High Signal Podcasts Evidence ledger
Method
Browse
← Back to evidence

Evidence receipt / evaluation

Published · transcript-backed

Tarek Mansour: evaluation

17 Mar 2026 Cheeky Pint Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara

“Because at least I believe, but you don't have to trust me, maybe you should trust markets, that this sort of analysis around DoorDash was actually quite poor.”

— Tarek Mansour

Source trail

Everything needed to verify it.

Speaker
Tarek Mansour
Attribution
Verified speaker
Claim type
evaluation
Recorded
17 Mar 2026
Publisher
Cheeky Pint

Transcript context

…It's three out of five things. So they have like five conditions. If three hit, we— Yeah, if three out of these five conditions hit, you could reasonably say that, ok, this outcome has somewhat materialized. And it's just 10%. Five out of five is much lower. So that is important. If you can put that back into pricing models, maybe the markets wouldn't have reacted, maybe people wouldn't have sold off DoorDash. Because at least I believe, but you don't have to trust me, maybe you should trust markets, that this sort of analysis around DoorDash was actually quite poor. So one thing you're sort of envisioning is this world where everything has a price all the time. And I'm curious, is that a good world to live in? And I would note that Stripe, I think, benefits from being private and not having the real-time price and smoothness for employees and comp and all that.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

Search evidence