One question, one cohort, and where each of them ended up. Click anyone to
read the sentence they said it in, or replay how the room got here.
DemonstrationEvery quote, date, source and timestamp is real and from the Minutes corpus. Of the 68 position and conviction readings on this page, 68 assigned by hand. 13 more quotes are shown with no reading at all, because they take no position on the question.
Bill Gurley moved toward “Position is vulnerable” in October 2025. The rest of the room has not moved.
A move counts when somebody shifts at least 2 of the five buckets and holds the new position for at least 2 quotes. One quote a bucket away is not a move.
The headline is the room's move where the room moved together, and one person's where they moved alone. Where several qualify it is the most recent one that still stands -- a move is only reported while the person is still where it took them.
The room
4 people · 23 quotes
Is Nvidia’s position durable, or is the demand overbuilt?
← Position is vulnerablePosition is durable →
Aug 2026
Size = how hard they said itDimmed = has not spoken on this yetBlack line = cohort median
One person, over time
· every point opens the
sentence it came from
Where each of them ended up
First is first among this cohort
Person
Latest reading
Quotes
Bill Gurley
-2
5
Gavin Baker
+1
7
Brad Gerstner
+2
6
Dylan Patel
+2
5
No order to report: 1 person moved and an order needs 3. You cannot be an early follower in a field of two.
Somebody outside this cohort may have said the same thing earlier. Nothing
here is evidence either way.
What this does not claim
The readings are hand-assigned. Position and conviction are illustrative. The quotes, dates, outlets and timestamps underneath them are real and checkable.
Nothing here predicts an outcome. It shows when views moved and in what order. Whether moving early was being right is a separate question this does not answer.
First is first among this cohort. Somebody outside it may have said it earlier.
No one is scored. There is no ranking of people, no accuracy record, no leaderboard.