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David Sacks pushes back against the prevailing narratives, arguing that CoreWeave’s sharp spike in bond yields and stock selloff reflect market volatility driven by bets on multi-trillion-dollar AI outcomes and exponential growth, rather than a fundamental collapse in demand. He breaks down these narratives one by one. The key... show more

The AI Investor

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50,904 görüntüleme • 28 gün önce •via X (Twitter)

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JSCC | Nasdaq profil fotoğrafı

JSCC | Nasdaq28 gün önce

Sacks already framed the spike as volatility around multi-trillion outcomes rather than demand collapse.

Aapakari profil fotoğrafı

Aapakari28 gün önce

How long do those customer contracts run?

Avron profil fotoğrafı

Avron28 gün önce

Putin's Puppet - nothing more

Diva profil fotoğrafı

Diva28 gün önce

Iza cijele priče o umjetnoj inteligenciji krije važna razlika između velike vizije, stvarne potražnje i sposobnosti tvrtke da od svega toga zaradi.

all pain no gain profil fotoğrafı

all pain no gain28 gün önce

@DavidSacks has been more right than wrong. Still remember when everyone else was comparing Nvidia to Cisco back in 2022, he was one of the few saying this time is different. It looks obvious in the hindsight, but his view was a minority at the time.

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David Sacks breaks down the true risk of AI David Sacks "It’s not that I think the AI is going to develop a mind of its own. I don’t think the technology is anywhere close to that. But I do think that it could be used by the government in a much more invasive and intrusive way, in the manner that the government was, the Deep State was already trying to get in bed with the social networks. There is a real risk that AI is used by future governments or the Deep State basically to surveil us, to censor us, and even potentially to brainwash us, because it is really good for that."

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Redacted

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David Sacks says the biggest risk of AI was described not by James Cameron in The Terminator but by George Orwell in 1984. “I almost feel like the term ‘woke AI’ is insufficient to explain what’s going on because it somehow trivializes it.” “What we’re really talking about is 'Orwellian AI.' We’re talking about AI that lies to you, that distorts an answer, that rewrites history in real time to serve a current political agenda of the people who are in power.” “To me, this is the biggest risk of AI... It’s not The Terminator, it’s 1984.” David Sacks

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a16z

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David Sacks: The Chip Stock Crash is Based on Momentum, NOT Fundamentals David Sacks: “That is the key question here, this correction in the markets, is it driven by fundamentals or is it driven by momentum? I think it's driven by momentum. Meaning that over the past year, you've had this roughly 10x run up in memory chip stocks, and you've seen this overall huge rise in any stock that's related to the AI boom. And I think it was inevitable that you'd see a pullback. I think there was something like a 10% pullback in the Nasdaq from the peak. But when you look at this momentum trade, it was down like 30% or 40%. You look at what happened in South Korea, you look at what happened with Leopold's fund, and obviously there was a lot of leverage behind this momentum trade, so when it corrects, it's going to be brutal. But I think that the question again is, does this reveal anything about the fundamentals? Is the CapEx that's being invested in the AI boom eventually going to deliver ROI, or is this some sort of bubble? I think there will be a return on all of this CapEx, and this is temporary market volatility amplified by leverage.”

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