Ukraine

110 statements across 60 episodes · 7 bullish · 64 bearish · 24 people on the record · first statement Dec 29, 2021 by David Friedberg · said 1,181 times in 173 episodes since 2020 · across every show →

Mentions by year

brought up most by David Sacks (509), Jason Calacanis (334), David Friedberg (93), Chamath Palihapitiya (69), Antonio Garcia Martinez (29), Glenn Greenwald (16), Tim Dillon (10), Palmer Luckey (10)

tap a year for its mentions
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2026 32 mentions in 11 episodes 3 per episode
2025 137 mentions in 31 episodes 4 per episode
2024 219 mentions in 35 episodes 6 per episode
2023 337 mentions in 44 episodes 8 per episode
2022 446 mentions in 46 episodes 10 per episode
2021 9 mentions in 5 episodes 2 per episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Ukraine, oldest first

Dec 29, 2021 bearish
Prediction Held up
David Friedberg accurately predicts major global conflicts and proxy wars in 2022
“I think we'll see the start of great global conflict. We often rationalize the series of events that, that catalyze conflict after the fact, rather than Recognizing that there was emotional conditioning that allowed it to arise in the first place. I think we'r…”
David Friedberg Dec 29, 2021 ▶ 38:04 E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
Jan 29, 2022 negative
Opinion
Sachs: Adding Ukraine or Georgia to NATO provides no US security benefit
“We should not want to add Ukraine or Georgia to NATO. That would do nothing to enhance the security of the United States.”
David Sacks Jan 29, 2022 ▶ 24:35 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
Jan 29, 2022 negative
Prediction Held up
Friedberg: US is highly unlikely to send military forces to Ukraine
“I think to Sax's point, it's highly unlikely we're gonna end up sending military.”
David Friedberg Jan 29, 2022 ▶ 20:48 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
Feb 5, 2022 neutral
Opinion
Sacks: Reaffirming Ukraine won't join NATO would defuse tensions with Russia
“If we would just give up on that position or just reaffirm that Ukraine should not be admitted to NATO, it would enormously help defuse tensions with Russia.”
David Sacks Feb 5, 2022 ▶ 1:34:31 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
Feb 25, 2022 neutral
Prediction Didn’t hold up
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…”
David Sacks Feb 25, 2022 ▶ 16:23 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022
Assertion Supported
Sacks: Bill Burns's 2008 memo called Ukrainian NATO entry Russia's brightest red line
“In 2008, he wrote a memo To Condoleezza Rice, who was then the Secretary of State, and what he said is, this is about Ukrainian entry into NATO, he said, Ukrainian entry into NATO is the brightest of all red lines for the Russian elite, not just Putin.”
David Sacks Feb 25, 2022 ▶ 38:57 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022
Disclosure
Chamath assigned near-zero probability to the Russian invasion of Ukraine
“When I was thinking about the odds of this, just from a financial perspective and, you know, whether I should be doing something different and putting something on, I thought that there was zero chance that this would happen. Literally, I put it as close to ze…”
Chamath Palihapitiya Feb 25, 2022 ▶ 14:36 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022 negative
Prediction Open · timeframe Feb 2027
Sacks: Ukraine will not become a member of NATO
“Ukraine is not going to be a member of NATO.”
David Sacks Feb 25, 2022 ▶ 9:35 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022 negative
Opinion
Sacks: US military intervention in Ukraine is not a vital American interest
“However, we are not going to intervene militarily in that conflict, nor should we, because we cannot risk starting World War III. It is not a vital American interest.”
David Sacks Feb 25, 2022 ▶ 2:36 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022 neutral
What-if
Sacks: Affirming NATO exclusion for Ukraine might have defused conflict with Russia
“If we had been willing to basically affirm That we believe in Ukraine's sovereignty, but they are not a part of NATO. That might have diffused this conflict.”
David Sacks Feb 25, 2022 ▶ 3:12 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Mar 5, 2022
Prediction Not checkable as stated
Chamath: The Western end game in Russia is regime change
“The only end game now is regime change.”
Chamath Palihapitiya Mar 5, 2022 ▶ 28:34 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022 negative
Opinion
Friedberg: Outside forces cannot defeat Russia due to its nuclear arsenal
“Any sort of assumption that leads to our belief that an alternative intervention or some other force can ultimately win against Russia is, is completely false because Russia has thousands of nuclear warheads.”
David Friedberg Mar 5, 2022 ▶ 54:34 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022
Assertion Supported
Friedberg: Russia and Ukraine supply roughly 25% of global wheat exports
“By the way, Russia and the Ukraine combined account for roughly 25% of global wheat exports.”
David Friedberg Mar 5, 2022 ▶ 18:51 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022
What-if
Calacanis: Preemptively ruling out Ukraine in NATO would have mattered
“If we had done it preemptively, it would have made a difference.”
