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.

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Recordings per month over the last 12 months — 32 in all, peaking in Jan 2026 with 6.

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And then we have one tax GPT.

That is making the accountants, I think they have 6% or 7% of all accountants using their platform now.

They're just whipping the productivity of accountants.

I think we're both in alignment.

Big companies, dumb companies, slow to implement the technology.

Startups, no, they are dumb when it comes to implementing new technology.

All right, Sax, where do you stand?

Are you in the J-Cal position?

The startups are showing the way.

They're being massively efficient.

They're growing revenues like we've never seen in the startup community before with less people.

Or are you in the Chamath camp?

Hey, big companies are not having a drop to the bottom line and they're smart.

Or both things are true.

Where do you stand, Sax?

Be the adjudicator of this case.

Listen.

Travis, final word here on- But by the way, can I say one other thing?

I think the bet you're making then, Travis, is are these valuations so high right now on the standards that the

efficiency,

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