technology companies
5 statements across 5 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Sep 19, 2020 by David Sacks · across every show →
Everything said about technology companies, oldest first
Sep 19, 2020 bullish
Mar 13, 2021
Dec 11, 2021 bullish
Chamath Palihapitiya asserts technology companies represent true modern value investments.
“Value isn't necessarily things that are cheap. Value is things that are things that are valuable. And over the last 15 or 20 years, what was once a question is now definitive, which is that the things that are valuable tend to be technological, because they're…”
May 27, 2022
Chamath: I previously helped build an early warning account risk profiling system
“There is an explicit decision that technology companies can make to be able to review content from certain kinds of accounts and start to build a cluster and a distribution of risk. It is possible. I helped build one for one of these companies.”
Nov 3, 2023 bearish
Sacks: Overlapping AI regulations will lead to a centralized Federal Software Commission
“What's going to happen is that with all of these different bodies issuing new regulations, it's going to get more and more burdensome on technology companies until the point where they cry out for some sort of rationalization of this regime. They're going to s…”