Jason Calacanis Mar 5, 2022 ▶ 32:36 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 19, 2022 positive
Prediction Didn’t hold up
Palihapitiya predicts a Russia-Ukraine ceasefire within two to three weeks
“And so I suspect, and you know, I could be completely wrong, is that we're much closer to a ceasefire than anybody thinks. And I suspect that you could see something in the next two to three weeks.”
Chamath Palihapitiya Mar 19, 2022 ▶ 9:51 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 19, 2022 bearish
Prediction Not checkable as stated
Sacks: No Russia-Ukraine peace deal unless Biden resists State Department
“And unless Biden, hold on, if unless Biden stands up to his own State Department, we will not get a ceasefire, and we will not get a peace deal, and that will be disastrous for his presidency.”
David Sacks Mar 19, 2022 ▶ 1:10:24 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 19, 2022 bullish
Prediction Not checkable as stated
Friedberg: Food synthesis technologies will accelerate over the next two decades
“Humans today, I think, have the ability to synthesize and print food. And over the next couple of decades, particularly catalyzed by what's going on in Russia, Ukraine today, we're going to see these technologies accelerate.”
David Friedberg Mar 19, 2022 ▶ 29:21 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 26, 2022 neutral
Opinion
Sachs outlines three mandatory terms for a Russia-Ukraine peace deal
“The broad contours of what a peace deal would look like, which is there's three main pieces. Neutrality for Ukraine. The Russians insist that it not be part of NATO. They get to keep Crimea, which they annexed in 2014. That's been a fait accompli. And then som…”
David Sacks Mar 26, 2022 ▶ 54:16 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Mar 26, 2022 negative
Opinion
Sachs: US should broker a ceasefire in Ukraine, not bleed Russia
“What the US should be doing is leading, they should be pushing for Lead, not bleed. Lead the way to a ceasefire, not to inflict maximum damage on the Russian regime.”
David Sacks Mar 26, 2022 ▶ 59:00 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Mar 26, 2022 negative
Prediction Open · timeframe Mar 2027
Gerstner: US will not send military to defend Taiwan or Ukraine
“Everybody knows we're not gonna go defend Taiwan. Everybody knows we're not gonna send our military to Ukraine.”
Brad Gerstner Mar 26, 2022 ▶ 1:19:13 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Apr 1, 2022
Prediction Open · timeframe Apr 2027
Sacks predicts Russia-Ukraine war will end in Ukrainian neutrality and NATO exclusion
“Ukraine's gonna be neutral, they can't be part of NATO, they get some security guarantees from the West in exchange for that.”
David Sacks Apr 1, 2022 ▶ 1:30:03 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Apr 1, 2022 bearish
Prediction Didn’t hold up
Friedberg: Ukraine could see up to an 80% decline in planted acres
“There is an expectation that we could see up to an 80% decline in planted acres in the Ukraine”
David Friedberg Apr 1, 2022 ▶ 1:20:47 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Apr 1, 2022 negative
What-if
Sacks: A deal could have been negotiated to prevent the war in Ukraine
“I strongly believe we could have cut a deal on Ukraine a year ago to diffuse this whole situation before it turned into a war.”
David Sacks Apr 1, 2022 ▶ 26:05 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
May 24, 2022
Assertion Supported
Petersen: Flexport raised $25M via GoFundMe with Ashton Kutcher and Mila Kunis for Ukraine relief
“So we created a GoFundMe Campaign partnered with Ashton Kutcher and Mila Kunis. Ashton's an early investor in Flexport. And we raised twenty five million bucks to pay for shipping to deliver goods.”
Ryan Petersen May 24, 2022 ▶ 53:33 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
May 25, 2022 bearish
Prediction Not checkable as stated
Garcia Martinez: Russia cannot win the war in Ukraine
“I don't see how the Russians win this. Like, this just seems impossible.”
Antonio Garcia Martinez May 25, 2022 ▶ 5:08 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
May 25, 2022
Assertion Contradicted
Sacks: No U.S. president has claimed Ukraine is a vital national interest
“No American president has ever claimed that the United States has a vital national interest. In Ukraine.”
David Sacks May 25, 2022 ▶ 18:18 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
May 25, 2022 negative
Opinion
Garcia Martinez: U.S. should not push for negotiated peace in Ukraine
“No. I think the war stops and the Ukrainians want it to stop.”
Antonio Garcia Martinez May 25, 2022 ▶ 30:13 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
Jun 24, 2022 negative
Prediction Not checkable as stated
Sacks predicts Ukraine war and inflation will tank Biden's presidency
“So, now we have this massive war in Ukraine that's fueling food and energy inflation. It's going to tank his presidency, and I don't even think there was any debate in his cabinet about this.”
