| 95% | “95%” | Frankel: Mega-Fund Seed Checks Are "Call Options" Bad for 95% of Founders | David Frankel | Aug 7, 2026 | — |
| 95% | “95%” | Frankel: 95% of Startups From the Current AI Boom Will Fail | David Frankel | Aug 7, 2026 | — |
| 1B | “a billion” | Stebbings: The $1 Billion Valuation Has Become the New Series A Standard | Harry Stebbings | Aug 7, 2026 | — |
| 51M | “a fifty million” | Stebbings: The $1 Billion Valuation Has Become the New Series A Standard | Harry Stebbings | Aug 7, 2026 | — |
| 20% | “20%” | Frankel: Seed VCs Should Sell 20% of Winners Early to Generate DPI | David Frankel | Aug 7, 2026 | — |
| 25% | “25%” | Frankel: Seed VCs Should Sell 20% of Winners Early to Generate DPI | David Frankel | Aug 7, 2026 | — |
| 80% | “80%” | Frankel: Seed VCs Should Sell 20% of Winners Early to Generate DPI | David Frankel | Aug 7, 2026 | — |
| 2% | “two percent” | Stebbings: 20VC Lost Hundreds of Millions Passing on Deel Over Ownership Targets | Harry Stebbings | Aug 7, 2026 | — |
| 1B | “a billion” | Frankel: Fund of Funds Are Liquidating Entire Billion-Dollar Portfolios via Secondaries | David Frankel | Aug 7, 2026 | Supported |
| 1M | “a million” | Frankel: Founders Use Founder Collective as Insurance in Mega Seed Rounds | David Frankel | Aug 7, 2026 | — |
| $9M | “nine million dollars” | Frankel: Founders Use Founder Collective as Insurance in Mega Seed Rounds | David Frankel | Aug 7, 2026 | — |
| 50% | “50%” | Frankel: Jeff Bezos Stated He Spent 50% of His Time Hiring | David Frankel | Aug 7, 2026 | — |
| 10B | “ten billion” | Frankel: Fewer Than 100 Companies Created Since 1999 Sustainably Top $10B | David Frankel | Aug 7, 2026 | Partly supported |
| $10B | “ten billion dollars” | Frankel: Founder Collective sold some Uber early near $10B valuation | David Frankel | Aug 7, 2026 | — |
| 5% | “five percent” | Frankel: Embedded, Mission-Critical SaaS Workflows Will Survive AI Disruption | David Frankel | Aug 7, 2026 | — |
| 60B | “sixty billion” | Stebbings: Mega venture platforms will achieve venture returns via massive outcomes | Harry Stebbings | Aug 7, 2026 | — |
| 30% | “30%” | Lemkin: Airtable's low-price acquisition will trigger a wave of SaaS capitulation sales | Jason Lemkin | Aug 5, 2026 | — |
| 20% | “20%” | Lemkin: Airtable's low-price acquisition will trigger a wave of SaaS capitulation sales | Jason Lemkin | Aug 5, 2026 | — |
| 85M | “eighty five million” | Stebbings: Airtable acquired by Bending Spoons for $1.285B at $485M ARR | Harry Stebbings | Aug 5, 2026 | Supported |
| 2.3B | “a 1.285 billion” | Stebbings: Airtable acquired by Bending Spoons for $1.285B at $485M ARR | Harry Stebbings | Aug 5, 2026 | Supported |
| 20% | “20%” | Stebbings: Airtable acquired by Bending Spoons for $1.285B at $485M ARR | Harry Stebbings | Aug 5, 2026 | Supported |
| 70% | “70%” | O'Driscoll: OpenAI and Anthropic drive 70% of Google and AWS compute backlogs | Rory O'Driscoll | Aug 5, 2026 | — |
| $3B | “three billion dollars” | Stebbings: Citadel bought Aschenbrenner's $16B public book, making $3B profit | Harry Stebbings | Aug 5, 2026 | Partly supported |
| 6B | “six billion” | Stebbings: Sequoia leads funding for Valar Atomics at a $6 billion valuation | Harry Stebbings | Aug 5, 2026 | Supported |
| 2B | “two billion” | Stebbings: Sequoia leads funding for Valar Atomics at a $6 billion valuation | Harry Stebbings | Aug 5, 2026 | Supported |
