| 1B | “a billion” | Lemkin: Mid-cap tech buyers cannot afford $1B YC startup valuations | Jason Lemkin | Apr 23, 2026 | — |
| 10M | “ten million” | Stebbings: Cerebras generated $510M in 2025 revenue, up 76% | Harry Stebbings | Apr 23, 2026 | Supported |
| 76% | “76%” | Stebbings: Cerebras generated $510M in 2025 revenue, up 76% | Harry Stebbings | Apr 23, 2026 | Supported |
| $40B | “forty billion dollars” | O'Driscoll: China represents 30% of market and $40B chip revenue for Nvidia | Rory O'Driscoll | Apr 23, 2026 | Partly supported |
| 30% | “30%” | O'Driscoll: China represents 30% of market and $40B chip revenue for Nvidia | Rory O'Driscoll | Apr 23, 2026 | Partly supported |
| 1M | “a million” | Levie: AI agent operators will create up to 1M new jobs | Aaron Levie | Apr 20, 2026 | — |
| 100% | “hundred percent” | Levie: AI agent operators will create up to 1M new jobs | Aaron Levie | Apr 20, 2026 | — |
| 10× | “10 X” | Levie: AI agents tapping OpEx budgets will double global tech spend | Aaron Levie | Apr 20, 2026 | Open |
| $20B | “twenty billion dollars” | Jake Paul: Anti Fund Aims to Manage $10B to $20B Eventually | Jake Paul | Apr 18, 2026 | Open |
| $5M | “five million dollars” | Jake Paul: Anti Fund Aims to Manage $10B to $20B Eventually | Jake Paul | Apr 18, 2026 | Open |
| 85% | “85%” | Jake Paul's Team Predicts Video View Counts With 85% Accuracy | Jake Paul | Apr 18, 2026 | — |
| 100% | “hundred percent” | Jake Paul: Boxing Revenue Is Driven by Attention, Not Fight Outcomes | Jake Paul | Apr 18, 2026 | — |
| 100% | “hundred percent” | Jake Paul Would Choose to Be Number One in Investing Over Boxing | Jake Paul | Apr 18, 2026 | — |
| 300× | “300 X” | Geoffrey Woo: Personal Angel Investment in Ramp Yielded a 300x Return | Jeffrey Wu | Apr 18, 2026 | — |
| 60% | “60%” | Lemkin: Subpar AI agents face a slow death spiral | Jason Lemkin | Apr 16, 2026 | — |
| 2T | “two trillion” | O'Driscoll: SpaceX's $2T valuation assumes a zero percent failure rate | Rory O'Driscoll | Apr 16, 2026 | — |
| $100M | “A hundred million dollars” | Lemkin: CalAI suffered a massive breach days after $100M MyFitnessPal acquisition | Jason Lemkin | Apr 16, 2026 | Partly supported |
| 3.2M | “3.2 million” | Lemkin: CalAI suffered a massive breach days after $100M MyFitnessPal acquisition | Jason Lemkin | Apr 16, 2026 | Partly supported |
| 30B | “thirty billion” | Lemkin: Dario Amodei is the second-greatest founder behind Elon Musk | Jason Lemkin | Apr 16, 2026 | — |
| 50% | “50%” | Rory O'Driscoll: AI will not displace 50% of white-collar workers | Rory O'Driscoll | Apr 16, 2026 | Open |
| 20B | “twenty billion” | O'Driscoll: Amazon's $20B Trainium business diverts nearly 10% of Nvidia's revenue | Rory O'Driscoll | Apr 16, 2026 | Supported |
| 10% | “10%” | O'Driscoll: Amazon's $20B Trainium business diverts nearly 10% of Nvidia's revenue | Rory O'Driscoll | Apr 16, 2026 | Supported |
| 60% | “60%” | Lemkin refuses to buy public SaaS stocks with sub-par AI solutions | Jason Lemkin | Apr 16, 2026 | — |
| $25B | “twenty five billion dollars” | O'Driscoll: AI market blip within two years will enable major acquisitions | Rory O'Driscoll | Apr 16, 2026 | — |
| 1B | “a billion” | O'Driscoll: Meta lost $70B on VR after making $100B+ on Instagram | Rory O’Driscoll | Apr 16, 2026 | Supported |
| 100B | “a hundred billion” | O'Driscoll: Meta lost $70B on VR after making $100B+ on Instagram | Rory O’Driscoll | Apr 16, 2026 | Supported |