David Sacks Jun 24, 2022 ▶ 14:53 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jun 24, 2022 neutral
Prediction Open · timeframe Jun 2027
Palihapitiya predicts Russia-Ukraine war will end in negotiated detente
“So I think that the end game is probably some organized, negotiated detente and ceasefire.”
Chamath Palihapitiya Jun 24, 2022 ▶ 1:13:00 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jun 24, 2022 bearish
Prediction Not checkable as stated
Sacks predicts Western Alliance will fracture during winter 2022
“Wait until winter. And then that's only going to increase Putin's leverage. And that's when you're going to see a real fracture in the Western Alliance. This idea that Ukraine strengthened the Western Alliance, I think you will start to see the fractures from …”
David Sacks Jun 24, 2022 ▶ 1:22:43 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jun 24, 2022 negative
Prediction Not checkable as stated
Sacks: Kaliningrad blockade will have zero impact on Russia-Ukraine war
“This is not going to help anyone in Ukraine to blockade Kaliningrad and prevent coal and building materials and steel from reaching Kaliningrad. That's not going to have any impact on the war.”
David Sacks Jun 24, 2022 ▶ 1:10:13 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jun 30, 2022
Prediction Open · timeframe Jun 2027
Sacks: Russia-Ukraine war will end in a forced three-point settlement
“And that is what we're going to end up with. The only difference is that it's going to be implemented by force and Ukraine will be destroyed in the process.”
David Sacks Jun 30, 2022 ▶ 1:14:35 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
Jul 14, 2022 negative
Prediction Not checkable as stated
Sacks: Western Alliance supporting Ukraine will fracture in winter 2022
“I'm gonna make a prediction, right? I think the Western Alliance is gonna fracture come this winter.”
David Sacks Jul 14, 2022 ▶ 1:21:43 E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
Sep 10, 2022
Prediction Open · timeframe Sep 2027
Friedberg predicts peace deal trading Ukrainian territory for Russian gas
“And so my guess is huge amount of money from the West and EU going into Ukraine. Ukraine agrees to let Putin keep some regions, some assets, Putin agrees to remove himself from certain regions and give up certain assets. Sanctions are partially lifted, but the…”
David Friedberg Sep 10, 2022 ▶ 35:25 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Sep 10, 2022 negative
Assertion Supported
Sacks claims Boris Johnson advised Ukraine against early peace deal with Russia
“Boris Johnson went to Ukraine and said, no deal, do not take the deal. We need to weaken Putin and Russia, not compromise with them.”
David Sacks Sep 10, 2022 ▶ 27:52 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Sep 17, 2022 negative
Prediction Not checkable as stated
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…”
David Sacks Sep 17, 2022 ▶ 1:22:40 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
Sep 17, 2022 negative
Assertion Not checkable as stated
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…”
David Sacks Sep 17, 2022 ▶ 1:12:30 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
Sep 17, 2022 negative
Opinion
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…”
David Sacks Sep 17, 2022 ▶ 1:23:29 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
Sep 17, 2022 negative
Opinion
Sacks: US State Department failed to avoid war by refusing NATO guarantees
“The question is, did the US State Department do everything they could to avoid this war? And my point is, absolutely not. They should have taken this Ukraine issue off the table in writing before the invasion.”
David Sacks Sep 17, 2022 ▶ 1:16:11 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
Oct 1, 2022 bullish
Prediction Not checkable as stated
Sacks: Markets will surge like a rocket if Ukraine conflict resolves
“I can see the market taking off like a rocket if Ukraine gets resolved.”
David Sacks Oct 1, 2022 ▶ 1:09:05 E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
Oct 1, 2022 bearish
Prediction Not checkable as stated
Sacks: The Russia-Ukraine war will continue to escalate
“So I don't see how you're going to get a peace deal now. And so if you remove all the off ramps, what's left? Escalation. So it seems to me this thing's just going to keep escalating.”
David Sacks Oct 1, 2022 ▶ 1:02:02 E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
Dec 24, 2022 negative
Assertion Partly supported
Sacks outlines severe energy infrastructure damage and casualties in Ukraine
“Two thirds of Kyiv is currently without power. 80% of Kyiv doesn't have water. 30% of the Ukrainian power stations have been destroyed. Nearly half of the country's without power. There's something like eight million displaced Ukrainians in the country. And ov…”
David Sacks Dec 24, 2022 ▶ 8:18 E109: 2022 Bestie Awards Live from Twitter HQ
Jan 27, 2023 bearish
Assertion Supported
Sacks: Fitch Ratings says Ukraine is headed towards default
“And Fitch ratings agency says that Ukraine is headed towards default.”
David Sacks Jan 27, 2023 ▶ 1:13:14 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
Feb 11, 2023 negative
Opinion
Sacks argues the mainstream media is reflexively hawkish on international affairs
“And it just shows how reflexively hawkish the media is, you know, it's like, Hey, can we just wrap up this war in Ukraine before we start another war with an even more formidable super power?”
