Speakerguest

Alex Tabarrok

@ATabarrok / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn

calls1traced speaker calls

avg P&L+12.4%per call

win rate100%resolved calls

total P&L+12.4%expert engine

Verified record

42credibility1 resolved

win rate0%0W · 1L

resolved1settled on TRACE

scored calls1published & scoreable

Speaker record

[59:27]longMETAtbpn

If frontier models commoditize, value leaves closed-model paywalls and accrues to Meta, which gives AI away free.

And so how are you thinking about value capture versus like public benefit of this technology cycle and how it would differ to prior technologies, let's say like the internet and telecom and all the way back to railroads and the steam engine, etc.?

+13.10%if not at first, you know, then, then soon, soon afterwards

Agent-readable speaker

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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.