David Sacks

Tech founder & investor @Craft_Ventures @theallinpod. Co-Chair, President’s Council of Advisors on Science & Technology.

[Sam Lyman @SamLyman33]

Fun fact: The woman pictured here credited the viral success of her campaign to the Party for Socialism and Liberation, a China proxy organization operating here in the United States.

PSL is the political arm of the Shanghai-based Neville Roy Singham, an avowed Marxist multimillionaire who has bankrolled anti-American, pro-CCP nonprofits to the tune of $278 million.

Singham’s political foot soldiers have been boots on the ground in dozens of anti-data center fights across the country. But striking down the $5 billion data center campus in Landover, MD, was by far their biggest scalp.

In the ongoing campaign against American AI, cui bono?

More than anyone, it’s our chief political adversary.

[Spencer Pratt @spencerpratt]

There is nothing virtuous nor logical about blocking an abandoned parking lot from becoming a productive source of revenue and jobs while also enhancing America’s technological superiority…the only explanation is they hate America and want to cripple her. China wins.

[jay plemons @jayplemons]

David Sacks says Democrats want to rebuild the COVID censorship regime with superintelligence.

@DavidSacks “I believe that Democrats want to create a surveillance and censorship state that’s turbocharged by super intelligence.”

“They’re gonna basically reenact that whole regime again using AI and it’s going to be infinitely more powerful because we’re talking about super intelligence here.”

[David Sacks @DavidSacks]

Receipts:

[David Sacks @DavidSacks]

Republicans lost the midterms because of the war and its economic consequences. The good news is that job growth and GDP growth are still strong, and inflation will drop quickly if the war is ended now.

[David Sacks @DavidSacks]

The price of Brent crude dropped 10% on the day of the election. Was this because of something that happened in the strait of Hormuz? No, the market was reacting to the mere possibility that the war would end sooner. End the war and the cost of oil, gas, diesel, and transportation will drop rapidly. As inflation subsides, the robust jobs and growth data will come back into focus.

[Chief Nerd @TheChiefNerd]

David Sacks Brings the Receipts Showing the Iran War Led to the Disastrous Midterms

“Can Trump fix this? I think absolutely … Just get out of the war … If the war continues, the Republicans will continue to bleed popularity.”

[The All-In Podcast @theallinpod]

David Sacks: Trump Can Save His Second Term by Ending the Iran War

Sacks:

“Your question was, ‘Can Trump fix this?’ I think absolutely.”

Jason:

“What's your top three things he can do to fix it?”

Sacks:

“Just get out of the war. That's my number one, my number two, and my number three.

Because what will happen, the price of Brent crude will drop precipitously.

On the day of the election, the price of Brent crude dropped 10%.

Is that because something changed in the Strait of Hormuz? No. It's because the market started to price in the mere possibility that the war would end sooner, and we got a 10% cut in the price of Brent crude.

It will go from $110 to $70 (per barrel) if this war ends. Gas prices will drop. Diesel will drop. The price of food will drop.

And then the underlying strong economic growth, the GDP growth, and the employment picture, which are still robust, will come into focus. And I think that Trump's popularity will rebound and be back in the 40s.

That's the thing we need to do. And if we don't do that, if the war continues, the Republicans will continue to bleed popularity.”

[Fireside Alpha @firesidealpha]

David Sacks predicts Democrats will use AI legislation and frontier-model approvals to create a surveillance and censorship state 'turbocharged by superintelligence'

“It’s 100% that Democrats are going to make a major push for AI legislation in the next Congress. The question is what that looks like. And I don’t think you have to speculate too much to understand where it’s going.

“I believe that Democrats want to create a surveillance and censorship state that’s turbocharged by superintelligence. I mean, that’s ultimately the end state.

“How do you get there? You create a department, a federal department of AI. You require that all the so-called frontier models have to be reviewed and approved by that. The regulators give their notes on it. You can’t get a model released unless you address their concerns.

“And their harms will include all the things that the government is telling us that social media companies should be concerned about, like disinformation and misinformation and dissonant thought. All the things that the government was pressuring the social media companies to crack down on and censor during COVID. How quickly we forget all of this.

“They’re going to basically reenact that whole regime again using AI, and it’s going to be infinitely more powerful because we’re talking about superintelligence here. So I do believe that that is the regime that we’re headed towards.”

