Meta Platforms, Inc.

Sacks reversal ×3 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E296 · 2026-11-07 ▶ 1:07:42

I believe that Democrats want to create a surveillance and censorship state that's turbocharged by super intelligence. I mean, that's ultimately the end state. How do you get there? You create a department, a federal department of AI. You require that all the so-called frontier models have to be reviewed and approved by that.

Jason support ×2 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E296 · 2026-11-07 ▶ 1:06:11

I think this is like you're getting into Dr. Doom scenarios. I think you're completely wrong. I think it's like a 1% chance of something crazy like this happens.

Chamath support ×2 ▲ on 🤖 Independent frontier-model labs lose to hyperscaler capital E296 · 2026-11-07 ▶ 57:54

And now that is important because Anthropic and OpenAI are in a very fast recursive loop. They're on a 60 to 90 day loop in improving their models. So now all of a sudden, without an infinite amount of supply coming online, you can slow these folks down.

Friedberg oppose ×2 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E296 · 2026-11-07 ▶ 41:06

I still think, I could be wrong, but I still think we end up in a place where the government says we want to regulate compute.

Sacks support ×2 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E295 · 2026-10-30 ▶ 1:00:16

And I think actually that this IPO will be very helpful and clarifying on that because, again, once they're seen as a big tech monopoly or part of a huge duopoly, the arguments for giving them regulatory modes- This kind of advantage will go away.

Friedberg oppose ×2 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E295 · 2026-10-30 ▶ 36:48

I think that you're going to end up seeing compute get regulated in the future, where compute capacity is going to be assigned by government, and they're going to pass laws to try and do that post-production, that is, like, meaning they're not going to control the chips. They're going to control the actual compute layer, and they're going to determine who's going to get access to what amount of compute.

Sacks reversal ×2 ▲ on 🤖 Independent frontier-model labs lose to hyperscaler capital E295 · 2026-10-30 ▶ 31:19

So you add it all up, and this is a company with over 300 billion of dry powder or it will soon have that. So then you've got all these Anthropic bears who are saying they've made all these CapEx commitments in the future, that they're never going to be able to live up to. Actually, this secures those commitments because they've got the capital now to basically back up all of those compute orders, all the forecasts of CapEx spending till, I don't know, 2030

Jason oppose ×2 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E294 · 2026-10-23 ▶ 30:11

Amazon has blocked these and subsequently, Grok now will tell you, my Amazon shopping bot says, I can no longer check out for you, but I can put it into your shopping cart, tell me which address, which card you want and I'll tee it all up for you, but I won't hit the buy button. So it's being adjudicated in real time right now and I think that's probably where we wind up.

So I think you see banks saying, do not, I do not allow you to interact with me with your agent period.

Again, zero of those four have been met. We're not on track for any of those four to be met unless something is going on in the big labs that we don't know about.

Chamath support ×2 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E293 · 2026-10-17 ▶ 1:24:22

And he's the doomer. He's the flag-carrying doomer, trying to essentially have what he had the first time around, which is command and control from a global hierarchy.

Jason support ×2 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E293 · 2026-10-17 ▶ 1:11:02

They're making up scenarios that get a lot of attention. These are fantastical.

Sacks support ×3 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E293 · 2026-10-17 ▶ 1:05:38

They're trying to create a panic. This is their latest panic against open source.

Friedberg support ×1 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E292 · 2026-10-10 ▶ 1:28:06

You can go run 50 website searches at the exact same time. And you can short circuit the loop because the software's ability to get that data is faster than the human's ability. So now the loop is go check 50 websites instantly, give me a result right away.

Jason support ×2 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E292 · 2026-10-10 ▶ 1:26:39

But you look at Amazon blocking agents combined with Shopify saying, let's go for it, or Uber and DoorDash are now letting agents go in there and order your burrito or your car. But there's a whole compression of the commerce layer occurring at the same time of the compression of software that Chamath is talking about, which will lead to massive deflationary cost savings and speed.

Chamath support ×2 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E292 · 2026-10-10 ▶ 1:23:11

someone was describing to me that they in Grok Bot said, save me money. And it just kind of like goes through their inbox, it finds all of these different things, and it went and canceled a couple of subscriptions and it changed their phone plan and all of a sudden, they're saving like a few thousand dollars a year.

Sacks support ×2 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E292 · 2026-10-10 ▶ 1:18:55

But what do we hear about? AI is going to put everyone out of work. Total fake narrative. That was last year's hoax. Now, there's a new hoax about human extinction.

Sacks support ×1 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E292 · 2026-10-10 ▶ 1:00:34

In fact, SI will eat the internet because there's no reason to basically go looking on a website when you can just ask your question to your highly personalized agent or model, and it's going to give you the answer.

Friedberg support ×1 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E292 · 2026-10-10 ▶ 30:26

And I think that that's really why, to me, this is more bad idea than we need to kind of jump into a regulatory freak out about it.

Friedberg support ×3 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E291 · 2026-10-02 ▶ 18:45

therefore it becomes very hard and practically impossible to actually regulate the development of the software. That's the truth. It is what it is. You may not like it, but it is what it is.

Chamath support ×2 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E291 · 2026-10-02 ▶ 10:15

And you have this solution where the alternative was, hit the pause on trillions of dollars of GDP so that we could sort this out in a multinational body. The alternative was crazy. So I think what happened was historic and important.

Sacks support ×2 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E291 · 2026-10-02 ▶ 6:03

And it doesn't require new legislation. It certainly doesn't require some new international agreement. That's never going to happen. So this is something that can be done right away.

Jason support ×1 ▲ on 🏛️ The AI doomer campaign fails — no FDAI, open source survives E291 · 2026-10-02 ▶ 5:44

So this is got teeth to it. Even though it was voluntary, it has deep, deep hooks into the board of directors.

Jason support ×1 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E290 · 2026-09-26 ▶ 1:16:56

Shopify, Sacks, added API access to all the Shopify stores there. So this seems like maybe Amazon's making a strategic mistake here by not embracing the tech.

Chamath support ×2 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E290 · 2026-09-26 ▶ 1:13:53

The second thing though is really interesting. Things like Grokbot and Muse really put the App Store and its 30 percent rev share on notice. Why? Because all of a sudden, what you do is you force many of these services to exist headlessly, right?