| 40% | “40%” | Franceschetti: Word of mouth drives about 40% of Eight Sleep revenue | Matteo Franceschetti | Sep 12, 2026 | — |
| 50% | “50%” | Franceschetti: Early hardware BOM and COGS projections are usually off by 50% | Matteo Franceschetti | Sep 12, 2026 | — |
| 80% | “80%” | Franceschetti: Probably 80% of Formula 1 drivers sleep on Eight Sleep | Matteo Franceschetti | Sep 12, 2026 | — |
| 3× | “three X” | Franceschetti: Eight Sleep Retained Hardware Lead Against 3x Competing RSU Offer | Matteo Franceschetti | Sep 12, 2026 | — |
| 100M | “a hundred million” | Franceschetti: AI bots replaced Eight Sleep's email team and generate $100M | Matteo Franceschetti | Sep 12, 2026 | — |
| 15% | “15%” | Franceschetti: Eating pizza raises resting heart rate 10-15% and drops HRV 12% | Matteo Franceschetti | Sep 12, 2026 | — |
| 12% | “12%” | Franceschetti: Eating pizza raises resting heart rate 10-15% and drops HRV 12% | Matteo Franceschetti | Sep 12, 2026 | — |
| 1B | “a billion” | Franceschetti predicts Eight Sleep will hit $1B revenue with 250 people in three years | Matteo Franceschetti | Sep 12, 2026 | — |
| 5% | “five percent” | Franceschetti: AI spending as share of engineering budgets will fall net-net | Matteo Franceschetti | Sep 12, 2026 | — |
| 50% | “50%” | Franceschetti: AI spending as share of engineering budgets will fall net-net | Matteo Franceschetti | Sep 12, 2026 | — |
| 1K | “a thousand” | Franceschetti: Startup joiners should seek 100x to 1,000x equity upside | Matteo Franceschetti | Sep 12, 2026 | — |
| 3× | “three X” | Franceschetti: Startup joiners should seek 100x to 1,000x equity upside | Matteo Franceschetti | Sep 12, 2026 | — |
| 300M | “three hundred million” | Franceschetti: Eight Sleep's two-person paid media team generates $200M to $300M | Matteo Franceschetti | Sep 12, 2026 | — |
| 95% | “95%” | Franceschetti: 95% of health value comes from basics, not supplements | Matteo Franceschetti | Sep 12, 2026 | — |
| 20% | “20%” | Franceschetti: Meta-reported CAC is probably 20% lower than true CAC | Matteo Franceschetti | Sep 12, 2026 | — |
| 20B | “twenty billion” | O'Driscoll: Sierra must become a complete customer ecosystem to justify massive valuation | Rory O'Driscoll | Sep 10, 2026 | — |
| 2.5T | “a half a trillion” | O'Driscoll: Coding is a half-trillion dollar industry | Rory O'Driscoll | Sep 10, 2026 | — |
| 100M | “a hundred million” | Lemkin: Gorgias' WhatsApp AI agent reached double-digit usage in weeks | Jason Lemkin | Sep 10, 2026 | — |
| 2.5T | “a half a trillion” | Stebbings: AI in legal services could be a half-trillion dollar market | Harry Stebbings | Sep 10, 2026 | — |
| 1.5T | “a half trillion” | Stebbings: AI in legal services could be a half-trillion dollar market | Harry Stebbings | Sep 10, 2026 | — |
| 200B | “two hundred billion” | O'Driscoll: Holding competing late-stage AI stakes creates no real conflict | Rory O'Driscoll | Sep 10, 2026 | — |
| 15% | “15%” | O'Driscoll predicts AI captures 10-15% of legal spend versus 30-50% in coding | Rory O'Driscoll | Sep 10, 2026 | — |
| 50% | “50%” | O'Driscoll predicts AI captures 10-15% of legal spend versus 30-50% in coding | Rory O'Driscoll | Sep 10, 2026 | — |
| 20% | “20%” | Lemkin: Oura will have a pretty successful IPO | Jason Lemkin | Sep 10, 2026 | — |
