Andrew Ross Sorkin

one-off guest ×0.5 · 2 ideas engaged · 1 episodes · E225 → E225

Chamath Jason Sacks Friedberg Aaron Levie Ben Shapiro Bill Gurley Brad Gerstner Cyan Banister Elon Musk Gavin Baker Joe Lonsdale Keith Rabois Ryan Petersen Thomas Laffont Travis Kalanick

⚠ One-off guest — not scored — only besties and guests heard across 2+ episodes earn scoreboard credit, so this voice has no track record and no skill weight. Their mentions still move conviction, at ×0.5.

live positions

lifetime conviction force · 0 ideas born

2.0

avg strength · 0 dissents

Live book — 0 positions

Nothing live. Every idea he's touched has already resolved.

How he argues

STANCE MIX

support 2

TIER MIX

sentiment 2

Latest from him

support ×2 sentiment 🌍 US assets reprice with an emerging-market risk premium E225 · 2025-04-26 ▶ 24:46

I've been talking to a whole number of multinational CEOs who do business in China. I'm talking about the McDonald's of the world, the Starbucks of the world, the Nikes of the world, and so many of them now talk about, not just how consumers aren't going necessarily in their stores the way they used to, but really about the American dream, the American brand ... So many of these companies are even trying to reestablish how they market and advertise their companies, almost as if they're a local business, not an American brand.

support ×2 sentiment 🏛️ A Google breakup unlocks value - sum of the parts beats the whole E225 · 2025-04-26 ▶ 52:39

I think there's $100 billion of hidden value called Waymo in this business.