David Sacks Feb 11, 2023 ▶ 3:37 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
Feb 24, 2023 negative
What-if
Sacks: Ukraine war would not have happened with three specific US concessions
“If we had just done those three things, there would have been no war.”
David Sacks Feb 24, 2023 ▶ 1:07:59 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Feb 24, 2023 negative
Assertion Not checkable as stated
Sacks: Putin seized Crimea in direct retaliation for a U.S.-backed coup
“If you're wondering why Putin seized Crimea, it was in direct retaliation for the coup that we backed in Ukraine in 2014. This is the origin of the conflict.”
David Sacks Feb 24, 2023 ▶ 1:19:00 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Feb 24, 2023 neutral
What-if
Chamath: Trump would have blocked NATO expansion, preventing Putin's invasion
“So I think he would have shut the door so ferociously on Ukraine and NATO, and anybody that crossed that line, he would have tarred and feathered publicly. And I think the end result would have been that Putin could have found an off ramp well before he invade…”
Chamath Palihapitiya Feb 24, 2023 ▶ 1:12:29 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Mar 3, 2023 neutral
Assertion Supported
Sacks: Russia holds a six-to-one artillery advantage in Ukraine
“The Russians actually have a six to one artillery advantage, which is why they're actually doing much better in this war than people are acknowledging.”
David Sacks Mar 3, 2023 ▶ 1:37:08 E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Mar 17, 2023 negative
Prediction Didn’t hold up
Calacanis predicts U.S. recession and complete withdrawal of Ukraine war funding
“I think we all agree the soft landing concept is over. We're going to be in a recession. The war is going to end there because we're not funding this and American, the American public is not going to want to see tens of billions of dollars going to Ukraine and…”
Jason Calacanis Mar 17, 2023 ▶ 1:25:40 E120: Banking crisis and the great VC reset
Jun 24, 2023
Assertion Supported
Sacks: Russia fires ~20,000 artillery shells daily vs Ukraine's 3,000-6,000
“Russia is basically using about 20,000 shells a day. The Ukrainians are using somewhere between three and 6000.”
David Sacks Jun 24, 2023 ▶ 29:40 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jun 24, 2023 negative
Assertion Not checkable as stated
Sacks claims the West rejected a Russia-Ukraine peace deal in 2022
“A deal was available, but the West chose not to take it.”
David Sacks Jun 24, 2023 ▶ 23:21 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jul 14, 2023 negative
Assertion Partly supported
Sacks: US gave cluster bombs to Ukraine because conventional ammo ran out
“If you're wondering why did the U.S. Give cluster bombs to Ukraine, it's because we're out of ammo to give, and it's all we've got left are these stockpiles of cluster munitions.”
David Sacks Jul 14, 2023 ▶ 1:11:08 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Jul 21, 2023 neutral
What-if
Ramaswamy: Refusing NATO expansion would have prevented Russian invasion of Ukraine
“Because I don't think that we would have, if I was president, I don't think we would have gotten to the point of those things rolling in. Angela Merkel made some disastrous comments. Putin made a hard demand. We would have said hard no to Ukraine joining NATO,…”
Vivek Ramaswamy Jul 21, 2023 ▶ 34:00 In conversation with Vivek Ramaswamy
Jul 21, 2023 negative
Prediction Not checkable as stated
Ramaswamy predicts Ukraine war is on track to become next Vietnam
“I do think Ukraine is on track to become potentially the next Vietnam or the next Iraq.”
Vivek Ramaswamy Jul 21, 2023 ▶ 31:41 In conversation with Vivek Ramaswamy
Jul 21, 2023
Assertion Supported
Sacks: 95% of Turning Point poll attendees opposed US involvement in Ukraine
“And then also in that same turning point poll, 95% of the attendees of that conference Were opposed to us involvement in Ukraine.”
David Sacks Jul 21, 2023 ▶ 1:34:45 In conversation with Vivek Ramaswamy
Sep 1, 2023 negative
Assertion Supported
Sacks: Top three GOP candidates all oppose Biden's Ukraine policy
“The top three candidates all have expressed significant either misgivings or opposition to our involvement in Ukraine. Trump, Vivek, and DeSantis, with varying degrees of strength, have basically all opposed Biden's policy, and they are the leading candidates …”
David Sacks Sep 1, 2023 ▶ 20:15 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
Sep 8, 2023
Disclosure
Sacks: Ukraine war policy is top 2024 presidential litmus test
“For me, the number one issue is whether the president, the next president will seek to deescalate or end the Ukraine war, or they will seek to escalate it.”
