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.

1 match for “Crypto”; 1 quoted, at least 25 words apart.

Vlad Tenevspeaker16:25

…all these different markets, not to mention all the stocks, options, and cryptos that are already available on Robin Hood. That's where Robin Hood Cortex…

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