| 400B | “four hundred billion” | O'Driscoll: Meta lost $70B on VR after making $100B+ on Instagram | Rory O’Driscoll | Apr 16, 2026 | Supported |
| 70B | “seventy billion” | O'Driscoll: Meta lost $70B on VR after making $100B+ on Instagram | Rory O’Driscoll | Apr 16, 2026 | Supported |
| 100B | “hundred billion” | O'Driscoll: Even $100B in ad revenue will not cover OpenAI's burn | Rory O'Driscoll | Apr 16, 2026 | — |
| 30% | “30%” | Lemkin: If Box cannot re-accelerate growth, incumbent SaaS is hopeless | Jason Lemkin | Apr 16, 2026 | — |
| 4M | “four million” | O'Driscoll: Cursor loses money despite generating $4M per employee | Rory O'Driscoll | Apr 16, 2026 | Partly supported |
| 30% | “30%” | O'Driscoll: Cursor loses money despite generating $4M per employee | Rory O'Driscoll | Apr 16, 2026 | Partly supported |
| 1.5M | “a half million” | Rory O'Driscoll: AppLovin is a highly efficient money printing machine | Rory O'Driscoll | Apr 16, 2026 | — |
| 100% | “hundred percent” | Lemkin: VPs who complain to VCs about their CEO will be fired | Jason Lemkin | Apr 16, 2026 | — |
| 500M | “five hundred million” | Midha: Anthropic Cut Initial Seed Target From $500M to $100M | Anjney Midha | Apr 14, 2026 | — |
| 100M | “a hundred million” | Midha: Anthropic Cut Initial Seed Target From $500M to $100M | Anjney Midha | Apr 14, 2026 | — |
| $4B | “four billion dollars” | Midha: Amazon's Initial Deal With Anthropic Was $4 Billion | Anjney Midha | Apr 14, 2026 | Supported |
| $40B | “forty billion dollars” | Midha: AMP Is Securing 1.3 Gigawatts of Compute Infrastructure | Anjney Midha | Apr 14, 2026 | — |
| $10B | “ten billion dollars” | Midha: AMP Is Securing 1.3 Gigawatts of Compute Infrastructure | Anjney Midha | Apr 14, 2026 | — |
| 20% | “20%” | Midha: AMP Is Securing 1.3 Gigawatts of Compute Infrastructure | Anjney Midha | Apr 14, 2026 | — |
| 50M | “fifty million” | Reyna scaled ElevenLabs revenue from zero to over $350M ARR | Harry Stebbings | Apr 11, 2026 | Supported |
| 0.01% | “0.01%” | Reyna: Outbound cold email response rates have dropped below 0.01% | Carles Reina | Apr 11, 2026 | Contradicted |
| 50% | “50%” | Reyna targets a 50% sales productivity increase at ElevenLabs | Carles Reina | Apr 11, 2026 | — |
| $1M | “one million dollars” | Reyna: Every $1M in sales adds $33M to ElevenLabs' valuation | Carles Reina | Apr 11, 2026 | — |
| $33M | “thirty three million dollars” | Reyna: Every $1M in sales adds $33M to ElevenLabs' valuation | Carles Reina | Apr 11, 2026 | — |
| $100M | “hundred million dollars” | Reyna: Traditional sales forecasting is impossible in experimentation-driven startups | Carles Reina | Apr 11, 2026 | — |
| 75M | “seventy-five million” | Stebbings: AI customer support software is currently uninvestable due to competition | Harry Stebbings | Apr 11, 2026 | — |
| 100% | “100%” | ElevenLabs utilizes verticalized sales teams in mature sectors like healthcare | Carles Reina | Apr 11, 2026 | — |
| 25% | “25%” | Reyna: Tech companies are overstaffed by 25% or more | Carles Reina | Apr 11, 2026 | — |
| 100% | “100%” | Reyna: Choose premium branding on lower teams over secondary on top teams | Carles Reina | Apr 11, 2026 | — |
| 20% | “20%” | Reyna: Partner distribution ecosystems cannot add 20% revenue in two quarters | Carles Reina | Apr 11, 2026 | — |
| $1K | “A thousand dollars” | Reyna: $1,000 monthly spend marks buyers shifting off credit cards | Carles Reina | Apr 11, 2026 | — |
| $50M | “fifty million dollars” | Stebbings: Defense products require $200M and 5 years before first revenue | Harry Stebbings | Apr 11, 2026 | — |
