MA

Mark Cuban

one-off guest ×0.5 · 11 ideas engaged · 1 episodes · E198 → E198
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⚠ 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.
0
live positions
+0
lifetime conviction force · 0 ideas born
2.27
avg strength · 5 dissents

Live book — 0 positions

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

How he argues

STANCE MIX
support 6
oppose 5
TIER MIX
explicit_prediction 9
sentiment 2

Latest from him

oppose ×3 explicit_prediction 🏛️ A Democrat trifecta prices in the unrealized-gains wealth tax E198 · 2024-10-03 ▶ 1:10:42
The tax rates are completely different than the Biden budget proposals where there's no unrealized capital gains, etc. They went to 28% and 28%. So it's not going to be what was proposed by Biden.
support ×2 explicit_prediction 🏦 Rates fall to ~2.5% within two years E198 · 2024-10-03 ▶ 1:11:19
they realize that there's only a couple of ways to reduce the deficit. One, you get inflation under control and that reduces interest rates, and that's going to work in our favor, and I think that's happening now. If it's $1.6 trillion, then if interest rates go below 4 percent, that saves a lot of money and probably the most you can save.
oppose ×2 explicit_prediction 🏛️ A Google breakup unlocks value - sum of the parts beats the whole E198 · 2024-10-03 ▶ 53:43
And I said, the most important thing from a technological perspective in this country today, is that we win AI. That is going to find everything militarily for us and economically for us. And that when you try to break up companies like Google and Facebook, you diminish our ability to compete globally with AI.
support ×2 explicit_prediction 🤖 Next year's foundation model commoditizes this year's AI app-layer startups E198 · 2024-10-03 ▶ 1:45:02
I think the problem, and this happens with all new technologies, is we're seeing the gold rush right now where everybody calls everything AI, particularly with agents. And I think you can put all these vertical agents together to do all these different things, but agents are just going to be a feature, not a product.
oppose ×2 explicit_prediction 🤖 OpenAI keeps the consumer AI lead through a developer network effect E198 · 2024-10-03 ▶ 2:00:06
There's nothing that says that open AI is going to win. Nothing at all. And so I don't feel bad about what they're doing.
support ×2 explicit_prediction 🤖 Training-data owners (NYT, Reddit, X, YouTube) win 2024 E198 · 2024-10-03 ▶ 1:47:00
So I think that in order to train a model, you need access to information. And the Internet ain't what it used to be in terms of being a source of information. And so IP is becoming more valuable. You're not, I think everybody by this time expected all the foundational models to have all this healthcare information. But if I'm Mayo Clinic, I'm not giving Microsoft or Google or OpenAI my IP, because that's what brands me. And so there's going to be a lot of money available there.
oppose ×2 sentiment 🤖 Tesla's fleet-data moat wins general autonomy; Cruise and Waymo stay geofenced E198 · 2024-10-03 ▶ 2:04:30
I have, but I stopped using it just because it terrified me. because it doesn't know what adversarial things it doesn't know. because you know, anything that's adversarial, that has to train on something it's seen, and it's not smart enough to figure out what it hasn't seen and whether or not it's a risk.
support ×3 explicit_prediction 🏛️ Crypto owners become a swing bloc and force a pro-crypto framework E198 · 2024-10-03 ▶ 1:19:52
I've literally talked to Kamala Harris at lunch about this specific topic of regulation through litigation. As a lawyer, she got it immediately and she knows it's a problem. She's even mentioned in one of her speeches that that's something that they're going to deal with.
oppose ×2 sentiment 🏛️ Harris surge is a vibes bump — Trump favored to win November E198 · 2024-10-03 ▶ 1:05:33
Now, she's either even or ahead or a little bit behind in every single poll. Why do I bring it up? because it means what she's doing is working.
support ×3 explicit_prediction 📈 PBM margin model breaks on drug-price transparency E198 · 2024-10-03 ▶ 1:43:45
And by working, by requiring transparency in all contracts, signed by anybody anywhere in terms of pricing, you are going to see the same impact on across-the-board pricing of a decrease of 30-40 percent. And so all that is going to reduce out-of-pocket spending for everybody, reduce government spending for everybody, and have a net positive impact.
support ×2 explicit_prediction 📈 Pro sports franchise valuations have not peaked E198 · 2024-10-03 ▶ 1:33:15
I don't think they've peaked yet because it for the reasons I just mentioned, if we're able to build a Venetian type casino, and Dallas with an American Airlines Center in the middle of it, the valuation is $20 billion.