Bret Taylor
Verified record/TRACE receipts
Score56W·L2·1Win67%
Avg+2.0%Win33%
Shows
tbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShowtbpnShow
Top tickers
AAPL1 calls
MSFT1 calls
Speaker record
AAPL/long/tbpn
Edge and on-device voice AI emerges, and Apple's privacy posture makes it a natural leader
just given the power of the hardware in our pockets right now, I think Edge will be a part of it. There's just no doubt.
Peak+11.0%
MSFT/long/tbpn
Frontier models are pulling away from open source, so the leaders compound their lead
the frontier models are actually separating, in my opinion. GPT-5.5, the recent releases from Anthropic, I mean, you can just see it like the gap between the best models like GPT-5.5 and the others, the open source models, is growing, not shrinking, which is probably not something we would have predicted a year ago
Peak+1.1%