David Sachs

“David Sachs, the former AI Czar, who basically said this is rubbish, stop... if Bill and Emil are on the same side saying don't ban these models, then you've got to know that there's got to be some truth in that.”

“I've heard stories of people not enrolling in these programs. I think David Sachs said that he wasn't enrolling his aircraft in engine programs.”

“Sam may end up being right but for the wrong reason... The consumer business ended up being weak. So they missed those targets. But in the meantime, coding has become the all-important sector of AI.”

“Anthropic is token constrained. It's reducing their ability to serve Mythos, for example. It's causing them to engage in compute gating with Opus 4.7.”

“The issue we had in 2000 was dark fiber. You had all this infrastructure being built out, and it wasn't being used. There's no dark GPUs today, as Brad Gerstner likes to say.”

“AI is becoming synonymous with the American economy. I mean, the fact that it's generating 75% of GDP...”

“Enterprise is going gangbusters and is giving him the ability now, I think, to catch up on Cursor. Which is the all-important market right now.”

“Retatrutide might actually be kind of a de-aging drug as well.”

“A year or so ago, Sergey came out of retirement to help focus the company. And like you said, they did a brilliant job improving Gemini and putting it at the top of search, incorporating it.”

“They released ChatGPT 5.5. And the reviews from people I talked to in Silicon Valley have been really strong.”