Naval Ravikant

Guest on the All-In podcast · commentary only

Commentary — not scored

Naval Ravikant 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

OpenAI→Commentary

“I just don't understand this conversion. I mean, there was a, there was a board coup, right? The board tried to fire Sam and Sam took over the board. Now it's his handpicked board. So it also looks like self-dealing, right?”

E215· Feb 15, 2025