David Ellison: FII Priority Summit, Mar 27, 2026
At the keynote on Mar 27, 2026, David Ellison said 6 of the 8 words Kalshi listed; Parrot’s count agreed with all 8 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
8 words · 6 settled yes · our count agreed on 8 of 8- Kalshi: named speaker only
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Content | Yes | 7 | 11 | ✓ | –new new word, no probability yet | – |
| AI / Artificial Intelligence | Yes | 3 | 3 | ✓ | –new new word, no probability yet | – |
| Hollywood | Yes | 3 | 14 | ✓ | –new new word, no probability yet | – |
| Netflix | Yes | 2 | 2 | ✓ | –new new word, no probability yet | – |
| Warner Bros. / Warner Brothers | Yes | 2 | 4 | ✓ | –new new word, no probability yet | – |
| Amazon / Disney | Yes | 1 | 1 | ✓ | –new new word, no probability yet | – |
| Saudi | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Trump | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
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 wordsCaptions · machine-attributed · FII Institute (YouTube) · Source · Quotes of at most 25 words; the full recording is on the publisher's official channel.
11 matches for “Content”; 5 quoted, at least 25 words apart.
…knew it. And we thought with Skydance, we could build a pure-play content engine to really be the tip of the spear of that disruption…
…successful. One is you need to be able to win in the content space. And and and fundamentally, you know, that goes back to literally…
…roots, we really believe in that requirement of you have to aim high, and you really need to be able to win in content today.
only the talent and the content creators, but also consumers. No, no, no, I absolutely. I mean, look, I mean, one of the most relevant…
significantly in content. So I think this narrative of you can't operate the company more efficiently by growing is actually a false one. You absolutely…
Where the listed words were said
…billion in cash flow. And that's while investing over $30 billion in content. To contextualize that Disney invest 22 and Netflix is 20. So we'll…
…The thing that I think you're going to see enabled basically what artificial intelligence and these model-based kind of GPU pipelines that are in the…
…And what became really apparent with kind of a a foot in Hollywood and a foot in Silicon Valley, and this is back in 2010,…
…tech products, differentiated platforms, to really be able to compete with the Netflixes and YouTubes of the world and the best and brightest that are…
…Uh, and we will be the largest shareholders in the combined Paramount Warner Bros. Discovery when that deal closes. And what that does is make…
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