Author
@MollySOShea MollySOShea
grade Cx.com/MollySOShea ↗
Curator of private-market AI, robotics and space narratives from VC and desk notes
Aggregates and re-broadcasts thematic frameworks and founder
trader score
-2.54
hit rate
25%
mean α
-0.96%
signals 14d
26
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 25% hit rate, -0.96% mean alpha, trader score -2.54. Their last-14d mentions, direction-adjusted, have moved +9.1% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @MollySOShea | · | AI software thesis that winners own data, models, and compute, with data as moat. | · | tweet ↗ |
| 2026-07-02 | FIG | @MollySOShea | +0.25 | Podcast with Figma CEO covers AI, enterprise software, agents, design, and company direction. | · | tweet ↗ |
| 2026-06-30 | · | @MollySOShea | · | AI inference monetization thesis from Benchmark GP and Brad Gerstner framework. | · | tweet ↗ |
| 2026-06-30 | · | @MollySOShea | · | AI paradigm thesis says scale no longer proves lower risk or unit economics. | · | tweet ↗ |
| 2026-06-30 | · | @MollySOShea | · | Discusses AI lab wealth spillovers into SF housing, investing and startups. | · | tweet ↗ |
| 2026-06-29 | · | @MollySOShea | · | Benchmark AI portfolio discussion covers AI investment themes and private companies. | · | tweet ↗ |
| 2026-06-29 | · | @MollySOShea | · | Framework for open-source vs frontier AI demand and pricing premium. | · | tweet ↗ |
| 2026-06-29 | · | @MollySOShea | · | Benchmark GP discusses AI startup funding needs and venture-stage framework changes. | · | tweet ↗ |
| 2026-06-29 | · | @MollySOShea | · | Benchmark GP says firm invests in founders over categories. | · | tweet ↗ |
| 2026-06-29 | · | @MollySOShea | · | Benchmark GP says AI has inverted venture rules and startups use Palantir-like deployments. | · | tweet ↗ |
| 2026-06-29 | · | @MollySOShea | · | Long-form AI venture playbook covering Benchmark's AI bets and changed SaaS frameworks. | · | tweet ↗ |
| 2026-06-28 | COIN | @MollySOShea | +0.35 | Coinbase CEO says AI coding tools doubled code shipped per developer; OpenAI/Anthropic proxies inferred. | +11.0% | tweet ↗ |
| 2026-06-28 | COIN | @MollySOShea | +0.10 | Coinbase CEO suggests risk capital shifting into SpaceX, OpenAI and Anthropic; says bullish Bitcoin. | +11.0% | tweet ↗ |
| 2026-06-26 | COIN | @MollySOShea | +0.40 | Coinbase CEO praises COO and describes a second founding moment. | +11.0% | tweet ↗ |
| 2026-06-26 | COIN | @MollySOShea | +0.45 | Coinbase built an SEC-registered AI investment advisor. | +11.0% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.