Author
@DavidSacks DavidSacks
grade Bx.com/DavidSacks ↗
High-conviction AI-policy evangelist arguing the pro-innovation macro case with datapoints
Posts long-form macro/policy commentary on AI — compute econ
trader score
·
hit rate
·
mean α
·
signals 14d
4
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | PLTR | @DavidSacks | +0.50 | Argues Karp's enterprise AI safety framing favors customer-controlled model/data stacks and criticizes Anthropic. | — | tweet ↗ |
| 2026-06-30 | · | @DavidSacks | · | Study claims AI adoption is linked to faster firm and employment growth. | · | tweet ↗ |
| 2026-06-28 | · | @DavidSacks | · | Argues U.S. AI strategy should favor innovation, infrastructure, energy and exports. | · | tweet ↗ |
| 2026-06-26 | · | @DavidSacks | · | Frames Billionaire Tax Act ballot outcome as negative for tech industry location. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.