| 75% | “75%” | Arora: Palo Alto Networks Acquired 40+ Companies with 75% Success Rate | Nikesh Arora | Aug 5, 2026 | — |
| 25% | “25%” | Arora: Palo Alto Networks Acquired 40+ Companies with 75% Success Rate | Nikesh Arora | Aug 5, 2026 | — |
| 70% | “70%” | Arora: Free consumers account for 70% of current AI compute demand | Nikesh Arora | Aug 5, 2026 | — |
| 300M | “three hundred million” | O'Driscoll: Airtable will reach $300M in free cash flow in two years | Rory O'Driscoll | Aug 5, 2026 | — |
| 100M | “a hundred million” | Angelopoulos: Arena has passed a $100M annualized revenue run rate | Anastasios Angelopoulos | Aug 2, 2026 | — |
| 2× | “two times” | Angelopoulos: Arena has passed a $100M annualized revenue run rate | Anastasios Angelopoulos | Aug 2, 2026 | — |
| 5% | “five percent” | Stebbings: Sam Altman and Dario Amodei will successfully lobby for AI restrictions | Harry Stebbings | Aug 2, 2026 | — |
| 30% | “30%” | Stebbings: AI infrastructure companies operate at mid-thirties gross margins | Harry Stebbings | Aug 2, 2026 | — |
| 10× | “10 X” | Angelopoulos: Enterprise AI adoption will 10X Nvidia reliably | Anastasios Angelopoulos | Aug 2, 2026 | Open |
| 100B | “hundred billion” | Angelopoulos: US Will Have a Multi-Hundred Billion Dollar Open-Source AI Company | Anastasios Angelopoulos | Aug 2, 2026 | — |
| 10B | “ten billion” | Angelopoulos: A $10B AI startup needs $4B revenue in 2-3 years to 10x | Anastasios Angelopoulos | Aug 2, 2026 | — |
| 100B | “a hundred billion” | Angelopoulos: A $10B AI startup needs $4B revenue in 2-3 years to 10x | Anastasios Angelopoulos | Aug 2, 2026 | — |
| $4B | “four billion dollars” | Angelopoulos: A $10B AI startup needs $4B revenue in 2-3 years to 10x | Anastasios Angelopoulos | Aug 2, 2026 | — |
| 30× | “30 X” | Angelopoulos: A $10B AI startup needs $4B revenue in 2-3 years to 10x | Anastasios Angelopoulos | Aug 2, 2026 | — |
| 25× | “25 X” | Angelopoulos: A $10B AI startup needs $4B revenue in 2-3 years to 10x | Anastasios Angelopoulos | Aug 2, 2026 | — |
| $1B | “a billion dollars” | Stebbings: AI data providers Handshake, Mercor, and Surge each surpass $1B revenue | Harry Stebbings | Aug 2, 2026 | Supported |
| 1B | “a billion” | Stebbings: AI data providers Handshake, Mercor, and Surge each surpass $1B revenue | Harry Stebbings | Aug 2, 2026 | Supported |
| 800M | “eight hundred million” | Stebbings: ElevenLabs has $800M in revenue and is raising at $22B | Harry Stebbings | Aug 2, 2026 | Partly supported |
| 22B | “twenty two billion” | Stebbings: ElevenLabs has $800M in revenue and is raising at $22B | Harry Stebbings | Aug 2, 2026 | Partly supported |
| $100B | “a hundred billion dollars” | Angelopoulos: AI data market will reach $100B to $1T by 2030 | Anastasios Angelopoulos | Aug 2, 2026 | Open |
| 1T | “a trillion” | Angelopoulos: AI data market will reach $100B to $1T by 2030 | Anastasios Angelopoulos | Aug 2, 2026 | Open |
| 20% | “20%” | Angelopoulos: Frontier AI labs spend 10% to 20% of GPU compute budgets on data | Anastasios Angelopoulos | Aug 2, 2026 | — |
| $200M | “two hundred million dollars” | Park: Simile raised $200M, reaching $300M total funding in six months | Joon Sung Park | Jul 31, 2026 | — |
| $300M | “three hundred million dollars” | Park: Simile raised $200M, reaching $300M total funding in six months | Joon Sung Park | Jul 31, 2026 | — |