| 18% | “18%” | Lemkin: Oura will have a pretty successful IPO | Jason Lemkin | Sep 10, 2026 | — |
| 70% | “70%” | Greze: AI wrappers face broken economics paying suppliers 70% margins to compete | Jean-Denis Greze | Sep 7, 2026 | — |
| 30% | “30%” | Greze: 30% of users churn immediately when required to connect email and calendar | Jean-Denis Greze | Sep 7, 2026 | — |
| 65M | “sixty five million” | Greze: Silicon Valley startups routinely inflate headline valuations via blended rounds | Jean-Denis Greze | Sep 7, 2026 | — |
| 15% | “15%” | Greze: Over 15% of users who try Town convert to paid | Jean-Denis Greze | Sep 7, 2026 | — |
| $1.5B | “a half billion dollars” | Stebbings: Instinct raised at a $2.5 billion valuation without monetization | Harry Stebbings | Sep 7, 2026 | Supported |
| 10M | “ten million” | Greze: Town can hit $100B valuation with 10M paying users | Jean-Denis Greze | Sep 7, 2026 | — |
| 10× | “10 x” | Weitzman: Speechify Simba 3.2 ranks number one globally for quality | Cliff Weitzman | Sep 5, 2026 | Partly supported |
| 300M | “three hundred million” | Stebbings: 30 to 40 startups have raised $100M to $300M seed rounds | Harry Stebbings | Sep 5, 2026 | — |
| 98% | “98%” | Weitzman: Speechify holds 98% of B2C text-to-speech App Store installs | Cliff Weitzman | Sep 5, 2026 | — |
| 50M | “fifty million” | Stebbings says Chief Revenue Officer compensation packages can exceed $50 million | Harry Stebbings | Sep 5, 2026 | — |
| 25% | “25%” | Weitzman: NVIDIA guarantees 25% GPU buybacks with Wall Street lenders | Cliff Weitzman | Sep 5, 2026 | Partly supported |
| $15M | “fifteen million dollars” | Stebbings sees compensation packages up to $15 million at seed-stage companies | Harry Stebbings | Sep 5, 2026 | — |
| 10× | “10 times” | Stebbings argues buying GPUs is a mistake due to marginal cost savings | Harry Stebbings | Sep 5, 2026 | — |
| 5× | “5 X” | Stebbings argues buying GPUs is a mistake due to marginal cost savings | Harry Stebbings | Sep 5, 2026 | — |
| 10× | “10 times” | O'Driscoll: Enterprise buyers like JPMorgan will not 10x software purchase budgets | Rory O'Driscoll | Sep 3, 2026 | — |
| 1B | “a billion” | Enterprise AI Startup Town Valued at $1B by Index and Benchmark | Harry Stebbings | Sep 3, 2026 | Partly supported |
| 1.5B | “a half billion” | AI Startup Instinct Raised Venture Funding at $2.5B Valuation | Rory O'Driscoll | Sep 3, 2026 | Supported |
| 100× | “hundred times” | Lemkin: AI Agents Will Consume 10x–100x More GTM Usage Than Humans | Jason Lemkin | Sep 3, 2026 | — |
| 100M | “a hundred million” | Linear Reaches $100M ARR Growing at 100% With Tender Offer | Harry Stebbings | Sep 3, 2026 | Partly supported |
| 100% | “hundred percent” | Linear Reaches $100M ARR Growing at 100% With Tender Offer | Harry Stebbings | Sep 3, 2026 | Partly supported |
| 96.2B | “96.2 billion” | Nvidia Reported $96.2B Quarter and Acquired Hugging Face for $12.9B | Harry Stebbings | Sep 3, 2026 | Supported |
| 12.9B | “12.9 billion” | Nvidia Reported $96.2B Quarter and Acquired Hugging Face for $12.9B | Harry Stebbings | Sep 3, 2026 | Supported |
| $500B | “five hundred billion dollars” | O'Driscoll: US software labor spend is roughly $500B annually | Rory O'Driscoll | Sep 3, 2026 | Supported |
| 2.3B | “2.3 billion” | Restaurant AI Platform Owner Raised Capital at $2.3B Valuation | Jason Lemkin | Sep 3, 2026 | Supported |
