+0.0
net board stance
what this means
160.67
-4.8% · close 2026-11-06
+3% / -25% / -17%
1m / 3m / 12m
-44%
vs SPY since 2025-08-01
18%
of 52w range · -26.3% off high
0/1
hit rate as primary · vs SPY -1
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E235 · silent for 61 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on BKNG
As a PRIMARY play the besties are 0 hit / 1 partial / 0 miss over 1 closed window — credit 0.5, average vs SPY -1.1. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🤖 Agents replace the browse-and-click layer and disintermediate consumer apps | ▼ SHORT | primary | HALF | +21.3% | -1.1 | 2026-07-11 |
| 📈 Airbnb re-rates from tech multiple to consumer cyclical | ▼ SHORT | adjacent | WRONG | -8.3% | -29.6 | 2025-09-06 |
The tape — what was actually said
every capture on any idea holding BKNG, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▼ on
🤖 Agents replace the browse-and-click layer and disintermediate consumer apps
E235 · 2025-07-11
▶ 53:20
When you do the random sprawl, I think it doesn't work, but I just want to say a browser is the dumbest thing to build in 2025 Because in a world of agents, what is a browser? It's a glorified markup reader. It's like handling HTML. It's handling CSS and JavaScript.
Travis Kalanick
support ×2
▼ on
🤖 Agents replace the browse-and-click layer and disintermediate consumer apps
E235 · 2025-07-11
▶ 50:31
I do know that every consumer software CEO that has an app in the app store is trippin. They're trippin right now. And I mean big boys. I mean guys with real stuff.
Jason
support ×2
▼ on
🤖 Agents replace the browse-and-click layer and disintermediate consumer apps
E235 · 2025-07-11
▶ 50:25
The paradigm shift is so profound that the idea that you would visit a web page goes away, and you're just in a chat.
Chamath
support ×2
▼ on
📈 Airbnb re-rates from tech multiple to consumer cyclical
E195 · 2024-09-06
▶ 26:03
It's telling you that the people that own it have realized that it's less of a technology business and it's more of a cyclical business that ebbs and flows with the ability to spend money on behalf of the consumer.