Real Alpha has cut 6 moments of David Sacks (Co-founder & partner, Craft Ventures) talking, from 3 interviews on All-In, the latest published Oct 17, 2026.
What David Sacks said
AI can lower software prices while expanding software demand
“the amount of code that's being created now is orders of magnitude already bigger than it was before Coding Assistant.”
David Sacks33:39 Payback period is the key data-center risk metric
“CoreWeave says that its payback period is 2.5 years. Their typical deal is five years.”
David Sacks40:30 A small model cut Coinbase fraud by about 30%
“In testing, it cut fraudulent transactions by about 30% while being faster and much cheaper than opus 4.5”
David Sacks1:15:15 Anthropic's Claude constitution may undermine the alignment it claims
“my theory on this, is that they're overcomplicating the task massively by trying to train the model to behave based on an 80-page ethical system that they've codified.”
David Sacks15:20 The White House AI accord gets its teeth from board liability
“although this agreement was entered into voluntarily the governance that follows from it is not voluntary it is now day fast it's fiduciary”
David Sacks5:32 Strong economic data contradicts the gloomy narrative
“So unemployment is still near record lows at 4.1%, even though labor participation rose 0.2% to 61.6”
David Sacks46:34
The 3 episodes
All-InCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Ben Horowitz
31:11of 1:34:06 · Oct 17- All-In
Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
14:04of 1:33:15 · Oct 10 - All-In
Trump’s Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
2:46of 1:22:29 · Oct 2
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