David Sacks
speaker
690 appearances
1 recordings
1 series
first heard Jul 2026
last heard 16 Jul
David Sacks’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
You know, it was just, again, assumed that we were so far ahead that we could basically do anything to our companies and it wouldn't really affect our competitiveness.
And I think that narrative really started to fall apart with DeepSeq at the model level.
Back in April, Huawei launched a technology called Cloud Matrix, in which they compensated for the fact that their chips individually are not as good as NVIDIA's chips by networking more of them together.
So they took 384 of them.
You use their prowess in networking to create this rack system, Cloud Matrix.
And it was...
demonstrated to show that, you know, yes, NVIDIA chips are better.
They're much more power efficient.
But at the rack level, at the system level, you know, Huawei could get the job done with these, you know, Ascend chips and Cloud Matrix.
And so, again, I think that showed that, you know, we're not the only game in town on chips, which means that if we don't sell our chips to, you know, our friends and allies in the Middle East and other places, then Huawei certainly will.
So I think it's just been kind of one revelation after another in which we've learned that a lot of their preconceptions and belief were wrong.
And we've talked about the fact that the markets ended up being much more decentralized than they ever could have predicted.
And I'd also say one other thing, which is they
They also believe that there'd be imminent catastrophes that haven't, so this is kind of like the equivalent to the global warming thing where we're all supposed to be underwater by now.
They were saying that models trained on, I think, I don't know, like 10 to 25 flops or whatever were like way too risky.
Well, every single model now at the frontier is trained on that level of compute.
And so they would have banned us from even being at the place we're at today.
if we had listened to these people back in 2023.
So just a couple of years ago.
So that's like really important to keep in mind that their predictions of imminent catastrophe have already been refuted.
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