| $46B | “forty six billion dollars” | Cognition Reportedly Raising at $46B Valuation With $1.6B Projected ARR | Harry Stebbings | Sep 3, 2026 | Open |
| 1.6B | “1.6 billion” | Cognition Reportedly Raising at $46B Valuation With $1.6B Projected ARR | Harry Stebbings | Sep 3, 2026 | Open |
| 70% | “70%” | Lemkin: Nvidia Paying $12.9B for Hugging Face Is Defensible to Control Market | Jason Lemkin | Sep 3, 2026 | — |
| 80% | “80%” | Lemkin: Nvidia Paying $12.9B for Hugging Face Is Defensible to Control Market | Jason Lemkin | Sep 3, 2026 | — |
| 15B | “fifteen billion” | Lemkin: Linear at $2.5B Will Look Cheap as AI Coding Explodes | Jason Lemkin | Sep 3, 2026 | — |
| 100B | “a hundred billion” | Lemkin: Linear at $2.5B Will Look Cheap as AI Coding Explodes | Jason Lemkin | Sep 3, 2026 | — |
| 5% | “five percent” | OpenAI Made the Right Strategic Decision in Cutting Off Cursor | Jason Lemkin | Sep 3, 2026 | — |
| 6B | “six billion” | Salesforce Spends $6B on Engineering and $300M on Anthropic Annually | Rory O'Driscoll | Sep 3, 2026 | Supported |
| $300M | “three hundred million dollars” | Salesforce Spends $6B on Engineering and $300M on Anthropic Annually | Rory O'Driscoll | Sep 3, 2026 | Supported |
| 10B | “ten billion” | Lemkin: Cognition will never catch Anthropic but needs $5B-$10B ARR | Jason Lemkin | Sep 3, 2026 | — |
| 100× | “hundred X” | Lemkin: Developers are building 100x more software than 18 months ago | Jason Lemkin | Sep 3, 2026 | — |
| 7B | “seven billion” | Clay Reportedly Raising at $7B Valuation Led by Wellington | Harry Stebbings | Sep 3, 2026 | Supported |
| 70% | “70%” | Nvidia Projected 70% Revenue Growth for Fiscal Year Ending Jan 2028 | Harry Stebbings | Sep 3, 2026 | Supported |
| 44% | “44%” | Nvidia Projected 70% Revenue Growth for Fiscal Year Ending Jan 2028 | Harry Stebbings | Sep 3, 2026 | Supported |
| 27B | “twenty seven billion” | Hugging Face Valuation Multiple Far Exceeds Slack's $27B Acquisition | Jason Lemkin | Sep 3, 2026 | Supported |
| 1B | “a billion” | Hugging Face Valuation Multiple Far Exceeds Slack's $27B Acquisition | Jason Lemkin | Sep 3, 2026 | Supported |
| $1B | “a billion dollars” | Katz: ClickHouse extended its financing despite having $1B on its balance sheet | Aaron Katz | Aug 31, 2026 | Open |
| 12% | “12%” | Katz: AI customers represent less than 12% of ClickHouse's revenue | Aaron Katz | Aug 31, 2026 | — |
| 35% | “35%” | Stebbings: Fireworks AI operates at 30% to 35% gross margins | Harry Stebbings | Aug 31, 2026 | — |
| 100× | “hundred times” | Katz: ClickHouse's Anthropic spend is up 100x this year | Aaron Katz | Aug 31, 2026 | — |
| 1K | “a thousand” | Katz: ClickHouse has almost 800 employees, will reach 1,000 by year-end | Aaron Katz | Aug 31, 2026 | — |
| 10% | “10%” | Katz: Having any customer or sector exceed 10% of revenue creates risk | Aaron Katz | Aug 31, 2026 | — |
| 40% | “40%” | Katz: Over half of ClickHouse revenue and customers are outside North America | Aaron Katz | Aug 31, 2026 | — |
| 10% | “10%” | Katz: Over half of ClickHouse revenue and customers are outside North America | Aaron Katz | Aug 31, 2026 | — |
| 100M | “a hundred million” | Katz: ClickHouse generates over $100M with about 100 quota-carrying reps | Aaron Katz | Aug 31, 2026 | — |
