Trust score
0 / 100
Track record
0 / 100
Thesis calls
10
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

Ilya Sutskever announced he is starting a new company, SSI Inc., positioned as a “straight-shot” lab focused on building safe superintelligence (one goal/one product). This is an early-stage narrative signal: incremental competition for frontier AI talent and compute, and reinforcement of the broader market thesis that AI capex and model racing continue.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 38 / 100
Source: Ilya Sutskever @ilyasut Jun 19, 2024 I am starting a new company: SSI Inc. @ssi Jun 19, 2024 Superintelligence is wit...
TSMopen

Ilya Sutskever announced he is starting a new company, SSI Inc., positioned as a “straight-shot” lab focused on building safe superintelligence (one goal/one product). This is an early-stage narrative signal: incremental competition for frontier AI talent and compute, and reinforcement of the broader market thesis that AI capex and model racing continue.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 55 / 100
Source: Ilya Sutskever @ilyasut Jun 19, 2024 I am starting a new company: SSI Inc. @ssi Jun 19, 2024 Superintelligence is wit...
ANETopen

Ilya Sutskever announced he is starting a new company, SSI Inc., positioned as a “straight-shot” lab focused on building safe superintelligence (one goal/one product). This is an early-stage narrative signal: incremental competition for frontier AI talent and compute, and reinforcement of the broader market thesis that AI capex and model racing continue.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 56 / 100
Source: Ilya Sutskever @ilyasut Jun 19, 2024 I am starting a new company: SSI Inc. @ssi Jun 19, 2024 Superintelligence is wit...

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Ilya Sutskever @ilyasut Jul 5 🇺🇸🦅250! 106 218 6.5K 297K

Jul 4, 2026, 8:42 PM EDT

The source is a minimal tweet (“🇺🇸🦅250!”) with no context, no asset mentioned, and no interpretable catalyst. Not actionable for trading without additional information.

Ilya Sutskever @ilyasut Jun 19, 2024 I am starting a new company: SSI Inc. @ssi Jun 19, 2024 Superintelligence is wit...

Jun 19, 2024, 1:00 PM EDT

Ilya Sutskever announced he is starting a new company, SSI Inc., positioned as a “straight-shot” lab focused on building safe superintelligence (one goal/one product). This is an early-stage narrative signal: incremental competition for frontier AI talent and compute, and reinforcement of the broader market thesis that AI capex and model racing continue.

Ilya Sutskever @ilyasut Nov 20, 2023 I deeply regret my participation in the board's actions. I never intended to har...

Nov 20, 2023, 8:15 AM EST

Ilya Sutskever publicly regrets participating in OpenAI board actions and signals intent to reunite the company. This reduces perceived governance/continuity risk at OpenAI and is modestly supportive for key OpenAI commercial partner Microsoft and near-term AI sentiment, though the statement itself does not guarantee resolution.

Proof-backed call history

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

MSFTopen

Ilya Sutskever announced he is starting a new company, SSI Inc., positioned as a “straight-shot” lab focused on building safe superintelligence (one goal/one product). This is an early-stage narrative signal: incremental competition for frontier AI talent and compute, and reinforcement of the broader market thesis that AI capex and model racing continue.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 38 / 100
Source: Ilya Sutskever @ilyasut Jun 19, 2024 I am starting a new company: SSI Inc. @ssi Jun 19, 2024 Superintelligence is wit...
TSMopen

Ilya Sutskever announced he is starting a new company, SSI Inc., positioned as a “straight-shot” lab focused on building safe superintelligence (one goal/one product). This is an early-stage narrative signal: incremental competition for frontier AI talent and compute, and reinforcement of the broader market thesis that AI capex and model racing continue.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 55 / 100
Source: Ilya Sutskever @ilyasut Jun 19, 2024 I am starting a new company: SSI Inc. @ssi Jun 19, 2024 Superintelligence is wit...
ANETopen

