StarZero All shows Try the podcast clipper →

these companies

4 statements across 4 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Dec 24, 2022 by David Sacks · across every show →

Everything said about these companies, oldest first

Dec 24, 2022 bullish
Prediction Not checkable as stated
Sacks: Defense contractors will perform well for at least another year
“So these companies are going to keep doing well for the next year at least.”
David Sacks Dec 24, 2022 ▶ 24:21 E109: 2022 Bestie Awards Live from Twitter HQ
Apr 21, 2023 negative
Prediction Not checkable as stated
Sacks: U.S. regulatory crackdown will drive crypto overseas
“They're going to drive all these companies overseas, which is terrible for American innovation.”
David Sacks Apr 21, 2023 ▶ 1:23:03 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
Nov 14, 2025 positive
Assertion Not checkable as stated
Palihapitiya asserts major tech companies are too strong to cook books
“The business models of these companies are just far too good for them to get to the point Of having exhausted every other operational tactic that then they have to cook the books. These are not the seven companies that are gonna cook the books.”
Chamath Palihapitiya Nov 14, 2025 ▶ 9:01 Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
Apr 6, 2026 neutral
Assertion Partly supported
Sankar: Traditional defense prime contractors trade at under two times revenue
“These companies trade at like less than two times revenue.”
Shyam Sankar Apr 6, 2026 ▶ 43:59 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more