+0.0
net board stance
what this means
48.79
-4.5% · close 2026-09-08
-3% / +16% / +8%
1m / 3m / 12m
-7%
vs SPY since 2024-03-01
84%
of 52w range · -5.8% off high
0/1
hit rate as primary · α -74
Where we stand — 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. Replayed from
score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on CART
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -74.3. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🤖 AI agents disintermediate consumer app interfaces | ▼ SHORT | adjacent | MISS | -59.8% | -69.5 | 2025-05-10 |
| 📈 Take-rate decay caps the GTV marketplaces — model Instacart down, not up | ▼ SHORT | primary | MISS | -40.5% | -74.3 | 2024-09-22 |
The tape — what was actually said
every capture on any idea holding CART, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×2
▼ on
🤖 AI agents disintermediate consumer app interfaces
E226 · 2025-05-02
▶ 1:05:01
Now, I think it's pretty easy to imagine where this goes, which is you'll be able to connect an agent to all of your SaaS apps. So, it won't just be four applications, it'll now be connected to dozens of applications, including ones that already have your data. And it's going to know what actions it's possible to take in those apps.
Chamath
support ×3
▼ on
🤖 AI agents disintermediate consumer app interfaces
E200 · 2024-10-18
▶ 39:49
I think a much better way to think about this is in the future, none of this UI real estate is actually worth anything.
Friedberg
support ×2
▼ on
🤖 AI agents disintermediate consumer app interfaces
E197 · 2024-09-27
▶ 52:52
But with ambient computing, you can more kind of cleanly state your objective without this kind of directive process. You can say, hey, I want to say I want to have dinner in New York next Thursday at the Michelin star restaurant at 530 Book me something and it's done.
Chamath
support ×2
▼ on
🤖 AI agents disintermediate consumer app interfaces
E197 · 2024-09-27
▶ 1:05:52
when you tell an AI agent, get me the cheapest car right now to go to XYZ place. It will go and look at Lyft and Uber and whatever. It'll provision the car and then it'll just tell you when it's coming.
Chamath
support ×2
▼ on
🤖 AI agents disintermediate consumer app interfaces
E178 · 2024-05-10
▶ 24:30
Well, the quality is not good, but when the quality is good enough, you'll actually prefer it just because it's just lighter weight. You don't have to take your phone out. You don't have to search for your app and press it.
SA
Sam Altman
oppose ×2
▼ on
🤖 AI agents disintermediate consumer app interfaces
E178 · 2024-05-10
▶ 23:50
It's hard for me to imagine that we just go to a world totally where you say, like, hey, chat GBT, order me sushi, and it says, okay, do you want it from this restaurant? What time? Whatever. I think visual user interfaces are super good for a lot of things.
Chamath
support ×2
▼ on
📈 Take-rate decay caps the GTV marketplaces — model Instacart down, not up
E146 · 2023-09-22
▶ 51:58
for these businesses that drive huge GTVs, gross transaction values, is I think most people, when they try to find what they're worth, are very sensitive to the take rate ... take rate tends to decay. So said in, you know, in grocery land, I think it's because Walmart and Amazon will try to do it for much, much cheaper ... I think that you have to model the health of the business with a declining take rate and growing share.