# David Sacks

Markdown copy of https://realalpha.app/people/david-sacks/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

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.

- Role: Co-founder & partner, Craft Ventures
- On X: https://x.com/DavidSacks

## What David Sacks said

- [AI can lower software prices while expanding software demand](https://realalpha.app/s/ai-can-lower-software-prices-while-expanding-software-demand/)
  All-In · Oct 17, 2026 · 7 min
  > “the amount of code that's being created now is orders of magnitude already bigger than it was before Coding Assistant.” — David Sacks · [33:39](https://realalpha.app/v/_b3LfMflIGs/?t=2019)
- [Payback period is the key data-center risk metric](https://realalpha.app/s/payback-period-is-the-key-data-center-risk-metric/)
  All-In · Oct 17, 2026 · 3 min
  > “CoreWeave says that its payback period is 2.5 years. Their typical deal is five years.” — David Sacks · [40:30](https://realalpha.app/v/_b3LfMflIGs/?t=2430)
- [A small model cut Coinbase fraud by about 30%](https://realalpha.app/s/a-small-model-cut-coinbase-fraud-by-about-30/)
  All-In · Oct 17, 2026 · 2 min
  > “In testing, it cut fraudulent transactions by about 30% while being faster and much cheaper than opus 4.5” — David Sacks · [1:15:15](https://realalpha.app/v/_b3LfMflIGs/?t=4515)
- [Anthropic's Claude constitution may undermine the alignment it claims](https://realalpha.app/s/anthropics-claude-constitution-may-undermine-the-alignment/)
  All-In · Oct 10, 2026 · 2 min
  > “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 Sacks · [15:20](https://realalpha.app/v/TBLHdXABwAg/?t=920)
- [The White House AI accord gets its teeth from board liability](https://realalpha.app/s/the-white-house-ai-accord-gets-its-teeth-from-board/)
  All-In · Oct 2, 2026 · 4 min
  > “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 Sacks · [5:32](https://realalpha.app/v/ZJKs08oU1zg/?t=332)
- [Strong economic data contradicts the gloomy narrative](https://realalpha.app/s/strong-economic-data-contradicts-the-gloomy-narrative/)
  All-In · Oct 2, 2026 · 4 min
  > “So unemployment is still near record lows at 4.1%, even though labor participation rose 0.2% to 61.6” — David Sacks · [46:34](https://realalpha.app/v/ZJKs08oU1zg/?t=2794)

## The 3 episodes

- [CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer](https://realalpha.app/v/_b3LfMflIGs/) · All-In · Oct 17, 2026
- [Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots](https://realalpha.app/v/TBLHdXABwAg/) · All-In · Oct 10, 2026
- [Trump’s Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions](https://realalpha.app/v/ZJKs08oU1zg/) · All-In · Oct 2, 2026