David Sacks Sep 8, 2023 ▶ 2:02:27 In conversation with Chris Christie
Sep 8, 2023 negative
Opinion
Sacks: Joe Biden has had the most hawkish Ukraine policy of any US president
“I'm sorry, but Biden has had the most hawkish policy on Ukraine that any president's ever had.”
David Sacks Sep 8, 2023 ▶ 2:01:28 In conversation with Chris Christie
Sep 8, 2023 bullish
Prediction Open · timeframe Sep 2028
Chris Christie: Ukraine joining NATO is a foregone conclusion
“I think it is now a foregone conclusion that Ukraine will be admitted to NATO, and frankly, it's got to be now, I think, one of the penalties and one of the prices that Putin pays for his aggression.”
Chris Christie Sep 8, 2023 ▶ 28:05 In conversation with Chris Christie
Sep 13, 2023 positive
Assertion Contradicted
Musk: Starlink is the only communications network working on Ukrainian front lines
“Starlink is the fundamental communication backbone of the Ukrainian government and essential services, like first responders and that kind of thing. And, you know, it's used, we hope peacefully, relatively peacefully on the war front. It is the only thing that…”
Elon Musk Sep 13, 2023 ▶ 11:43 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Sep 29, 2023 negative
Assertion Not checkable as stated
Sacks: US made common cause with Ukrainian far-right groups before war
“If you look at U.S. Policy towards Ukraine, we have made common cause with a number of these far-right, ultra-nationalist groups. Frankly, neo-Nazi groups. And this occurred before the current war.”
David Sacks Sep 29, 2023 ▶ 52:49 E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
Oct 7, 2023 bearish
Assertion Not checkable as stated
Sacks asserts Ukraine's 2023 counteroffensive failed
“The counter offensive failed.”
David Sacks Oct 7, 2023 ▶ 16:53 E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
Oct 13, 2023 neutral
Assertion Supported
Sacks: U.S. transferred its Israel-based artillery stockpile to Ukraine
“Earlier this year, we used to have an ammunition stockpile in Israel. The United States did. It belonged to us, but it was there potentially in case of a problem in the region. And that artillery stockpile was basically taken and given to Ukraine.”
David Sacks Oct 13, 2023 ▶ 50:16 E149: Hamas terror attacks in Israel: fallout, reaction, next steps
Oct 27, 2023 negative
Opinion
Sacks: Wall Street Journal's Ukraine coverage was among the most biased
“The Wall Street Journal's news coverage of Ukraine was some of the most biased and inaccurate of any publication, any major Western publication”
David Sacks Oct 27, 2023 ▶ 19:33 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Oct 27, 2023
Assertion Not checkable as stated
Sacks: Russia has roughly five times Ukraine's population and lower war casualties
“The Ukrainians are dying in much higher numbers, and Russia's a much bigger country. They've got something like five times the population.”
David Sacks Oct 27, 2023 ▶ 5:15 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Oct 27, 2023 bearish
Prediction Not checkable as stated
Sacks: Ukraine's counteroffensive failed and evicting Russia is impossible
“If you look at what's happened this year, so let's just put a pin in what happened last year, because I think there's different ways of interpreting it, but if you look at what's happened this year, and certainly over the last five months, Ukraine has made no …”
David Sacks Oct 27, 2023 ▶ 4:47 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Nov 11, 2023
Disclosure
David Sacks: I keep receipts on Twitter critics of my Ukraine commentary
“I keep these receipts of people who attack me on Ukraine, and then, like, six months later, you know, they all write a tweet admitting they were wrong, so I'll rub it in their face.”
David Sacks Nov 11, 2023 ▶ 0:10 Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
Nov 11, 2023 neutral
Disclosure
Kushner: Trump administration armed Ukraine while discouraging NATO membership pursuit
“We armed Ukraine, but we also told Ukraine, you know, don't even think about raising NATO as a membership, as a way to go.”
Jared Kushner Nov 11, 2023 ▶ 1:28:54 Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
Dec 29, 2023 negative
Opinion
Sacks names Volodymyr Zelenskyy as biggest political loser of 2023
“My biggest loser in politics for this year is Vladimir Zelensky, the president of Ukraine.”
David Sacks Dec 29, 2023 ▶ 12:03 E159: The Bestie Awards! Recapping the best and worst of 2023
Jan 6, 2024 bearish
Prediction Not checkable as stated
Friedberg: Ukraine will be 2024's biggest political loser
“Well, Saxl like this one, but I think Ukraine might be the biggest loser this year as attention shifts to the brewing conflict in the Middle East.”
