David Friedberg
speaker
8,052 appearances
60 recordings
4 series
first heard Apr 2024
last heard 21 Aug
David Friedberg’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 32 in all, peaking in Jan 2026 with 6.
Appearances
You have these multiple trends going on at the same time.
The reason people are traders are valuing this and I think there is some smart money in the market right now is what you're seeing in terms of the earnings potential of these companies.
as they deploy AI, as they have unlimited intelligence, and the top employees at the top companies become 10 or 20 or 30 times more productive.
That's never been seen before.
Microsoft Office may have made you 30% more efficient.
The internet may have made you 50% more efficient.
But none of these things made you 10 times.
And you had a really interesting point that you slipped in earlier, Chamath, which was
Nobody knows how to harness these things yet, right?
And it's producing slop.
The truth is 10% of people do know how to harness it, 20% maybe.
And I watch this in my own organizations and I watch it in 600 portfolio companies.
The ones that do deploy it correctly, they are running the table on the ones that are not.
So the efficiency boom that we're going to see at these companies, whether it's Meta or Uber or Airbnb or whoever executes it properly is going to be phenomenal.
The earnings will be insane.
Maybe I'm an idiot, but...
I see it in a lot of companies.
So I think in private companies, we have two companies as just two examples, micro one, which is doing data, you know, dark pools of data for these language models.
And they have built technology that allows them to build data and allows them to collect data to help the large language models companies grow.
And they are on a tear by using this to identify and find great people who can then contribute to these corpuses.
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