| $1B | “a billion dollars” | Reyna targets $1B ElevenLabs revenue and three fund unicorns by 2026 | Carles Reina | Apr 11, 2026 | Open |
| 99% | “99%” | Reyna: Leaders only need to be right on 5% of decisions | Carles Reina | Apr 11, 2026 | — |
| 5% | “five percent” | Reyna: Leaders only need to be right on 5% of decisions | Carles Reina | Apr 11, 2026 | — |
| 95% | “95%” | Reyna: Leaders only need to be right on 5% of decisions | Carles Reina | Apr 11, 2026 | — |
| 30B | “thirty billion” | Lemkin: Anthropic reached $30B valuation in five years versus Salesforce's 25 years | Jason Lemkin | Apr 9, 2026 | Supported |
| 9B | “nine billion” | Lemkin: Anthropic reached $30B valuation in five years versus Salesforce's 25 years | Jason Lemkin | Apr 9, 2026 | Supported |
| 30% | “30%” | Lemkin: Bringing in external executives during corporate turmoil fails 70% of the time | Jason Lemkin | Apr 9, 2026 | — |
| 20B | “twenty billion” | O'Driscoll: Power law dynamics make venture capital psychologically brutal | Rory O'Driscoll | Apr 9, 2026 | — |
| $2T | “two trillion dollars” | O'Driscoll: Power law dynamics make venture capital psychologically brutal | Rory O'Driscoll | Apr 9, 2026 | — |
| 2T | “two trillion” | Lemkin: Elon Musk will force underwriters to meet SpaceX target IPO valuation | Jason Lemkin | Apr 9, 2026 | Held up |
| 30% | “30%” | Lemkin: Elon Musk will force underwriters to meet SpaceX target IPO valuation | Jason Lemkin | Apr 9, 2026 | Held up |
| $12B | “twelve billion dollars” | O'Driscoll: xAI is at best fourth in LLMs while burning $12B yearly | Rory O'Driscoll | Apr 9, 2026 | — |
| 10B | “ten billion” | O'Driscoll: OpenRouter will not reach $10B valuation without multi-product expansion | Rory O'Driscoll | Apr 9, 2026 | — |
| 90% | “90%” | Hassabis: Google and DeepMind developed 90% of modern AI breakthroughs | Demis Hassabis | Apr 7, 2026 | Partly supported |
| 40% | “40%” | Hassabis: AI optimization could boost national grid efficiency by 30 to 40% | Demis Hassabis | Apr 7, 2026 | — |
| 10× | “10 times” | Hassabis: AGI impact will be 10x the Industrial Revolution at 10x speed | Demis Hassabis | Apr 7, 2026 | — |
| 1M | “a million” | Hims & Hers operates 1 million square feet of pharmacy fulfillment | Andrew Dudum | Apr 4, 2026 | Supported |
| $1B | “a billion dollars” | Hims & Hers spends $1 billion annually on marketing | Andrew Dudum | Apr 4, 2026 | Supported |
| 80% | “80%” | GLP-1 drug prices dropped 80% in 18 months | Andrew Dudum | Apr 4, 2026 | Supported |
| 8B | “eight billion” | Lemkin: Raising at $5B-$8B on $100M ARR Is Not an Accomplishment | Jason Lemkin | Apr 2, 2026 | — |
| 80M | “eighty million” | Lemkin: Raising at $5B-$8B on $100M ARR Is Not an Accomplishment | Jason Lemkin | Apr 2, 2026 | — |
| 100M | “a hundred million” | Lemkin: Raising at $5B-$8B on $100M ARR Is Not an Accomplishment | Jason Lemkin | Apr 2, 2026 | — |
| 6B | “six billion” | Stebbings: Anthropic made $6B in February, exceeding Databricks' lifetime revenue | Harry Stebbings | Apr 2, 2026 | Contradicted |
| 1K | “a thousand” | Lemkin: AI agents working 1,000x faster will generate 100x more mistakes | Jason Lemkin | Apr 2, 2026 | — |
| 10% | “10%” | Lemkin: AI agents working 1,000x faster will generate 100x more mistakes | Jason Lemkin | Apr 2, 2026 | — |
| 100× | “hundred times” | Lemkin: AI agents working 1,000x faster will generate 100x more mistakes | Jason Lemkin | Apr 2, 2026 | — |
| 5% | “five percent” | O'Driscoll: Cybersecurity stocks fell 4-5% following Anthropic's Mythos leak | Rory O'Driscoll | Apr 2, 2026 | Supported |
