+0.0
net board stance
what this means
44.33
+1.4% · close 2026-09-08
-8% / -16% / +28%
1m / 3m / 12m
-36%
vs SPY since 2021-06-13
36%
of 52w range · -34.5% 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 46 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 UFO
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 |
|---|---|---|---|---|---|---|
| 🤖 The space industrial age — Apollo's semiconductor payoff, round two | ▲ LONG | adjacent | MISS | -34.6% | -24.0 | 2022-06-13 |
The tape — what was actually said
every capture on any idea holding UFO, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×1
▲ on
🤖 The space industrial age — Apollo's semiconductor payoff, round two
E60 · 2021-12-23
▶ 1:16:00
If you think about what the next five to ten years can bring, Jason, at what you said earlier about making ourselves a multi-planetary species, what an inspiring thing that these thousands of employees across these three businesses did.
Friedberg
oppose ×2
▲ on
🤖 The space industrial age — Apollo's semiconductor payoff, round two
E40 · 2021-07-16
▶ 47:28
So there's clearly a great deal of momentum in this industry. The question is always what's the market at the end? ... And we're going to find out over the next couple of years, is there a tourism market? Historically, there's been an interest in a market for visual satellites. But if you look at some of the financials of companies like Planet Labs, they did a few acquisitions in space imaging. And the revenue hasn't really taken off there. And then mining was always this other question. Can we go out and mine rare minerals from space? And that one is just, if you do the math on it, it's so far away, it's impossible to kind of model.
Chamath
support ×3
▲ on
🤖 The space industrial age — Apollo's semiconductor payoff, round two
E40 · 2021-07-16
▶ 40:44
So I don't know, I think this is the beginning of the beginning. I tweeted this out. But basically, if you think about, and there's other stuff that we can't talk about with some other companies that we are all involved in, David and I particularly. But here's the point, guys, between sending people and making us an interplanetary species by creating pervasive Internet access, and by enabling us to safely and reliably transport people either point to point suborbitally or basically into space, we are completely reimagining how the human race can work.
Chamath
support ×1
▲ on
🤖 The space industrial age — Apollo's semiconductor payoff, round two
E35 · 2021-06-13
▶ 37:31
What Friedberg said is so true, which is coming out of the Apollo program, we really created so much technological innovation, it propelled the US forward. We unfortunately gave a lot of it up, but hopefully this time around we can do it again.
Friedberg
support ×2
▲ on
🤖 The space industrial age — Apollo's semiconductor payoff, round two
E35 · 2021-06-13
▶ 33:01
And then they take that money and they invest in creating this space race, this industry that could absolutely transform humanity for the centuries to come. ... It really speaks to how semiconductors and computing came out of the space race of the mid-20th century. And we could see this next industrial age arise for the space industrial age because of these incentives that have been created by the government.