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Chamath and David Sacks start laughing at Jcal's $AAPL thesis: “I think $AAPL is a screaming buy right now. And that's not financial advice, but my Lord, that company could just run the table on AI if they get this right." “It’s just like the iPhone. Everybody laughed at... show more

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6,488 subscribers

326,091 Aufrufe • vor 2 Monaten •via X (Twitter)

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36 Kommentare

Profilbild von Todd Hopkinson

Todd Hopkinsonvor 2 Monaten

laugh all you want, he's absolutely right

Profilbild von Luc D.

Luc D.vor 2 Monaten

I think he’s right tbh Apple is AI agnostic in terms of what model wins, they just always have better hardware than everyone else Idk about unlimited tokens but I get his point

Profilbild von Hush Money

Hush Moneyvor 2 Monaten

Those 2 idiots laughing alone makes me tempted to go buy Apple.

Profilbild von Bob Carr

Bob Carrvor 2 Monaten

He's correct

Profilbild von David Bell

David Bellvor 2 Monaten

I think he is right. Local inference is exciting.

Profilbild von Colton H

Colton Hvor 2 Monaten

These are the same dumb fucks who said Google was doomed a couple years ago

Profilbild von Nick G.

Nick G.vor 2 Monaten

Although Apple seemingly fell into it, I think he’s right.

Profilbild von OneSpicyMeatBall

OneSpicyMeatBallvor 2 Monaten

All their on device AI acquisitions, the fast track to M7 and 1.5 tb of ram I believe it was, and with a new CEO? They are being slept on.

Profilbild von ejproductions

ejproductionsvor 2 Monaten

What memory architecture?

Profilbild von dnap

dnapvor 2 Monaten

hes talking about the m7 ultra chip which has a lot more memory than previous version

Profilbild von Jonathan Cab

Jonathan Cabvor 2 Monaten

I don’t recall everyone laughing at the first iPhone. I recall the opposite.

Profilbild von dnap

dnapvor 2 Monaten

ft @Jason @chamath @DavidSacks @theallinpod

Profilbild von Adam Marcelo

Adam Marcelovor 2 Monaten

J. Cal is probably right here.

Profilbild von Questor Belwid

Questor Belwidvor 2 Monaten

We really need to get past the idea that apple is anything like the same company that made introduced the iphone

Profilbild von Yishai Cohen

Yishai Cohenvor 2 Monaten

He is not wrong

Profilbild von Quazze

Quazzevor 2 Monaten

I agree, 100%. It’s going to be a game changer and people don’t realize that yet but you do.

Profilbild von Nathan Burtnett

Nathan Burtnettvor 2 Monaten

I think he's right though!

Profilbild von Vishal Raina

Vishal Rainavor 2 Monaten

Jacl is right here. He will have the final laugh.

Profilbild von Zach Crow

Zach Crowvor 2 Monaten

$AAPL not really going heavy into the whole AI bonanza has me thinking this may be a safe place.

Profilbild von Justin Rogers

Justin Rogersvor 2 Monaten

Surprised they are laughing at him seems obvious they are going to capture lion share of the value if no other device comes around

Profilbild von rollneck

rollneckvor 2 Monaten

I don't remember anyone laughing at the first iPhone, everyone who saw one wanted one

Profilbild von Andy Scott

Andy Scottvor 2 Monaten

i dont think hes wrong

Profilbild von Cartallica

Cartallicavor 2 Monaten

Apple is going to win the AI race by never being good at AI? That will be hilarious if it happens.

Profilbild von Clay

Clayvor 2 Monaten

You cannot run anything worthwhile locally right now on 128gb and under.

Profilbild von TheStockoLator

TheStockoLatorvor 2 Monaten

Sacks has all of the insider advantages and is still a fucking moron. How is this even possible? Jason is right. In 1985, my first computer had 64 KILOBYTES of memory. That arc hasn't changed one bit. 128gb and higher is on the way, as soon as demand drives price, and manufacturing catches up. M7 is coming, and Apple is the play.

Profilbild von JoefromCH

JoefromCHvor 2 Monaten

Can’t apple just take one of these open weight models that will be as good as fable jn year and customize and integrate into a m7/osx?

Profilbild von mATTHEW rYAN

mATTHEW rYANvor 2 Monaten

buyin $AAPL -2.50% off ATH's is wild bro

Profilbild von Holmes1618

Holmes1618vor 2 Monaten

Consumers dont want pay for AI

Profilbild von Patrick

Patrickvor 2 Monaten

$AAPL also spend remarkably low Capex and may be the one winning the AI game by not playing. $AAPL to 400.

Profilbild von Tyler

Tylervor 2 Monaten

Apple for sure has a strong outlook.

Profilbild von Lee Jones

Lee Jonesvor 2 Monaten

He’s not wrong

Profilbild von AccelCurious

AccelCuriousvor 2 Monaten

I think @Jason is right but he has also been talking shit about Apple's moves during this AI boom the whole time and has called them out multiple times on this podcast. He also has criticized @tim_cook saying he is not creative and doesn't know what to do other than continue what Steve Jobs plans were. I think clearly Apple's play has always been hardware and that AI will be a commodity that can run on smaller devices in the end and everyday we get closer and closer to that reality.

Profilbild von Meme Bank 🏦

Meme Bank 🏦vor 2 Monaten

Do you think that's justified?

