yanda
@yanda
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Anecdotal sentiment that the author has shifted workloads to “Codex” and acknowledges rapid competition/upgrades (Opus 4.8, GPT 5.6). Implies perceived near-term product advantage for Codex but high uncertainty due to fast-moving AI model competition.
Anecdotal sentiment that the author has shifted workloads to “Codex” and acknowledges rapid competition/upgrades (Opus 4.8, GPT 5.6). Implies perceived near-term product advantage for Codex but high uncertainty due to fast-moving AI model competition.
Anecdotal sentiment that the author has shifted workloads to “Codex” and acknowledges rapid competition/upgrades (Opus 4.8, GPT 5.6). Implies perceived near-term product advantage for Codex but high uncertainty due to fast-moving AI model competition.
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@_tikhon @thomaspaulmann @raycast I miss cloud sync but LOVE the new @raycast. 🥰
A user expresses strong satisfaction with the new Raycast product but misses the removed/absent cloud sync feature. No financial, macro, or company performance information is provided beyond product sentiment.
@blader Totally concur. I've shifted all my workloads to Codex. That said, it's early days and who knows what Opus 4....
Anecdotal sentiment that the author has shifted workloads to “Codex” and acknowledges rapid competition/upgrades (Opus 4.8, GPT 5.6). Implies perceived near-term product advantage for Codex but high uncertainty due to fast-moving AI model competition.
@oanaolt Congrats!!
The content is a congratulatory message with no market, macro, sector, company, catalyst, data, or actionable information.
Hi @meetgranola, I'd love an easy way to switch between my Personal and Work granola accounts. 🙏
User request to the @meetgranola product team: wants an easier way to switch between Personal and Work Granola accounts. This is a product/UX feature request, not market-moving information.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Anecdotal sentiment that the author has shifted workloads to “Codex” and acknowledges rapid competition/upgrades (Opus 4.8, GPT 5.6). Implies perceived near-term product advantage for Codex but high uncertainty due to fast-moving AI model competition.
Anecdotal sentiment that the author has shifted workloads to “Codex” and acknowledges rapid competition/upgrades (Opus 4.8, GPT 5.6). Implies perceived near-term product advantage for Codex but high uncertainty due to fast-moving AI model competition.
Anecdotal sentiment that the author has shifted workloads to “Codex” and acknowledges rapid competition/upgrades (Opus 4.8, GPT 5.6). Implies perceived near-term product advantage for Codex but high uncertainty due to fast-moving AI model competition.
Anecdotal sentiment that the author has shifted workloads to “Codex” and acknowledges rapid competition/upgrades (Opus 4.8, GPT 5.6). Implies perceived near-term product advantage for Codex but high uncertainty due to fast-moving AI model competition.
Anecdotal sentiment that the author has shifted workloads to “Codex” and acknowledges rapid competition/upgrades (Opus 4.8, GPT 5.6). Implies perceived near-term product advantage for Codex but high uncertainty due to fast-moving AI model competition.
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@yanda
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