| $20M | “twenty million dollars” | Park: Within three years, single AI simulations will cost $20M | Joon Sung Park | Jul 31, 2026 | — |
| $100M | “a hundred million dollars” | Park: Within three years, single AI simulations will cost $20M | Joon Sung Park | Jul 31, 2026 | — |
| 85% | “85%” | Park: Simile models predict human behavior with 85% accuracy | Joon Sung Park | Jul 31, 2026 | Supported |
| 100× | “hundred times” | Park: Simile cut production simulation model run costs by roughly 100x | Joon Sung Park | Jul 31, 2026 | — |
| 2.75% | “2.75%” | O'Driscoll: Stripe Captures Standard 2.75% Fees Across Leading AI Companies | Rory O'Driscoll | Jul 29, 2026 | — |
| 95% | “95%” | O'Driscoll: New AI Adopters Will Swamp Any Budget Cuts by Heavy Spenders | Rory O'Driscoll | Jul 29, 2026 | — |
| 500M | “five hundred million” | O'Driscoll: Revolut has more compounding upside than Stripe due to European TAM | Rory O'Driscoll | Jul 29, 2026 | — |
| 10B | “ten billion” | Lemkin: Etched is not worth $10B today but could reach $200B | Jason Lemkin | Jul 29, 2026 | — |
| 200B | “two hundred billion” | Lemkin: Etched is not worth $10B today but could reach $200B | Jason Lemkin | Jul 29, 2026 | — |
| 10.3B | “10.3 billion” | Lemkin: Etched is not worth $10B today but could reach $200B | Jason Lemkin | Jul 29, 2026 | — |
| 640× | “640 X” | Stebbings: Benchmark returned roughly 640x on Uber versus 25x on WeWork | Harry Stebbings | Jul 29, 2026 | Supported |
| 25× | “25 X” | Stebbings: Benchmark returned roughly 640x on Uber versus 25x on WeWork | Harry Stebbings | Jul 29, 2026 | Supported |
| 35% | “35%” | O'Driscoll: Up 35% buying cloud index after 'SaaS apocalypse' debate | Rory O'Driscoll | Jul 29, 2026 | — |
| 5× | “five X” | Lemkin: I have never returned less than 5x to my investors | Jason Lemkin | Jul 29, 2026 | Partly supported |
| 20B | “twenty billion” | Menlo Ventures does not aspire to raise a $10B+ fund | Matt Murphy | Jul 27, 2026 | Open |
| 500M | “five hundred million” | Menlo's $500M+ Anthropic SPV was the firm's first ever | Matt Murphy | Jul 27, 2026 | — |
| 300M | “three hundred million” | Lovable scaled from zero to $300M ARR within one year | Matt Murphy | Jul 27, 2026 | Supported |
| 90% | “90%” | AI compute costs cap startup gross margins at 60% to 70% | Matt Murphy | Jul 27, 2026 | — |
| 70% | “70%” | AI compute costs cap startup gross margins at 60% to 70% | Matt Murphy | Jul 27, 2026 | — |
| 50% | “50%” | Enterprise AI workloads will split across proprietary and open-source models | Matt Murphy | Jul 27, 2026 | — |
| 30% | “30%” | Enterprise AI workloads will split across proprietary and open-source models | Matt Murphy | Jul 27, 2026 | — |
| 20% | “20%” | Enterprise AI workloads will split across proprietary and open-source models | Matt Murphy | Jul 27, 2026 | — |
| 3M | “three million” | Series A is the worst stage due to 200x ARR valuations | Harry Stebbings | Jul 27, 2026 | — |
| 400M | “four hundred million” | Series A is the worst stage due to 200x ARR valuations | Harry Stebbings | Jul 27, 2026 | — |
| 200× | “200 X” | Series A is the worst stage due to 200x ARR valuations | Harry Stebbings | Jul 27, 2026 | — |
| 9M | “an eight million” | Menlo Ventures raised its instant seed check limit to $8M | Matt Murphy | Jul 27, 2026 | — |
