🏛️ Tort floodgates open on social media
The LA and New Mexico verdicts drew a map around Section 230 via product-liability law — trial lawyers now have a repeatable path against platforms with enormous cash flows, producing a death-by-a-thousand-cuts liability drag on Meta (and Google as co-defendant).
other ideas on the same ticker, same direction: ChatGPT takes Google search share and the market starts pricing the decay 21 (GOOGL) · Blue cities ban or license-cap robotaxis 20 (GOOGL) · Meta's AI assistant takes ten points of search share from Google 6 (GOOGL) · Narrow Section 230 carve-out unleashes a tort wave on social platforms 3 (META)
Conviction timeline
bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15
Plays vs SPY · % since first mention (2026-03-27)
Plays
Mention log newest first
“this was the first time where they were able to navigate the Section 230 protections ... the door has been opened and a map has been drawn, ... I expect that this will be a death by a thousand cuts kind of scenario”
Who built this conviction
each voice's total push on the score, in conviction points across every mention — supports and opposes · share = % of all mention-driven movement
⏳ decay drained -27.5 over the idea's life — that's time passing, attributed to no one
Score events
| episode | kind | Δ | after | note |
|---|---|---|---|---|
| E266 2026-03-27 | init | +35.0 | 35.0 | E266 born by Chamath (explicit_prediction x2) |
| E267 2026-04-03 | decay | -1.4 | 33.6 | E267 silent |
| E268 2026-04-10 | decay | -1.3 | 32.3 | E268 silent |
| E269 2026-04-17 | decay | -1.3 | 31.0 | E269 silent |
| E270 2026-04-24 | decay | -1.2 | 29.7 | E270 silent |
| E271 2026-05-01 | decay | -1.2 | 28.5 | E271 silent |
| E272 2026-05-08 | decay | -1.1 | 27.4 | E272 silent |
| E273 2026-05-15 | decay | -1.1 | 26.3 | E273 silent |
| E274 2026-05-22 | decay | -1.1 | 25.2 | E274 silent |
| E275 2026-05-29 | decay | -1.0 | 24.2 | E275 silent |
| E276 2026-06-13 | decay | -1.0 | 23.3 | E276 silent |
| E277 2026-06-19 | decay | -0.9 | 22.3 | E277 silent |
| E278 2026-06-26 | decay | -0.9 | 21.4 | E278 silent |
| E279 2026-07-03 | decay | -0.9 | 20.6 | E279 silent |
| E280 2026-07-11 | decay | -0.8 | 19.8 | E280 silent |
| E281 2026-07-18 | decay | -0.8 | 19.0 | E281 silent |
| E282 2026-07-24 | decay | -0.8 | 18.2 | E282 silent |
| E283 2026-07-31 | decay | -0.7 | 17.5 | E283 silent |
| E284 2026-08-08 | decay | -0.7 | 16.8 | E284 silent |
| E285 2026-08-14 | decay | -0.7 | 16.1 | E285 silent |
| E286 2026-08-21 | decay | -0.6 | 15.5 | E286 silent |
| E287 2026-08-29 | decay | -0.6 | 14.9 | E287 silent |
| E288 2026-09-04 | decay | -0.6 | 14.3 | E288 silent |
| E289 2026-09-11 | reinforce | +12.9 | 27.1 | E289 Chamath support x2 |
| E290 2026-09-26 | decay | -1.1 | 26.0 | E290 silent |
| E291 2026-10-02 | decay | -1.0 | 25.0 | E291 silent |
| E292 2026-10-10 | decay | -1.0 | 24.0 | E292 silent |
| E293 2026-10-17 | decay | -1.0 | 23.0 | E293 silent |
| E294 2026-10-23 | decay | -0.9 | 22.1 | E294 silent |
| E295 2026-10-30 | decay | -0.9 | 21.2 | E295 silent |
| E296 2026-11-07 | decay | -0.8 | 20.4 | E296 silent |