[The All-In Podcast @theallinpod]

POD UP: The Besties React to the Midterm Massacre

-- Full Postmortem on the 2026 Midterms

-- Looking Ahead: How to Save Trump 2.0?

-- Market Reaction: $4T Wipeout, Data Center Fears, AI Ban Potential

-- Science Corner: Exponential Time Hypothesis Solved

(0:00) Bestie intros!

(3:37) Midterms postmortem: What led to a generational GOP collapse?

(32:26) How can Trump salvage his presidency?

(53:13) Market reaction: Data center fears, $4T in market cap wiped, AI ban potential

(1:24:21) Science Corner: OpenAI solves the Exponential Time Hypothesis

[The All-In Podcast @theallinpod]

POD UP! 🚨

-- Anthropic S-1 Shocker: Greatest Business Ever?

-- AI's Biggest Financial Risk

-- Google’s $500B Wipeout

-- Midterm Predictions

(0:00) Bestie Intros

(3:22) Anthropic S-1 Breakdown: Greatest Business Ever?

(32:47) AI's Biggest Problem and Anthropic's Doomer Showdown

(1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong?

(1:14:17) Final Midterm Predictions and Scenarios

[Jack Posobiec @JackPosobiec]

So the Ukraine war could have been over in 2023 but Biden and the West rejected it

[The All-In Podcast @theallinpod]

POD UP! 🚨

-- AI Cyber Panic w/ @nikesharora

-- Ken Griffin’s Bubble Warning

-- The Fall of France?

(0:00) Bestie intros!

(0:11) Ken Griffin's AI bubble warning

(8:19) Palo Alto Networks CEO Nikesh Arora joins

(14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead

(44:17) France on the brink: Riots, immigration referendum, debt crisis

(1:31:49) Trump's second half strategy, Press Secretary J-Cal?

[Jeff Orr @JeffO773]

NEW: Ken Griffin on Paris riots, Chicago and JB Pritzker

I think Paris should be a real wake up call to every single young American. France is the dream the left talks about. That dream is the nightmare I left from Chicago. That dream doesn’t belong in our country. A society that comes down to how much you can take from others.

Do you see candidates that you’re actually fearful that’s the path they’re going down:

J.B. Pritzker, Governor of Illinois. Yes, 100%. 100%

[Elon Musk @elonmusk]

What’s actually going on in Ukraine is that there is a massive incentive difference between the elites and the people.

The former have grown very rich off the hundreds of billions flowing to Ukraine, while the latter’s children are conscripted to die in trenches.

[David Sacks @DavidSacks]

There’s a world of difference between user-authorized agents (Muse, Instinct, Grokbot, etc.) and true unauthorized/rogue agents that could constitute cyberattacks.

Most of the activity described in the Axios story appears to be the former: customers sharing credentials with agents so they can take actions on their behalf. This may violate bank terms requiring humans to log in themselves, but these are in no way cyberattacks.

The direction banks should go is to support user-directed agents. For example, Amex is an authorized connection in Muse, making it easy for users to grant, limit, and revoke access.

Read-only permission levels are a sensible interim step. Several banks already support or are moving toward them. Full write access (with user credentials) is a different risk category and should be approached carefully.

Frightening the public by blurring the line between user-authorized agentic behavior and cyberattacks is irresponsible.

[Madison Mills @MadisonMills22]

SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.

The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.

Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.

Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.

Read my latest for Axios here: https://t.co/Q3bda5In8q

[David Sacks @DavidSacks]

You’ve put 20% of your equity in an LLC. Whether it serves the public good remains to be seen.

[Jack Clark @jackclarkSF]

Between this and our prior commitments, roughly 20% of all Anthropic equity will be dedicated to the public good, and that commitment can grow as Anthropic grows.

We plan to use these funds to ensure more people can share in the benefits of AI, and to increase our ability to provide funding to deal with its risks.

[Elon Musk @elonmusk]

@AnthropicAI I recommend giving the shares directly to the public

[David Sacks @DavidSacks]

@elonmusk @AnthropicAI Trump Accounts FTW

[Jonathan Turley @JonathanTurley]

Sen. Elissa Slotkin (D., Mich.) just gave an interview where she said the quiet part out loud. She intends to unleash a slew of investigations to deter young people from even considering supporting the Administration … if they know what is good for them. https://t.co/DIC16JySUs