| 130% | “130%” | Katz: ClickHouse net dollar retention is over 200% | Aaron Katz | Aug 31, 2026 | — |
| 200% | “200%” | Katz: ClickHouse net dollar retention is over 200% | Aaron Katz | Aug 31, 2026 | — |
| 1B | “a billion” | Katz: Tesla ingests one billion events per second into ClickHouse | Aaron Katz | Aug 31, 2026 | Partly supported |
| 2B | “two billion” | Katz: ClickHouse raised at a $2B valuation with zero revenue | Aaron Katz | Aug 31, 2026 | — |
| 2M | “two million” | Reyes: Within five years, anyone will generate software on demand | Eno Reyes | Aug 29, 2026 | — |
| 1% | “One percent” | Reyes: 1% of AI tasks will capture 30-40% of economic value | Eno Reyes | Aug 29, 2026 | — |
| 40% | “40%” | Reyes: 1% of AI tasks will capture 30-40% of economic value | Eno Reyes | Aug 29, 2026 | — |
| 20% | “20%” | Reyes: Gateway routing saves 10-20%, but agentic workflows require stateful routing | Eno Reyes | Aug 29, 2026 | — |
| $60B | “sixty billion dollars” | Stebbings: Cursor just sold for $60 billion after only four years | Harry Stebbings | Aug 29, 2026 | Supported |
| 1.5B | “a half billion” | Stebbings: Lovable reached a $13.5B valuation with $600M to $700M ARR | Harry Stebbings | Aug 29, 2026 | Partly supported |
| 3T | “three trillion” | Reyes: Nvidia will likely hit a $10 trillion market cap within three years | Eno Reyes | Aug 29, 2026 | Open |
| 99% | “99%” | Reyes: 99% of Global 2000 enterprise workflows do not need frontier models | Eno Reyes | Aug 29, 2026 | — |
| 90% | “90%” | Reyes: 80% to 90% of AI neo-labs will die within 18 months | Eno Reyes | Aug 29, 2026 | — |
| 3B | “three billion” | Stebbings backed Mercor at a $2B-$3B valuation but passed at $20B | Harry Stebbings | Aug 29, 2026 | — |
| $20B | “twenty billion dollars” | Stebbings backed Mercor at a $2B-$3B valuation but passed at $20B | Harry Stebbings | Aug 29, 2026 | — |
| 71% | “71%” | Lemkin: Stripe Billing Growth Is Up 71% | Jason Lemkin | Aug 27, 2026 | Supported |
| 50% | “50%” | O'Driscoll: Consumer AI Could Reach Half Google's Size in a Decade | Rory O'Driscoll | Aug 27, 2026 | — |
| 1.5B | “a half billion” | Stebbings: Mercor Crosses $2B ARR and Raises at $20B Valuation | Harry Stebbings | Aug 27, 2026 | Partly supported |
| 20B | “twenty billion” | Stebbings: Mercor Crosses $2B ARR and Raises at $20B Valuation | Harry Stebbings | Aug 27, 2026 | Partly supported |
| 9B | “Nine billion” | Lemkin: A $9B exit is not enough for seed investing in 2026 | Jason Lemkin | Aug 27, 2026 | — |
| 3B | “three billion” | Lemkin: Any Hugging Face acquirer will leave it untouched for 24-36 months | Jason Lemkin | Aug 27, 2026 | — |
| 95% | “95%” | Lemkin: Any Hugging Face acquirer will leave it untouched for 24-36 months | Jason Lemkin | Aug 27, 2026 | — |
| 80% | “80%” | Stebbings: Citadel unwound 80% of Leopold Aschenbrenner's forced-sale book | Harry Stebbings | Aug 27, 2026 | Supported |
| 200B | “two hundred billion” | Stebbings Predicts Largest AI Data Providers Will Reach $200B | Harry Stebbings | Aug 27, 2026 | Open |
| 2T | “two trillion” | O'Driscoll: Only one or two trillion-dollar outcomes this decade, all AI | Rory O'Driscoll | Aug 27, 2026 | — |
| 80% | “80%” | Lemkin: Databricks and OpenAI IPOs will be nail in coffin for SaaS | Jason Lemkin | Aug 27, 2026 | — |
| 41% | “41%” | Lemkin: Databricks and OpenAI IPOs will be nail in coffin for SaaS | Jason Lemkin | Aug 27, 2026 | — |
