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.

Appearances

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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

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.

where the oil rig's gonna go, where the railroad's gonna go, where the telegraph line's gonna go, where the factory's gonna go.

If we don't put them here, someone else will put them on their shores, someone else will put them in their country, someone else will put them in their jurisdiction.

And a lot of the economic value that arises from the people that will build those facilities, the energy,

that will be installed to produce power for those facilities.

And then all of the second and third order industries that emerge as a result of those installations, that value will accrue elsewhere.

So yeah, it's not gonna like just go away, but the demand is there, the economy is moving forward, AI is moving forward.

We live in a world with 196 countries.

And data centers do not take up a lot of space.

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