All-In Summit · annual conference scorecards

Different from Sohn. Scored differently.

The All-In Summit isn't a stock-pitch conference — it's a tech/founders/policy event where market commentary is incidental. Less than a quarter of the on-stage takes are independent investor pitches. The rest is CEOs talking up their own stocks (interesting for a different reason — is that a positive curation signal?) or thematic framings without a clean ticker. We score each category separately.

Summit 2025 · 315d post-conference
3 independent pitches · 7 CEO own-book
Independent sum-of-books -3.8pp vs SPY
CEO curation signal: 2/7 beat SPY (-6.7pp avg)
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Summit 2024 · 679d post-conference
2 independent pitches · 6 CEO own-book
Independent sum-of-books +2.6pp vs SPY
CEO curation signal: 3/6 beat SPY (+46.1pp avg)
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The CEO curation question. When the besties give a CEO stage time at a $7,500-a-seat conference, they're implicitly endorsing that founder's trajectory. So far the answer flips year-over-year: 2024's CEO slate beat SPY by an average of +46pp; 2025's is tracking −6.7pp. Small samples, but the question is interesting enough to keep measuring as we add more years.
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