-1.8
net board stance
what this means
20.2
-1.0% · close 2026-09-08
-15% / -8% / -47%
1m / 3m / 12m
-68%
vs SPY since 2025-05-17
21%
of 52w range · -46.8% off high
—
hit rate as primary
Where we stand — 1 live idea
| idea | call | play | conviction | contributes | flag | eval in |
|---|---|---|---|---|---|---|
| 🏛️ Narrow Section 230 carve-out unleashes a tort wave on social platforms CONTESTED | ▼ SHORT | adjacent ×0.5 | 3.7 | -1.8 | — | 145d |
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
What resolves next
kill dates for the live ideas holding this ticker — each one turns into a scored verdict on that date, whether we like it or not
The tape — what was actually said
every capture on any idea holding PINS, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
oppose ×2
▼ on
🏛️ Narrow Section 230 carve-out unleashes a tort wave on social platforms
E195 · 2024-09-06
▶ 1:01:23
instead of shutting down 230 and causing chaos, to your point, Sacks, which I agree with that it would cause chaos and more censoring
Sacks
oppose ×3
▼ on
🏛️ Narrow Section 230 carve-out unleashes a tort wave on social platforms
E195 · 2024-09-06
▶ 57:55
I've long held the view that if you want to make online platforms liable as publishers for every piece of user-generated content, then you're going to have very little free speech left
Chamath
support ×2
▼ on
🏛️ Narrow Section 230 carve-out unleashes a tort wave on social platforms
E195 · 2024-09-06
▶ 56:36
I think it is a fig leaf to say that we've, there's a level of abstraction that should give us immunity. I think that these algorithms are taught to iteratively become better and better at hooking people on whatever is trending in that moment.
Chamath
support ×1
▼ on
🏛️ Narrow Section 230 carve-out unleashes a tort wave on social platforms
E170 · 2024-03-15
▶ 1:08:01
And you see the state AGs trying to build their credibility going after Facebook for sexual exploitation and all of this stuff.
Jason
support ×2
▼ on
🏛️ Narrow Section 230 carve-out unleashes a tort wave on social platforms
E164 · 2024-02-02
▶ 31:48
And then also explaining the algorithms, I think, is the next thing that's going to happen. People are going to have to disclose how these algorithms work.
Sacks
support ×3
▼ on
🏛️ Narrow Section 230 carve-out unleashes a tort wave on social platforms
E164 · 2024-02-02
▶ 24:46
every time there's an alleged harm that occurs, every time a kid gets bullied or beat up in school, every time something goes wrong in their life, they're going to try and pin it on social media and try and show that they imbibe something on social media that led them down this dark path. And these types of companies are going to get sued in every jurisdiction in America.
Chamath
support ×3
▼ on
🏛️ Narrow Section 230 carve-out unleashes a tort wave on social platforms
E164 · 2024-02-02
▶ 16:18
I think that if you were to write a narrow amendment to Section 230 that said that these social media companies or other organizations that had certain characteristics were more liable, where today they have no liability, I'm not saying that it's right, but my read of the temperature in that room was that that is the very narrow change in Section 230 that I think they all seem to want to make. And so that seems like a very likely thing that will happen in the next two or three years.