The Cowboy Scoreboard

Predictions

Every call the cowboys have made on air, newest first — scored as the market plays out.

✅ 1 called❌ 1 missed⏳ 71 on the clockshow all

Verdicts marked “archive-graded” were scored automatically against later episodes of the show itself — each one links its receipts. Everything else stays on the clock until the archive settles it.

1. 2026-01-06❌ Missedarchive-graded

   The AI capability race is over; future competition will center on brand differentiation and marketing execution rather than raw model performance.

   Hosts later describe AI competition explicitly as an ongoing 'arms race' between fiercely competing labs with massive funding, and separately frame differentiation in terms of token/cost economics rather than brand and marketing, contradicting the claim that the capability race was over.

   Receipts: ▶ 2026-06-27 23:50 · ▶ 2026-07-18 20:35

   the race is kind of done. So now you're just talking about brand differentiation... Google's AI is fantastic, but their marketing team's a little bit of sleep at the wheel.