| 100M | “a hundred million” | Sub-$100M boutique seed funds will be the worst-performing VC category | Harry Stebbings | Jul 27, 2026 | — |
| 51M | “a fifty million” | Sub-$100M boutique seed funds will be the worst-performing VC category | Harry Stebbings | Jul 27, 2026 | — |
| 2M | “two million” | Sub-$100M boutique seed funds will be the worst-performing VC category | Harry Stebbings | Jul 27, 2026 | — |
| 1% | “one percent” | Rejecting 1% allocations in Deel and ElevenLabs cost Stebbings massive returns | Harry Stebbings | Jul 27, 2026 | — |
| 1M | “one million” | Menlo Anthology fund backed 50+ startups including OpenRouter and Whisper | Matt Murphy | Jul 27, 2026 | — |
| 10× | “10 X” | Small initial check increases next-round lead likelihood by 10x | Matt Murphy | Jul 27, 2026 | — |
| 1B | “a billion” | VC growth funds need at least $1B to operate | Harry Stebbings | Jul 27, 2026 | — |
| 90% | “90%” | Nitski: Top AI models cannot handle 90% of enterprise workflows | Osvald Nitski | Jul 25, 2026 | — |
| 50% | “50%” | Nitski: Top AI models score 50% on Mercor's long-horizon benchmarks | Osvald Nitski | Jul 25, 2026 | Supported |
| 3% | “three percent” | Nitski: Enterprise AI token spend will exceed 3% of developer salaries | Osvald Nitski | Jul 25, 2026 | — |
| 10× | “10 X” | Nitski: Mercor's total headcount grew over 10x in the last year | Osvald Nitski | Jul 25, 2026 | Contradicted |
| 10× | “10 X” | Nitski: Founder-led AI data startups cannot scale to enterprise lab demands | Osvald Nitski | Jul 25, 2026 | — |
| 90% | “90%” | Nitski: AI will never automate 90% of cybersecurity workflows | Osvald Nitski | Jul 25, 2026 | — |
| $1T | “a trillion dollars” | O'Driscoll: Massive AI infrastructure spending will require paying applications eventually | Rory O'Driscoll | Jul 23, 2026 | — |
| 10× | “10 X” | O'Driscoll: 10x annual growth with positive margins covers all overhead | Rory O'Driscoll | Jul 23, 2026 | — |
| 8T | “eight-trillion” | O'Driscoll: Chinese AI model Kimi K-3 has 2.8 trillion parameters | Rory O'Driscoll | Jul 23, 2026 | Supported |
| 70B | “seventy billion” | O'Driscoll: Chinese open-weight AI startups reach $50B–$70B valuations | Rory O'Driscoll | Jul 23, 2026 | Supported |
| 5M | “five million” | Stebbings: Offered $5M SPV allocation in Chinese AI startup Kimi | Harry Stebbings | Jul 23, 2026 | — |
| 70% | “70%” | O'Driscoll: VCs cannot force a startup sale without core founder buy-in | Rory O'Driscoll | Jul 23, 2026 | — |
| 10× | “10 X” | Lemkin: Founders shouldn't reject major buyout offers unless 10x upside exists | Jason Lemkin | Jul 23, 2026 | — |
| 3× | “three X” | Lemkin: Founders shouldn't reject major buyout offers unless 10x upside exists | Jason Lemkin | Jul 23, 2026 | — |
| 1M | “a million” | O'Driscoll: AI infrastructure spend hits $900B while AI apps struggle past $50B | Rory O'Driscoll | Jul 23, 2026 | Partly supported |
| $900B | “nine hundred billion dollars” | O'Driscoll: AI infrastructure spend hits $900B while AI apps struggle past $50B | Rory O'Driscoll | Jul 23, 2026 | Partly supported |
| $100B | “a hundred billion dollars” | O'Driscoll: AI infrastructure spend hits $900B while AI apps struggle past $50B | Rory O'Driscoll | Jul 23, 2026 | Partly supported |
| $1.8T | “1.8 trillion dollars” | O'Driscoll: Stripe and PayPal Each Process $1.8 Trillion Annually | Rory O'Driscoll | Jul 23, 2026 | Supported |
