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David Friedberg

πŸ‘€ Speaker
9262 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

But he's also offering $100 million a year in annual comp.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

He's clearly cut out tens of billions of dollars for this effort, not dissimilar to when he did his VR efforts that didn't work out so well.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Here's a 30-second clip of Sam Altman talking about this on his brother, Jax.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Meta just also vested over $14 billion, I'm using invested in quotes, in scale AI for a 49% stake.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

And this probably is better described as a shadow acquihire to get around antitrust scrutiny.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

You remember Microsoft did that with inflection AI back in the day, Google did it with character AI, and Amazon did it with the depth AI.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

I'm not sure if this is necessary anymore, since Lena Kahn's no longer in the position.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

scale ceo alexander wang and others will be joining meta to work on a new super intelligence team they're saying that scale is going to remain an independent company and get a new ceo i'm not sure if that's going to happen

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

And if you don't know, Scale does data labeling.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

They get experts to help train language models.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Two of their biggest customers are OpenAI and Google, and they both canceled their contracts.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

So Zuck is taking that chess piece off the board so he can get all that data into his LLMs.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

He's also reportedly in talks to hire former GitHub CEO Nat Friedman and Daniel Gross to work on AI.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

They have a incubator investment fund for AI.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Daniel Gross had a really cool startup incubator called Pioneer Labs.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

I had him on This Week in Startups a couple of years ago.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Really smart cat.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Meta has 70 billion in cash.

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Thomas Lafont, when you see Zuck doing this, what's your take, not only on what Zuck's doing, but how big of an opportunity is this, you know, in terms of the prize of having the best large language model?

All-In with Chamath, Jason, Sacks & Friedberg
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

What is he going for here?