Skip to content
PLTR▲ 366.5%GOOGL▲ 81.4%GLD▲ 48.8%IPO▲ 18.9%AAPL▲ 5.0%URA▲ 28.4%CPER▲ 3.0%MAGS▲ 19.4%AMZN▼ 0.5%DBC▲ 20.6%TSLA▼ 0.8%LNG▼ 12.9%KWEB▼ 7.4%IBIT▼ 4.7%NFLX▼ 24.5%
The Guesties
MC

Mark Cuban

Guest on the All-In podcast · commentary only

Commentary — not scored

Mark Cuban 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

OpenAI→Commentary
“There is no, you know, there's nothing that says that OpenAI is going to win, nothing at all. And so I don't feel bad about what they're doing. And to me, it tells me they're more scared than anything by trying to restrict what people are”
E198· Oct 3, 2024
Meta→Commentary
“Meta as open source and what they're doing is getting better and better. There is no, you know, there's nothing that says that OpenAI is going to win, nothing at all.”
E198· Oct 3, 2024
Google→Commentary
“Gemini with Google, I've done a lot of stuff with them. Notebook is insanely good. Gemini 1.5 is insanely good.”
E198· Oct 3, 2024