Episode Details
| Title | In conversation with Mark Cuban |
|---|---|
| Date | 10/3/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $COSTPLUSDRUGS - Mark Cuban is heavily invested in and optimistic about Cost Plus Drugs, a venture aimed at disrupting the pharmaceutical industry by offering lower-cost medications. Despite current losses due to significant infrastructure investments, Cuban expresses high conviction in the long-term potential of this business.
- “The number one's family, obviously, but beyond that is costplusdrugs.com. We're up the health industry like you wouldn't believe.” - Mark (1:36:01)
- “Right now, I'm losing money, and most of that was because we built a factory, a whole robotics driven factory that manufactures, sterile injectables that are in short supply.” - Mark (1:40:02)
- 🟢 $AI - 🔒
- 🟢 $AIMODELS - 🔒
- 🟢 $IP - 🔒
Bearish:
- 🔻 $PBM - 🔒
- 🔻 $PHARMA - 🔒
- 🔻 $AIAGENTS - 🔒
- 🔻 $TSLA - 🔒