David Sacks

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David Sacks

David Sacks

@DavidSacks

Tech founder & investor. Personal views only. Official account: @davidsacks47

Katılım Mart 2007
3.5K Takip Edilen1.5M Takipçiler
David Sacks
David Sacks@DavidSacks·
UPDATE: the Clarity Act has passed out of the Senate Banking Committee. Congrats to Chairman @SenatorTimScott @SenLummis @BernieMoreno and their staffs on a job well done. Thank you also to @SenThomTillis for his efforts to ensure that today’s vote was bipartisan.
U.S. Senate Banking Committee GOP@BankingGOP

Today, Chairman @SenatorTimScott led Banking Committee Republicans and Democrats in a historic bipartisan markup to advance to Clarity Act, legislation that will establish clear rules of the road for digital assets.

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David Sacks
David Sacks@DavidSacks·
Tomorrow’s markup of the Digital Asset Market Clarity Act is a monumental step in making the U.S. the Crypto Capital of the World and maintaining America’s leadership in innovation. I applaud Chairman @SenatorTimScott and the Senate Banking Committee for working so hard to craft the necessary compromises to advance this legislation. At a staff level, I also want to thank White House crypto director @patrickjwitt for helping us get to this point. Finally I want to thank the crypto industry for its efforts. There are roughly 50 million people in the U.S. who own or use crypto. This legislation will ensure that this ecosystem can innovate and flourish for years to come.
Senator Tim Scott@SenatorTimScott

Families, small businesses, investors, and innovators deserve clear rules of the road for digital assets. The Senate’s version of the CLARITY Act delivers certainty, safeguards, and accountability, while protecting Main Street, strengthening national security, and keeping innovation in America.

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The All-In Podcast
The All-In Podcast@theallinpod·
🚨 BIG INTERVIEW: SPENCER PRATT JOINS ALL-IN David Friedberg sits down with Spencer Pratt to discuss his fight to save Los Angeles. (0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About (28:10) Karen Bass at 20% & the Real State of LA: Crime, Homelessness & a City in Free Fall (38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild (52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again (56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight (1:04:22) His 8-Year Vision @friedberg @spencerpratt --------------------------------------- Thanks to our partner Axon.ai for making this possible Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. Axon.ai by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at axon.ai/allin @AxonAdsManager
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Nathan Leamer
Nathan Leamer@NathanLeamerDC·
Accurate and thoughtful response about recent AI news by @DavidSacks. One thing he mentions is worth reiterating: The White House AI Framework was very clear about the need for private-public collaboration to mitigate cybersecurity concerns. Not an FDA for AI but a process for mitigating cyber concerns. Reminder that Congress should jump in to have this as part of their federal framework.
Nathan Leamer tweet media
The All-In Podcast@theallinpod

David Sacks: “FDA for AI” is fake news, but here’s why it’s making headlines @Jason: “ Who's leading Trump down the path of regulation and creating this AI FDA?” @DavidSacks: “I think there's several things going on here. The first one is, there's a lot of fake news. This whole idea of an FDA for AI, I don't think any senior official supports it. Certainly, I don't think that's the way the president thinks about these issues. He's the most pro-innovation president we've ever had. And the White House Chief of Staff, Susie Wiles, just put out a statement last night that I think pretty much shoots this down. Second, there's another thing going on, which is a straw manning of what the Trump administration did on AI in its first year. In the same way that they want to spin this FDA for AI, they're also trying to spin what we did as this completely laissez-faire attitude, where there'd be no regulations whatsoever, nor guardrails. It's a way of criticizing what we did. They're trying to portray it as unsafe. In fact, if you look, on March 20th, the White House released a national AI regulatory framework in which we put out a four-page bulleted list of legislation that we would support. So we have not been against every conceivable regulation or every conceivable law, we just believe that there should be specific solutions to specific problems, as opposed to a giant power grab by Washington that would squash innovation. Point number three is, there is a legitimate thing happening here with, let's call it Mythos or cyber. Within 3-6 months, all the major frontier labs, including Chinese models, will have cyber capabilities. In response to that, we do need there to be a hardening of systems, and we do need there to be a scanning of codebases to find these vulnerabilities and patch them before the hackers do it. Because the hackers will have these capabilities in a matter of months. That's a certainty. So we do need a response to that. Now, my view on what should that response be, first of all, we should want the government and the private sector to work cooperatively, and I think they are. What we should be doing, I think, is getting these tools, Mythos, and then the OpenAI model, and others like it, in the hands of our cybersecurity industry. And by the way, not just the public companies like Palo Alto Networks and CrowdStrike, although certainly they're two of the most noteworthy, but there's also some incredibly strong startups on the way up. We need to get these tools into their hands as quickly as possible because they're a force multiplier for all the companies out there that aren't that good at cybersecurity, they can use these companies as vendors. And just one last point on this whole thing is, both Anthropic and OpenAI acted responsibly here. No one was trying to release these super powerful models. So in a way, all the people who are saying that we need pre-release approvals for models, they're trying to solve a problem that didn't exist. Yes, we do have this cyber issue, but that is a problem that we will solve over the next six months. What they're trying to do is use that issue to try and create a permanent new infrastructure in Washington. The classic 'never let a crisis go to waste' strategy.”