| 6B | “six billion” | O'Driscoll: Stripe Generates Around $6 Billion in Net Revenue | Rory O'Driscoll | Jul 23, 2026 | Supported |
| 5M | “five million” | Stebbings: Hot AI Series A valuations hit $500M on $5M revenue | Harry Stebbings | Jul 23, 2026 | Supported |
| 100M | “a hundred million” | Stebbings: Hot AI Series A valuations hit $500M on $5M revenue | Harry Stebbings | Jul 23, 2026 | Supported |
| 3× | “three X” | Stebbings: Hot AI Series A valuations hit $500M on $5M revenue | Harry Stebbings | Jul 23, 2026 | Supported |
| 50× | “50 X” | Stebbings: Hot AI Series A valuations hit $500M on $5M revenue | Harry Stebbings | Jul 23, 2026 | Supported |
| 40% | “40%” | O'Driscoll: 40% of early 2025 unicorns get marked up within 18 months | Rory O'Driscoll | Jul 23, 2026 | Not publicly verifiable |
| 1B | “a billion” | Lemkin: C Squared IPO'd at $3B Market Cap with $1B Run Rate | Jason Lemkin | Jul 23, 2026 | Supported |
| 4B | “a three billion” | Lemkin: C Squared IPO'd at $3B Market Cap with $1B Run Rate | Jason Lemkin | Jul 23, 2026 | Supported |
| 16% | “16%” | Lemkin: C Squared IPO'd at $3B Market Cap with $1B Run Rate | Jason Lemkin | Jul 23, 2026 | Supported |
| 10× | “10 X” | Lin Qiao: AI token costs will drop 10x in three years, driving 100x usage | Lin Qiao | Jul 20, 2026 | Open |
| 100× | “hundred X” | Lin Qiao: AI token costs will drop 10x in three years, driving 100x usage | Lin Qiao | Jul 20, 2026 | Open |
| 11M | “a ten million” | Stebbings wrote a $10M check for Fireworks after a 15-minute meeting | Harry Stebbings | Jul 20, 2026 | — |
| 600B | “a five hundred billion” | Stebbings: Fireworks can become a $500 billion company | Harry Stebbings | Jul 20, 2026 | — |
| 5× | “five times” | Lin Qiao: Fireworks has achieved 5x to 10x inference cost reductions | Lin Qiao | Jul 20, 2026 | — |
| 10× | “10 times” | Lin Qiao: Fireworks has achieved 5x to 10x inference cost reductions | Lin Qiao | Jul 20, 2026 | — |
| 100× | “hundred X” | Qiao: Fireworks daily token count could grow 20x-100x by next year | Lin Qiao | Jul 20, 2026 | — |
| 1K | “a thousand” | Qiao: Cursor was a single-digit million-dollar company before 1000x growth | Lin Qiao | Jul 20, 2026 | — |
| 10T | “10 trillion” | The AI Industry Lacks Systems Designed for 10-Trillion Parameter Models | Lin Qiao | Jul 20, 2026 | — |
| 1.7M | “1.65 million” | a16z Seeded Fred Turner's Startup With $1.65M Without A TAM Calculation | Fred Turner | Jul 18, 2026 | Partly supported |
| 100M | “a hundred million” | A $1.5B Total Market Is Too Small To Raise A Series A | Fred Turner | Jul 18, 2026 | — |
| 1.5B | “1.5 billion” | A $1.5B Total Market Is Too Small To Raise A Series A | Fred Turner | Jul 18, 2026 | — |
| 12% | “12%” | Every Hour Sepsis Treatment Is Delayed Increases Mortality By 12% | Fred Turner | Jul 18, 2026 | Supported |
| 27M | “twenty seven million” | Fred Turner Sold CLIA License For $150K, Re-Bought Same For $27M | Fred Turner | Jul 18, 2026 | Partly supported |
| 4M | “a three million” | Justin Mateen Invested $125K At A $3M Valuation As Curative's First Check | Fred Turner | Jul 18, 2026 | — |
| 5B | “five billion” | Curative Generated $5 Billion In Revenue Over Three Years | Fred Turner | Jul 18, 2026 | — |
| 500M | “five hundred million” | Curative Invested $500M Of COVID Testing Profits Into Health Insurance | Fred Turner | Jul 18, 2026 | — |
