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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...

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The All-In Podcast

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David Sacks: Debt makes your company more fragile Friedberg: “I hate this business. I think venture debt's the worst vulture-like business in Silicon Valley. “ Sacks: “Right. I've always hated when founders take on venture debt. Part of it is that founders forget that they have to pay it back. They treat it like venture capital and they forget about that, and then they get surprised. But the other thing I've never liked about it is it makes you more fragile. It basically subjects you to a bunch of business covenants, and it makes it harder for you to do an abrupt shift in your business, because now you've got a bank looking over your shoulder and they want to make sure they get paid, and they have to review your financials and all the rest of it. And to your point, J Cal, the companies that have free cash flow right now are the ones that again, have the most maneuverability. I hate taking away maneuverability from founders, and that is what debt does because it subjects you to a fixed schedule of payments. And so this is always a thing to remember, whether you're a business or you are an individual, when you put on that debt, it makes you more vulnerable to big disruptions in the market.”
0:57

David Sacks: Debt makes your company more fragile Friedberg: “I hate this business. I think venture debt's the worst vulture-like business in Silicon Valley. “ Sacks: “Right. I've always hated when founders take on venture debt. Part of it is that founders forget that they have to pay it back. They treat it like venture capital and they forget about that, and then they get surprised. But the other thing I've never liked about it is it makes you more fragile. It basically subjects you to a bunch of business covenants, and it makes it harder for you to do an abrupt shift in your business, because now you've got a bank looking over your shoulder and they want to make sure they get paid, and they have to review your financials and all the rest of it. And to your point, J Cal, the companies that have free cash flow right now are the ones that again, have the most maneuverability. I hate taking away maneuverability from founders, and that is what debt does because it subjects you to a fixed schedule of payments. And so this is always a thing to remember, whether you're a business or you are an individual, when you put on that debt, it makes you more vulnerable to big disruptions in the market.”

The All-In Podcast

79,095 Aufrufe • vor 3 Monaten

California's Wealth Tax Has a Secret Prohibition On Founder Control That's Forcing Entrepreneurs Out Sacks: “Larry and Sergey have left the state, and they’re probably getting dragged for that, but one of the reasons they have to is because of the super-voting stock provision in this thing.” “The way they calculate the value of your stock isn’t based on its liquid market value, but if you own super-voting shares, they multiply your ownership, your super voting, by the market cap of the company, and they deem your shares be worth that.” How it works: – Larry and Sergey have a combined 52% voting share of Google, which is worth $4T – They would be deemed to be worth roughly $1T each, not the ~$200B they are actually worth – So a 5% tax for them is more like a 25% tax on their entire net worth Chamath: “It actually becomes closer to 50%, because you'd have to sell more than that to overcome the drag of selling to generate $25B or $50B of net worth.” “You have to sell two times that, because you have to pay taxes on that.” Sacks: “So what’s the point of having that super-voting provision in there?” “It’s just totally punitive and vicious.”
1:04

California's Wealth Tax Has a Secret Prohibition On Founder Control That's Forcing Entrepreneurs Out Sacks: “Larry and Sergey have left the state, and they’re probably getting dragged for that, but one of the reasons they have to is because of the super-voting stock provision in this thing.” “The way they calculate the value of your stock isn’t based on its liquid market value, but if you own super-voting shares, they multiply your ownership, your super voting, by the market cap of the company, and they deem your shares be worth that.” How it works: – Larry and Sergey have a combined 52% voting share of Google, which is worth $4T – They would be deemed to be worth roughly $1T each, not the ~$200B they are actually worth – So a 5% tax for them is more like a 25% tax on their entire net worth Chamath: “It actually becomes closer to 50%, because you'd have to sell more than that to overcome the drag of selling to generate $25B or $50B of net worth.” “You have to sell two times that, because you have to pay taxes on that.” Sacks: “So what’s the point of having that super-voting provision in there?” “It’s just totally punitive and vicious.”

