david friedberg

T3 · host / generalist

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

20 calls·18 names·70% bull·last heard 3 days ago·All-In Podcast

track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company

1sthigh conviction

$AAPLAppleposition

Freeberg: Apple's AI path is buying Perplexity/Mistral + local models on M-series

Freeberg argues Apple's clearest AI win is acquiring a frontier lab (Perplexity/Mistral) and running local models on its new M5/Mac Studio hardware (48GB-1TB RAM), solving privacy and persistence via iCloud. He calls Apple his "choice for the next year."

All-In Podcast2026-05→

2ndhigh conviction

$GOOGLAlphabet

Friedberg argues Google shifting capex from models to infrastructure

Google's $200B capex commitment favors data center infrastructure (high ROIC, tax-advantaged, model-agnostic) over frontier model development (high beta, commoditizing); scientist departures reflect capital allocation shift, not failure.

All-In Podcast2026-08→

3rdmedium conviction

$STRIPEStripeposition

Stripe positioned as lead operator in PayPal take-private consortium

Stripe's modern API stack, risk infrastructure, and merchant relationships make it the natural operator to revitalize PayPal's legacy product, with Chamath's funds holding large positions awaiting liquidity.

All-In Podcast2026-07→

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recurring themes

20 total

$GOOGL

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Alphabet

HIGHdavid friedberg·All-In Podcast·3 days ago

Friedberg argues Google shifting capex from models to infrastructure

"Google has made a commitment to deploy $200 billion in capex this year in AI infrastructure data center buildout. Because of the capex and accelerated depreciation, making an inve…"

3:48

$RUN

···

Sunrun

LOWdavid friedberg·All-In Podcast·24 days ago

Sunrun launching distributed data center blocks for homes, pairing solar+battery+compute

Residential solar+battery installer Sunrun enters edge compute by offering home data center modules, leveraging excess behind-the-meter power for distributed AI inference.

"There's a very large solar company called Sunun. They just announced this week that they're making distributed data center blocks that you can put in your house."

56:00

$BE

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Bloom Energy

LOWdavid friedberg·All-In Podcast·24 days ago

Bloom Energy enables behind-the-meter data center power bypassing clean air permitting

Bloom's fuel cells allow large-scale on-site generation that qualifies as 'personal use' under clean air rules, solving the permitting bottleneck for data centers (used by Elon for Colossus expansion).

"There are new solutions like Bloom Energy, which allows you to have huge installations and still fall under the the the personal use clean air permit. Um, and so for all of Elon's…"

59:00

$ADVENT

Advent International

LOWdavid friedberg·All-In Podcast·24 days ago

Advent International provides PE capital for PayPal take-private consortium

Advent acts as the financial sponsor enabling the Stripe/Block strategic combination, with unclear exit timeline for their return.

"Stripe and the private equity fund Advent are jointly offering to acquire PayPal... The private equity investors own a piece of Block and Stripe."

20:10

$STRIPE

Stripe

MEDdavid friedberg·All-In Podcast·24 days ago· position

Stripe positioned as lead operator in PayPal take-private consortium

"I'm in a couple of funds that have large positions like go public, boys... My bet would be that they're going to hand it over to the Stripe guys and say you guys... I think that's…"

20:10

$EBAY

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eBay

MEDdavid friedberg·All-In Podcast·24 days ago

Ryan Cohen bid signals wave of AI-native operators buying stale digital incumbents

Founder-led, AI-first operators (Cohen, Stripe, Dorsey) are targeting mature, non-founder-run digital businesses (eBay, PayPal) to 'AI-ify' operations and unlock value, creating a new M&A playbook.

"I think there's going to be more of these kinds of deals. If you look at Ryan Cohen's bid for eBay, I think it's probably a second dot on a line that I think is emerging, which is…"

24:10

$GOOGL

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Alphabet

HIGHdavid friedberg·All-In Podcast·3 months ago

Friedberg: Google Cloud growing 63% YoY, leading in enterprise and consumer AI

Google Cloud grew 63% on $20B quarterly revenue; 75% of GCP customers active on Vertex AI; Gemini at 700-750M users neck-and-neck with ChatGPT; stock 'absolutely ripped' on AI leadership in both enterprise and consumer.

"Google Cloud, which includes the Google Suite, that grew 63% year-onear. Let that number sink in. 63% on 20 billion in revenue. That's in a quarter. Google claims that 75% of GCP…"

14:00

$BAYRY

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Bayer

MEDdavid friedberg·All-In Podcast·3 months ago

Friedberg: Bayer faces $10B paid, $10B reserved, 90K Roundup cases; Supreme Court preemption case pivotal

Bayer/Monsanto has paid $10B in state failure-to-warn lawsuits, reserved another $10B, with 90K cases outstanding; Supreme Court case on FIFRA federal preemption vs state law (post-Chevron) could determine liability trajectory.

"To date, Bayer, which now owns Monsanto, has paid out $10 billion in these lawsuits, and they have reserved 10 billion on their balance sheet. They have 90,000 cases still outstan…"

71:00

$LLY

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Eli Lilly

HIGHdavid friedberg·All-In Podcast·3 months ago

Friedberg: Retatride triple agonist phase 3 data shows 'wonder drug' potential, FDA 2027

Retatride (triple GLP-1/GIP/glucagon agonist) shows 37lb weight loss vs 6lb placebo, 80% liver fat reduction, 27% non-HDL cholesterol drop, 41% triglyceride drop, A1C 7.9% to 6% in 40 weeks; preserves muscle while burning fat; potential anti-inflammatory/anti-aging effects; could be premium 'Mercedes' to tirzepatide's 'Honda'.

"The average user in this phase 3 trial saw their weight decline from 214 pounds. They lost 37 pounds. That's compared to six pounds on placebo in 40 weeks. Liver fat down 80% to 8…"

59:00

$ANTHROPIC

Anthropic

HIGHdavid friedberg·All-In Podcast·4 months ago

Freeburg: Anthropic's innovation pace unprecedented, 90% of his org switched to Anthropic in 6 months

Anthropic's release cadence and model improvements are extraordinary, causing a rapid internal migration — Freeburg's organization went from heavy Cursor/Gemini usage to 90% Anthropic in six months, indicating a powerful product flywheel.

"What I've noticed is just the pace of innovation at Anthropic is uh for my experience, unprecedented. I mean, they're release cadence is extraordinary. They've basically supplante…"

18:38