Emil Michael

Guest on the All-In podcast · commentary only

Commentary — not scored

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

In their words

Google→Bullish

“I do think Google has a long-term strategic advantage, not because of, not only because of their consumer thing, but because they have their own cloud. So between them, they don't have the margin on top of the cloud that Anthropical have to”

E263· Mar 6, 2026

Anduril→Commentary

“Androl, sure, um, uh, Saronic, sure, like a bunch of these companies, so that more money flows in, more entrepreneurs do it, and I could buy more. Because genuinely, I do think warfare is going from big carrier ships that cost $20 billion a”

E263· Mar 6, 2026