David Sacks

David Sacks: Everything Kathy Hochul Said About Datacenters Was a False Accusation @DavidSacks: “These data centers become the scapegoat for all of the angst that people have about AI. Everything she's saying there is a false accusation on datacenters. So let's just go one by one.” POWER: So she's saying that they eat up all of the power. Well, yeah, if you connect to the grid without producing more power and you force datacenters to compete with residential ratepayers, then yeah, you could drive up utility prices. However, if you do what Chamath said and let them build behind the meter, then they bring their own power. And that's what the president has advocated for since the beginning of his administration, is let the AI companies become power companies. So that is the way to solve the energy problem or the utility problem. LAND: Then, she's talking about eating up land. The reality is these datacenters are a model of land use efficiency. We have a ton of land in this country, obviously. NOISE POLLUTION: The supposed noise pollution, that's largely made up. That can be dealt with. You obviously don't want to put these things right next to a residential area, but create a little bit of distance, and it's fine. WATER CONSUMPTION: The whole water consumption thing is largely a hoax. Modern datacenters recirculate the water. AIR POLLUTION: One final thing just on the point that Hochul is making. She said it created a lot of pollution. Natural gas, which is how most of these data centers are powered, is one of the most clean burning sources of power that we have. “When you compare economic impact to all these different things, datacenters are honestly one of the best things we could be building as a nation.”

OH: “i’ve switched to Kimi from claude for a bunch of work. it’s just so much more fun because it just does the thing instead of lecturing you” Woke lobotomized models are the enemy of American competitiveness.

Data centers barely use any water, barely use any land, and they lower electric bills.

This is *exactly* what I predicted would happen. I said Chinese models would have advanced cyber capabilities within a matter of months and the only thing to do about it was to use AI-powered cyberdefense to protect our systems. Trying to gatekeep models doesn’t work.

what's fueling the sudden surge in American entrepreneurialism? That's right: AI “The technology appears to be greasing the path for entrepreneurs, removing some barriers and allowing them to get their enterprises off the ground more quickly." 👊 💥 📈

🚨 POD UP! The Core Four is BACK The Besties discuss: -- Can the AI Industry Regulate Itself? -- Stripe Bids $53B for PayPal w/ Block and Advent ($PYPL) -- The Death of Tokenmaxxing? -- Apple Sues OpenAI ($AAPL) -- Grok Build Data Leak ($SPCX) -- The Datacenter Psyop, NY's Ban -- Science Corner: Aging Reversal Breakthrough? (0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI, alleging stolen trade secrets (42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model (59:53) NY bans datacenters, China catches up (1:22:57) Science Corner: New data on reversing aging!

This is concerning. For the first time, a Chinese model Kimi K3 has taken #1 on the Frontend Code Arena and is scoring at or near the frontier on other benchmarks. Meanwhile America is tying itself in knots: politicians and bureaucrats are banning new data centers, piling on state regulations, and pushing for new federal agencies to pre-approve frontier models. This is how you lose the AI race. The rest of the world won’t play by our rules if we bog ourselves down. Permissionless innovation is how America won the internet and became the technological envy of the world. We can do it again with AI -- while addressing risks in a targeted way -- or we’ll watch our lead evaporate.

UPDATE: “Artificial intelligence giant Anthropic is pursuing a strategy of one-upmanship that encourages states to impose increasingly tougher AI guardrails, rather than align around a single set of regulations.” Politico 7/15/2026 politico.com/news/2026/07/1…

Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering. It is principally responsible for the state regulatory frenzy that is damaging the startup ecosystem.

UPDATE: This is a fascinating post by @satyanadella building on Alex Karp’s point about AI sovereignty. Satya names it the Reverse Information Paradox: enterprises don’t just pay for intelligence with money — they pay again by feeding frontier models their proprietary knowledge, corrections, traces, and evals. That institutional know-how then compounds inside the provider. Karp diagnosed what technical customers actually want: control over their compute, models, data stack, and alpha — to own the means of production rather than have it transferred. Satya explains why the current regime structurally does the opposite, and what enterprises must do about it: establish a real trust boundary with private evals, proprietary learning loops inside the tenant, decoupled orchestration, and the explicit right to fine-tune on their own outputs. That’s how your alpha compounds for you instead of leaking to the model layer. x.com/satyanadella/s…

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise. Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product. As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.” Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged. This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals. Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer. As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

Finally cracking open open the @theallinpod extra anejo. From one tequila guy to four others, this is truly special. Well done, @DavidSacks @Jason @chamath @friedberg. 👌

🚨 POD UP! Fifth Bestie Brad Gerstner is BACK! @altcap fills in for @friedberg: -- OpenAI vs Anthropic IPOs -- The Open Source Decision in July 2026 -- Meta's New Model, Zuck's Price War -- China to Crack Down on Open Source? -- Trump Accounts Launch (0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from SpaceX, unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism

Dario was half right: 90% of code is written by AI. But half wrong: The programmers are still here, directing that AI.

Many people are saying.

David Friedberg just said the quiet part out loud "I am telling everyone that is listening. Look at the data. There is no job loss with AI. It is an absolute scam to tell the world that AI is taking away jobs."

AI & JOB DISPLACEMENT “Do you remember like a year ago when @Klarna said they're going to replace their whole customer service department with AI and they did a lot of hype. It was peak aura farming. And, well, lo and behold, they flipped the decision back after a year. They said that from a brand perspective, a company perspective, ‘it’s just so critical that you are clear to your customer that there will always be a human if you want,’ [@klarnaseb said]. …There's so many CEOs who want to tap into the media's hype cycle. This is the thing: is that whenever the media gets a hold of one of these narratives, there's so many CEOs who are not like [Alex Karp @PalantirTech], right? Who just are not original, and they don't really have anything important to say, so the only way for them to get publicity is to glom onto that press cycle and try to use it. And then they'll chime in with, you know, how they're going to do crazy things like eliminate their whole customer support department. And then lo and behold, it turns out just to be totally fake.” @DavidSacks @theallinpod

David Sacks: Leftism is just hacking brains with words to separate you from your money. Remember the nonstop lectures about Elon Musk’s “greed” starving the world? Just hand over enough billions and world hunger ends. Then MacKenzie Scott donates $26 billion to left-wing causes. Problem solved, right? Nope. World hunger is still here. “Some of those words are virtue signaling, some of them are guilt tripping and moral accusations. Whatever it is, there's always some words, but it's never to solve a problem. In fact, all the problems just get worse. It's just to figure out how to separate you from your money.” - @DavidSacks

🚩 David Sacks on Alex Karp’s CNBC ‘Crashout’ “Enterprises are at risk of transferring their knowledge, their know how, their trade secrets or customer data to these model providers who might eventually decide to compete with them. You can see that enterprises are waking up to this threat and they're not happy about it.”

FOURTH OF JULY WEEKEND POD! 🚨 Besties are BACK! -- AI Sovereignty Wars -- Palantir-Nvidia Deal -- Alex Karp's CNBC "Crash Out" -- Fable 5 Restrictions Lifted -- SCOTUS Birthright Ruling -- Newsom’s CA Budget Lie -- Could California break apart the Union? (0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crash Out" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union