Equinix, Inc.

Sacks support ×2 ▼ on 🏛️ US data-center freeze pushes the next AI buildout offshore; the US becomes a net token importer E296 · 2026-11-07 ▶ 1:29:29

J Cal, you're right that if the US doesn't build the data centers, they'll get built in other countries and we'll be paying to import the tokens.

Sacks reversal ×3 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E296 · 2026-11-07 ▶ 1:15:50

My base case is that the projects that are fully permitted will get done in 2027, but I don't think there's going to be major new projects in this new regime for a long time for the simple reason that there's no political incentive for anyone to grant a new permit or a new project.

Jason support ×3 ▼ on 🏛️ US data-center freeze pushes the next AI buildout offshore; the US becomes a net token importer E296 · 2026-11-07 ▶ 1:12:48

So offshore data centers will be the trend of the next two years. That's what you're going to see and desktop usage of local models. I'll just make that prediction here.

Chamath oppose ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E296 · 2026-11-07 ▶ 55:38

But I think what the incoming governors are going to say is, these things are off the table, and instead we want to have directly measurable economic impacts before we even entertain this. I think what it means is we're going to see a slowdown.

Friedberg oppose ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E296 · 2026-11-07 ▶ 41:06

I think the data centers end up being treated like utilities in the future. And I do think that the government are going to try and move down this path.

Chamath reversal ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E295 · 2026-10-30 ▶ 1:14:24

And then number two is, I think a economic slowdown benefits the Democrats going into the 28 election cycle. And so whatever they can do to kind of like influence power permitting and data centers, because as we talked about earlier, that's the lever bet.

Friedberg oppose ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E295 · 2026-10-30 ▶ 36:48

The governments aren't going to want to let that happen. So they're going to try and stop the data centers

Sacks oppose ×1 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E295 · 2026-10-30 ▶ 22:39

But I tend to think that Chamath is right, that Democrats want to do anything they can to sabotage the Trump economy.

Sacks support ×1 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E292 · 2026-10-10 ▶ 1:19:41

That's the data center hoax. So we have a series of, I call them rotating hoaxes, where every six months there's a new one to try and convince us to sabotage the thing that's going to solve so many of our problems, especially the ones around affordability.

Chamath support ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E291 · 2026-10-02 ▶ 30:21

That's why I think the data center thing and why I disagree with Friedberg. I understand where he's coming from because this is why the data center will get so much scrutiny, but I also think the opposite will happen, which is more the Sacks idea of the free market.

Sacks support ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E291 · 2026-10-02 ▶ 24:30

And if we continue with this anti-data center crusade, we're going to be at a severe disadvantage. We already know that the precursor for data centers is power generation, and China's doubling their grid every decade, and we've been flat for about 25 years.

Jason support ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E291 · 2026-10-02 ▶ 24:24

Good luck blocking a data center if we need it. That would be like blocking tanks being built during World War II, right?

Friedberg oppose ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E289 · 2026-09-11 ▶ 15:47

The majority of Americans, so our data centers poll at negative 80, and people believe very deeply that we're going to die.

Chamath support ×3 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E288 · 2026-09-04 ▶ 56:53

there's going to be a cascading set of decisions and reactions, and people will anchor into points of view on this topic and related topics around AI, which will look incredibly, incredibly dumb in six to nine months and a year from now ... That's my prediction.

Sacks support ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E288 · 2026-09-04 ▶ 52:15

There are great deals for local communities to be had ... We've seen that in Loudoun County, Virginia, the average taxpayers' property taxes went down by $6,000 because they're getting all this data center revenue.

Friedberg oppose ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E288 · 2026-09-04 ▶ 52:03

I think you politically have to be. It's like polling at negative 80 And it's bipartisan.

Jason support ×2 ▲ on 🏛️ The anti-data-center backlash peaks and reverses post-midterms E288 · 2026-09-04 ▶ 50:44

I'm of the belief they're going to switch their position back to being pro data centers because they just are following the wave here