The All-In Podcast

155,130 Aufrufe • vor 7 Monaten

.John Coogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're spending hundreds of millions of dollars on this, just for internal code-gen tooling — like, running their business." "They are going to spend an inordinate amount of money on frontier inference, and so [by] training a model there, they will be able to amortize the training cost of the next model they build not just over, 'Can they get a product out that goes viral and becomes its own standalone chat app that people pay for.'" "Just on the internal usage, they could be running a multi-billion-dollar token bill that they would have to pay another lab. And so if they develop that internally, it's pure vertical integration." "And then you also have everything that's happening on the actual ad targeting and content delivery side..." "The big question has been like, 'Is Meta going to be able to launch an entirely new AI product like Vibes or something like that?'" "And this is a data point that, to me, says they don't need to. Because just from a pure vertical integration [perspective], the investment in MSL can pencil out."
1:29

.John Coogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're spending hundreds of millions of dollars on this, just for internal code-gen tooling — like, running their business." "They are going to spend an inordinate amount of money on frontier inference, and so [by] training a model there, they will be able to amortize the training cost of the next model they build not just over, 'Can they get a product out that goes viral and becomes its own standalone chat app that people pay for.'" "Just on the internal usage, they could be running a multi-billion-dollar token bill that they would have to pay another lab. And so if they develop that internally, it's pure vertical integration." "And then you also have everything that's happening on the actual ad targeting and content delivery side..." "The big question has been like, 'Is Meta going to be able to launch an entirely new AI product like Vibes or something like that?'" "And this is a data point that, to me, says they don't need to. Because just from a pure vertical integration [perspective], the investment in MSL can pencil out."

TBPN

32,654 Aufrufe • vor 4 Monaten

Mark Cuban: OpenAI is shitting away their money. They'll never get a return on that trillion dollar spend. "There's a lot of FUD being put out about the spending. We're going to spend a trillion dollars because we need all this data center capacity. Well, the data center, the ability to process is going to get faster, cheaper" "I think a lot of the numbers that they're throwing out there aren't going to come to fruition, which is why I say they're full of shit" "We don't know if the business of foundational models is going to be like the streaming industry where there's one leader and a bunch of players that make money, or some that make money at least, or search where there's effectively one company" "So they need to raise all the money, go all in and spend everything they can, kiss all the rings around the world in hopes of being the one" "It's going to be very difficult, but I don't think it's going to pay off the way they expect" "They're pissing away the money at scale. It's hard to do, right? But if you don't go all in like that, you can't keep on raising money."
2:42

Mark Cuban: OpenAI is shitting away their money. They'll never get a return on that trillion dollar spend. "There's a lot of FUD being put out about the spending. We're going to spend a trillion dollars because we need all this data center capacity. Well, the data center, the ability to process is going to get faster, cheaper" "I think a lot of the numbers that they're throwing out there aren't going to come to fruition, which is why I say they're full of shit" "We don't know if the business of foundational models is going to be like the streaming industry where there's one leader and a bunch of players that make money, or some that make money at least, or search where there's effectively one company" "So they need to raise all the money, go all in and spend everything they can, kiss all the rings around the world in hopes of being the one" "It's going to be very difficult, but I don't think it's going to pay off the way they expect" "They're pissing away the money at scale. It's hard to do, right? But if you don't go all in like that, you can't keep on raising money."

Brad

92,187 Aufrufe • vor 1 Monat

.David Sacks explains the "Rise of the Woke Right" Sacks on college protests sweeping across the US: "The Constitution of the United States in the First Amendment provides for the right of assembly, which includes protest and sit-ins, as long as they're peaceable." "Now, obviously, if they go too far and they vandalize or break into buildings or use violence, then that's not peaceable." "However, there's all these people out there now making the argument that if you hear something from a protester that you don't like and you subjectively experience that as a threat to your safety, then that somehow should be treated as valid, like that's basically violent. That's not what the Constitution says." "We have the rise of the 'Woke Right' now. They're buying into this idea of safetyism, which is, 'being exposed to ideas you don't like, to protests you don't like is a threat to your safety.' No it's not." "We absolutely have snowflakery on both sides now."
0:55

.David Sacks explains the "Rise of the Woke Right" Sacks on college protests sweeping across the US: "The Constitution of the United States in the First Amendment provides for the right of assembly, which includes protest and sit-ins, as long as they're peaceable." "Now, obviously, if they go too far and they vandalize or break into buildings or use violence, then that's not peaceable." "However, there's all these people out there now making the argument that if you hear something from a protester that you don't like and you subjectively experience that as a threat to your safety, then that somehow should be treated as valid, like that's basically violent. That's not what the Constitution says." "We have the rise of the 'Woke Right' now. They're buying into this idea of safetyism, which is, 'being exposed to ideas you don't like, to protests you don't like is a threat to your safety.' No it's not." "We absolutely have snowflakery on both sides now."

