudden …”
Jul 19, 2025 negative
Sacks: Community bank fears of stablecoin disruption are wildly overblown
“Well, just to clarify one point on that, one of the concessions that was made to community banks is not to have an interest feature because the community banks were worried that this new stablecoin industry would put them out of business. I think that that fea…”
Jul 23, 2025 positive
Jul 24, 2025 positive
Aug 1, 2025 bullish
Aug 21, 2025 negative
Aug 21, 2025 negative
Sacks: Twitter Files showed Hamilton 68 tracked regular domestic accounts, not Russians
“During the Twitter files, we found out there was Yoel Roth, who you mentioned was the head of trust and safety, and definitely not a conservative. There was correspondence inside of Twitter saying, hey, we looked at their so-called API, and these are just regu…”
Aug 21, 2025 bearish
Aug 21, 2025 negative
Aug 21, 2025 negative
Aug 21, 2025 negative
Sacks: Russiagate was effectively a coup against Donald Trump
“It was effectively a coup against the president of the United States, because these were executive branch officials who owe a duty of loyalty to the elected president. Instead, they were working to subvert and undermine him based on Essentially lies and hoaxes…”
Aug 22, 2025 neutral
Aug 22, 2025 bullish
Sacks: Specialized vertical AI models will capture value over single foundation models
“Because it implies that you're going to get lots of vertical applications and lots of specialized models that capture value in lots of different markets. And that, that's actually the way that we're going to drive this throughout the economy as opposed to it j…”
Aug 22, 2025 neutral
Aug 22, 2025 bullish
Aug 22, 2025 negative
Aug 28, 2025 negative
Aug 29, 2025 positive
Sep 7, 2025 positive
Sacks: Tech executives at White House dinner were largely aligned on policy
“I think that the people in the room there, it was remarkable, even though A lot of these companies are competing with each other. They were largely on the same page with respect to what was happening in the economy, in the world, and with the kind of support t…”
Sep 7, 2025 positive
Sacks: Melania Trump chairs White House AI Education Task Force
“Earlier that day, we did an event at the white house with the AI education task force, which she's chairing. And she's very passionate about making sure that every school child in America has access to AI so they can get AI education. And we had dozens of comp…”
Sep 19, 2025 negative
Sep 19, 2025 negative
Sep 19, 2025 bearish
Sep 19, 2025
Sep 19, 2025 negative
Sep 19, 2025
Sep 19, 2025 negative
Sep 19, 2025
Sep 27, 2025 negative
Sep 27, 2025 positive
Sep 27, 2025 negative
Sep 27, 2025 negative
Sacks: The Biden administration deliberately opened the U.S. southern border
“It was done deliberately. They opened the border and you know that. Because remember when Texas tried to put up barbed wire to enforce their own border. The Biden Controlled Border Patrol got rid of it. They removed it. So this was done deliberately.”
Oct 1, 2025 positive
Oct 10, 2025 neutral
Oct 10, 2025
Oct 10, 2025 positive
Oct 10, 2025 bullish
Oct 16, 2025 neutral
Oct 24, 2025 negative
Oct 24, 2025 bearish
Oct 24, 2025 negative
Oct 24, 2025 neutral
Nov 7, 2025 negative
Dec 6, 2025 negative
Dec 6, 2025 negative
Dec 6, 2025
Sacks: Divested nearly 100 fund LP interests at a 50% discount
“At a discount to their firm market value, in the case of my LP interest in all these funds, I divested almost a hundred funds that I had invested in, venture funds, things like that, angel funds, at roughly a 50% discount to their firm market value”
Dec 13, 2025 negative
Dec 13, 2025 neutral
Dec 24, 2025
Dec 31, 2025 negative
Dec 31, 2025 negative
Sacks: California's $24B homeless spending is massive, unauditable fraud
“For example, in California, we have twenty four billion dollars going to quote unquote homeless programs, and yet the number of homeless people keeps rising. And, you know, everyone knows it's called the homeless industrial complex. They can't pass an audit. T…”
Dec 31, 2025 negative
Sacks: Gov. Tim Walz changed Minnesota's flag to resemble Somalia's
“And the really extreme example of this is that Tim Walts even changed the flag of Minnesota to resemble the Somali flag. I mean, he lowered the old flag and raised this new flag to that resembles the Somali flag, which shows the political clout of this communi…”
Dec 31, 2025 negative
Dec 31, 2025 negative
Sacks: Busted Minnesota fraudsters renamed businesses and operated at same locations a decade later
“Then there were cases where you would have people that got busted a decade ago. The locations didn't even change. They just renamed those fraudulent businesses. And they were literally operating from the same locations a decade later.”