David Friedberg Jan 6, 2024 ▶ 15:29 E160: 2024 Predictions! Markets, tech, politics, and more
Feb 23, 2024 bearish
Assertion Not checkable as stated
Sacks: The Russia-Ukraine war is not a stalemate, Russia is winning
“As I've been saying for a while, it's not a stalemate. The Russians are winning”
David Sacks Feb 23, 2024 ▶ 1:17:45 E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Apr 5, 2024
Assertion Not checkable as stated
Sacks: Russia sought Ukrainian neutrality, not complete conquest of Ukraine
“What was Russia demanding? They were demanding Ukrainian neutrality. They were not basically looking to conquer Ukraine. They wanted them to be neutral. So Ukraine did not have to give up its freedom. Okay. They just had to agree to be neutral.”
David Sacks Apr 5, 2024 ▶ 1:28:09 E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
Apr 5, 2024 negative
Prediction Not checkable as stated
Friedberg: Admitting Ukraine to NATO will cause a global world war
“I think the statements are correct, that Ukraine joining NATO escalates conflict, and we will find ourselves in a de facto global conflict, world war.”
David Friedberg Apr 5, 2024 ▶ 1:16:56 E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
Apr 5, 2024
What-if
Calacanis: US should have deferred Ukraine's NATO membership by 20 years
“Clearly the right move here would have been to kick the can down the road and just tell Putin, we'll take it off. We'll take needle off the table for 10 years or 20 years, and then we could have outlasted Putin.”
Jason Calacanis Apr 5, 2024 ▶ 1:28:40 E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
Apr 12, 2024 neutral
Assertion Not checkable as stated
Sacks: Russian electronic warfare and mass production outweigh Ukrainian drone usage
“It turns out that as many drones as Ukrainians have been able to put on the battlefield, the Russians have even more because they're able to mass produce them in factories. They've got Bigger drones, better drones. And I think the most important variable in th…”
David Sacks Apr 12, 2024 ▶ 1:08:11 E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
Jun 20, 2024
What-if
Trump: Putin would never have invaded Ukraine if Trump were president
“This would have never happened if I were president. It would have never, Putin would have never done it.”
Donald J. Trump Jun 20, 2024 ▶ 21:37 In conversation with President Trump
Jun 20, 2024 negative
Opinion
Trump says talk of Ukraine joining NATO caused the Russia-Ukraine war
“So for 20 years, I heard that NATO if Ukraine goes into NATO, it's a real problem for Russia. I've heard that for a long time. And I think that's really why this war started.”
Donald J. Trump Jun 20, 2024 ▶ 22:58 In conversation with President Trump
Jun 20, 2024 negative
Assertion Contradicted
Sacks: Blinken told Russia US wanted Ukraine in NATO with nuclear weapons
“And you know, it turns out that the month before the Russians invaded, Blinken told Lavrov that the administration was not only going to bring Ukraine into NATO, but that they thought it was okay for the United States to put nuclear weapons in Ukraine.”
David Sacks Jun 20, 2024 ▶ 24:01 In conversation with President Trump
Jun 20, 2024 negative
Disclosure
Trump guarantees he will not deploy American troops to Ukraine
“I would guarantee it.”
Donald J. Trump Jun 20, 2024 ▶ 20:58 In conversation with President Trump
Jul 4, 2024 negative
Assertion Contradicted
Chamath: Biden approved US private contractors fighting in Ukraine
“Biden actually approved Private contractors now going into Ukraine and starting to fight. Americans will be on the battlefield as of, I think this was just a few days ago.”
Chamath Palihapitiya Jul 4, 2024 ▶ 22:23 Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
Aug 16, 2024 bearish
Prediction Didn’t hold up
Sacks: Ukraine is on track to collapse, probably next year
“And what we're on track for is, at some point, Probably next year, Ukraine is going to collapse.”
David Sacks Aug 16, 2024 ▶ 1:35:49 Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
Aug 16, 2024 negative
Assertion Not checkable as stated
Sacks: Ukrainian military casualties are between 30,000 and 60,000 monthly
“Ukrainian casualties, according to some sources, are somewhere between 30,060 thousand a month.”
David Sacks Aug 16, 2024 ▶ 1:34:37 Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
Sep 13, 2024 negative
Prediction Not checkable as stated
Thiel: Ukraine and Gaza conflicts are warmups to a China-Taiwan war
“You know, I think we're sort of sleepwalking into Armageddon with you know, the Ukraine and the conflict in Gaza are just sort of the warmups to the China-Taiwan war.”
Peter Thiel Sep 13, 2024 ▶ 6:31 Peter Thiel: The Coming Collapse No One Is Prepared For
Sep 16, 2024 negative
Assertion Not checkable as stated
Sachs: Victoria Nuland orchestrated a 2014 Ukraine coup that started war
“She was in then the Obama administration as Hillary's spokesperson first, and then making a coup in Ukraine in February, 2014. Not a great move. Started a war.”