The All-In Podcast

125,411 Aufrufe • vor 2 Jahren

🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com
4:51

🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com

Autism Capital 🧩

365,538 Aufrufe • vor 1 Jahr

.Donald J. Trump on granting automatic Green Cards to college graduates: "... What I want to do and what I will do is, you graduate from a college, I think you should get automatically, as part of your diploma, a Green Card to be able to stay in this country." "And that includes junior colleges, too. Anybody graduates from a college, you go in there for two years or four years. If you graduate or you get a doctorate degree from a college, you should be able to stay in this country." "... I know of stories where people graduated ... from a college, and they desperately wanted to stay here." "They had a plan for a company, or a concept, and they can't." "They go back to India, they go back to China. They do the same basic company in those places, and they become multi-billionaires, employing thousands and thousands of people. And it could have been done here." "And a bigger example is that you need a pool of people to work for your companies. You have great companies and they have to be smart people." "You have to be able to recruit these people and keep the people. Somebody graduates at the top of the class, they can't even make a deal with a company because they don't think they're going to be able to stay in the country. That is going to end on day one."
1:45

.Donald J. Trump on granting automatic Green Cards to college graduates: "... What I want to do and what I will do is, you graduate from a college, I think you should get automatically, as part of your diploma, a Green Card to be able to stay in this country." "And that includes junior colleges, too. Anybody graduates from a college, you go in there for two years or four years. If you graduate or you get a doctorate degree from a college, you should be able to stay in this country." "... I know of stories where people graduated ... from a college, and they desperately wanted to stay here." "They had a plan for a company, or a concept, and they can't." "They go back to India, they go back to China. They do the same basic company in those places, and they become multi-billionaires, employing thousands and thousands of people. And it could have been done here." "And a bigger example is that you need a pool of people to work for your companies. You have great companies and they have to be smart people." "You have to be able to recruit these people and keep the people. Somebody graduates at the top of the class, they can't even make a deal with a company because they don't think they're going to be able to stay in the country. That is going to end on day one."

The All-In Podcast

2,542,282 Aufrufe • vor 2 Jahren

Chamath: Anthropic's Mythos Warning Is Theater @jason: “Chamath, is it the Boy who Cried Wolf, or is this the real deal now?” Chamath Palihapitiya: “I think it's mostly theater. In February of 2019 when Dario was still at OpenAI, they did the same thing with GPT-2. That was a 1.5 billion parameter model, which sounds like a total fart in the wind in 2026. But at that time, this model was supposed to be the end of days. And at the end of it, it was a huge nothingburger. If you actually think that Mythos is capable of doing what it says it can do, two things are true. One is, a very sophisticated hacker can probably do those things right now with Opus. And two, if these exploits are this easy to find, whether you use Opus or whether you use Mythos, the reality is you'd have to shut down the internet for about five years to patch them all. So when you see a large multi-trillion dollar GSIB bank, it's a bit of theater. Why? What do you think they can actually accomplish in two months? Do you actually think that if there's these vulnerabilities, it's all going to get fixed? Let's give them six months, let's give them nine months. So I do think that Sacks is right, that they have figured out a very clever go-to-market muscle here that activates hyper attention and hyper usage, and so I give them tremendous credit. But we've seen it before, we saw it when these folks were the principal architects at OpenAI, and we're now seeing the same playbook here. The reality is that capitalism moves forward, the funding needs moves forward, and the need for these guys to build adoption moves forward. And that's going to supersede what this is.”
1:43

Chamath: Anthropic's Mythos Warning Is Theater @jason: “Chamath, is it the Boy who Cried Wolf, or is this the real deal now?” Chamath Palihapitiya: “I think it's mostly theater. In February of 2019 when Dario was still at OpenAI, they did the same thing with GPT-2. That was a 1.5 billion parameter model, which sounds like a total fart in the wind in 2026. But at that time, this model was supposed to be the end of days. And at the end of it, it was a huge nothingburger. If you actually think that Mythos is capable of doing what it says it can do, two things are true. One is, a very sophisticated hacker can probably do those things right now with Opus. And two, if these exploits are this easy to find, whether you use Opus or whether you use Mythos, the reality is you'd have to shut down the internet for about five years to patch them all. So when you see a large multi-trillion dollar GSIB bank, it's a bit of theater. Why? What do you think they can actually accomplish in two months? Do you actually think that if there's these vulnerabilities, it's all going to get fixed? Let's give them six months, let's give them nine months. So I do think that Sacks is right, that they have figured out a very clever go-to-market muscle here that activates hyper attention and hyper usage, and so I give them tremendous credit. But we've seen it before, we saw it when these folks were the principal architects at OpenAI, and we're now seeing the same playbook here. The reality is that capitalism moves forward, the funding needs moves forward, and the need for these guys to build adoption moves forward. And that's going to supersede what this is.”