| 1M | “a million” | Lemkin: Sora generated single-digit millions while burning billions in compute | Jason Lemkin | Apr 2, 2026 | Partly supported |
| 20B | “twenty billion” | O'Driscoll: OpenAI needs $20B in ad revenue within two years | Rory O'Driscoll | Apr 2, 2026 | — |
| 40% | “40%” | O'Driscoll: SoftBank is 1.5x to 2x levered, threatening equity in downturn | Rory O'Driscoll | Apr 2, 2026 | Contradicted |
| 2× | “two X” | O'Driscoll: SoftBank is 1.5x to 2x levered, threatening equity in downturn | Rory O'Driscoll | Apr 2, 2026 | Contradicted |
| 19B | “19 billion” | O'Driscoll: Anthropic reaches $19B ARR while OpenAI hits $25B ARR | Rory O’Driscoll | Apr 2, 2026 | Supported |
| 5B | “five billion” | Stebbings: Sequoia and top VCs announce misleading blended valuations | Harry Stebbings | Apr 2, 2026 | Supported |
| 20% | “20%” | Lemkin: Y Combinator startup valuations jump 20% to 30% post-Demo Day | Jason Lemkin | Apr 2, 2026 | — |
| 30% | “30%” | Lemkin: Y Combinator startup valuations jump 20% to 30% post-Demo Day | Jason Lemkin | Apr 2, 2026 | — |
| 20% | “20%” | O'Driscoll: Peloton stock would have compounded if demand grew steadily | Rory O'Driscoll | Apr 2, 2026 | — |
| $39M | “thirty-nine million dollars” | Stebbings: Allbirds was acquired by Almex for $39 million | Harry Stebbings | Apr 2, 2026 | Supported |
| 100% | “hundred percent” | Andreessen: Fears of AI labor displacement are 100% wrong | Marc Andreessen | Mar 30, 2026 | — |
| 25% | “25%” | Andreessen: Most large companies are overstaffed by 50% or more | Marc Andreessen | Mar 30, 2026 | — |
| 50% | “50%” | Andreessen: Most large companies are overstaffed by 50% or more | Marc Andreessen | Mar 30, 2026 | — |
| 75% | “75%” | Andreessen: Most large companies are overstaffed by 50% or more | Marc Andreessen | Mar 30, 2026 | — |
| 1% | “one percent” | Stebbings: Passed on ElevenLabs seed round over 1% ownership | Harry Stebbings | Mar 30, 2026 | — |
| 5M | “five million” | Andreessen: Upside on $5M seed check equals $500M growth investment | Marc Andreessen | Mar 30, 2026 | — |
| 600M | “a five hundred million” | Andreessen: Upside on $5M seed check equals $500M growth investment | Marc Andreessen | Mar 30, 2026 | — |
| 5B | “five billion” | Andreessen: 5 billion people will use smartphone AI within years | Marc Andreessen | Mar 30, 2026 | Open |
| 100% | “99.9999%” | Andreessen: Over 99% of AI's economic value will accrue to users | Marc Andreessen | Mar 30, 2026 | — |
| 100% | “hundred percent” | Andreessen: a16z will 100% not pass on defense tech deals again | Marc Andreessen | Mar 30, 2026 | Open |
| $15M | “Fifteen million dollars” | Raanan invested in Adalom at $15M post-money valuation in 2012 | Gili Raanan | Mar 28, 2026 | — |
| 1M | “a million” | Raanan: Wiz grew quarterly revenue from $1M to $24M in year one | Gili Raanan | Mar 28, 2026 | Not publicly verifiable |
| $2M | “two million dollars” | Raanan: Wiz grew quarterly revenue from $1M to $24M in year one | Gili Raanan | Mar 28, 2026 | Not publicly verifiable |
| $1.5B | “half a billion dollars” | Gili Raanan: Cyberstarts sold No Name Security to Akamai for ~$500M | Gili Raanan | Mar 28, 2026 | Supported |
| 6B | “a five billion” | Gili Raanan: Enterprise browser startup Island is valued at $5 billion | Gili Raanan | Mar 28, 2026 | Partly supported |
| 4× | “four X” | Raanan: Elite startup growth benchmark is 4x, 4x, 3x, 3x in new ARR | Gili Raanan | Mar 28, 2026 | — |