| 71% | “71%” | Lemkin: Databricks and OpenAI IPOs will be nail in coffin for SaaS | Jason Lemkin | Aug 27, 2026 | — |
| 15× | “15 X” | Stebbings: 20VC to see roughly 15x return on seed stake in Poolside | Harry Stebbings | Aug 27, 2026 | — |
| $6B | “six billion dollars” | Stebbings: Nvidia licenses Poolside factory for $6B, invests $1B at $12B | Harry Stebbings | Aug 27, 2026 | Supported |
| $1B | “a billion dollars” | Stebbings: Nvidia licenses Poolside factory for $6B, invests $1B at $12B | Harry Stebbings | Aug 27, 2026 | Supported |
| 13B | “a twelve billion” | Stebbings: Nvidia licenses Poolside factory for $6B, invests $1B at $12B | Harry Stebbings | Aug 27, 2026 | Supported |
| 16B | “a fifteen billion” | O'Driscoll estimates Hugging Face generates roughly $150M in revenue | Rory O'Driscoll | Aug 27, 2026 | Supported |
| 50M | “fifty million” | O'Driscoll estimates Hugging Face generates roughly $150M in revenue | Rory O'Driscoll | Aug 27, 2026 | Supported |
| 60% | “60%” | O'Driscoll: California took 75% of venture funding, driven by OpenAI and Anthropic | Rory O'Driscoll | Aug 27, 2026 | Partly supported |
| 1M | “a million” | Bek: VC funds will collaborate more on hardware and physical AI deals | Julien Bek | Aug 24, 2026 | — |
| 1,000× | “1000 times” | Bek: Cloudflare projects agent traffic will exceed human traffic 1,000x in 5 years | Julien Bek | Aug 24, 2026 | Supported |
| 1B | “a billion” | Bek: AI customer support autopilots have reached $1B in ARR | Julien Bek | Aug 24, 2026 | Supported |
| 100B | “a hundred billion” | Bek Entered Revolut at $200M Valuation Before It Surpassed $100B | Julien Bek | Aug 24, 2026 | — |
| $1B | “a billion dollars” | Stebbings: $1B Valuations Are Becoming the New Series A Baseline | Harry Stebbings | Aug 24, 2026 | — |
| 51M | “a fifty million” | Stebbings: $1B Valuations Are Becoming the New Series A Baseline | Harry Stebbings | Aug 24, 2026 | — |
| 1B | “a billion” | Stebbings: $1B Valuations Are Becoming the New Series A Baseline | Harry Stebbings | Aug 24, 2026 | — |
| 21B | “a twenty billion” | Stebbings: $1B Valuations Are Becoming the New Series A Baseline | Harry Stebbings | Aug 24, 2026 | — |
| 10× | “10 times” | Murdock: Fireworks Is 10x Better Business Than Baseten Due to Capital Efficiency | Jerry Murdock | Aug 22, 2026 | — |
| 20% | “20%” | Murdock: Flipboard Turned Down ~$1B Acquisition Bids From Twitter and ByteDance | Jerry Murdock | Aug 22, 2026 | Partly supported |
| 100B | “a hundred billion” | Murdock: Mega rounds for Anthropic and OpenAI might actually have been cheap | Jerry Murdock | Aug 22, 2026 | — |
| 50B | “fifty billion” | Murdock: Mega rounds for Anthropic and OpenAI might actually have been cheap | Jerry Murdock | Aug 22, 2026 | — |
| $1M | “a million dollars” | Murdock: Customizing models executes specific tasks cheaper than frontier models | Jerry Murdock | Aug 22, 2026 | — |
| 5% | “five percent” | Jerry Murdock: OpenRouter's 5% markup is unsustainable and will not last | Jerry Murdock | Aug 22, 2026 | — |
| 5% | “five percent” | Murdock predicts disruption of model routing fee markups within 3–5 months | Jerry Murdock | Aug 22, 2026 | — |
| 6× | “six X” | Stebbings: Many PE-owned software assets are levered at 4x to 6x | Harry Stebbings | Aug 22, 2026 | — |