The All-In Podcast

220,049 Aufrufe • vor 4 Monaten

David Sacks: Anthropic Wants to Ban Open Source AI in America Listen to All-In to stay a few weeks (or months) ahead of everyone else David Sacks back in May: “I think where it's all leading to is an effort to ban open source models. There's a lot of breadcrumbs leading here. You look at a lot of the rhetoric around how models need to have guardrails, and that with open source models, the guardrails can be removed and therefore they're dangerous. You see this rhetoric already in Anthropic's blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models. They're trying to create ideas or put predicate facts in the public record to justify an action later on. I think it's just a matter of time before they feel like they're at a position where maybe they can push for that type of ban directly.”
0:40

David Sacks: Anthropic Wants to Ban Open Source AI in America Listen to All-In to stay a few weeks (or months) ahead of everyone else David Sacks back in May: “I think where it's all leading to is an effort to ban open source models. There's a lot of breadcrumbs leading here. You look at a lot of the rhetoric around how models need to have guardrails, and that with open source models, the guardrails can be removed and therefore they're dangerous. You see this rhetoric already in Anthropic's blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models. They're trying to create ideas or put predicate facts in the public record to justify an action later on. I think it's just a matter of time before they feel like they're at a position where maybe they can push for that type of ban directly.”

The All-In Podcast

86,749 Aufrufe • vor 24 Tagen

🚨Peter Schiff: China🇨🇳 is silently dumping the dollar, a US🇺🇸 dollar crisis is coming soon! ‘China is gradually weaning themselves off of the dollar. That’s why, if you look at their holdings of US Treasuries, they’ve actually gone down a bit over the years. If you look at all the new Treasuries we’ve issued over the years, the fact that the Chinese haven’t bought any of them is a big deal because they used to be a main buyer of these assets. Instead of buying more Treasuries, they’ve bought more gold. So if you look at US dollar debt as a percentage of all the reserves the Chinese own, Treasuries are a much smaller percentage of their total reserves than they once were, especially if you consider the appreciation of gold. I would guess the reason they’re not moving more dramatically is because they probably don’t want to cause a crash, the dollar to implode, the Treasury market to implode, because they are trying to sell and want to get a decent price. So I think they’re happy to slowly bleed it off to try to get that good price. They just have to worry about the impact on the dollar, because if they try to dump too many dollars at once, the dollar could go down, and especially if a lot of other countries see that and want to get out. There could be a run on the dollar. If all the holders decide they want to get out, they don’t want to be the last one holding the dollar, and so it becomes a rush, and we could be in a US dollar crisis relatively soon anyway… I think we’re heading for a real crisis in the US, and I think countries that are smart would be trying to get ahead of that by selling whatever they can, as quietly as they can, out of US dollars and any US dollar-denominated debt.’ -Peter Schiff on Going Underground
3:31

🚨Peter Schiff: China🇨🇳 is silently dumping the dollar, a US🇺🇸 dollar crisis is coming soon! ‘China is gradually weaning themselves off of the dollar. That’s why, if you look at their holdings of US Treasuries, they’ve actually gone down a bit over the years. If you look at all the new Treasuries we’ve issued over the years, the fact that the Chinese haven’t bought any of them is a big deal because they used to be a main buyer of these assets. Instead of buying more Treasuries, they’ve bought more gold. So if you look at US dollar debt as a percentage of all the reserves the Chinese own, Treasuries are a much smaller percentage of their total reserves than they once were, especially if you consider the appreciation of gold. I would guess the reason they’re not moving more dramatically is because they probably don’t want to cause a crash, the dollar to implode, the Treasury market to implode, because they are trying to sell and want to get a decent price. So I think they’re happy to slowly bleed it off to try to get that good price. They just have to worry about the impact on the dollar, because if they try to dump too many dollars at once, the dollar could go down, and especially if a lot of other countries see that and want to get out. There could be a run on the dollar. If all the holders decide they want to get out, they don’t want to be the last one holding the dollar, and so it becomes a rush, and we could be in a US dollar crisis relatively soon anyway… I think we’re heading for a real crisis in the US, and I think countries that are smart would be trying to get ahead of that by selling whatever they can, as quietly as they can, out of US dollars and any US dollar-denominated debt.’ -Peter Schiff on Going Underground

