david friedberg

the smartest thing about this concept is it enables regulatory oversight of AI development without the review being done by those who don't understand how to assess the risks. by moving the review into an independent body, with government oversight, but not government control, the technology can continue to advance, safely, and without the risks of bureaucratic, political, or malfeasant disablers.

THE ALL-IN INTERVIEW IS BACK! 🚨 @friedberg sits down with @ryancohen to discuss running $GME and his $56B offer to take over $EBAY -- Building and selling $CHWY for $3.35B -- How to compete with $AMZN in e-commerce -- Activist investing and his road to GameStop CEO -- What he sees in eBay: Massive potential, poor execution -- Ryan lays out his three-part vision for eBay ++ more! (0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure) (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace (49:33) Why eBay has rejected the offer, media bias against GameStop ------------------------------------------ Thanks to our partners! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 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 applovin.com/ALLIN Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. nasdaq.com

I would like to see you make a voluntary contribution of 5% of your family’s $200M net worth to the government for important healthcare, childcare, and jobs. Don’t worry, it’s just one-time. Your $10M contribution will provide free childcare for over 1,000 California kids for a year! Once you’ve made your personal contribution to a more just and equitable society, I’ll support all your other asset seizure ideas. But you gotta go first…

Also @friedberg do you oppose @sama Universal Basic Capital of 2.5 percent on AI companies for a dividend to Americans as asset seizure on the same grounds like you oppose the wealth tax?

if @elonmusk paid 100% of his net worth ($1.4 trillion) as a tax it would only cover federal government spending for 77 days. this isn’t a tax problem…

@bryan_johnson of all the crazy shit you’ve done, this is the scariest. but, science.

I swallowed a miniature computer drew my blood six times sat in a 200°F dry sauna for 56 min felt like I was going to die from the heat and paid $21,093 for specialty biomarkers… To ask a question: do sauna benefits depend on time, or body temperature? This experiment has never been done before. Results: 1) Sauna benefits depend on how hot your body gets, not how long you sit in the sauna 2) Heat shock protein 27 (HSP27), one of the molecules that drives sauna's longevity benefits, only switched on when my core body temperature held above 102.2°F (39°C) for about 15 minutes. 3) Reaching that took 56 minutes at 200°F (93°C), with ice on my face, neck, and groin. 4) This challenges the generic advice that 20 minutes of sauna is enough. What this means for you: 1) The standard advice of 20 minutes at 176°F (80°C) is a floor, not a ceiling. The bigger benefits sit further up the curve, in longer and hotter sessions. If you can tolerate more, more likely helps. 2) Skip the cold plunge right after the sauna. My core body temperature kept climbing for several minutes after I left the sauna, so much of my time above the activation threshold happened post-exit. Cold plunging cuts that window short. 3) Population level studies point in a direction but cannot tell you what is happening inside your own body. Continuous core temperature tracking can. Here is the experiment explained A brief background first. Heat shock proteins (HSPs) are believed to be the enablers of sauna based longevity benefits. You can think of them as a clean up crew that travels through your body removing misfolded proteins and cellular debris. When you get really hot, like in a sauna, you generate a lot more of them. A tsunami of clean up crews unleashed inside your body. There are many types of HSPs. We focused on HSP27 in this experiment because of its high value longevity benefits: 1. Calms harmful inflammation through a controlled signaling pulse, driven by IL-10 2. Protects arteries by blocking the damaged cholesterol that builds up into plaque 3. Helps the body grow new blood vessels over time 4. HSP27 is one of the first proteins your body makes when it gets hot, which makes it a clean signal of how hard the sauna session actually worked. We saw initial signs of biomarkers of these benefits also turned on alongside HSP27, with enough time above the activation threshold. I ran three sauna sessions, holding sauna temperature, my meticulous morning routine, and every other variable constant. We measured HSP27 activation and release (along with scores of other biomarkers) in my serum after each session. I swallowed a temperature capsule about the size of a vitamin pill. As it traveled through my body, it sent a reading of my core body temperature every 30 seconds. That continuous, real time data from inside the body is what no prior study has had. The 102.2°F (39°C) core temperature threshold for HSP activation has been established in the research literature for years. Dry-sauna users have never been able to act on it because they had no way to track their core temperature during a session. An end-point thermometer cannot tell you how long you held above threshold, and the duration is the dose. Which is why we chose to use real time tracking. The findings across the three sessions. Two of the three sessions pushed me well past the threshold. In one, I spent 14.7 minutes above 102.2°F (39°C), with a peak of 102.87°F (39.37°C). In the other, I spent 15.8 minutes above the threshold, with a peak of 102.81°F (39.34°C). After both, HSP27 in my blood rose sharply. The third session (the middle one in the figure) was different. I only spent 5.1 minutes above 102.2°F (39°C), with a peak of 102.34°F (39.08°C), barely above the threshold. HSP27 did not respond. The reading actually dipped slightly, but the change was too small to count. Two things separate the responder sessions from the non-responder. The first is time above the threshold: 14.7 and 15.8 minutes versus 5.1 minutes. The second is peak core temperature: 102.87°F (39.37°C) and 102.81°F (39.34°C) versus 102.34°F (39.08°C). Either, or more likely both, are driving the response. Future sessions will help us figure out how much each one matters. Within my body, holding all other variables constant, the central heat shock protein response is a direct function of the heat dose delivered to the body's core. No prior study has done this. Earlier sauna research used a single thermometer reading at the end of the session, not continuous tracking. The studies that used continuous tracking used exercise, not dry sauna. None had a matched negative control like my session three. And all reported only cohort averages, not what happened inside one body. What this means for the body Once HSP27 is released into circulation, it signals to cells throughout the body and drives the four mechanistically proven downstream benefits listed above. All four are supported by my long-term sauna data, the population literature, and mechanistic studies. My acute post-session measurements hint at each being engaged. To activate HSP27 in my body, I needed 56 minutes at 200°F (93°C) in a dry sauna. That is the total session length required to spend enough time above the 102.2°F (39°C) core temperature threshold to trigger HSP27 release. Does this mean longer sessions, long enough for your core to hit 102.2°F (39°C), would supercharge the longevity benefits? Maybe. What we do know, I did 232 dry sauna sessions over the past year. My protocol was 200F (93°C) for 20 min. So even though my core body temperature didn’t reach 102.2°F (39°C) to unleash the HSP27, the results were still compelling: + a 10 year vascular age reduction + massive drop in environmental toxins [1] + complete elimination of microplastics in my semen (first ever in human achievement) The data suggests there are health benefits at 200°F (93°C) for 20 min. The data also shows that additional health benefits unlock when your core body temperature reaches 102.2°F (39°C). Does this mean that if one is in the sauna longer, long enough to reach a core body temperature of 102.2°F (39°C). that the longevity benefits would be supercharged? Maybe. Here is what this experiment teaches: + population level data is great for averages, pointing in a general direction + the resulting protocols are crude + not personalized + the only way to find out the truth for you is to measure + single person experiments (n=1) like this one are useful, because they find blind spots that population averages cannot see. Note: I kept ice on my face and neck during these three experimental sessions to protect those sensitive areas from heat induced skin damage at extreme temperatures. In a previous session, not included in this experiment, I had no ice on my face or neck and used an ingestible temperature capsule for real-time core readings. I reached a core body temperature of 102.2°F (39°C) after 34 minutes at 200°F (93°C). Adding ice to the face and neck adds roughly 20 minutes to the total time required to reach 102.2°F (39°C) core body temperature. Subjectively, the 34 minutes without ice on my face and neck was much harder than the 56 minutes with ice on my face and neck. After the 34 minute session, I exited the sauna and just laid on the concrete, immobilized. But I got the data. [1] Toxin reduction: After 15 sessions, sauna dramatically reduced environmental toxins in my body: 65% drop in 2,4-D 100% drop in MEP 15% drop in MBP 100% drop in MEHP (undetectable post sauna) 56% drop in NAPR 56% drop in HEMA 100% drop in Perchlorate (undetectable post sauna)

