davidsacks
@davidsacks
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
David Sacks @DavidSacks 13h It’s true that Anthropic is the fastest growing company that Silicon Valley has ever seen... David Sacks @DavidSacks 13h It’s true that Anthropic is the fastest growing company that Silicon Valley has ever seen. Which is all the more reason their incessant attempts at...
Post claims Anthropic is experiencing unprecedented/fastest-ever SV revenue growth while criticizing Anthropic’s alleged “regulatory capture” efforts. It also quotes Marc Benioff stating Salesforce is an early investor, customer, and partner of Anthropic and touts Anthropic’s model (Claude), coding agents (Claude Code), and productivity tool (Cowork). Only clear public-market linkage is Salesforce (CRM) via partnership/customer/investor relationship; Anthropic itself is private.
This post is a tribute/encouragement message (“biggest rally yet… your voice… legacy”) with no market, macro, sector, company, product-cycle, supply-chain, valuation, positioning, or ticker-specific content. It is not investable evidence and does not support a tradable idea.
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David Sacks @DavidSacks 57m Strong first post! Jensen Huang @JensenHuang 8h For my first post, I’m sharing a letter @...
Post highlights Jensen Huang sharing a letter signed by NVIDIA arguing “open models matter,” claiming AI will transform every industry and that open models improve safety/cybersecurity, accelerate innovation/diffusion, and enable national sovereignty. Actionable implication is modest but leans bullish for broad AI compute adoption; only explicitly referenced public-market entity is NVIDIA.
David Sacks @DavidSacks 13h It’s true that Anthropic is the fastest growing company that Silicon Valley has ever seen...
Post claims Anthropic is experiencing unprecedented/fastest-ever SV revenue growth while criticizing Anthropic’s alleged “regulatory capture” efforts. It also quotes Marc Benioff stating Salesforce is an early investor, customer, and partner of Anthropic and touts Anthropic’s model (Claude), coding agents (Claude Code), and productivity tool (Cowork). Only clear public-market linkage is Salesforce (CRM) via partnership/customer/investor relationship; Anthropic itself is private.
David Sacks @DavidSacks 14h Secretary @howardlutnick is right. The Kimi Panic needs to stop. — American frontier mode...
Post argues that “Kimi Panic” is overblown and that Chinese model Kimi K3 is still behind leading U.S. frontier AI models; U.S. lead persists especially considering unreleased “lab” work, and continued U.S. model releases will maintain the advantage.
David Sacks @DavidSacks Sep 21, 2025 Charlie, this is your biggest rally yet. We will never let your voice be silence...
This post is a tribute/encouragement message (“biggest rally yet… your voice… legacy”) with no market, macro, sector, company, product-cycle, supply-chain, valuation, positioning, or ticker-specific content. It is not investable evidence and does not support a tradable idea.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
David Sacks @DavidSacks 13h It’s true that Anthropic is the fastest growing company that Silicon Valley has ever seen... David Sacks @DavidSacks 13h It’s true that Anthropic is the fastest growing company that Silicon Valley has ever seen. Which is all the more reason their incessant attempts at...
Post claims Anthropic is experiencing unprecedented/fastest-ever SV revenue growth while criticizing Anthropic’s alleged “regulatory capture” efforts. It also quotes Marc Benioff stating Salesforce is an early investor, customer, and partner of Anthropic and touts Anthropic’s model (Claude), coding agents (Claude Code), and productivity tool (Cowork). Only clear public-market linkage is Salesforce (CRM) via partnership/customer/investor relationship; Anthropic itself is private.
This post is a tribute/encouragement message (“biggest rally yet… your voice… legacy”) with no market, macro, sector, company, product-cycle, supply-chain, valuation, positioning, or ticker-specific content. It is not investable evidence and does not support a tradable idea.
This post is a tribute/encouragement message (“biggest rally yet… your voice… legacy”) with no market, macro, sector, company, product-cycle, supply-chain, valuation, positioning, or ticker-specific content. It is not investable evidence and does not support a tradable idea.
...The fact that @elonmusk could be attacked as “pro-Russian” merely for suggesting ... David Sacks @DavidSacks Oct 3, 2022 The fact that @elonmusk could be attacked as “pro-Russian” merely for suggesting a possible peace deal — even though he gave Starlink to the Ukrainian war effort — shows how warped and intolerant the public conversation has become. David Sacks @DavidSacks Oct 3, 2022 The fact that @elonmusk could be attacked as “pro-Russian” merely for suggesting a possible peace deal — eve
Political/media commentary about a Washington Post article referencing David Sacks and Elon Musk in relation to “narratives” about an assassination attempt on President Trump. No explicit market, sector, earnings, product-cycle, policy, or positioning claims that imply a tradable setup.
Political/media commentary about a Washington Post article referencing David Sacks and Elon Musk in relation to “narratives” about an assassination attempt on President Trump. No explicit market, sector, earnings, product-cycle, policy, or positioning claims that imply a tradable setup.
Political/media commentary about a Washington Post article referencing David Sacks and Elon Musk in relation to “narratives” about an assassination attempt on President Trump. No explicit market, sector, earnings, product-cycle, policy, or positioning claims that imply a tradable setup.
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