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
+0.33
hit rate
40%
mean α
+1.33%
signals 14d
8
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 5 scored bets: 40% hit rate, +1.33% mean alpha, trader score +0.33. Their last-14d mentions, direction-adjusted, have moved -6.7% since posting (mean over 5 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | COIN | @DavidSacks | +0.55 | Argues Coinbase's small specialist model beat frontier models and threatens closed-model economics. | -4.9% | tweet ↗ |
| 2026-10-12 | DELL | @DavidSacks | +0.05 | Anthropic reports defenses reduced Claude distillation harvesting by 90–99% | -20.9% | tweet ↗ |
| 2026-10-12 | PLTR | @DavidSacks | +0.05 | Anthropic reports defenses reduced Claude distillation harvesting by 90–99% | -5.9% | tweet ↗ |
| 2026-10-12 | IBM | @DavidSacks | +0.05 | Anthropic reports defenses reduced Claude distillation harvesting by 90–99% | +11.7% | tweet ↗ |
| 2026-10-12 | META | @DavidSacks | +0.05 | Anthropic reports defenses reduced Claude distillation harvesting by 90–99% | -13.5% | tweet ↗ |
| 2026-10-11 | · | @DavidSacks | · | Frames AI personhood and rights as a potentially existential alignment and containment risk. | · | tweet ↗ |
| 2026-10-10 | · | @DavidSacks | · | Argues AI safety should rely on deterministic controls and containment rather than model self-conception. | · | tweet ↗ |
| 2026-10-10 | · | @DavidSacks | · | Argues Anthropic's alignment approach may increase frontier-model control risks. | · | 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.