| 1.5M | “a half million” | Curative Administered 2.5M COVID Vaccines At A Loss | Fred Turner | Jul 18, 2026 | — |
| 30B | “thirty billion” | Total Market Cap Replacing LabCorp And Quest Is $30 Billion | Fred Turner | Jul 18, 2026 | Partly supported |
| 80% | “80%” | Curative Is Cutting 80% Of Its Enterprise SaaS Spend This Year | Fred Turner | Jul 18, 2026 | — |
| 6× | “six X” | Curative's Anthropic API Spend Grew 6x Monthly Into Millions | Fred Turner | Jul 18, 2026 | — |
| 1M | “a million” | Curative's Smallest Employer Deal Is Worth At Least $1M | Fred Turner | Jul 18, 2026 | — |
| 10T | “10 trillion” | Fred Turner: Anthropic Could Reach A $10 Trillion Valuation | Fred Turner | Jul 18, 2026 | — |
| 10× | “10 X” | Curative Returned 10x Capital To Early Investors Via Post-COVID Dividend | Fred Turner | Jul 18, 2026 | — |
| $1B | “a billion dollars” | Subcritical Nuclear Deployments Cost $1B Per 300MW Facility | Fred Turner | Jul 18, 2026 | — |
| 5× | “five X” | Corporate Anthropic Spend Will Reach 2x To 5x Engineer Salaries | Fred Turner | Jul 18, 2026 | Open |
| 6B | “six billion” | Lemkin: OpenAI will likely cancel or pause its hardware project | Jason Lemkin | Jul 16, 2026 | Open |
| 15% | “15%” | Lemkin: Public SaaS companies must grow net new logos by 15% annually | Jason Lemkin | Jul 16, 2026 | — |
| 1.8M | “1.8 million” | O'Driscoll: BLS data shows 1.8 million US software developers | Rory O'Driscoll | Jul 16, 2026 | Supported |
| 1M | “a million” | O'Driscoll: BLS data shows 1.8 million US software developers | Rory O'Driscoll | Jul 16, 2026 | Supported |
| 10× | “10 X” | O'Driscoll: Hypergrowth software startups decelerate gradually, never stopping suddenly | Rory O'Driscoll | Jul 16, 2026 | — |
| 8× | “eight X” | O'Driscoll: Hypergrowth software startups decelerate gradually, never stopping suddenly | Rory O'Driscoll | Jul 16, 2026 | — |
| 6× | “six X” | O'Driscoll: Hypergrowth software startups decelerate gradually, never stopping suddenly | Rory O'Driscoll | Jul 16, 2026 | — |
| 4× | “four X” | O'Driscoll: Hypergrowth software startups decelerate gradually, never stopping suddenly | Rory O'Driscoll | Jul 16, 2026 | — |
| 10% | “10%” | Lemkin: Software companies will spend 10% of revenue on AI tokens | Jason Lemkin | Jul 16, 2026 | Open |
| 60% | “60%” | O'Driscoll: Samsung and SK Hynix comprise 60% of South Korea's stock market | Rory O'Driscoll | Jul 16, 2026 | Supported |
| 120% | “120%” | O'Driscoll: Samsung and SK Hynix comprise 60% of South Korea's stock market | Rory O'Driscoll | Jul 16, 2026 | Supported |
| 70% | “70%” | O'Driscoll: AI memory chip supercycle will outlast normal cycles before correcting | Rory O'Driscoll | Jul 16, 2026 | Open |
| 50% | “50%” | Stebbings: Y Combinator charges unprecedented carried interest premiums up to 50% | Harry Stebbings | Jul 16, 2026 | Open |
| 200M | “two hundred million” | Stebbings: The top 5% of seed rounds now hit $200M valuations | Harry Stebbings | Jul 16, 2026 | Supported |
| 5% | “five percent” | Stebbings: The top 5% of seed rounds now hit $200M valuations | Harry Stebbings | Jul 16, 2026 | Supported |
| 300M | “three hundred million” | O'Driscoll: Small seed rounds are pointless for capital-heavy AI neolabs | Rory O'Driscoll | Jul 16, 2026 | — |
