Speakerguest

Terence Tao

@TerenceTao / appears on dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh, dwarkesh

calls2traced speaker calls

avg P&L+3.8%per call

win rate50%resolved calls

total P&L+7.6%expert engine

Verified record

—pending

win rate—0W · 0L

resolved0settled on TRACE

scored calls2published & scoreable

No settled calls yet — credibility updates as call horizons resolve.

Speaker record

34:00longNVDAdwarkesh

AI's 1-2% success rate on hard problems is transformative when applied at massive scale, making compute the critical lever for scientific breakthroughs

on any given problem an AI tool has a success rate of maybe 1% or 2%

+36.86%1-3 years

18:30longPLTRdwarkesh

AI has collapsed the cost of idea generation to near zero, making verification and evaluation the new scarce bottleneck in science and industry

AI has driven the cost of idea generation down to almost zero

+8.36%1-3 years

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.