Marc Benioff
one-off guest ×0.5
· 3 ideas engaged · 1 episodes
· E273 → E273
⚠ One-off guest — not scored
— only besties and guests heard across 2+ episodes earn scoreboard
credit, so this voice has no scored track record. Their mentions still move conviction, at ×0.5.
3
live positions
-9
lifetime conviction force · 0 ideas born
2.33
avg strength · 2 dissents
Live book — 3 positions
his latest stance on every ACTIVE idea. Expression = what he is effectively long or short: supporting a bearish idea is a SHORT, opposing one is a LONG.
| idea | his stance | expression | conviction | flag | eval in |
|---|---|---|---|---|---|
| 🤖 Anthropic IPO (~Oct 2026) is attractively priced at $1.5-2T POD DISAGREES | support ×2 | ▲ LONG GOOGL | 61.3 | NOT MOVED YET | 119d |
| 🤖 Frontier AI labs keep durable premium pricing (not commoditized) POD DISAGREES | oppose ×2 | ▼ SHORT MSFT | 37.7 | — | 119d |
| 🤖 The $3-4T software industrial complex contracts in 2026 POD DISAGREES | oppose ×3 | ▲ LONG IGV | 34.3 | — | 64d |
Where his book points
net push per primary instrument across his live stances — conviction × his agreement × the idea's direction. This is his implied book, not a position he disclosed.
How he argues
STANCE MIX
oppose
2
support
1
TIER MIX
sentiment 2
positioning 1
Latest from him
oppose ×2
sentiment
🤖 Frontier AI labs keep durable premium pricing (not commoditized)
E273 · 2026-05-15
▶ 20:16
the Chinese models are as competitive as these US models, ... the highest end chips is kind of more of an ego gratification for us. We
oppose ×3
positioning
🤖 The $3-4T software industrial complex contracts in 2026
E273 · 2026-05-15
▶ 32:59
the top 10 major enterprise software companies. They all had great quarters and they're all trading at two times sales. ... a hypnosis around AI and we haven't seen it show up in the numbers yet. ... we'll do over 46 billion this year, more than 16 billion in cash flow. ... I think it's one of the largest in history. Yeah. We want to buy back as much as we can.
support ×2
sentiment
🤖 Anthropic IPO (~Oct 2026) is attractively priced at $1.5-2T
E273 · 2026-05-15
▶ 38:34
These coding agents are awesome. Anthropic is awesome. Like I am going to probably use $300 million of Anthropic this year at Salesforce... my gosh, have you seen Anthropic? It is a rocket ship that will not stop.