Afshin Rattansi

107,856 Aufrufe • vor 6 Monaten

Gavin Baker says the SpaceX bull case is $400B a year if they build out 8 gigawatts of compute "FundaAI thinks that SpaceX is going to try and bring on eight gigawatts of compute. I will never bet against Elon, but I mean, that would be a truly incredible feat." "And rates have gone up since they signed those last contracts, not down. And they're monetizing at something like $50 billion a gig." "Consensus estimates for next year are $73 billion. So forget Starlink V3, forget Starlink Direct to Cell, Grok 4.5 and Cursor... the sum of that probably hits a 10 billion dollar mark." "There's a big New York hedge fund short case on [SPCX]. They think, 'oh, the spot price for compute's going to go down 90%, and you're going to bring on all this compute, it's not going to generate nearly as much revenue as you think.'" "I think one of Elon's phrases is, 'we specialize in making the impossible late.' I just think very little is built into that stock, for the amount of compute that they might be able to bring on."
3:01

Gavin Baker says the SpaceX bull case is $400B a year if they build out 8 gigawatts of compute "FundaAI thinks that SpaceX is going to try and bring on eight gigawatts of compute. I will never bet against Elon, but I mean, that would be a truly incredible feat." "And rates have gone up since they signed those last contracts, not down. And they're monetizing at something like $50 billion a gig." "Consensus estimates for next year are $73 billion. So forget Starlink V3, forget Starlink Direct to Cell, Grok 4.5 and Cursor... the sum of that probably hits a 10 billion dollar mark." "There's a big New York hedge fund short case on [SPCX]. They think, 'oh, the spot price for compute's going to go down 90%, and you're going to bring on all this compute, it's not going to generate nearly as much revenue as you think.'" "I think one of Elon's phrases is, 'we specialize in making the impossible late.' I just think very little is built into that stock, for the amount of compute that they might be able to bring on."

dnap

43,739 Aufrufe • vor 11 Tagen

David Sacks on Newsom’s Trump Impression: Dems Don't Need Impressions, They Need Better Policies After surging in a couple of polls last week, CA Governor Gavin Newsom pulled ahead as the early favorite for the 2028 Democratic Nominee on Polymarket Jason: “So who gets the nomination? Is any of this even valid in your mind, or is there just too much time between now and then?” Sacks: “I think it's valid in the sense that you're seeing Democrats react positively to what Newsom is doing.” “And what Newsom is doing is mirroring Trump's style in an attempt to give Democrats what they want, which is they want a Trump of their own.” “And despite Democrats feigning objections to Trump's style, this is really what they want. They want someone who they perceive to be a fighter.” “That said, I think there are two problems with presumptively crowning Gavin as the nominee three years in advance.” “One is that what Newsom is doing here is completely performative. Everyone can see that he's acting and he is aping what he thinks is Trump's style. Gavin comes across as being synthetic or plastic, and you don't really have a sense of who the real person is. So one is authenticity.” “The other is that I think that Democrats make a huge mistake if they think that Trump's popularity is based on his style. I mean, it's true that Trump has a trillion dollar personality and that is very helpful in politics.” “But ultimately, I think the reason why Trump has done so well for a decade is because he's been on the right side of a bunch of core issues in American politics that other people just weren't focused on or weren't talking about.” “So until the Democrats confront why they really lost, and the reality is it's because of the policies and it's about the record. And until they're willing to confront those things and change their policies, then I think they're going to continue losing.”
1:34

