All-In with Chamath, Jason, Sacks & Friedberg · Friday, July 3, 2026
David Sacks highlighted that enterprise customers prioritize control over their compute, models, data, and proprietary knowledge ('alpha'). He warned that relying on 'frontier labs' for AI could lead to these providers competing with their clients by leveraging their data.
“And what he said is that what technical customers want is control over their compute, their models, their data stack, and their alpha, meaning their proprietary knowledge. They want to know they own the means of production, he said. And it's not being transferred to someone else.”
“And what you're referring to there is that these enterprises are at risk of transferring their knowledge, their know-how, their trade secrets, their customer data to these model providers who might eventually decide to compete with them.”
“And you can see that enterprises are waking up to this threat and they're not happy about it. And I think Karp is exactly about that.”