| 20% | “20%” | O'Driscoll: Top decile seed valuations surged 6x from new AI categories | Rory O'Driscoll | Jul 16, 2026 | Supported |
| 6× | “six X” | O'Driscoll: Top decile seed valuations surged 6x from new AI categories | Rory O'Driscoll | Jul 16, 2026 | Supported |
| 20% | “20%” | Lemkin: Multi-billion funds raise seed valuations to meet 20% ownership targets | Jason Lemkin | Jul 16, 2026 | — |
| 400M | “Four hundred million” | Stebbings: Chai Discovery raised $400M at $3.8B valuation | Harry Stebbings | Jul 16, 2026 | Supported |
| 4.8B | “a 3.8 billion” | Stebbings: Chai Discovery raised $400M at $3.8B valuation | Harry Stebbings | Jul 16, 2026 | Supported |
| 10× | “10 X” | Stebbings: Isomorphic Labs round was 8x to 10x oversubscribed | Harry Stebbings | Jul 16, 2026 | — |
| 2M | “two million” | Lemkin: OMERS Ventures recovered only $2M from its $100M TouchBistro investment | Jason Lemkin | Jul 16, 2026 | Supported |
| 100M | “hundred million” | Lemkin: OMERS Ventures recovered only $2M from its $100M TouchBistro investment | Jason Lemkin | Jul 16, 2026 | Supported |
| 70M | “seventy million” | Lemkin: Stalled $70M ARR SaaS companies are now worth only 1x revenue | Jason Lemkin | Jul 16, 2026 | — |
| 8% | “eight percent” | Lemkin: Stalled $70M ARR SaaS companies are now worth only 1x revenue | Jason Lemkin | Jul 16, 2026 | — |
| 6% | “six percent” | Lemkin: Stalled $70M ARR SaaS companies are now worth only 1x revenue | Jason Lemkin | Jul 16, 2026 | — |
| $400M | “four hundred million dollars” | Abrahami: Wix Generates ~$400M Free Cash Flow and Invests ~$200M in Base44 | Avishai Abrahami | Jul 13, 2026 | — |
| 3B | “a two billion” | Abrahami: Wix's Base44 Should Be Valued at $8 Billion Standalone | Avishai Abrahami | Jul 13, 2026 | — |
| 8B | “eight billion” | Abrahami: Wix's Base44 Should Be Valued at $8 Billion Standalone | Avishai Abrahami | Jul 13, 2026 | — |
| 1K | “a thousand” | Abrahami: Base44 Will Scale to 1,000 Employees Within Two Years | Avishai Abrahami | Jul 13, 2026 | Open |
| 100% | “hundred percent” | Jain: Nearly 100% of initial code at Glean is AI-generated | Arvind Jain | Jul 11, 2026 | — |
| 1M | “a million” | Jain: Massive AI-generated codebases become unmaintainable over time | Arvind Jain | Jul 11, 2026 | — |
| 90% | “90%” | Jain: Human plus AI teams will always outcompete pure AI automation | Arvind Jain | Jul 11, 2026 | — |
| 10× | “10 X” | Jain: AI-amplified companies producing 10x output will beat those shrinking headcount | Arvind Jain | Jul 11, 2026 | — |
| 300M | “three hundred million” | Stebbings: AI developer tools like Cursor remain dramatically underpriced | Harry Stebbings | Jul 11, 2026 | — |
| 3.7% | “3.7%” | Stebbings: AI developer tools like Cursor remain dramatically underpriced | Harry Stebbings | Jul 11, 2026 | — |
| $3M | “three million dollars” | Jain: Glean raised Series C at $1B+ valuation on sub-$5M revenue | Arvind Jain | Jul 11, 2026 | — |
| $5M | “five million dollars” | Jain: Glean raised Series C at $1B+ valuation on sub-$5M revenue | Arvind Jain | Jul 11, 2026 | — |
| 1B | “a billion” | Jain: Glean raised Series C at $1B+ valuation on sub-$5M revenue | Arvind Jain | Jul 11, 2026 | — |
| 10× | “10 times” | Jain: Securing enterprise AI clients later will be 10x harder | Arvind Jain | Jul 11, 2026 | — |
