Vlad Tenev: Robinhood keynote, Dec 17, 2025

At the keynote on Dec 17, 2025, Vlad Tenev said 3 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 3 settled yes · our count agreed on 12 of 12

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Sport Yes818✓–new new word, no probability yet–
Election Yes11✓–new new word, no probability yet–
Acquisition / Acquired Yes11✓–new new word, no probability yet–
Bitcoin No02✓–n=1 too little history for a probability–
Kalshi No00✓–new new word, no probability yet–
Economy / Economic No01✓–new new word, no probability yet–
Gold No01✓–new new word, no probability yet–
Innovation / Innovate No00✓–new new word, no probability yet–
SIG / Susquehanna No00✓–new new word, no probability yet–
Tokenization / Tokenized No00✓–new new word, no probability yet–
Retirement No00✓–new new word, no probability yet–
Blockchain No00✓–n=1 too little history for a probability–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 23:45 UTC.

Transcript

quotes of at most 25 words

Captions · machine-attributed · Robinhood (YouTube) · Source · Quotes of at most 25 words; the full recording is on the publisher's official channel.

Machine-attributed. Speaker turns are labelled by a model, not the publisher.

Where the listed words were said

Vlad Tenevspeaker“Sport” · 1:45

…one of over 1,500 prediction markets live on Robin Hood today. Across sports, entertainment, and world affairs. In less than a year, there have already…

Vlad Tenevspeaker“Election” · 5:57

…most clearly in the market that started it all, the 2024 presidential election. We offer a much wider array of political contracts today. So even…

Vlad Tenevspeaker“Acquisition / Acquired” · 5:26

…about other exogenous factors that may affect the stock price. Warner Brothers acquisition is another great example that's happening right now. But the thing about…

Agents: this page as TSV at /api/v1/appearances/vlad-tenev:2025-12-17:keynote · words: /api/v1/brief?appearance=vlad-tenev:2025-12-17:keynote · columnar JSON in #parrot-data · llms.txt · MCP