Analyst · previewYou're seeing the public read on the All-In Summit 2024 cohort. Analyst unlocks per-speaker transcript receipts + drawdown timeline + the three-category framing pulled apart (investor pitch vs CEO own-book vs thematic). Trader adds custom methodology BYOB + cross-Summit aggregate vs SPY + the API for the full pitches dataset + alerts when a Summit pitch fires.Compare tiers →
All-In Summit · 2024 · 23-month retrospective
Three questions. Three different answers.
Summit isn't Sohn. Less than a quarter of the on-stage market commentary is an independent investor pitch. The rest is CEOs talking up their own stocks, or thematic framings without a clean ticker. So we score the three categories separately — and let each one answer its own question.
— News on All-In Summit 2024 pitched tickers —live
Live from Alpaca / Benzinga. Bundled across the 8 tickers pitched at this year's Summit. Refreshes every 60 seconds.
No recent headlines for TSLA, AI, NVDA, GOOGL, CRM, HOOD, COIN, AV in the last 7 days.
Section 1
Independent investor pitches
2 pitches scored through the engine
Sum-of-books · 2 speakers × $100K
$283.9K vs SPY $278.7K+2.6pp
speaker · firmpitchesreturnvs SPY
Peter ThielFounders Fund / Palantir co-founder1+44.6%+5.3pp
A CEO pitching their own company at a $7,500-a-seat conference isn't an independent call — they have a fiduciary stake in the answer. But the besties' decision to invite that CEO might itself be a positive curation signal: they pick stage time for founders they think are winning. So we track these separately and ask the meta-question: do the besties' CEO picks beat SPY?
Curation signal: 3/6 beat SPY (50%), average +46.1pp vs SPY from conference open to today.
These are the panel-level “AI is huge” / “fusion in 5 years” / “healthcare AI is underpriced” arguments that don't map cleanly to a single ETF. We surface them as commentary — what got the room nodding — without trying to force them into a portfolio event.