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 · last 12 months

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

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All-In with Chamath, Jason, Sacks & Friedberg · Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot · 28 Feb 2026 podcast

And I think that's sort of where a lot of the models start to break just general economic models, just general productivity models, and general social models.

And this goes to the point about like, what is everyone going to do?

In the same way that I think we've argued that maybe SAS was a transitory business phenomenon that existed between the foundation of the internet

and the era of AI, it may be the case that knowledge work in general, is also a transitory phenomenon that only existed between the foundation of the computer, or computing tools, and the existence of AI, generally speaking.

And if all of that goes away very quickly, and all of those people can be redistributed and recast into doing other higher level, more creative things, their productivity goes up by 100x.

Is there really a consumer on the other end of all of that productivity?

Is there really enough consumptive capacity?

And I think that's the profound question that we all face.

I don't think that there's any limit to productivity.

I'm just saying knowledge work in general.

But what is the implication to these businesses?

And I have some firsthand sort of... In the sense that there is more leverage stacks that people are able to actually deliver?

Timoth might take that job and then just have AI do it for him.

Gets better every year.

J. Cal, do an impression for us of what it would be like if you and Bill Gurley started a podcast together.

The data coming in and out of data centers moves at roughly the speed of light.

So you could put them anywhere.

And I think that our policymakers need to be very cognizant of that fact.

You have and we do connect the internet using high speed cable, high speed fiber optic throughout the world.

And so theoretically, if we don't embrace and allow the economic development of the data center industry, and it will fundamentally be an industry because it is almost like the new sort of oil.

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