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1 take · first discussed Jan 4, 2025
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The sole host commentary on Reddit comes from Jason, who takes a neutral, medium-conviction stance and frames Reddit primarily as a training-data play rather than making a broad bull or bear case on the business. He cites the stock's 224% gain in 2024 as validation of his earlier prediction that companies owning valuable training data would be significant beneficiaries of the AI boom, grouping Reddit alongside the New York Times and Google. Jason also notes Reddit's launch of its own AI product, Reddit Answers, as a sign the company is acting on its data advantage. No other hosts offered views, so no agreement or disagreement can be assessed.
Jason points to Reddit's 224% stock gain in 2024 as validation of his prior prediction that training data owners would be big winners.
I said training data owners like Reddit, New York Times, Google, etc. Reddit stock up 224% in 2024, and they launched their own Reddit Answers.”32:29