| 300B | “a two hundred billion” | Stebbings: Enterprise Specialized Data Is a $200 Billion Market Opportunity | Harry Stebbings | Aug 22, 2026 | — |
| 10B | “ten billion” | Stebbings: Etched Raised $700M at a $21B Valuation | Harry Stebbings | Aug 20, 2026 | Supported |
| 700M | “seven hundred million” | Stebbings: Etched Raised $700M at a $21B Valuation | Harry Stebbings | Aug 20, 2026 | Supported |
| 21B | “twenty-one billion” | Stebbings: Etched Raised $700M at a $21B Valuation | Harry Stebbings | Aug 20, 2026 | Supported |
| 44B | “a forty three billion” | Stebbings: Silver Lake Prepares $43B Take-Private Bid for Workday | Harry Stebbings | Aug 20, 2026 | Supported |
| 100% | “hundred percent” | O'Driscoll: Owning developers is 100% existential for Microsoft | Rory O'Driscoll | Aug 20, 2026 | — |
| $1.5B | “a half billion dollars” | Stebbings: Anthropic achieved its first quarterly profit on $11.5B in Q2 revenue | Harry Stebbings | Aug 20, 2026 | Supported |
| 80% | “80%” | O'Driscoll: 70-80% of Anthropic valuation relies on AI coding | Rory O'Driscoll | Aug 20, 2026 | — |
| 51% | “51%” | Lemkin: >51% chance OpenRouter drives 20-30% of Stripe's revenue in 5 years | Jason Lemkin | Aug 20, 2026 | Open |
| 30% | “30%” | Lemkin: >51% chance OpenRouter drives 20-30% of Stripe's revenue in 5 years | Jason Lemkin | Aug 20, 2026 | Open |
| 14.3B | “a 13.3 billion” | Stebbings: Lovable Raised at $13.3B Valuation from Menlo Ventures | Harry Stebbings | Aug 20, 2026 | Supported |
| 20% | “20%” | O'Driscoll: Price hardly matters in winning VC deals unlike PE buyouts | Rory O'Driscoll | Aug 20, 2026 | — |
| 30% | “30%” | O'Driscoll: Price hardly matters in winning VC deals unlike PE buyouts | Rory O'Driscoll | Aug 20, 2026 | — |
| 6.5B | “a 5.5 billion” | Stebbings: Higgsfield Raised at $5.5B Valuation with $700M ARR | Harry Stebbings | Aug 20, 2026 | Partly supported |
| 700M | “seven hundred million” | Stebbings: Higgsfield Raised at $5.5B Valuation with $700M ARR | Harry Stebbings | Aug 20, 2026 | Partly supported |
| 6M | “six million” | Lemkin: Software scale-ups are capping AI budgets at $6M to $8M annually | Jason Lemkin | Aug 20, 2026 | — |
| 8M | “eight million” | Lemkin: Software scale-ups are capping AI budgets at $6M to $8M annually | Jason Lemkin | Aug 20, 2026 | — |
| 40% | “40%” | Lemkin: Companies will allocate $100K in tokens per engineer and cut dev teams 30-40% | Jason Lemkin | Aug 20, 2026 | — |
| 60B | “sixty billion” | Stebbings: SpaceX closes $60B takeover of Cursor | Harry Stebbings | Aug 20, 2026 | Partly supported |
| $8M | “eight million dollars” | Stebbings: SpaceX closes $60B takeover of Cursor | Harry Stebbings | Aug 20, 2026 | Partly supported |
| 300M | “three hundred million” | Mac: Uber is doing about 300 million trips weekly on core platforms | Andrew Macdonald (Mac) | Aug 17, 2026 | Supported |
| 10% | “10%” | Enterprise AI ROI Requires Top-Down Headcount Constraints, Not Bottom-Up Cuts | Andrew Macdonald (Mac) | Aug 17, 2026 | — |
| 20% | “20%” | Enterprise AI ROI Requires Top-Down Headcount Constraints, Not Bottom-Up Cuts | Andrew Macdonald (Mac) | Aug 17, 2026 | — |
| 30% | “30%” | Enterprise AI ROI Requires Top-Down Headcount Constraints, Not Bottom-Up Cuts | Andrew Macdonald (Mac) | Aug 17, 2026 | — |
