The Minutes of David Sacks on ai capex https://minutesof.com/david-sacks/on/ai-capex/ Everything David Sacks has said on AI capex: 2 verbatim quotes from August 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:23:13 +0000 Sacks predicts AI capex will deliver returns and calls current volatility temporary and leverage-amplified. https://minutesof.com/q/4539a2dc-69c6-4f11-a40c-8a82c9735292/ https://minutesof.com/q/4539a2dc-69c6-4f11-a40c-8a82c9735292/ “I think there will be a return on all of this capex and this is temporary market volatility amplified by leverage.” — All-In Podcast Sat, 01 Aug 2026 04:16:11 +0000 ai capex