TSLA▲ 126.7%GOOGL▲ 113.1%BE▲ 39.8%LLY▲ 15.9%BABA▲ 28.0%NYT▲ 10.6%AAPL▼ 0.6%NVDA▼ 8.0%SPCX▲ 22.1%EA▲ 1.3%CRM▼ 11.2%PLTR▼ 22.4%MSFT▼ 26.6%LNG▼ 22.7%UBER▼ 14.1%TSLA▲ 126.7%GOOGL▲ 113.1%BE▲ 39.8%LLY▲ 15.9%BABA▲ 28.0%NYT▲ 10.6%AAPL▼ 0.6%NVDA▼ 8.0%SPCX▲ 22.1%EA▲ 1.3%CRM▼ 11.2%PLTR▼ 22.4%MSFT▼ 26.6%LNG▼ 22.7%UBER▼ 14.1%
The Guesties
TK

Travis Kalanick

Guest on the All-In podcast · 1 scored call

+11.6%
vs S&P +25.5% · -13.9pp

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

CompanyReturnvs S&P
TeslaTSLA+11.6%-13.9pp

In their words

OpenAI→Bearish
“if you believe there's network effects with the scale of data that you have and the scale of customers and the revenue— this is cash that's coming in that you redeploy into compute... I'd be very worried, uh, if I'm OpenAI and, uh, seeing”
E269· Apr 17, 2026
OpenAI→Bullish
“the product of OpenAI, the product department, those guys are crushing. They're cracked. They're really good. They're not only ahead of the game... But if you are better at truth, you will eventually have an AI product manager.”
E235· Jul 11, 2025
Tesla→Bullish
“Tesla and FSD, their new models are like, I think in a 3-month period, he, they went up like 10x in terms of performance, meaning in number of miles per, per human intervention...cheap AI, cheap, good AI makes cheap, good autonomy.”
E213· Jan 31, 2025
Waymo→Neutral
“You get in a Waymo today and it's like, you're not even thinking twice. You're just like, it's all good. You just get in, you get out...the technology works.”
E213· Jan 31, 2025