David Sacks on Newsom’s Trump Impression: Dems Don't Need Impressions, They Need Better Policies After surging in a couple of polls last week, CA Governor Gavin Newsom pulled ahead as the early favorite for the 2028 Democratic Nominee on Polymarket Jason: “So who gets the nomination? Is any of this even valid in your mind, or is there just too much time between now and then?” Sacks: “I think it's valid in the sense that you're seeing Democrats react positively to what Newsom is doing.” “And what Newsom is doing is mirroring Trump's style in an attempt to give Democrats what they want, which is they want a Trump of their own.” “And despite Democrats feigning objections to Trump's style, this is really what they want. They want someone who they perceive to be a fighter.” “That said, I think there are two problems with presumptively crowning Gavin as the nominee three years in advance.” “One is that what Newsom is doing here is completely performative. Everyone can see that he's acting and he is aping what he thinks is Trump's style. Gavin comes across as being synthetic or plastic, and you don't really have a sense of who the real person is. So one is authenticity.” “The other is that I think that Democrats make a huge mistake if they think that Trump's popularity is based on his style. I mean, it's true that Trump has a trillion dollar personality and that is very helpful in politics.” “But ultimately, I think the reason why Trump has done so well for a decade is because he's been on the right side of a bunch of core issues in American politics that other people just weren't focused on or weren't talking about.” “So until the Democrats confront why they really lost, and the reality is it's because of the policies and it's about the record. And until they're willing to confront those things and change their policies, then I think they're going to continue losing.”

The All-In Podcast

28,045 Aufrufe • vor 11 Monaten

.David Sacks: "You're gonna see in the wake of this is that a lot of Jewish people are realizing that they don't have a home on the left anymore. And I expect that many Jews are going to start shifting right into the Republican Party, to a place where I've been for a while.... But I think what's happened over the last few decades is that the civil rights movement, in particular, and the left have moved to this woke ideology where it's no longer about colorblindness. It's more about identity groups. And instead of trying to get past racial differences, it's been about accentuating them. And so we've had this whole equity agenda, which is really defined as redistribution from one racial group to another racial group. I think that, for whatever reason, a lot of Jews just hadn't confronted the reality that the left had really changed in this way. I think it goes back to the fact that they thought if we're going to be defining identity groups in this woke way, Jews obviously should be one of these victim groups, but they're waking up to the fact that Jews are not. Jews are in the minds of this woke ideology, just white people with a Jewish background. As a result, they're part of an oppressor class. And I think that a lot of Jewish people who are waking up to this are realizing this is actually a very destructive ideology, and it makes us the bad guys. So I would expect that, again, a lot of Jewish people are waking up to how the left has changed... and I would expect there to be kind of a pilgrimage now of more Jews in America towards the right, as opposed to remaining on the left where they've always been." Via The All-In Podcast:
3:45

.David Sacks: "You're gonna see in the wake of this is that a lot of Jewish people are realizing that they don't have a home on the left anymore. And I expect that many Jews are going to start shifting right into the Republican Party, to a place where I've been for a while.... But I think what's happened over the last few decades is that the civil rights movement, in particular, and the left have moved to this woke ideology where it's no longer about colorblindness. It's more about identity groups. And instead of trying to get past racial differences, it's been about accentuating them. And so we've had this whole equity agenda, which is really defined as redistribution from one racial group to another racial group. I think that, for whatever reason, a lot of Jews just hadn't confronted the reality that the left had really changed in this way. I think it goes back to the fact that they thought if we're going to be defining identity groups in this woke way, Jews obviously should be one of these victim groups, but they're waking up to the fact that Jews are not. Jews are in the minds of this woke ideology, just white people with a Jewish background. As a result, they're part of an oppressor class. And I think that a lot of Jewish people who are waking up to this are realizing this is actually a very destructive ideology, and it makes us the bad guys. So I would expect that, again, a lot of Jewish people are waking up to how the left has changed... and I would expect there to be kind of a pilgrimage now of more Jews in America towards the right, as opposed to remaining on the left where they've always been." Via The All-In Podcast:

KanekoaTheGreat

543,004 Aufrufe • vor 2 Jahren

🚨 NEW: David Sacks walks us through the logical endgame of Mamdani’s discounted grocery stores and calls out the ID irony Sacks: “When people go to these stores when they first open and the shelves are full — yeah, people will be delighted. And then over time what’s going to happen is that the store shelves will be empty, it’s going to be incompetently run, and there’s going to be a lot of complaints about it. Then all the free-market stores are going to have to compete with this, they may get put out of business, and then you have fewer choices. It is ironic that they’re going to be checking ID to make sure people aren’t going over from Jersey. But if you want to come over illegally from any country in the world, then that’s just fine.” Jason: “They found a use for ID. By the way, after you get your groceries you have to hide your ID to vote. Shred your ID when you go vote after you pick out your milk. They found a use for IDs.”
0:49

🚨 NEW: David Sacks walks us through the logical endgame of Mamdani’s discounted grocery stores and calls out the ID irony Sacks: “When people go to these stores when they first open and the shelves are full — yeah, people will be delighted. And then over time what’s going to happen is that the store shelves will be empty, it’s going to be incompetently run, and there’s going to be a lot of complaints about it. Then all the free-market stores are going to have to compete with this, they may get put out of business, and then you have fewer choices. It is ironic that they’re going to be checking ID to make sure people aren’t going over from Jersey. But if you want to come over illegally from any country in the world, then that’s just fine.” Jason: “They found a use for ID. By the way, after you get your groceries you have to hide your ID to vote. Shred your ID when you go vote after you pick out your milk. They found a use for IDs.”

