+0.0
net board stance
what this means
32.59
+2.5% · close 2026-09-08
-6% / -16% / +31%
1m / 3m / 12m
-132%
vs SPY since 2022-08-20
37%
of 52w range · -30.2% 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 47 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 PBW
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 |
|---|---|---|---|---|---|---|
| ⚡ IRA production credits flip climate-tech unit economics — capital floods in | ▲ LONG | adjacent | MISS | -27.5% | -34.8 | 2023-08-20 |
The tape — what was actually said
every capture on any idea holding PBW, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×2
▲ on
⚡ IRA production credits flip climate-tech unit economics — capital floods in
E134 · 2023-06-24
▶ 1:19:27
So first of all, one of our friends who's an energy investor, we should beep his name before he was telling me that the energy subsidies that were in the, you know, misnamed Inflation Reduction Act, it is like the biggest bonanza of all time. He said that the energy sector is going crazy now trying to figure out how to exploit these incentives. And his view is that although I think it was supposed to cost about $350 billion, he thought that it would ultimately cost the government somewhere around a trillion.
Chamath
support ×3
▲ on
⚡ IRA production credits flip climate-tech unit economics — capital floods in
E105 · 2022-11-19
▶ 28:16
But my belief, quite honestly, is that the reason the IRA was so important is that it is the most clarified piece of legislation we've seen that essentially puts all forms of energy on a level playing field and has the chance to get America to permanent energy independence.
Chamath
support ×2
▲ on
⚡ IRA production credits flip climate-tech unit economics — capital floods in
E97 · 2022-09-23
▶ 57:23
The IRA passed an incredible set of incentives, both for the producers of these things and for the end companies that actually deploy them. And so we've solved that problem, you know.
Jason
oppose ×1
▲ on
⚡ IRA production credits flip climate-tech unit economics — capital floods in
E92 · 2022-08-20
▶ 1:09:20
And the thing I've learned after the first six months of investing in carbon, because we have a syndicate now with Molly Wood, who's working with me on this climate syndicate, we couldn't find a lot of great investments that made sense that weren't asset heavy.
Chamath
oppose ×2
▲ on
⚡ IRA production credits flip climate-tech unit economics — capital floods in
E92 · 2022-08-20
▶ 1:14:49
If you're not contribution margin positive today, free this bill in climate change and the bill is the only way that you get there.
Friedberg
support ×2
▲ on
⚡ IRA production credits flip climate-tech unit economics — capital floods in
E92 · 2022-08-20
▶ 1:13:19
And so I personally think we are going to see a significant influx of venture capital and support for a lot of these climate tech and new energy material and manufacturing projects that otherwise may have been held back because the subsidy will kickstart.