Aaron Levie

Guest on the All-In podcast · 2 scored calls

+36.6%

vs S&P +26.1% · +10.5pp

Each call below is scored as if you'd followed it— long a bull, an inverse-sized stake on a bear (capped at −100%) — from the day it aired to today, versus simply buying the S&P over the same window.

Scored calls

Company	Call	Date	Return	vs S&P
GoogleGOOGL	Bullish	Dec 20, 2024	+92.7%	+66.5pp
BoxBOX	Bullish	Dec 20, 2024	-19.4%	-45.5pp

In their words

Meta→Neutral

“Zuck is this interesting counterbalance on all of this because of open source. If at any moment you know that Zuck will basically provide an open-source model that is at best-in-class benchmarks and at the frontier, then there is a limit”

E208· Dec 20, 2024

Google→Bullish

“you can tell that Google's woken up and they are just on full assault. So I mean, just in 10 days, the quantum, the AI, open source Gemini updates, it's like every morning you're waking up to a Sundar tweet that is some new breakthrough.”

E208· Dec 20, 2024

Box→Bullish

“Let me give you a fun stat. We give our customers unlimited storage. We have 82% gross margin. So the price of the underlying storage has gone down by hundreds of times since we started the company. And then our all our value is in the”

E208· Dec 20, 2024