Jeffrey Sachs Sep 16, 2024 ▶ 2:09 Deep State, Hegemony & U.S. Foreign Policy: John Mearsheimer vs. Jeffrey Sachs | All-In Summit
Sep 16, 2024 negative
Opinion
Sachs: Ukraine war is driven by U.S. power projection, not Putin
“This is not a conflict about Putin invading Ukraine. This is something a lot different that has to do with American power projection into the former Soviet Union, so it's completely different.”
Jeffrey Sachs Sep 16, 2024 ▶ 16:22 Deep State, Hegemony & U.S. Foreign Policy: John Mearsheimer vs. Jeffrey Sachs | All-In Summit
Sep 16, 2024 negative
Insight
Mearsheimer: Conflicts in Ukraine and Middle East hinder U.S. Asia pivot
“And furthermore, by getting bogged down in Ukraine, and now bogged down in the Middle East, it's become very difficult for us to pivot to Asia to deal with China, which is the principal threat that we face.”
John Mearsheimer Sep 16, 2024 ▶ 21:13 Deep State, Hegemony & U.S. Foreign Policy: John Mearsheimer vs. Jeffrey Sachs | All-In Summit
Sep 19, 2024 negative
Opinion
Sacks: Mainstream media disinformation dwarfs foreign influence operations on podcasts
“The real influence operation in this country is by the mainstream media. They're the ones who are spreading disinformation about the war in Ukraine and so many other issues on a scale that dwarfs what any of these, like, Handful of podcasters that most people …”
David Sacks Sep 19, 2024 ▶ 26:36 Bari Weiss | All-In Summit 2024
Sep 19, 2024 negative
Assertion Contradicted
Sacks: Institute for the Study of War is media's top Ukraine source
“For example, on the issue of Ukraine, the number one quoted source in the mainstream media is a think tank called the Institute for the Study of War.”
David Sacks Sep 19, 2024 ▶ 25:29 Bari Weiss | All-In Summit 2024
Sep 27, 2024
Assertion Not checkable as stated
Sacks: Ukraine is losing about 30,000 troops per month killed in action
“The sources I've read suggest that the Ukrainians are losing about 30,000 troops per month. And that's just KIA.”
David Sacks Sep 27, 2024 ▶ 1:29:08 OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
Sep 27, 2024
Prediction Didn’t hold up
Sacks: Ukraine's military will collapse within one to six months
“I think that Ukraine within, it could be in the next month. It could be the next two months. It could be the next six months. I think they're eventually going to collapse. They're getting close to being combat incapable.”
David Sacks Sep 27, 2024 ▶ 1:29:43 OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
Oct 3, 2024 positive
Opinion
Mark Cuban: US should provide financial aid to Ukraine rather than deploy soldiers
“Ukraine, I don't want to see American blood spilled, and as long as there's a NATO, and I agree there should be a NATO, I'd rather see us spend money than put soldiers in harm's way.”
Mark Cuban Oct 3, 2024 ▶ 1:08:20 Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
Oct 3, 2024 negative
Opinion
Sacks: President Biden provoked the proxy war in Ukraine
“Well, I would argue that Biden provoked the proxy war in Ukraine.”
David Sacks Oct 3, 2024 ▶ 22:43 Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
Nov 6, 2024 negative
Assertion Not checkable as stated
Don Jr.: Only 4 of 100,000 Republicans surveyed named Ukraine top issue
“And since the Ukraine war broke out, I've surveyed Republicans when I speak. If it's 500 people here, 5000 people there you know, I've surveyed over a 100,000 people live in real time where I'll give them the mic. And so far of about a 100,000, maybe a little …”
Donald Trump Jr. Nov 6, 2024 ▶ 6:52 2024 Election Night Livestream with the Besties!
Nov 23, 2024 neutral
Assertion Not checkable as stated
Sacks: Russia only had two explicit red lines in Ukraine conflict
“If you actually listen to what the Russians have said, there's only been two red lines. The first red line was they said they would not accept NATO expanding to Ukraine, and they proved their seriousness on that issue by invading Ukraine in February of 2022. T…”
David Sacks Nov 23, 2024 ▶ 49:46 DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
Jan 4, 2025 bearish
Prediction Not checkable as stated
Baker predicts Trump will negotiate a deal detrimental to Russia and Ukraine
“I think Trump is going to be a lot tougher on Putin than people think. And I think he's going to get a very, very a deal that's very, very bad for Russia and Ukraine.”
Gavin Baker Jan 4, 2025 ▶ 10:26 2025 Predictions: Tech, Business, Media, Politics!
Feb 15, 2025 negative
Assertion Partly supported
Naval: DJI is likely the world's largest defense contractor today
“If you look at it today, probably the largest defense contractor in the world is DJI. They got all the drones. Even in Ukraine, both sides are getting all their drone parts from DJI. Now they're getting it through different supply chains and so on, but Ukraini…”
Naval Ravikant Feb 15, 2025 ▶ 1:19:14 JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
Mar 8, 2025
What-if
Lonsdale: Putin would not have invaded Ukraine with Trump in office
“I don't think he would have invaded with Trump as president.”