Ilya Sutskever announced he is starting a new company, SSI Inc., positioned as a “straight-shot” lab focused on building safe superintelligence (one goal/one product). This is an early-stage narrative signal: incremental competition for frontier AI talent and compute, and reinforcement of the broader market thesis that AI capex and model racing continue.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 56 / 100
Source: Ilya Sutskever @ilyasut Jun 19, 2024 I am starting a new company: SSI Inc. @ssi Jun 19, 2024 Superintelligence is wit...
AVGOopen

Ilya Sutskever announced he is starting a new company, SSI Inc., positioned as a “straight-shot” lab focused on building safe superintelligence (one goal/one product). This is an early-stage narrative signal: incremental competition for frontier AI talent and compute, and reinforcement of the broader market thesis that AI capex and model racing continue.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 57 / 100
Source: Ilya Sutskever @ilyasut Jun 19, 2024 I am starting a new company: SSI Inc. @ssi Jun 19, 2024 Superintelligence is wit...
NVDAopen

Ilya Sutskever announced he is starting a new company, SSI Inc., positioned as a “straight-shot” lab focused on building safe superintelligence (one goal/one product). This is an early-stage narrative signal: incremental competition for frontier AI talent and compute, and reinforcement of the broader market thesis that AI capex and model racing continue.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 62 / 100
Source: Ilya Sutskever @ilyasut Jun 19, 2024 I am starting a new company: SSI Inc. @ssi Jun 19, 2024 Superintelligence is wit...
OPENAIopen

Ilya Sutskever @ilyasut Nov 20, 2023 I deeply regret my participation in the board's actions. I never intended to har... Ilya Sutskever @ilyasut Nov 20, 2023 I deeply regret my participation in the board's actions. I never intended to harm OpenAI. I love everything we've built together and I will do everything I can to reunite the company. Ilya Sutskever @ilyasut Nov 20, 2023 I deeply regret my participation in the board's actions. I never intended to harm OpenAI. I love everything we've...

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 100 / 100
Source: Ilya Sutskever @ilyasut Nov 20, 2023 I deeply regret my participation in the board's actions. I never intended to har...
AMDopen

Ilya Sutskever publicly regrets participating in OpenAI board actions and signals intent to reunite the company. This reduces perceived governance/continuity risk at OpenAI and is modestly supportive for key OpenAI commercial partner Microsoft and near-term AI sentiment, though the statement itself does not guarantee resolution.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 47 / 100
Source: Ilya Sutskever @ilyasut Nov 20, 2023 I deeply regret my participation in the board's actions. I never intended to har...
SMCIopen

Ilya Sutskever publicly regrets participating in OpenAI board actions and signals intent to reunite the company. This reduces perceived governance/continuity risk at OpenAI and is modestly supportive for key OpenAI commercial partner Microsoft and near-term AI sentiment, though the statement itself does not guarantee resolution.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 52 / 100
Source: Ilya Sutskever @ilyasut Nov 20, 2023 I deeply regret my participation in the board's actions. I never intended to har...
NVDAopen

Ilya Sutskever publicly regrets participating in OpenAI board actions and signals intent to reunite the company. This reduces perceived governance/continuity risk at OpenAI and is modestly supportive for key OpenAI commercial partner Microsoft and near-term AI sentiment, though the statement itself does not guarantee resolution.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 55 / 100
Source: Ilya Sutskever @ilyasut Nov 20, 2023 I deeply regret my participation in the board's actions. I never intended to har...
MSFTopen

Ilya Sutskever publicly regrets participating in OpenAI board actions and signals intent to reunite the company. This reduces perceived governance/continuity risk at OpenAI and is modestly supportive for key OpenAI commercial partner Microsoft and near-term AI sentiment, though the statement itself does not guarantee resolution.

Mentioned: Jun 18, 2026, 12:23 AM EDTConviction: 62 / 100
Source: Ilya Sutskever @ilyasut Nov 20, 2023 I deeply regret my participation in the board's actions. I never intended to har...

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