Trust score
0 / 100
Track record
0 / 100
Thesis calls
7
Evaluated calls
0
Average return
n/a
Win rate
n/a

Past bets that played out

These are the clearest thesis calls with observable outcomes, linked back to the original videos.

MSFTopen

A promotional post from Codegen claiming Linear now has an “agent-native UX” with GA support for real-time agent logs, lifecycle visibility, and human-agent delegation inside Codegen. No financial metrics, customers, pricing, or adoption data; mainly signals continued momentum in AI-agent workflow tooling for software teams.

Mentioned: Jun 17, 2026, 11:32 PM EDTConviction: 40 / 100
Source: Codegen @codegen Jul 17, 2025 New today: @linear is now the most advanced agent-native UX on the planet. Shipping fir...
ASANopen

A promotional post from Codegen claiming Linear now has an “agent-native UX” with GA support for real-time agent logs, lifecycle visibility, and human-agent delegation inside Codegen. No financial metrics, customers, pricing, or adoption data; mainly signals continued momentum in AI-agent workflow tooling for software teams.

Mentioned: Jun 17, 2026, 11:32 PM EDTConviction: 38 / 100
Source: Codegen @codegen Jul 17, 2025 New today: @linear is now the most advanced agent-native UX on the planet. Shipping fir...
MNDYopen

A promotional post from Codegen claiming Linear now has an “agent-native UX” with GA support for real-time agent logs, lifecycle visibility, and human-agent delegation inside Codegen. No financial metrics, customers, pricing, or adoption data; mainly signals continued momentum in AI-agent workflow tooling for software teams.

Mentioned: Jun 17, 2026, 11:32 PM EDTConviction: 43 / 100
Source: Codegen @codegen Jul 17, 2025 New today: @linear is now the most advanced agent-native UX on the planet. Shipping fir...

Latest videos and market context

Recent source posts from this author. Create an account to inspect the complete persisted research trail.

Pinned Codegen @codegen Dec 23, 2025 Today, Codegen, Inc. has signed a definitive agreement to join forces with Click...

Dec 23, 2025, 1:39 PM EST

Source reports Codegen has signed a definitive agreement to be acquired by ClickUp; Codegen team and product will be integrated into ClickUp, with Codegen’s leader joining as Head of AI. Both entities appear private, limiting direct ticker actionability; read-through is modestly positive for AI-enabled productivity/knowledge-work software and AI agent tooling themes.

Codegen @codegen Jul 17, 2025 New today: @linear is now the most advanced agent-native UX on the planet. Shipping fir...

Jul 17, 2025, 9:56 AM EDT

A promotional post from Codegen claiming Linear now has an “agent-native UX” with GA support for real-time agent logs, lifecycle visibility, and human-agent delegation inside Codegen. No financial metrics, customers, pricing, or adoption data; mainly signals continued momentum in AI-agent workflow tooling for software teams.

Proof-backed call history

These are recent thesis calls tied to original source content where available.

MSFTopen

A promotional post from Codegen claiming Linear now has an “agent-native UX” with GA support for real-time agent logs, lifecycle visibility, and human-agent delegation inside Codegen. No financial metrics, customers, pricing, or adoption data; mainly signals continued momentum in AI-agent workflow tooling for software teams.

Mentioned: Jun 17, 2026, 11:32 PM EDTConviction: 40 / 100
Source: Codegen @codegen Jul 17, 2025 New today: @linear is now the most advanced agent-native UX on the planet. Shipping fir...
ASANopen

A promotional post from Codegen claiming Linear now has an “agent-native UX” with GA support for real-time agent logs, lifecycle visibility, and human-agent delegation inside Codegen. No financial metrics, customers, pricing, or adoption data; mainly signals continued momentum in AI-agent workflow tooling for software teams.

Mentioned: Jun 17, 2026, 11:32 PM EDTConviction: 38 / 100
Source: Codegen @codegen Jul 17, 2025 New today: @linear is now the most advanced agent-native UX on the planet. Shipping fir...
MNDYopen

A promotional post from Codegen claiming Linear now has an “agent-native UX” with GA support for real-time agent logs, lifecycle visibility, and human-agent delegation inside Codegen. No financial metrics, customers, pricing, or adoption data; mainly signals continued momentum in AI-agent workflow tooling for software teams.

Mentioned: Jun 17, 2026, 11:32 PM EDTConviction: 43 / 100
Source: Codegen @codegen Jul 17, 2025 New today: @linear is now the most advanced agent-native UX on the planet. Shipping fir...
TEAMopen

A promotional post from Codegen claiming Linear now has an “agent-native UX” with GA support for real-time agent logs, lifecycle visibility, and human-agent delegation inside Codegen. No financial metrics, customers, pricing, or adoption data; mainly signals continued momentum in AI-agent workflow tooling for software teams.

Mentioned: Jun 17, 2026, 11:32 PM EDTConviction: 46 / 100
Source: Codegen @codegen Jul 17, 2025 New today: @linear is now the most advanced agent-native UX on the planet. Shipping fir...
HEAD.Lopen

Source reports Codegen has signed a definitive agreement to be acquired by ClickUp; Codegen team and product will be integrated into ClickUp, with Codegen’s leader joining as Head of AI. Both entities appear private, limiting direct ticker actionability; read-through is modestly positive for AI-enabled productivity/knowledge-work software and AI agent tooling themes.

Mentioned: Jun 17, 2026, 11:31 PM EDTConviction: 32 / 100
Source: Pinned Codegen @codegen Dec 23, 2025 Today, Codegen, Inc. has signed a definitive agreement to join forces with Click...
CLCGYopen

Source reports Codegen has signed a definitive agreement to be acquired by ClickUp; Codegen team and product will be integrated into ClickUp, with Codegen’s leader joining as Head of AI. Both entities appear private, limiting direct ticker actionability; read-through is modestly positive for AI-enabled productivity/knowledge-work software and AI agent tooling themes.

Mentioned: Jun 17, 2026, 11:31 PM EDTConviction: 32 / 100
Source: Pinned Codegen @codegen Dec 23, 2025 Today, Codegen, Inc. has signed a definitive agreement to join forces with Click...
TDAYopen

Source reports Codegen has signed a definitive agreement to be acquired by ClickUp; Codegen team and product will be integrated into ClickUp, with Codegen’s leader joining as Head of AI. Both entities appear private, limiting direct ticker actionability; read-through is modestly positive for AI-enabled productivity/knowledge-work software and AI agent tooling themes.

Mentioned: Jun 17, 2026, 11:31 PM EDTConviction: 32 / 100
Source: Pinned Codegen @codegen Dec 23, 2025 Today, Codegen, Inc. has signed a definitive agreement to join forces with Click...

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