David Sacks

I just want to connect this last conversation with Sarah to this.

I just want to connect this last conversation with Sarah to this.

Are you an investor in the AI complex?

Are you an investor in the AI complex?

And how do you underwrite business model quality from what you see on the outside in the entire complex?

And how do you underwrite business model quality from what you see on the outside in the entire complex?

Yeah, business model quality, yeah.

Yeah, business model quality, yeah.

What's your tendency in a moment like this then?

What's your tendency in a moment like this then?

Do you swing towards the chaos or do you reposition to things that are maybe more durable and defensible from AI where the disruptability is less?

Do you swing towards the chaos or do you reposition to things that are maybe more durable and defensible from AI where the disruptability is less?

I want to go back to COVID because you had an incredibly viral moment where you were on CNBC at that moment and you pounded the table and you said, this is what's going to happen.

I want to go back to COVID because you had an incredibly viral moment where you were on CNBC at that moment and you pounded the table and you said, this is what's going to happen.

And literally the market just ripped and you were, well, first it went traded massively down.

And literally the market just ripped and you were, well, first it went traded massively down.

You were right on that side of the trade.

You were right on that side of the trade.

And then you were on the right side of the trade when it ripped back up.

And then you were on the right side of the trade when it ripped back up.