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The Guesties
AG

Antonio Gracias

Guest on the All-In podcast · commentary only

Commentary — not scored

Antonio Gracias weighed in on the companies below but never made an explicit position call, so there’s nothing to track — these takes are recorded as commentary.

In their words

SpaceX→Commentary
“XAI will have the highest return on capital, and I also think the best training data, and therefore will win.”
E214· Feb 7, 2025
Google→Commentary
“Google will also win because they have their TensorFlow chips. They make some of their own chips. They do focus on ROIC, and they have a great monopoly to kind of fund it all.”
E214· Feb 7, 2025