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Chamath
Jason
Friedberg
David Sacks
🥇Entrepreneur/investor (PayPal mafia, Yammer). 'The Rain Man.'
+183.9%
vs S&P +4.2% · 2 public positions
The Sacks portfolio
iHow this portfolio is scored
We put $1,000 into each name the day Sacks turned bullish or bearish on it as a real call — a clear take, a ranked pick, a short — and hold until they back off, then compare to putting the same money in the S&P over the exact same stretch. Just talking about a stock never counts. Click any marker for the call behind it.
2 calls we could put a price on — $1,000 in each, measured against the S&P over the same stretch.
| Call | Entry | Return | Alpha |
|---|---|---|---|
| PalantirPLTR | Jul 26, 2024 | +366.5% | +327.8pp |
| US TreasuriesIEF | Oct 25, 2024 | +1.3% | +31.7pp |
Signature takes
Anthropic →Commentary
“8 months ago I said that Anthropic was engaged in a very sophisticated regulatory capture campaign based on fearmongering... they would degrade the product... still charge you for the product that you thought you were getting, and they”
E276· Jun 13, 2026
Polymarket →Bullish
“I think Polymarket's evolved from being kind of this one-off quirky prediction market to actually really providing insights into current events and the news in a way that none of us anticipated. And I do expect that after the deal we saw”
E257· Jan 10, 2026
“the bottom line here is that I think that we are close to having clear rules of the road codified by Congress, which is what the crypto industry's been asking for. And the days of Gensler terrorizing crypto companies by issuing Wells notice”
E204· Nov 16, 2024
Every company Sacks has discussed
45 companiesBullish or bearish marks a name Sacks actually positioned on — the holdings in the portfolio above. Everything else is commentary. Tap a row to read the take.
| Company | View | Last said | Takes | Since |
|---|---|---|---|---|
| Anthropic | Commentary | Jul 11, 2026 | 14 | — |
| Palantir TechnologiesPLTR | Commentary | Jul 3, 2026 | 3 | — |
| Figma | Commentary | Jul 3, 2026 | 1 | — |
| SpaceXSPCX | Commentary | Jun 19, 2026 | 4 | — |
| OpenAI | Commentary | May 29, 2026 | 13 | — |
| GoogleGOOGL | Commentary | May 1, 2026 | 11 | — |
| SalesforceCRM | Commentary | Apr 24, 2026 | 2 | — |
| AllbirdsBIRD | Commentary | Apr 17, 2026 | 1 | — |
| Enterprise software sector | Commentary | Apr 10, 2026 | 1 | — |
| OilUSO | Commentary | Mar 13, 2026 | 1 | — |
| SaaS sector (broad) | Commentary | Feb 7, 2026 | 1 | — |
| Polymarket | Commentary | Jan 10, 2026 | 1 | — |
| NetflixNFLX | Commentary | Jan 10, 2026 | 2 | — |
| Huawei | Commentary | Jan 10, 2026 | 1 | — |
| Traditional Media | Commentary | Jan 10, 2026 | 1 | — |
| ASMLASML | Commentary | Dec 19, 2025 | 1 | — |
| Warner Bros. DiscoveryWBD | Commentary | Dec 13, 2025 | 2 | — |
| NvidiaNVDA | Commentary | Oct 10, 2025 | 6 | — |
| GoldGLD | Commentary | Oct 10, 2025 | 1 | — |
| MetaMETA | Commentary | Oct 3, 2025 | 2 | — |
| Natural GasUNG | Commentary | Oct 3, 2025 | 2 | — |
| IntelINTC | Commentary | Aug 29, 2025 | 1 | — |
| AI vertical/SLM applications (basket) | Commentary | Aug 22, 2025 | 1 | — |
| Broad equity market / S&P 500 | Commentary | Jun 28, 2025 | 1 | — |
| US SteelX | Commentary | May 31, 2025 | 1 | — |
| Magnificent Seven / Mega-cap tech basketMAGS | Commentary | Apr 5, 2025 | 1 | — |
| BitcoinIBIT | Commentary | Mar 8, 2025 | 1 | — |
| TeslaTSLA | Commentary | Nov 16, 2024 | 2 | — |
| Crypto sector (FIT21 / regulatory clarity) | Commentary | Nov 16, 2024 | 1 | — |
| US TreasuriesIEF | Bearish | Oct 25, 2024 | 1 | -1.3% |
| ExpediaEXPE | Commentary | Oct 18, 2024 | 1 | — |
| Miami Real Estate (Sacks exit) | Commentary | Oct 11, 2024 | 1 | — |
| AI Customer Support / Call Center Disruption | Commentary | Sep 20, 2024 | 1 | — |
| Venture Capital industry | Commentary | Sep 20, 2024 | 1 | — |
| AppleAAPL | Commentary | Aug 30, 2024 | 5 | — |
| StarbucksSBUX | Commentary | Aug 16, 2024 | 1 | — |
| Wiz | Commentary | Jul 26, 2024 | 1 | — |
| CrowdStrikeCRWD | Commentary | Jul 26, 2024 | 1 | — |
| Fox CorporationFOXA | Commentary | Jul 26, 2024 | 1 | — |
| AI infrastructure / hyperscaler capex basket | Commentary | Jul 12, 2024 | 1 | — |
| MicrosoftMSFT | Commentary | Jun 29, 2024 | 1 | — |
| Safe Superintelligence Inc. (SSI) | Commentary | Jun 29, 2024 | 1 | — |
| Perplexity | Commentary | May 17, 2024 | 1 | — |
| Argentina ADR basket | Commentary | May 17, 2024 | 1 | — |
| AI content rights marketplace (unnamed) | Commentary | May 17, 2024 | 1 | — |