Joe Lonsdale Mar 8, 2025 ▶ 1:15:41 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Apr 19, 2025 negative
Assertion Supported
Sacks: Ukraine has canceled elections, press freedom, and imprisoned political opponents
“They cancel elections, they cancel freedom of the press, they cancel freedom of religion. Zelensky's political opponents, their assets have been seized, they've been in prison.”
David Sacks Apr 19, 2025 ▶ 1:15:44 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
Apr 19, 2025 negative
Opinion
Tim Dillon: The Ukraine war is now just a border negotiation
“The idea of it has ended. It is now just about a border negotiation It is no longer a, you know, totemic struggle for freedom or whatever they, you know, the, you know, it was being sold to us as.”
Tim Dillon Apr 19, 2025 ▶ 1:14:32 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
Apr 26, 2025 negative
Opinion
Sacks: It is militarily impossible for Ukraine to retake Crimea
“So my point is that it's militarily impossible to retake Crimea. The people of Crimea don't want Ukraine to retake it. They want to be part of Russia, and yet Zelensky cannot give this up.”
David Sacks Apr 26, 2025 ▶ 45:54 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Jun 28, 2025
Assertion Supported
Sacks: Ukraine gave up little in 1990s as Moscow retained launch codes
“At the end of the Soviet Union, there were a bunch of Soviet nukes that were in Ukraine. But as I understand that the launch codes were in Moscow. So these were Soviet nuclear weapons that happened to be on Ukrainian soil. And then when the Soviet Union came a…”
David Sacks Jun 28, 2025 ▶ 39:16 12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
Aug 21, 2025 positive
Assertion Partly supported
Calacanis: Global democracy indexes rank Ukraine far higher than Russia
“If you were to look at any of the ratings of democracies in the world, Russia would be amongst the lowest scores. And the Ukraine would be in the high middle scores compared to the truly free countries.”
Jason Calacanis Aug 21, 2025 ▶ 51:06 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Aug 21, 2025 bearish
Assertion Partly supported
Sacks: Gallup poll shows Ukrainian support for continuing war collapsed to 24%
“A year ago, support for the war was in the sixties or seventies. Now it's collapsed to 24%. So the vast majority of Ukrainians now want a resolution to the conflict, even if it means making concessions.”
David Sacks Aug 21, 2025 ▶ 52:22 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Aug 21, 2025 neutral
Assertion Supported
Senator Schmitt: Russia has five times Ukraine's population and triple the munitions
“Russia has five times the people, three times the munitions they have an industrial base.”
Senator Eric Schmitt Aug 21, 2025 ▶ 52:45 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Aug 21, 2025 negative
Opinion
Sacks: There is no democracy in Ukraine right now
“There is no democracy in Ukraine right now. There's just not.”
David Sacks Aug 21, 2025 ▶ 51:23 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Aug 28, 2025 negative
Assertion Contradicted
Sacks: Ukraine's $100B 2023 counteroffensive was an abysmal failure
“The real cause of this is the failure of the counteroffensive in the summer of 2023. Remember, we gave the Ukrainians something like a hundred billion dollars worth of weapons to retake that territory. And it was an abysmal failure.”
David Sacks Aug 28, 2025 ▶ 3:10 The Brutal Truth About Ending The Ukraine War - David Sacks
Jan 10, 2026
Prediction Open · timeframe Dec 2026
Friedberg predicts the Russia-Ukraine war will settle in 2026
“Russia, Ukraine. I think it's going to settle out this year. I think there's a lot of motivating factors to get it settled out this year, economic and other political factors, but I do think it's going to settle out this year, and it's going to bring a bit mor…”
David Friedberg Jan 10, 2026 ▶ 51:20 All-In's 2026 Predictions
Mar 9, 2026
Assertion Contradicted
Allison: Patriot missile defense systems intended for Ukraine were redirected to the Middle East
“All the patriots that were to hope to prevent missile strikes from Russia on Ukraine are now In the Middle East.”
Graham Allison Mar 9, 2026 ▶ 15:28 “This is Bibi’s War” - Harvard’s Graham Allison on the Influences and Endgame of the Iran War
Apr 10, 2026
Prediction Not checkable as stated
Gerstner: A Russia-Ukraine deal is getting close
“I think we're getting close to a deal on Ukraine, Russia.”
Brad Gerstner Apr 10, 2026 ▶ 1:14:48 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Aug 12, 2026
Assertion Partly supported
Emanuel: Iran and Ukraine control waterways despite lacking navies
“Neither Iran or Ukraine have a Navy, and they both control waterways near their fronts.”
Rahm Emanuel Aug 12, 2026 ▶ 9:52 Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
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