| 100B | “a hundred billion” | Lemkin: Selling 5% Equity to Corporate Partners Creates Disproportionate Alignment | Jason Lemkin | Jul 9, 2026 | — |
| 5% | “five percent” | Lemkin: Selling 5% Equity to Corporate Partners Creates Disproportionate Alignment | Jason Lemkin | Jul 9, 2026 | — |
| 30% | “30%” | O'Driscoll: Microsoft and OpenAI Are in a Stale Marriage Looking for Divorce | Rory O'Driscoll | Jul 9, 2026 | — |
| 50% | “50%” | O'Driscoll: AI Will Not Replace 50% of White-Collar Jobs in 5 Years | Rory O'Driscoll | Jul 9, 2026 | Open |
| 5% | “five percent” | O'Driscoll: AI Will Not Replace 50% of White-Collar Jobs in 5 Years | Rory O'Driscoll | Jul 9, 2026 | Open |
| 4× | “four times” | Lemkin: Effective seed valuation is four times nominal price due to dilution | Jason Lemkin | Jul 9, 2026 | — |
| $1T | “a trillion dollars” | O'Driscoll: Trillion-dollar prizes require capital, but over-raising kills billion-dollar exits | Rory O'Driscoll | Jul 9, 2026 | — |
| 1B | “a billion” | O'Driscoll: Trillion-dollar prizes require capital, but over-raising kills billion-dollar exits | Rory O'Driscoll | Jul 9, 2026 | — |
| 5B | “five billion” | O'Driscoll: Trillion-dollar prizes require capital, but over-raising kills billion-dollar exits | Rory O'Driscoll | Jul 9, 2026 | — |
| 10% | “10%” | O'Driscoll: Trillion-dollar prizes require capital, but over-raising kills billion-dollar exits | Rory O'Driscoll | Jul 9, 2026 | — |
| $900M | “nine hundred million dollars” | Lemkin: Meta invested $900M in CRED to hire WhatsApp head Kunal Shah | Jason Lemkin | Jul 9, 2026 | Supported |
| 2.8B | “2.8 billion” | Stebbings: AI video startup Kling will IPO on Hong Kong Exchange | Harry Stebbings | Jul 9, 2026 | Open |
| 500M | “five hundred million” | Stebbings: AI video startup Kling will IPO on Hong Kong Exchange | Harry Stebbings | Jul 9, 2026 | Open |
| 500M | “five hundred million” | Lemkin: Higgsfield hits $500M revenue and $2M daily credit billings | Jason Lemkin | Jul 9, 2026 | — |
| 2M | “Two million” | Lemkin: Higgsfield hits $500M revenue and $2M daily credit billings | Jason Lemkin | Jul 9, 2026 | — |
| 30% | “30%” | O'Driscoll: Enterprise Clients Will Pay Double for Higher AI Resolution Rates | Rory O'Driscoll | Jul 9, 2026 | — |
| 10% | “10%” | O'Driscoll: Enterprise Clients Will Pay Double for Higher AI Resolution Rates | Rory O'Driscoll | Jul 9, 2026 | — |
| 65% | “65%” | O'Driscoll: Enterprise Clients Will Pay Double for Higher AI Resolution Rates | Rory O'Driscoll | Jul 9, 2026 | — |
| 12B | “twelve billion” | O'Driscoll: OpenAI reached $12B and Anthropic $4B in GAAP revenue | Rory O'Driscoll | Jul 9, 2026 | Supported |
| 4B | “four billion” | O'Driscoll: OpenAI reached $12B and Anthropic $4B in GAAP revenue | Rory O'Driscoll | Jul 9, 2026 | Supported |
| 60% | “60%” | O'Driscoll: Optimal employee equity timing precedes secondary tender offers | Rory O'Driscoll | Jul 9, 2026 | — |
| 100M | “a hundred million” | Stebbings: $50M to $100M seed funds get crushed in current market | Harry Stebbings | Jul 6, 2026 | — |
| $300M | “three hundred million dollars” | Stebbings: Salesforce spent $300M on Anthropic tokens for its developers | Harry Stebbings | Jul 6, 2026 | Partly supported |
| 3.8% | “3.8%” | Stebbings: Salesforce spent $300M on Anthropic tokens for its developers | Harry Stebbings | Jul 6, 2026 | Partly supported |
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