All-In Podcast
Verified record/TRACE receipts
Score42W·L0·1Win0%
Avg+7.7%Win46%
Shows
all-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShowall-inShow
Top tickers
RELX1 calls
VRSK1 calls
SPCX1 calls
PL1 calls
MTW1 calls
Speaker record
RELX/short/all-in
AI does the billable legal work, so the paid legal-research toll booth that rode those hours loses its base.
There's a lot of anxiety and a lot of fear. And these law firms are enormously profitable and big businesses. Kirkland Ellis turns around $10 billion a year.
Peak+3.4%
VRSK/short/all-in
AI commoditizes proprietary data, so data-moat incumbents lose their premium and re-rate lower.
at the outset of AI, many believed and made a bet that those organizations who had all the data was gonna be the winners. As we're starting to see in the market, that's no longer the case.
Peak+3.1%
SPCX/long/all-in
SpaceX valuation compounds as launch cadence turns it into a recurring-revenue platform, not a launch shop
The number one driver correlated to the valuation of SpaceX is cadence of launches, which intuitively makes sense. If your business is the launch business, the more you launch, the higher your value should be.
Peak+5.3%
PL/long/all-in