Voices · VIX

Voices

The people whose attributed, on-the-record opinions we track — every call traces back to the exact spoken moment. Weighted honestly: a voice heard on one source is weaker evidence than one corroborated across many, and we show which is which.

Latest calls newest 2026-10-27 yesterday 11 in the last 7 days Ordered by when the call was spoken, not by track record — a new call is open and counts toward no hit rate until it resolves.

2026-10-27 David Friedberg Nvidia but even at the chips level or whatever, that the potential for AI to commoditize even things like NVIDIA or... open
2026-10-26 James Sun Astra I think the consumer is always the place where we try to push the frontier on what's possible. With Astra, like Ari mentioned, it's a much faster compared to the previous models. And so we think a lot about what new consumer experiences can we enable with a faster, better model. And then on the enterprise side, that's kind of naturally why the safety becomes more interesting. open
2026-10-26 Satya Nadella Microsoft I hope this spreads, diffuses throughout the world, faster than anything else, and throughout all sectors of the economy, unlike anything else. And truly, for once, there is a real shift in the frontier of that global growth that happens, where it's not about just counting winners and losers, but it's kind of like everyone gets lifted. open
2026-10-26 Speaker 00 Openai Openai about making computer use superhuman and we're really excited about things that blend together different kinds of interfaces that bring together sort of multimodal inputs and outputs so you can have more kind of fluid experiences with your computer open
2026-10-26 Speaker 00 Openai Openai I think that in the future we'll also see more of this like real-time collaboration between you and the agent open
2026-10-23 Andy Jassy Aws we believe these are going to be two of the most successful companies in this space over a long period of time. open
2026-10-22 Ben Horowitz A16z I think that the leading edge entrepreneurs now are going to have like capabilities, which means they're going to have business plans that are like a lot more, you know, they're going to have product plans that are a lot more technically intensive and complex. They're going to have business plans that are more ambitious and complex. They're going to be building companies that just like ramp much, much faster. open
2026-10-22 Ben Horowitz A16z if that's what happens, um, then there's just, there are going to be a lot of industries that are really up for grabs in a fundamentally, you know, kind of more, more profound way than maybe has been the case in the past. open

622 voices 68 multi-source 79% single-source 270 one-time guests Concentration is disclosed, not hidden — most voices reach us via video/podcast today; single-source calls are flagged so you weight them accordingly.

27.2% hit rate (resolved calls) 26.8% aged — expired calls counted as misses 33 still open 6 at risk (open > 12 mo) 8 expired (open > 18 mo) A "too early" verdict is not allowed to be immortal: past 12 months a call is at risk, past 18 it expires and counts against the aged rate. Corrections are visible here, never silent.