American Debunk

146,327 Aufrufe • vor 15 Tagen

Mark Cuban reveals why OpenAI will never make back the trillion dollars they're planning to spend on AI infrastructure "They'll never get it. They're just burning away that money at scale. It's not that AI is not going to work but look at Apple, right? They haven't spent next to anything but they've got a foundation where they can just plug and play into their devices" "We don't know if the business of foundational models, the ChatGPTs, Geminis, Grok, Claude, is going to be like the streaming industry where there's one leader and a bunch of players that make money, or search where there's effectively one company" "A lot of the numbers that they're throwing out there aren't going to come to fruition. Those who have just gone all in, some of them are spending more cash than they have available" "They need to raise all the money, go all in, kiss all the rings they need to kiss around the world in hopes of being the one. If you don't go all in like that, you're in deeper trouble. If you're not the winner, you've got problems"
2:35

Mark Cuban reveals why OpenAI will never make back the trillion dollars they're planning to spend on AI infrastructure "They'll never get it. They're just burning away that money at scale. It's not that AI is not going to work but look at Apple, right? They haven't spent next to anything but they've got a foundation where they can just plug and play into their devices" "We don't know if the business of foundational models, the ChatGPTs, Geminis, Grok, Claude, is going to be like the streaming industry where there's one leader and a bunch of players that make money, or search where there's effectively one company" "A lot of the numbers that they're throwing out there aren't going to come to fruition. Those who have just gone all in, some of them are spending more cash than they have available" "They need to raise all the money, go all in, kiss all the rings they need to kiss around the world in hopes of being the one. If you don't go all in like that, you're in deeper trouble. If you're not the winner, you've got problems"

Jaynit

229,894 Aufrufe • vor 3 Monaten

Matthew Kratter of Bitcoin University on being self sovereign with Bitcoin: "The Michael Saylor followers right now who think that they're somehow Bitcoiners when they own a preferred stock that sits in their brokerage account and can be censored at any time... There's operational risks with that and there's leverage risks. And the actual Bitcoin that secures the assets of the balance sheet of the company is sitting at various custodians." "Having things in centralized places, having Bitcoin IOUs or anything like this is a big mistake." "If you don't know how to move Bitcoin around, if you don't know how to send it on-chain... you're going to be dependent on larger services. And the risk is that those don't even have the Bitcoin that they say that they do."
2:11

Matthew Kratter of Bitcoin University on being self sovereign with Bitcoin: "The Michael Saylor followers right now who think that they're somehow Bitcoiners when they own a preferred stock that sits in their brokerage account and can be censored at any time... There's operational risks with that and there's leverage risks. And the actual Bitcoin that secures the assets of the balance sheet of the company is sitting at various custodians." "Having things in centralized places, having Bitcoin IOUs or anything like this is a big mistake." "If you don't know how to move Bitcoin around, if you don't know how to send it on-chain... you're going to be dependent on larger services. And the risk is that those don't even have the Bitcoin that they say that they do."

Simply Bitcoin

20,525 Aufrufe • vor 2 Monaten

Trump: You have some vaccines that are so amazing. The polio vaccine I think is amazing. A lot of people think that covid is amazing. You know. I think you have to be very careful when you say that some people don't have to be vaccinated. You have vaccines that work. Just pure and simple they work. They're not controversial at all. And I think those vaccines should be used otherwise some people are going to catch it and they endanger other people. And when you don't have controversy at all, I think people should take them.
1:04

Trump: You have some vaccines that are so amazing. The polio vaccine I think is amazing. A lot of people think that covid is amazing. You know. I think you have to be very careful when you say that some people don't have to be vaccinated. You have vaccines that work. Just pure and simple they work. They're not controversial at all. And I think those vaccines should be used otherwise some people are going to catch it and they endanger other people. And when you don't have controversy at all, I think people should take them.