Dec 31, 2025 negative
Jan 10, 2026
Jan 10, 2026
Jan 10, 2026 negative
Jan 10, 2026 bullish
Jan 10, 2026
Jan 10, 2026 positive
Jan 10, 2026 bearish
Sacks predicts a rush for exits if California wealth tax reaches ballot
“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…”
Jan 21, 2026
Sacks: SharePoint ecosystem revenue was 7x Microsoft's direct software revenue
“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…”
Jan 22, 2026 positive
Jan 22, 2026 negative
Jan 23, 2026 negative
Sacks: Biden's AI executive order contained 20 pages of DEI language
“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.”
Jan 23, 2026 negative
Jan 23, 2026 bullish
Sacks predicts AI will increase wages rather than cause mass unemployment
“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.”
Jan 23, 2026 positive
Feb 28, 2026 neutral
Sacks: Infrastructure constraints will slow AI economic disruption over next few years
“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…”
Feb 28, 2026 bullish
Mar 3, 2026
Mar 13, 2026 negative
Mar 27, 2026 positive
Mar 27, 2026 positive
Mar 27, 2026 negative
Mar 27, 2026 negative
May 8, 2026 positive
May 29, 2026 negative
May 29, 2026 negative
May 29, 2026 positive
Sacks: US unemployment remains near record lows at 4.3% despite AI wave
“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.”
May 29, 2026 positive
Sacks: Proficiency in Claude is currently the most marketable skill
“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…”
May 29, 2026 bullish
May 29, 2026 bullish
Jun 10, 2026 positive
Jun 13, 2026 bearish
Sacks predicts AI regulatory capture will create a market monopoly or duopoly
“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…”
Jun 27, 2026 neutral
Jun 27, 2026 negative
Jul 3, 2026
Jul 3, 2026 positive
Sacks: Running open-source Chinese AI models locally prevents data leakage to China
“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…”
Jul 3, 2026 bullish
Sacks: Banning open-source AI in the US won't stop international adoption
“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.”
Jul 3, 2026
Sacks: Klarna reversed its AI customer service replacement after one year
“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.”
Jul 18, 2026 positive
Jul 24, 2026 negative
Jul 30, 2026 neutral
Jul 30, 2026 negative
Sacks: Anthropic shows breathtaking hypocrisy by blocking training on its model output
“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…”
Aug 7, 2026 neutral
Sacks: AI Data Labeling Is a Commodity China Can Easily Replicate
“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.”
Aug 7, 2026 neutral
Aug 13, 2026 bullish
Aug 13, 2026 negative
Aug 13, 2026 bearish
Aug 21, 2026 bullish
Aug 21, 2026 negative
Aug 21, 2026 negative
Aug 21, 2026 bullish
Aug 29, 2026 neutral
Aug 29, 2026 bullish
Aug 29, 2026
Sacks: I use AI to line-edit and fact-check all my publications
“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…”
Sep 4, 2026 neutral
Sep 4, 2026 positive
Sacks: US Venezuela oil agreement is purely a business deal, not nation building
“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'…”
Sep 4, 2026 negative
Sep 12, 2026 negative
Sep 12, 2026 negative
Sep 12, 2026 negative
Sacks alleges Anthropic whistleblower coordinated rollout with AI safety groups
“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…”