Profilbild von Alex P

Alex Pvor 2 Monaten

Lol then why would anyone need nvda and amd, Broadcom chips? Just stock data centers with millions of iPhone. You gotta know apple know how to do more with less, their software is good but hardware are not great. The m7 chip is good, but its compute is limited.

Profilbild von Josh

Joshvor 2 Monaten

$AAPL is forever a good buy.

Profilbild von Troy Amyett

Troy Amyettvor 2 Monaten

💯

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💬 since you’re the only t in zb1, have the members ever felt hurt or upset because of this? and do they come to you when they need advice on something? 🐥 they don’t really come to me for advice on their problems, and i do think there are members that may feel upset. matthew and hanbin hyung are huge f's, so when they’re thinking really deeply about something and i’m like, “oh, i think you can just do this, i think this should be fine” they’ll react like, “oh... 😕” you get me, right? like, “how cold of you!” i think matthew in particular reacts like this a lot.

💬 since you’re the only t in zb1, have the members ever felt hurt or upset because of this? and do they come to you when they need advice on something? 🐥 they don’t really come to me for advice on their problems, and i do think there are members that may feel upset. matthew and hanbin hyung are huge f's, so when they’re thinking really deeply about something and i’m like, “oh, i think you can just do this, i think this should be fine” they’ll react like, “oh... 😕” you get me, right? like, “how cold of you!” i think matthew in particular reacts like this a lot.

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I am very suspicious of this vehicle!!! I think they may have called in on DAA-JUICE If they were just there for Nancy's House, they would NOT have angled their car so they could get an image of Juice.......and then they stopped when leaving, and I think that is when they called!! Just my Opinion!!!

I am very suspicious of this vehicle!!! I think they may have called in on DAA-JUICE If they were just there for Nancy's House, they would NOT have angled their car so they could get an image of Juice.......and then they stopped when leaving, and I think that is when they called!! Just my Opinion!!!

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🚨David Sacks on pre-product AI startups turning down billion-dollar acquisition offers: “There's a lot of people who've never been through a bust cycle before. And if they think that this is the normal state of the world, they're going to be sorely mistaken.” Sacks: “You are seeing founders turning down multi-billion dollar acquisition offers for startups that haven’t even released a product yet.” “As if those types of offers grow on trees. And they don't.” Jason: “You think Mira should have taken the billion dollar offer from Zuck, or Ilya should have taken the $30B, Sacks? I mean, these things never happen.” Sacks: “I guess it depends how much they have in the bank account. They're both OpenAI co-founders, so…” Chamath: “They probably sold a bunch of OpenAI equity at $300B and $500B. They seem like they're free rolling, so they have no incentive to sell.” Sacks: “Which is fine, it's just that there's a lot of people who've never been through a bust cycle before.” “And if they think that this is the normal state of the world, they're going to be sorely mistaken.” “Right now, we're in a part of the cycle where you can justify that valuation based on its strategic value to a multi-trillion dollar market cap company.” “But that only lasts while those companies are in the market for strategic acceleration.” “And if you turn that down, then you have to make your company work on its own as an actual business.” “And to get to a $30B valuation based on fundamentals, that is extraordinarily difficult.” “That implies multiple billions of revenue. Actual revenue.”

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1,341,845 Aufrufe • vor 3 Monaten

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2,124,468 Aufrufe • vor 25 Tagen

Steve Jobs literally gave a masterclass on how "stock options" actually work in 1983: "If somebody came to work for your company, you could let them buy some stock. The problem is they might have to shell out $100,000. If the company went broke, they'd lose all their life savings" "So when somebody comes to work, let's say the stock's trading at ten dollars a share, you give them the option to buy ten thousand shares at ten dollars. They have four years to exercise that option" "If the stock goes down or stays the same, they never exercise it. They don't put up any money, they don't lose anything" "But if it goes to a hundred dollars a share, they can borrow the money to buy it at ten because it's worth a hundred" "In exchange, we only dole out their ability to exercise 25% a year, locking in people really for four years if the stock goes up" "Before we went public, over 80% of Apple was owned by the employees. Right now, I'd say over 50% of Apple is owned by the employees" "I don't think finance is what drives people at Apple. I don't think it's money. But feeling like you own a piece of the company, and this is your damn company" "We always tell people, you work for Apple first and your boss second"

Steve Jobs literally gave a masterclass on how "stock options" actually work in 1983: "If somebody came to work for your company, you could let them buy some stock. The problem is they might have to shell out $100,000. If the company went broke, they'd lose all their life savings" "So when somebody comes to work, let's say the stock's trading at ten dollars a share, you give them the option to buy ten thousand shares at ten dollars. They have four years to exercise that option" "If the stock goes down or stays the same, they never exercise it. They don't put up any money, they don't lose anything" "But if it goes to a hundred dollars a share, they can borrow the money to buy it at ten because it's worth a hundred" "In exchange, we only dole out their ability to exercise 25% a year, locking in people really for four years if the stock goes up" "Before we went public, over 80% of Apple was owned by the employees. Right now, I'd say over 50% of Apple is owned by the employees" "I don't think finance is what drives people at Apple. I don't think it's money. But feeling like you own a piece of the company, and this is your damn company" "We always tell people, you work for Apple first and your boss second"

Jaynit

820,493 Aufrufe • vor 3 Monaten

"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."

"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."

Molly O’Shea

197,995 Aufrufe • vor 7 Monaten