+0.0
net board stance
what this means
169.19
-0.1% · close 2026-11-06
-28% / -10% / +51%
1m / 3m / 12m
+51%
vs SPY since 2025-08-01
52%
of 52w range · -29.3% 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 E133 · silent for 157 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 NTAP
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 |
|---|---|---|---|---|---|---|
| 🤖 Privacy backlash pushes data off the centralized cloud | ▲ LONG | adjacent | HALF | +9.8% | -0.5 | 2023-08-26 |
The tape — what was actually said
every capture on any idea holding NTAP, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
🤖 Privacy backlash pushes data off the centralized cloud
E133 · 2023-06-16
▶ 37:46
The one thing I would tell people is do not give up all of your data to one thing who's professing to be at all.
Friedberg
support ×2
▲ on
🤖 Privacy backlash pushes data off the centralized cloud
E93 · 2022-08-26
▶ 31:03
And that that fundamental principle may actually come to kind of bear over the next couple of years and decades that that model is more appropriate for us, for me. And therefore, the services that are built that way are going to win in the market.
Chamath
support ×2
▲ on
🤖 Privacy backlash pushes data off the centralized cloud
E93 · 2022-08-26
▶ 30:25
So isn't it crazy that like, you know, we spent the last 20 years pushing the cloud and the thing that may actually unwind the cloud is just the utter lack of privacy that we have now.
Jason
support ×2
▲ on
🤖 Privacy backlash pushes data off the centralized cloud
E93 · 2022-08-26
▶ 30:07
I do think you're going to see people buy many servers to put or rent their own cloud services that are encrypted and impossible to unlock. And so look for that trend to come or more companies to encrypt it and say we don't have the keys