David Sacks · All-In Podcast · 3 July 2026

“As far as we know, no one else is really generating meaningful revenue at the model layer. So we already have, let's say, an emerging duopoly situation.”

Listen at the timestamp · See it in context

Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything David Sacks is on record saying.