government destroys value. in this case, the value of an American education was destroyed in ~40 years. if there’s no marketplace for customers (parents of students) to demand value (quality of education for price paid) by simply going to another service provider (school or educator), it is inevitable that costs will go up and quality will go down. this is true of any service provided by government, which effectively grants itself a monopoly, deleting the opportunity for other service providers to compete in offering better value to customers/citizens…

never thought i’d say this… i wholeheartedly agree with elizabeth warren. also, term limits. being an elected representative should not be a career. there should be no path for wealth creation or perpetual income from representing the interests of the people, in service of the people. private citizens should enter public service, leave, and return to private life, as the founders intended. “politician” has become a lucrative career option for those skilled at public oration and persuasion. while they may represent their constituents’ interests, the reelection mandate incentivizes short-term decision-making and voting, often counter to the long-term interests of the people. and having unfettered private market access while holding the privileged position of influence over, and non-public knowledge of, those markets will inevitably incentivize bad behavior, to the politician’s benefit, and the public’s detriment. these ideals may be too far-fetched for our modern political machinery to consider - they would be self-defeating of the machines themselves - but the citizens can still be deafeningly loud in demanding them. thx senator warren for getting this half-right.. also, term limits.

a great human being and unquestionably one of the greatest poker players of all time. let’s nominate this man!

they’re not jobs if they’re not valued. they’re not valued if there aren’t customers out there willing to pay them for their great work. needing the government to “create” a job is tantamount to welfare and that level of welfare resolves these individuals to a dependency on the government and lack of economic mobility. and chains our people, collectively, to a more indentured future. you may be well intentioned but you have, and always will, fail to see the destitute folly of government as a job creation engine. i have tried to engage you on this topic, in good faith, with empiricism and reasoning, but you have only dodged my points and pivoted to some populist refrain about the importance of taxation and the evils of productivity-driven success. i can only assume you’re dodging these truths because you and the rest of the politburo leadership have deemed the conversation unsafe speech and put your oligopoly at risk. let’s leave it at that then. perhaps if your ways get their day, we can all bask in the glories of the dark ages ahead.

