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2 bull · 1 bear · exact words, dated and sourced
David Sacks+1

What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.

Bear 2026-08-02
Predicts Mamdani city stores end with empty shelves and incompetence. EVENT: will (stores open by 2029).
It may play and, you know, look, when people first go to these stores and they first open and the shelves are full, yeah, the people will be like delighted. And then over time, what's going to happen is that the store shelves will be empty and it's going to be in competently run.
David Sacks · Craft Ventures / All-In Podcast · All-In Podcast ↗
Bull 2026-08-02
Contrarian: subsidized stores wildly popular, outperform named chains. EVENT: will. Direct duel with Sacks same tape.
I think these grocery stores are going to be wildly popular. They're going to pay their employees above market wages. Employees are not going to have to work very hard to work there. So they're going to be a better place to work. Everyone's going to want to use them. They're going to outperform Whole Foods. They're going to outperform Safeway. They're going to outperform Albertsons.
David Friedberg · Ohalo (CEO); All-In Podcast · All-In Podcast ↗
Bull 2026-08-02
Self-declared prediction with 2028 horizon. EVENT: will.
I predict that they will be deemed a point of success. And they will end up being a big part of the fuel for the DSA going into 2028.
David Friedberg · Ohalo (CEO); All-In Podcast · All-In Podcast ↗

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