+0.0
net board stance
what this means
179.04
+2.5% · close 2026-11-06
-34% / -24% / -6%
1m / 3m / 12m
+12%
vs SPY since 2025-08-01
40%
of 52w range · -38.9% off high
—
hit rate as primary
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 E232 · silent for 64 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 DDOG
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🤖 Consumption-based software pricing destroys the business — Snowflake is the case study | ▼ SHORT | adjacent | WRONG | -8.7% | -34.5 | 2026-06-21 |
| 🤖 Bottom-up SaaS is the dominant mode of business software | ▲ LONG | adjacent | RIGHT | +23.7% | +10.0 | 2022-02-20 |
The tape — what was actually said
every capture on any idea holding DDOG, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
🤖 Consumption-based software pricing destroys the business — Snowflake is the case study
E232 · 2025-06-21
▶ 1:10:53
I just wanted to comment on this consumption-based pricing. It doesn't work. And what I mean is you can have some adoption in the short term. The best example is Snowflake. But in the long term, it destroys your business.
Chamath
oppose ×2
▲ on
🤖 Bottom-up SaaS is the dominant mode of business software
E54 · 2021-11-06
▶ 13:14
I felt this when I was on the board of Slack. When Microsoft put its gun sights on us, we always thought that they could not outcompete with us. And what it turns out is, when you have a massive distribution advantage, feature parity is enough, and you can actually be slightly less than good enough on the features, because distribution and bundling and packaging overpower a customer's desire to adopt a product. ... the only real long-term protective solution for Slack shareholders was to basically get bought by Salesforce so that you could be part of a bigger whole. ... This past week, Microsoft decided to go after Notion, and it's going to be, I think, a very similar story, where, you know, once they decide to sort of go after this product experience, they only need to be 80% as good, and then the distribution and bundling and packaging will take care of the other 20%.
Sacks
support ×3
▲ on
🤖 Bottom-up SaaS is the dominant mode of business software
E23 · 2021-02-20
▶ 1:00:17
so I'm focused on the area of bottom-up SaaS, which is basically business software that can go viral, very much in the mold of Yammer, which was a company I founded and sold back a dozen years ago. ... I already came up with the idea 12 years ago, which is to make business software viral. I'm just going to keep investing in that thesis.