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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

self-driving and chips.

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 they're pretty hardware focused, yeah.

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

Freeberg, any thoughts on Amazon just as a company broadly?

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

It's about saying, hey, they're a kingmaker.

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

That seems like a really interesting insight.

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

Do you have any insights there on Amazon and their playing a part here in the future of 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

Thomas, any closing thoughts here on the sort of old guard, Microsoft, Amazon, and their employee count and the cuts we're seeing there and what these companies will look like in the future in terms of revenue per employee?

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're not hiring young people.

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're getting rid of the old folks.

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're just advancing, it seems.

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're adopting AI pretty severely at these companies.

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 are your thoughts there?

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 going to say the same.

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 think they'll have just about 250 plus or minus 10%.

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 don't think... If I could pick push as the answer, I would pick push, which is they're going to get 10% better every year with AI, 20% more efficient.

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

Therefore, they don't need to add people.

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 I also don't think they atrophy much more.

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

Where are you at, Thomas?

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

Maybe you're the tiebreaker.

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 predicting incredible growth and the same number of employees.