Acyn

718,768 Aufrufe • vor 11 Monaten

🔥 Burlison to Trump: "Just waive [NDAs] completely for anything related to...non-human intelligence." 🔥 (Yes!!! He gets it. Burlison is one of the few Rs who will push (even if it's gently) the Trump admin on these issues. Make it right for whistleblowers like Grusch, Dylan Borland, Matthew and others.) Rep. Eric Burlison: "...the cost of pensions, their medical benefits, you know, etc. I think that, first and foremost, you got to make it right to those people. That will demonstrate to everybody else who wants to come forward that it's a safe place to come into. "And then I think what what Rep. Anna Paulina Luna is leading on is fantastic, in that making sure that the administration knows that there may be some times where these individuals who were working, you know, they were promoted into a system or a program. Sometimes...they're now inheriting things where they, where they realize, well, there's crimes involved in this. "And so, you know, they're kind of put in an awkward situation. Do they do their patriotic duty? What do they do? I think that providing some level of amnesty for them to be able to come forward is very, very important. And then, I finally think, also, that they need to waive the non-disclosure agreements on this topic. Particularly just waive it completely for anything related to the knowledge of life that's outside, you know, non-human intelligence. I mean, I don't see why we possibly should even allow that to be a top secret thing. "And so, if there's anything that's related to that, it should be waived. I think that that's what our ask is of this administration, as well as to continue digging into the private sector. I think that a lot of this information is in the in the hands of either the...or the archives of these federally-funded research and development centers and then further some of the some of the prime subs (subcontractors) that have been working on this topic. "And so I think that it's gonna take making it clear that to our major companies that we do business with, or do business with the United States, that it's okay to come forward. And I think that we're gonna have to have a discussion if they do have - if they're reverse engineering stuff that they got because it was from non-human intelligence - we need to make sure that we can have that conversation about intellectual property, so that those are the next steps."
2:05

🔥 Burlison to Trump: "Just waive [NDAs] completely for anything related to...non-human intelligence." 🔥 (Yes!!! He gets it. Burlison is one of the few Rs who will push (even if it's gently) the Trump admin on these issues. Make it right for whistleblowers like Grusch, Dylan Borland, Matthew and others.) Rep. Eric Burlison: "...the cost of pensions, their medical benefits, you know, etc. I think that, first and foremost, you got to make it right to those people. That will demonstrate to everybody else who wants to come forward that it's a safe place to come into. "And then I think what what Rep. Anna Paulina Luna is leading on is fantastic, in that making sure that the administration knows that there may be some times where these individuals who were working, you know, they were promoted into a system or a program. Sometimes...they're now inheriting things where they, where they realize, well, there's crimes involved in this. "And so, you know, they're kind of put in an awkward situation. Do they do their patriotic duty? What do they do? I think that providing some level of amnesty for them to be able to come forward is very, very important. And then, I finally think, also, that they need to waive the non-disclosure agreements on this topic. Particularly just waive it completely for anything related to the knowledge of life that's outside, you know, non-human intelligence. I mean, I don't see why we possibly should even allow that to be a top secret thing. "And so, if there's anything that's related to that, it should be waived. I think that that's what our ask is of this administration, as well as to continue digging into the private sector. I think that a lot of this information is in the in the hands of either the...or the archives of these federally-funded research and development centers and then further some of the some of the prime subs (subcontractors) that have been working on this topic. "And so I think that it's gonna take making it clear that to our major companies that we do business with, or do business with the United States, that it's okay to come forward. And I think that we're gonna have to have a discussion if they do have - if they're reverse engineering stuff that they got because it was from non-human intelligence - we need to make sure that we can have that conversation about intellectual property, so that those are the next steps."

Joe Murgia

17,289 Aufrufe • vor 1 Monat

BANNON: This is exactly the same pitch as the Iraq War, Weapons of Mass Destruction --- They think that playbook of lulling the American people to sleep and telling them there's these evil people that have to be taken down, and if they're taken down, everything's gonna be fine after that, and that we face an apocalypse. That doesn't happen. Tucker Carlson
0:54

BANNON: This is exactly the same pitch as the Iraq War, Weapons of Mass Destruction --- They think that playbook of lulling the American people to sleep and telling them there's these evil people that have to be taken down, and if they're taken down, everything's gonna be fine after that, and that we face an apocalypse. That doesn't happen. Tucker Carlson

Bannon’s WarRoom

25,556 Aufrufe • vor 1 Jahr