| 2% | “two percent” | Enterprise AI ROI Requires Top-Down Headcount Constraints, Not Bottom-Up Cuts | Andrew Macdonald (Mac) | Aug 17, 2026 | — |
| 5% | “five percent” | Enterprise AI ROI Requires Top-Down Headcount Constraints, Not Bottom-Up Cuts | Andrew Macdonald (Mac) | Aug 17, 2026 | — |
| 84% | “84%” | Uber Mobility Revenue Dropped 84% in Three Weeks During COVID | Andrew Macdonald (Mac) | Aug 17, 2026 | Supported |
| 1K | “a thousand” | Stebbings: Revolut's Nik Storonsky Is the Best Founder Out of 1,000 | Harry Stebbings | Aug 17, 2026 | — |
| $2M | “two million dollars” | Stebbings: Revolut's Nik Storonsky Is the Best Founder Out of 1,000 | Harry Stebbings | Aug 17, 2026 | — |
| 52M | “fifty two million” | Uber Burned $52 Million Weekly on Subsidies Before Exiting China | Andrew Macdonald (Mac) | Aug 17, 2026 | Supported |
| 90% | “90%” | Swulinski: 90% of Companies Fail to Build Proper Tracking Before Spending | Matt Swulinski | Aug 14, 2026 | — |
| 15% | “15%” | Swulinski: 10% to 15% of Viktor acquisition comes from affiliate program | Matt Swulinski | Aug 14, 2026 | — |
| 20% | “20%” | Swulinski predicts AI agents will execute 80% of company work in three years | Matt Swulinski | Aug 14, 2026 | — |
| 80% | “80%” | Swulinski predicts AI agents will execute 80% of company work in three years | Matt Swulinski | Aug 14, 2026 | — |
| 1% | “one percent” | Swulinski: Under 1% of candidates can build deep AI systems | Matt Swulinski | Aug 14, 2026 | — |
| 1M | “a million” | Swulinski ran $1M/mo Google spend and 100+ newsletters solo at Wispr | Matt Swulinski | Aug 14, 2026 | — |
| 45% | “45%” | Swulinski: Healthy organic acquisition mix is 35% to 45% | Matt Swulinski | Aug 14, 2026 | — |
| $1M | “a million dollars” | Swulinski: Spending over $1M monthly requires MMM and incrementality models | Matt Swulinski | Aug 14, 2026 | — |
| 18% | “18%” | Palantir accelerated revenue growth from 18% to 98% following AI pivot | Jason Lemkin | Aug 12, 2026 | Partly supported |
| 98% | “98%” | Palantir accelerated revenue growth from 18% to 98% following AI pivot | Jason Lemkin | Aug 12, 2026 | Partly supported |
| 3B | “a two billion” | Enterprise software companies only pretend to offer outcome-based pricing | Jason Lemkin | Aug 12, 2026 | — |
| 75% | “75%” | Seed models must assume 75% dilution and 4x effective entry prices | Jason Lemkin | Aug 12, 2026 | — |
| 4× | “four X” | Seed models must assume 75% dilution and 4x effective entry prices | Jason Lemkin | Aug 12, 2026 | — |
| 20M | “twenty million” | Any startup investment not run by a founder will be a zero | Jason Lemkin | Aug 12, 2026 | — |
| 200M | “two hundred million” | Any startup investment not run by a founder will be a zero | Jason Lemkin | Aug 12, 2026 | — |
| 10× | “10 X” | Late-stage investors design mega CEO incentive packages around 10x return hurdles | Jason Lemkin | Aug 12, 2026 | — |
| 100× | “hundred times” | Datadog benefits from AI scale without changing its core business model | Rory O'Driscoll | Aug 12, 2026 | — |
| 3B | “three billion” | Canva lowered its 2026 revenue growth forecast from 30% to 20% | Rory O'Driscoll | Aug 12, 2026 | Supported |
| 30% | “30%” | Canva lowered its 2026 revenue growth forecast from 30% to 20% | Rory O'Driscoll | Aug 12, 2026 | Supported |
| 20% | “20%” | Canva lowered its 2026 revenue growth forecast from 30% to 20% | Rory O'Driscoll | Aug 12, 2026 | Supported |
