▶ 25:40 · $GOOGL · Google uniquely positioned for agentic AI with data access and FCF

episode briefing

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits

2026-03-27 · 10 company · 8 thematic

sentiment

7 bull3 bear0 neu

speakers

Founder and CEO of Social Capital and a co-host of the All-In podcast. An early Facebook executive who became a prominent venture and SPAC investor.

david sacks

Co-founder of Craft Ventures and a co-host of the All-In podcast. Part of the PayPal mafia and founder of Yammer; active on AI and tech policy.

jason calacanis

Angel investor, host of This Week in Startups and co-host of the All-In podcast. An early investor in Uber, Robinhood and Calm.

david friedberg

Co-host of the All-In podcast and a serial founder, including The Climate Corporation. Focuses on science, agriculture and deep tech.

quote

“I also think that Google is in an outstanding position to do the whole open claw thing because they already have access to your calendar, your documents, your email. So the agent doesn't really have to earn your trust because you already t…”

—david sacks

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