Wall street folks are celebrating @elonmusk for creating 4,400 millionaires. Fine. Did any of them celebrate @JoeBiden IRA, ARP, CHIPS for creating millions of good paying jobs? Our barometer should be opportunity & stability for the majority, not simply wealth for the few.

Very amazing email to get: “Hi JCal, Chamath, 55 days ago you two had a 4 minute conversation about EAs and Athena. Since then we have: closed $29M in new revenue 🤯 seen a -53% decrease in blended CaC, placed 683 Athena executive partners ❤️  683 new jobs!!” If you are looking for an EA, try Athena - they are excellent, only cost $3k/mo and you are helping some amazing people around the world upgrade their quality of life. Athena.com

in conversation with @spencerpratt …

long form with @ChrisWillx …

@Jason your best tweet ever

Unstoppable. New episode now live with @friedberg

@anondeguerre thanks for sharing. is there anything published on this i can read?

@friedberg second screening your ep of the Williams pod and you have a few misunderstandings about ubi and what happens when people receive a ubi. I’m not going to bore you with the technical stuff about where the money can come from or even the results of ubi. I will tackle 2 claims tho. Claim 1: it will make people lazy. You say giving people enough to live means they won’t improve themselves or continue to unlock their human potential or be productive members of society. Here is a logic puzzle, if you had the money for a bicycle, how much less likely would you be to ever want a car? If you had enough for a used 20 year old Honda civic, how much less likely would you be to ever want a luxury suv? Same logic applies in the sexual market place. Do you want to attract a female? If so, are you more likely to attract her if you only have a bicycle or will she be more likely to date you if you can drive her around in your used Honda civic? Long story short, we all want nice stuff. And nice stuff costs money. So if you want nice stuff you will need to find ways to be useful to get paid money to buy better stuff than you have. Necessity is the mother of invention, etc. Claim 2: inflation. If your thesis is that automation and cheap electricity will bring down the cost of everything, wouldn’t that include the basic necessities for life that the ubi will get spent on? If you want to have a more in depth based in scholarship discussion about ubi, how to pay for it, etc. I’ll happily spend an afternoon doing that with you, or I’ll get you in touch with people who work on ubi for a living, or if you just want links to articles or whatever lmk. Ubi is good, and we should pursue it aggressively. The idea that it can only be achieved through some kind of draconian wealth confiscation event or scheme is wrong. Food for thots.

at @ohalo, we got the nuts ..

@LukeMcD16529556 @theallinpod i’m against all taxes if the tax capital flows through some inefficient kleptocratic government

@theallinpod @friedberg thoughts on a flat 10% income tax on all autonomous robots and AI agents?

David Friedberg: The Moon is the Next Industrial Frontier “ I think the moon could end up being the next industrial frontier for humanity. And the reason is, if you can get to the moon, it has an extraordinary abundance of material that we can mine, process, and manufacture into goods. And ultimately the cost to ship those goods back to the Earth is zero. And the reason is that on the moon, you can take advantage of the low gravity, it's about 1/6 the gravity, and the complete lack of an atmosphere, meaning that it's frictionless to move material off of the moon and very low energy to move it off of the moon. In fact, the design for moving material off of the moon is to use what's called a mass driver, which is like a train track, like a rail, like an electric rail. And you could put a package on that rail and use electricity to accelerate that package to 100 G-Force, shoot it back to the earth, or theoretically shoot it to Mars, and it will go to the exact point on the Earth you want it to go to, reenter the atmosphere, and land with a simple parachute where you want it to go. So we could run continuous mining, continuous manufacturing processes on the moon at a fraction of the cost of what it would take to do it here on Earth.”

Special Episode of We The Builders from @HillValleyForum 2026: Conversation with David Friedberg (@friedberg) on rise and fall of empires, the state of US economy, robots as an economic platform, what has changed since the Winning AI Race Summit featuring President Trump, reindustrialization, the end of institutional education and of course the California bankruptcy. Timestamps: 01:21 - Shifting landscape between Silicon Valley and DC 02:51 - AI has become a political attack vector 04:46 - Late-stage empires and the impact of national debt 07:03 - Potential for AI to rewrite the story of US economy 08:26 - AI’s recent performance and productivity gains 10:03 - Bullish outlook on humanoid robots 11:16 - Robots as a platform for economic mobility 13:41 - Reindustrialization and energy production challenges 15:15 - The “functionally bankrupt” status of California 16:50 - The declining value of institutional education 18:46 - Personalized AI-driven tutoring as the future 20:01 - Emerging private sector models for education

it’s not political and should not be partisan to ask “where did all the money go?” California’s functional bankruptcy threatens the nation and should be a front-and-center state and national discussion. ignore the bs. this is what matters.