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mark cuban

T3 · host / generalist

Mark Cuban is a billionaire entrepreneur who founded Broadcast.com (sold to Yahoo), owns the Dallas Mavericks (2011 NBA champions), and actively invests in AI startups including Lovable, Synthesia, AMI, Matter, and Open Evidence. He advocates for entrepreneurship, going public, AI-driven healthcare, and has relocated to Texas. He famously collared his Yahoo stock after the Broadcast.com sale and uses Apple Watch for longitudinal health tracking.

9 calls·9 names·67% bull·last heard 21 days ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$OPEN-EVIDENCEOpen Evidenceposition

Cuban uses Open Evidence AI to solve personal drug interaction issue

Open Evidence applies AI to synthesize medical knowledge for personalized drug interaction guidance and health optimization, addressing the reality that 95% of medicine is guessing due to information overload for physicians.

All-In Podcast2026-07→
2ndhigh conviction
$LOVABLELovableposition

Cuban highlights Lovable's 770k weekly apps by non-engineers globally

Lovable demonstrates AI's power to democratize software creation, enabling 770,000 applications per week with only 20% engineers and 70% outside the US, representing a massive entrepreneurial tailwind.

All-In Podcast2026-07→
3rdmedium conviction
$SYNTHESIASynthesiaposition

Cuban says Synthesia investment from 10 years ago is killing it

Synthesia's AI video generation platform has achieved strong commercial success as an early investment in the synthetic media space.

All-In Podcast2026-07→

most discussed · click a bar to filter

recurring themes

9 total
$OPEN-EVIDENCE
Open Evidence
HIGHmark cuban·All-In Podcast·21 days ago· position
Cuban uses Open Evidence AI to solve personal drug interaction issue
Open Evidence applies AI to synthesize medical knowledge for personalized drug interaction guidance and health optimization, addressing the reality that 95% of medicine is guessing due to information overload for physicians.
"I mean, and I use it too like I invested in a company called Open Evidence... for medical, right? And um I used it and like I have two I have one supplement I have to take because…"
21:53
$OPENAI
OpenAI
MEDmark cuban·All-In Podcast·21 days ago
Cuban questions whether $100B OpenAI capex can generate earnings not just revenue
OpenAI's massive capital expenditure must ultimately produce margin dollars and earnings, not just top-line revenue, which remains uncertain given the competitive landscape.
"you have to have a thesis that we're going to put a hundred, you know, open AI, uh, hundred billion dollars to work and that's going to come back not just in revenue, but it has t…"
4:05
$SYNTHESIA
Synthesia
MEDmark cuban·All-In Podcast·21 days ago· position
Cuban says Synthesia investment from 10 years ago is killing it
Synthesia's AI video generation platform has achieved strong commercial success as an early investment in the synthetic media space.
"I've got lovable, I've got synthesia.io that was the first investor in 10 years ago, maybe that that's just killing it, right?"
19:01
$SPCX
···
SpaceX
HIGHmark cuban·All-In Podcast·21 days ago
Cuban advises SpaceX employees to collar stock to lock in life-changing gains
Employees at high-growth private companies like SpaceX should use collar strategies to protect downside while retaining upside, as Cuban did with his Yahoo stock after Broadcast.com sale.
"position you know I collared my stock because how rich do I need to be... if you're able to change your life. If I work for any SpaceX, any of them, whatever, I'd be like, you kno…"
6:56
$AAPL
···
Apple
MEDmark cuban·All-In Podcast·21 days ago
Cuban sees Apple Watch health data + AI transforming personalized medicine
Apple's integration of longitudinal health data (Watch, blood panels, studies) with AI will enable early detection and personalized healthcare, making doctors smarter by combining continuous monitoring with medical knowledge.
"That's what I watch has in eye health, right?... now is three to six months... Apple is now putting that data. They're doing studies... Whoop! Just added blood panels. So now your…"
23:27
$AMI
AMI (Yakun's World Model)
MEDmark cuban·All-In Podcast·21 days ago· position
Cuban invests in AMI world model as next frontier beyond LLMs
World models that understand video and physical reality represent the next paradigm shift beyond text-and-image LLMs, and AMI (Yakun's world model) is positioned to lead this transition.
"I've got AMI, which is Yakun's world model. Yeah, we haven't even talked about world models versus LLM and Transformers, right? Because everything we do is built on text and pictu…"
19:11
$MATTER
Matter
MEDmark cuban·All-In Podcast·21 days ago· position
Cuban backs Matter's satellite spectroscopy for world model training data
Matter uses satellite-based spectroscopy to capture real-world video data at scale, providing the grounded physical understanding needed to train next-generation world models.
"So I invested in the company matter.com and they're launching satellites just to take and they do specttography where they take um use the satellites to take videos of everything…"
20:27
$LOVABLE
Lovable
HIGHmark cuban·All-In Podcast·21 days ago· position
Cuban highlights Lovable's 770k weekly apps by non-engineers globally
Lovable demonstrates AI's power to democratize software creation, enabling 770,000 applications per week with only 20% engineers and 70% outside the US, representing a massive entrepreneurial tailwind.
"So, like I'm an investor in Loveable and we were here this morning talking and um... they people are using Lovable to create 770,000 applications a week. a week... only 30% of the…"
11:23
$PLTR
···
Palantir
MEDmark cuban·All-In Podcast·21 days ago
Cuban notes Palantir's forward-deployed engineer model mirrors AI deployment reality
Palantir's model of forward-deployed engineers proves that AI implementation in enterprises requires heavy human involvement, contradicting the narrative of autonomous AI agents replacing workers.
"Alex Karp from Palunteer freaking out saying how can you give your alpha to these companies when in my opinion he's just saying they're doing what we're doing right we're we're al…"
9:46