Great conversation with @chamath, @jason, @davidsacks, and @friedberg on all the work ahead when it comes to diffusing benefits of AI broadly, earning permission from communities, and ensuring AI safety and control.

I’m not surprised to see social media influencers coming forward to say they were offered money to push doomer messages about AI. These are well organized, well funded campaigns.

something different with @ericweinstein …

Can’t wait, I’ll be sharing a new exclusive video exposé for the first time on stage. Be there 👀

David Friedberg: The Socialists Are Coming for Your Private Property Rights At a recent hearing held by NYC Mayor Zohran Mamdani, a speaker equated evictions with violence. @friedberg says this demonization of landlords and the good/evil moralistic framing are signals that socialists are trying to erode private property rights in America. “In 1787, John Quincy Adams had a comment, ‘The moment the idea is admitted into society that property is not as sacred as the laws of God, and that there is not a force of law and public justice to protect it, anarchy and tyranny commence.’ Private property rights are the foundations of liberty in America. Because if you think about where everyone that came to America was coming from, there were these tyrannical governments where some overlord or some cabal could decide at any point to take the things that you have. You had no private property rights as an individual. And it was that stasis that drove so many to come to the United States and say, ‘We want a place where individuals, one person, can say, I own something, and no one can take it from me.’ This idea that you can then claim acts of violence, that you can then claim circumstances of extraordinary extravagant wealth, and say to that individual, ‘I now have a right, the government now has a right to take your private property,’ ultimately leads to this tyrannical form. And it starts out as being anarchic, and remember, anarchy is a temporary state. It's always in between one state and another. All anarchies end up in tyranny, so anarchy and tyranny are one in the same. And fundamentally, what's going on with these socialist principles is that, ‘We are taking your private property, and you no longer have rights on your private property. We now will have the right to come in and take your property and control it and take it from you.’ And it always starts with this framing of moralistic intent. ‘We are good, you are bad for the following reasons. You have committed violence against the people that live in your building.’ So the first framing is that the private property owner is evil, and that the private property owner has committed an act of injustice against those who don't have the private property. And that is the justification for taking away their private property rights. And it is the beginning of this transition towards a tyrannical system, which will ultimately be what I call this kind of Great American Politburo or whatever socialist framework gets set up by the cabal of the socialists and what they're trying to put together. So all of these little acts, while seeming ridiculous, and insane, and inappropriate, in aggregate are the same thing: They're a transition away from private property rights, which is the foundation of the United States of America. That's why I think we should all be so shocked. And to John Quincy Adams' point, we need to vehemently defend those rights. As soon as those rights start to slip away, even in the tiniest way, it is a cascading effect, and everything will become tyrannical, and it will be very ugly in the United States of America.”

THE ALL-IN INTERVIEW IS BACK! 🚨 @friedberg sits down with @ryancohen to discuss running $GME and his $56B offer to take over $EBAY -- Building and selling $CHWY for $3.35B -- How to compete with $AMZN in e-commerce -- Activist investing and his road to GameStop CEO -- What he sees in eBay: Massive potential, poor execution -- Ryan lays out his three-part vision for eBay ++ more! (0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure) (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace (49:33) Why eBay has rejected the offer, media bias against GameStop ------------------------------------------ Thanks to our partners! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at applovin.com/ALLIN Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. nasdaq.com

I would like to see you make a voluntary contribution of 5% of your family’s $200M net worth to the government for important healthcare, childcare, and jobs. Don’t worry, it’s just one-time. Your $10M contribution will provide free childcare for over 1,000 California kids for a year! Once you’ve made your personal contribution to a more just and equitable society, I’ll support all your other asset seizure ideas. But you gotta go first…

if @elonmusk paid 100% of his net worth ($1.4 trillion) as a tax it would only cover federal government spending for 77 days. this isn’t a tax problem…

government destroys value. in this case, the value of an American education was destroyed in ~40 years. if there’s no marketplace for customers (parents of students) to demand value (quality of education for price paid) by simply going to another service provider (school or educator), it is inevitable that costs will go up and quality will go down. this is true of any service provided by government, which effectively grants itself a monopoly, deleting the opportunity for other service providers to compete in offering better value to customers/citizens…

never thought i’d say this… i wholeheartedly agree with elizabeth warren. also, term limits. being an elected representative should not be a career. there should be no path for wealth creation or perpetual income from representing the interests of the people, in service of the people. private citizens should enter public service, leave, and return to private life, as the founders intended. “politician” has become a lucrative career option for those skilled at public oration and persuasion. while they may represent their constituents’ interests, the reelection mandate incentivizes short-term decision-making and voting, often counter to the long-term interests of the people. and having unfettered private market access while holding the privileged position of influence over, and non-public knowledge of, those markets will inevitably incentivize bad behavior, to the politician’s benefit, and the public’s detriment. these ideals may be too far-fetched for our modern political machinery to consider - they would be self-defeating of the machines themselves - but the citizens can still be deafeningly loud in demanding them. thx senator warren for getting this half-right.. also, term limits.

a great human being and unquestionably one of the greatest poker players of all time. let’s nominate this man!

Very amazing email to get: “Hi JCal, Chamath, 55 days ago you two had a 4 minute conversation about EAs and Athena. Since then we have: closed $29M in new revenue 🤯 seen a -53% decrease in blended CaC, placed 683 Athena executive partners ❤️  683 new jobs!!” If you are looking for an EA, try Athena - they are excellent, only cost $3k/mo and you are helping some amazing people around the world upgrade their quality of life. Athena.com

in conversation with @spencerpratt …

long form with @ChrisWillx …

Unstoppable. New episode now live with @friedberg

at @ohalo, we got the nuts ..

Special Episode of We The Builders from @HillValleyForum 2026: Conversation with David Friedberg (@friedberg) on rise and fall of empires, the state of US economy, robots as an economic platform, what has changed since the Winning AI Race Summit featuring President Trump, reindustrialization, the end of institutional education and of course the California bankruptcy. Timestamps: 01:21 - Shifting landscape between Silicon Valley and DC 02:51 - AI has become a political attack vector 04:46 - Late-stage empires and the impact of national debt 07:03 - Potential for AI to rewrite the story of US economy 08:26 - AI’s recent performance and productivity gains 10:03 - Bullish outlook on humanoid robots 11:16 - Robots as a platform for economic mobility 13:41 - Reindustrialization and energy production challenges 15:15 - The “functionally bankrupt” status of California 16:50 - The declining value of institutional education 18:46 - Personalized AI-driven tutoring as the future 20:01 - Emerging private sector models for education

it’s not political and should not be partisan to ask “where did all the money go?” California’s functional bankruptcy threatens the nation and should be a front-and-center state and national discussion. ignore the bs. this is what matters.

crazy/interesting/fun chat w Bryan...

Jevons paradox is happening in real time. Companies, especially outside of tech, are realizing that they can now afford to take on software projects that they wouldn’t have been able to tackle before because now AI lets them do so. We’re going to start to use software for all new things in the economy because it’s incrementally cheaper to produce. Marketing teams at big companies will have engineers helping to automate workflows. Engineers in life sciences and healthcare will automate research. Small businesses will hire engineers for the first to build better digital experiences. And as long as AI agents still require a human who understands what to prompt, how to review when an agent goes off the rails, how it guide back, how to maintain the system that was built, how to fix the ongoing bugs, and more, we will still have humans managing these agents. This is why all the advice you get of not going into engineering is wrong. The world is going to increasingly be made up of software, and the people that understand it best will be in a strong economic position. This will happen in other roles as well where output goes up and demand increases.