+0.0
net board stance
what this means
43.1
-1.5% · close 2026-09-08
-3% / +3% / -10%
1m / 3m / 12m
-78%
vs SPY since 2023-11-03
25%
of 52w range · -13.6% off high
—
hit rate as primary
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 48 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 INDY
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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🏛️ AI regulation pushes model development offshore - bet on India | ▲ LONG | adjacent | PARTIAL | +24.3% | -8.9 | 2024-11-03 |
The tape — what was actually said
every capture on any idea holding INDY, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▲ on
🏛️ AI regulation pushes model development offshore - bet on India
E182 · 2024-06-07
▶ 22:54
the way that the statutes were written is there's a definition on the size of a model, which in and of itself is very quickly changing
SA
Sam Altman
support ×2
▲ on
🏛️ AI regulation pushes model development offshore - bet on India
E178 · 2024-05-10
▶ 46:21
the reason I have pushed for an agency-based approach for the big picture stuff and not write it in law, is I don't, in 12 months, it will all be written wrong
Friedberg
support ×3
▲ on
🏛️ AI regulation pushes model development offshore - bet on India
E178 · 2024-05-10
▶ 45:07
Basically, the California legislation that's proposed and some of the federal legislation that's been proposed basically requires the government to audit a model, to audit software, to audit and review the parameters and the weightings of the model. Then you need their check mark in order to deploy it for commercial or public use.
Sacks
support ×2
▲ on
🏛️ AI regulation pushes model development offshore - bet on India
E152 · 2023-11-03
▶ 1:04:54
Yeah, but I think, Friedberg, your larger point about US versus India versus China, I think this could have a major impact on our global competitiveness.
Friedberg
support ×3
▲ on
🏛️ AI regulation pushes model development offshore - bet on India
E152 · 2023-11-03
▶ 47:48
If we don't allow our market to develop in the United States, India and China and Singapore and other markets will get well ahead of us in terms of their model development and their capabilities as a nation and their capabilities as an industry.