| 1.5B | “half a billion” | Whatnot recently raised $500 million at a $20 billion valuation | Rory O'Driscoll | Aug 12, 2026 | Supported |
| 20B | “twenty billion” | Whatnot recently raised $500 million at a $20 billion valuation | Rory O'Driscoll | Aug 12, 2026 | Supported |
| 8B | “eight billion” | Whatnot's GMV is doubling to $16 billion with a 12% take rate | Rory O'Driscoll | Aug 12, 2026 | Open |
| 12% | “12%” | Whatnot's GMV is doubling to $16 billion with a 12% take rate | Rory O'Driscoll | Aug 12, 2026 | Open |
| 99.9% | “99.9%” | Vibe coding a custom CRM makes no sense for most companies | Jason Lemkin | Aug 12, 2026 | — |
| 30% | “30%” | Google Cloud generates 30% operating margins selling compute to Anthropic | Rory O'Driscoll | Aug 12, 2026 | — |
| $50M | “fifty million dollars” | Datadog's largest customer, OpenAI, slashed its $150 million software spend | Rory O'Driscoll | Aug 12, 2026 | Supported |
| 1M | “a million” | A $1 million Anthropic stock grant from 2023 is worth $51 million | Rory O'Driscoll | Aug 12, 2026 | Supported |
| 51M | “fifty one million” | A $1 million Anthropic stock grant from 2023 is worth $51 million | Rory O'Driscoll | Aug 12, 2026 | Supported |
| 12B | “twelve billion” | Canva is currently worth only $12 billion in public market value | Jason Lemkin | Aug 12, 2026 | — |
| 4B | “four billion” | Canva is currently worth only $12 billion in public market value | Jason Lemkin | Aug 12, 2026 | — |
| 20% | “20%” | Canva is currently worth only $12 billion in public market value | Jason Lemkin | Aug 12, 2026 | — |
| 5× | “five X” | Atallah: A 10x price drop grew GPT Luna usage 13x on OpenRouter | Alex Atallah | Aug 9, 2026 | — |
| 2× | “two X” | Atallah: A 10x price drop grew GPT Luna usage 13x on OpenRouter | Alex Atallah | Aug 9, 2026 | — |
| 10× | “10 X” | Atallah: A 10x price drop grew GPT Luna usage 13x on OpenRouter | Alex Atallah | Aug 9, 2026 | — |
| 13× | “13 X” | Atallah: A 10x price drop grew GPT Luna usage 13x on OpenRouter | Alex Atallah | Aug 9, 2026 | — |
| 2.1B | “2.1 billion” | Stebbings: Wix is trading at 1x revenue with a $2.1B valuation | Harry Stebbings | Aug 7, 2026 | Partly supported |
| 50% | “50%” | Stebbings: VCs Should Take 50% Secondary Discounts Over Waiting Years for IPOs | Harry Stebbings | Aug 7, 2026 | — |
| 2T | “two trillion” | Stebbings: OpenAI and Anthropic Will Reach $1 Trillion to $2 Trillion Valuations | Harry Stebbings | Aug 7, 2026 | Open |
| 100M | “a hundred million” | Stebbings: $50M–$100M Seed Funds Will Be the Worst-Performing Vintage | Harry Stebbings | Aug 7, 2026 | Open |
| 10M | “ten million” | Stebbings: $50M–$100M Seed Funds Will Be the Worst-Performing Vintage | Harry Stebbings | Aug 7, 2026 | Open |
| 2.6B | “2.6 billion” | Frankel: Median of top 500 companies created in 25 years is $2.6B | David Frankel | Aug 7, 2026 | Supported |
| $50M | “fifty million dollars” | Frankel: Founder Collective Is Too Small for LPs Requiring $50M Checks | David Frankel | Aug 7, 2026 | — |
| 80% | “80%” | Frankel: Founder Collective seeks exits after capturing 80% of value | David Frankel | Aug 7, 2026 | — |
| 20% | “20%” | Frankel: Founder Collective seeks exits after capturing 80% of value | David Frankel | Aug 7, 2026 | — |
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