Vlad Tenev

one-off guest ×0.5 · 2 ideas engaged · 1 episodes · E22 → E22

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

1.5

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 1

explicit_prediction 1

Latest from him

support ×1 sentiment 📈 GameStop mania ends very badly for late buyers E22 · 2021-02-13 ▶ 35:10

I'd probably want to understand how someone could lose money when they couldn't buy a stock at the all-time high ... But Thursday was the all-time high.

support ×2 explicit_prediction 📈 Payment for order flow and market making survive the GameStop backlash E22 · 2021-02-13 ▶ 37:27

I do think exchanges are here to stay. Market making is here to stay. Market making is a profitable enterprise. And so some level of revenue share between the market maker and the broker makes sense. And it is regulated. So I'm not quite sure what, if any, changes need to come.