David Sacks

David Sacks@davidsacks · 4 天前赛道影响

The political debate over AI is shifting from accelerationist vs doomer to decentralized/open vs centralized/closed. https://t.co/4NlZBH1Qha

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

David Sacks@davidsacks · 6 天前政策影响

Speaking at the G20 Ministerial this week with @mkratsios47, I made two points with respect to AI data centers. First, when done right, data centers lower electricity costs and bring significant economic benefits to local communities. Second, the choice remains with the communities themselves. In Executive Order 14365, President Trump established a national framework for AI but explicitly carved out data center infrastructure as a state and local decision. Despite some fake news to the contrary, the federal government is not preempting the states on this front. Under President Trump, this remains a matter for local communities to decide — and as the President noted this week, those that choose to embrace them will see lower taxes, new jobs, and historic growth.

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

David Sacks@davidsacks · 6 天前赛道影响

It’s great to see Nvidia supporting open-source AI in a big way. Keeping innovation decentralized and accessible is the key to avoiding an unsafe and dystopian future where advanced AI capabilities are centralized and controlled by only a few hands.

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

David Sacks@davidsacks · 8 天前赛道影响

Thanks to Trump Accounts, every child will become a direct owner in the American economy. I hope every AI company will follow the lead of @Gwynne_Shotwell @SpaceXAI and give American kids a vested interest in their success. This would do much to improve the public’s image of AI. Kudos to @altcap @SenTedCruz @MichaelDell for creating this program with the full backing of President Trump, who signed it into law. I participated in their inspiring event yesterday, with dozens of CEOs expressing interest in making contributions.

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

David Sacks@davidsacks · 13 天前赛道影响

The “AI capex is a bubble” and “SaaS is dead” narratives getting shredded this morning. NVDA +8%, SFDC +20%. NVDA: $96B q2 revenue (+106%), ~$60B net income, 75% gross margin. Highest core-business quarterly profit ever. Guided FY28 rev +70% vs Street exp 45% — and that’s a supply-constrained number. SFDC: bookings reaccelerated (fastest in 4 years) and Agentforce is showing up in ARR. Benioff: “the UI is the AI.” They’re putting Salesforce inside Claude. If you can’t beat ’em, join ’em. Still need systems of record. Congrats @JensenHuang @Benioff

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AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

David Sacks@davidsacks · 14 天前赛道影响

https://t.co/1l2edaswBq

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

David Sacks@davidsacks · 15 天前观点输出

RT @Polymarket: JUST IN: Support for data centers jumps a net 31 points after voters are told modern facilities can reuse the same cooling…

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Sacks@davidsacks · 15 天前观点输出

President Trump is the best ally that innovators have in Washington. https://t.co/LrYzSXQSgk

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Sacks@davidsacks · 16 天前政策影响

RT @theallinpod: David Sacks Predicts the Regulatory Capture Playbook to Ban Open Source AI, Step by Step: @DavidSacks: “I got bad news f…

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

David Sacks@davidsacks · 18 天前赛道影响

RT @theallinpod: David Sacks Calls Out Dario’s Contradictions on AI & Data Centers @DavidSacks: “Dario actually made this argument in the…

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。