← pool

📈 Model Y becomes the best-selling car in America

Chamath's call after switching off the Model X he has driven since 2015: the Model Y is a step-change product and, with incentives, the base trim now costs less than the average new car in America. So it takes the best-selling-car crown outright, not just the best-selling-EV one — Tesla's next leg is mass-market volume at mass-market price points rather than premium mix.

0 CONVICTION
peaked 44.3 EMBER
DORMANT
band
▲ LONG TSLA
expression · bullish equities
MISS
outcome · R -7.2% · α -35.1%
2024-05-26
window closed
⚠ CONFLICTING IDEA ON THE SAME TICKER — the board is arguing with itself; net it before trading (ticker view →)
TSLA · Blue cities ban or license-cap robotaxis SHORT EMBER 28.2 ← stronger than this idea (12.5)

also touching these tickers, same direction: Tesla's second act: AI5 + energy + CyberCab 52 (TSLA)

⚖ Why this verdict

fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set

  1. Window: 2023-05-26 → 2024-05-26 — first mention + 12-month horizon, then the window locks.
  2. The call: ▲ LONG TSLA (primary play). TSLA fell 7.2% over the window → direction-adjusted R = -7.2% (the call lost money).
  3. Benchmark: holding SPY over the same window returned +27.9%α = -7.2 − (+27.9) = -35.1% — what this call made or lost against just owning the index. This is the number the verdict uses.
  4. Rule fired:
    · HIT — R ≥ +10% AND α ≥ +5
    · PARTIAL — R ≥ +5% OR α ≥ 0
    ▶ MISS — everything else
  5. Credit: supporters of a MISS earn 0 each, opposers the inverse — this feeds the scoreboard weights. supported: Chamath, Jason

Conviction timeline

bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15

Plays vs SPY · % since first mention (2023-05-26)

Plays

expressionsymbolkindrelevancerationale
▲ LONG TSLAstock PRIMARY Model Y is Tesla's volume product; unit-share leadership at a sub-average-price point is the direct expression of the call

Mention log

Chamath
Chamath equities w=0.84 · n=160 · E130 (2023-05-26) · explicit_prediction · strength 3 ▶ 1:34:16 SUPPORT
“That Model Y is going to be the best selling car. It's going to be the best selling car in America. If you get the base level, it's actually cheaper than the average car in America now with incentives.”
Jason
Jason equities w=0.97 · n=105 · E146 (2023-09-22) · sentiment · strength 2 ▶ 1:27:47 SUPPORT
“When I bought my Model Y long range, I think I paid 72 for it. ... That car is now 53 That's down 20 percent, a $13,000 savings. The Model Y long range, I think, is the greatest vehicle ever made.”
Chamath
Chamath equities w=0.84 · n=160 · E146 (2023-09-22) · explicit_prediction · strength 1 ▶ 1:28:16 SUPPORT · horizon 36mo
“The best car. And, yeah, that'll be a $40,000 car in the next three years.”

Who built this conviction

each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement

Chamath
Chamath w=0.84
2 scoring events · 70% of moves
+41.4 → net +41.4
Jason
Jason w=0.97
1 scoring event · 30% of moves
+17.3 → net +17.3

⏳ decay drained -46.3 over the idea's life — that's time passing, attributed to no one

Score events

episodekindΔafternote
E130 2023-05-26 init +35.2 35.2 E130 born by Chamath (explicit_prediction x3) [w=0.84]
E131 2023-06-02 decay -1.4 33.8 E131 silent
E132 2023-06-10 decay -1.4 32.4 E132 silent
E133 2023-06-16 decay -1.3 31.1 E133 silent
E134 2023-06-24 decay -1.2 29.9 E134 silent
E135 2023-07-01 decay -1.2 28.7 E135 silent
E136 2023-07-09 decay -1.1 27.5 E136 silent
E137 2023-07-14 decay -1.1 26.4 E137 silent
E139 2023-07-27 decay -1.1 25.4 E139 silent
E140 2023-08-04 decay -1.0 24.4 E140 silent
E141 2023-08-11 decay -1.0 23.4 E141 silent
E142 2023-08-18 decay -0.9 22.5 E142 silent
E143 2023-08-25 decay -0.9 21.6 E143 silent
E144 2023-09-01 decay -0.9 20.7 E144 silent
E146 2023-09-22 reinforce +17.3 38.0 E146 Jason support x2 (new voice) [w=0.97]
E146 2023-09-22 reinforce +6.2 44.3 E146 Chamath support x1 [w=0.84]
E147 2023-09-29 decay -1.8 42.5 E147 silent
E148 2023-10-07 decay -1.7 40.8 E148 silent
E149 2023-10-13 decay -1.6 39.2 E149 silent
E150 2023-10-20 decay -1.6 37.6 E150 silent
E151 2023-10-27 decay -1.5 36.1 E151 silent
E152 2023-11-03 decay -1.4 34.6 E152 silent
E156 2023-12-08 decay -1.4 33.3 E156 silent
E157 2023-12-16 decay -1.3 31.9 E157 silent
E158 2023-12-23 decay -1.3 30.6 E158 silent
E159 2023-12-29 decay -1.2 29.4 E159 silent
E160 2024-01-06 decay -1.2 28.2 E160 silent
E161 2024-01-13 decay -1.1 27.1 E161 silent
E162 2024-01-19 decay -1.1 26.0 E162 silent
E163 2024-01-26 decay -1.0 25.0 E163 silent
E164 2024-02-02 decay -1.0 24.0 E164 silent
E165 2024-02-09 decay -1.0 23.0 E165 silent
E166 2024-02-16 decay -0.9 22.1 E166 silent
E167 2024-02-23 decay -0.9 21.2 E167 silent
E168 2024-03-01 decay -0.8 20.4 E168 silent
E169 2024-03-08 decay -0.8 19.6 E169 silent
E170 2024-03-15 decay -0.8 18.8 E170 silent
E171 2024-03-22 decay -0.8 18.0 E171 silent
E172 2024-03-29 decay -0.7 17.3 E172 silent
E173 2024-04-05 decay -0.7 16.6 E173 silent
E174 2024-04-12 decay -0.7 15.9 E174 silent
E175 2024-04-19 decay -0.6 15.3 E175 silent
E176 2024-04-26 decay -0.6 14.7 E176 silent
E177 2024-05-03 decay -0.6 14.1 E177 silent
E178 2024-05-10 decay -0.6 13.5 E178 silent
E179 2024-05-17 decay -0.5 13.0 E179 silent
E180 2024-05-24 decay -0.5 12.5 E180 silent