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David Sacks
David Sacks@DavidSacks·
@NathanLeamerDC Yes, and we also had specific action items to address cyber risk in the AI Action Plan released in July 2025.
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David Sacks
David Sacks@DavidSacks·
Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.
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David Sacks
David Sacks@DavidSacks·
Key point: An “FDA for AI” would not stop the cyber threat. Hackers will have access to advanced cyber capabilities within 6 months from foreign models — even if a “model pre-approval” regime in the U.S. prevented any new American models from releasing. Moreover, the American frontier labs were not trying to release their cyber models widely. So an “FDAI” is a solution to a problem that didn’t exist. (Classic “never let a crisis go to waste” power grab.) The cyber threat is real, but the only solution is for American companies to use AI capabilities for cyber-defense. The U.S. has a multi-hundred billion dollar cybersecurity industry whose job it is to prevent breaches. They should be deputized to help drive this effort.
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David Sacks
David Sacks@DavidSacks·
My thoughts on the “FDA for AI” controversy that erupted this week.
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The All-In Podcast
The All-In Podcast@theallinpod·
POD UP! 🚨 Fifth Bestie Brad Gerstner (@altcap) fills in for Friedberg -- Elon's Anthropic deal: impact on SpaceX IPO, Anthropic's insane trajectory -- Dario's potential monopoly... could Anthropic overtake the Mag 7? -- The "FDA for AI" panic: Policy flip or fake news? -- Trading the AI market, state of the economy (0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy
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Susie Wiles
Susie Wiles@SusieWiles47·
President Trump is the most forward leaning president on innovation in American history. When it comes to AI and cyber security, President Trump and his administration are not in the business of picking winners and losers. This administration has one goal; ensure the best and safest tech is deployed rapidly to defeat any and all threats. We appreciate the effort being made by the frontier labs to ensure that goal is met. The White House will continue to lead an America First effort that empowers America’s great innovators, not bureaucracy, to drive safe deployment of powerful technologies while keeping America safe. Really, it’s common sense!
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David Sacks
David Sacks@DavidSacks·
I’ve been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year. And this understates the impact of AI for two reasons: (1) This is just investment by 5 hyperscalers; it doesn’t include all the startups and other companies investing in AI. (2) Capex is the investment to create the token factories; it doesn’t count the economic activity resulting from what happens inside the token factories. Those tokens are now being used to generate code (bespoke software) that will increase productivity throughout the economy. The ROI on capex is likely to dwarf the capex itself, which is why investment continues to grow. In Q1, AI was already 75% of GDP growth. That trend is likely to continue. Technology leadership has always been America’s great strength, and it’s driving the economy forward. Polls may show that AI is not popular, but economic growth is. At this point, stopping progress in AI would be equivalent to halting the U.S. economy.
Holger Zschaepitz@Schuldensuehner

Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.

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David Sacks
David Sacks@DavidSacks·
Narrative Violation: “Job Postings For Software Engineers Are Rapidly Rising”
David Sacks tweet media
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The All-In Podcast
The All-In Podcast@theallinpod·
🚨 POD UP! -- OpenAI misses targets, but Codex gains on Claude -- Elon vs Sam Altman trial, Brockman's diary -- Why AI cybersecurity is the next major market -- Hyperscalers show huge revenue and bigger Capex -- Retatrutide and peptides go mainstream (0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience
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David Sacks
David Sacks@DavidSacks·
It’s time to demystify Mythos. Mythos is not magic. It’s not a doomsday device. It’s the first of many models that can automate cyber tasks (just like coding). OpenAI’s GPT-5.5-cyber can now do the same. And all the frontier models (including those from China) will be there within approximately 6 months. It’s important to recognize that these models do not create vulnerabilities; they discover them. The bugs are already in the code. Using AI to discover and patch them will actually harden these systems. The leap from pre-AI cyber to post-AI cyber means that there will be a big upgrade cycle. After that, however, the market is likely to reach a new equilibrium between AI-powered cyber-offense and AI-powered cyber-defense. Obviously it’s important that cyber defenders get access before cyber attackers. That process is already underway but needs to happen quickly (see point above about Chinese models). Unlike Mythos, GPT-5.5-cyber appears not to be token constrained so it may be the first cyber model that defenders actually get to use.
AI Security Institute@AISecurityInst

OpenAI’s GPT-5.5 is the second model to complete one of our multi-step cyber-attack simulations end-to-end 🧵

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