| 3× | “three X” | Raanan: Elite startup growth benchmark is 4x, 4x, 3x, 3x in new ARR | Gili Raanan | Mar 28, 2026 | — |
| 73% | “73%” | O'Driscoll: Ramp data shows Anthropic grabbed 73% of new AI spend | Rory O'Driscoll | Mar 26, 2026 | Supported |
| 8% | “eight percent” | O'Driscoll: AI coding apps spend 40-50% of revenue on tokens | Rory O'Driscoll | Mar 26, 2026 | — |
| 50% | “50%” | O'Driscoll: AI coding apps spend 40-50% of revenue on tokens | Rory O'Driscoll | Mar 26, 2026 | — |
| $2T | “two trillion dollars” | O'Driscoll: Polymarket pricing gave SpaceX a 50-60% chance at $2T IPO | Rory O'Driscoll | Mar 26, 2026 | Supported |
| 60% | “60%” | O'Driscoll: Polymarket pricing gave SpaceX a 50-60% chance at $2T IPO | Rory O'Driscoll | Mar 26, 2026 | Supported |
| 400B | “400 billion” | O'Driscoll: Markets won't sustain a $400B valuation bump from Musk's fab announcement | Rory O'Driscoll | Mar 26, 2026 | Open |
| 50% | “50%” | Lemkin: Core AI products must drive 50% or higher ARPU growth | Jason Lemkin | Mar 26, 2026 | — |
| 1B | “a billion” | Stebbings: VC firms need at least $1B to compete in Series A | Harry Stebbings | Mar 26, 2026 | — |
| 50% | “50%” | O'Driscoll: Scale Venture Partners maintains a 50% fund reserve ratio | Rory O'Driscoll | Mar 26, 2026 | — |
| 4% | “four percent” | Lemkin: Seed ownership will increasingly dilute to 3-4% at exit | Jason Lemkin | Mar 26, 2026 | Open |
| $1B | “a billion dollars” | O'Driscoll: Capping Scale's entry valuations under $400M was the wrong play | Rory O'Driscoll | Mar 26, 2026 | — |
| 400M | “four hundred million” | O'Driscoll: Capping Scale's entry valuations under $400M was the wrong play | Rory O'Driscoll | Mar 26, 2026 | — |
| 50% | “50%” | Steckman: United States accounts for 50% of total global defense spending | Matthew Steckman | Mar 23, 2026 | Contradicted |
| $20B | “twenty billion dollars” | Steckman: Anduril's $20B government contract contains no upfront obligated funds | Matthew Steckman | Mar 23, 2026 | Supported |
| 40% | “40%” | Steckman: Anduril maintains 40% plus gross margin across its portfolio | Matthew Steckman | Mar 23, 2026 | — |
| 14× | “14 X” | Steckman: Anduril is valued at 10 to 14 times forward revenue | Matthew Steckman | Mar 23, 2026 | — |
| 100M | “a hundred million” | Steckman: Anduril spent over $100M developing Roadrunner before generating revenue | Matthew Steckman | Mar 23, 2026 | — |
| 20M | “twenty million” | Steckman: Anduril spent up to $40M on a failed early aerial project | Matthew Steckman | Mar 23, 2026 | — |
| 40M | “forty million” | Steckman: Anduril spent up to $40M on a failed early aerial project | Matthew Steckman | Mar 23, 2026 | — |
| 4× | “four X” | Figma sets average enterprise sales quotas at 3x to 4x OTE | Sean Boscanian | Mar 21, 2026 | — |
| 100% | “hundred percent” | Majority of Figma's sales team activity is outbound today, says Boscanian | Sean Boscanian | Mar 21, 2026 | Supported |
| 131% | “131%” | Figma's net dollar retention rate recently increased from 131% to 136% | Sean Boscanian | Mar 21, 2026 | Supported |
| 136% | “136%” | Figma's net dollar retention rate recently increased from 131% to 136% | Sean Boscanian | Mar 21, 2026 | Supported |
| 1.5M | “a half million” | Figma supports 500,000 customers with roughly 300 quota-carrying sales reps | Sean Boscanian | Mar 21, 2026 | — |
| 1T | “a trillion” | Lemkin: Uber would be worth $1 trillion today under Travis Kalanick | Jason Lemkin | Mar 19, 2026 | — |
| 1% | “one percent” | Lemkin: Winning with AI agents in Q2 2026 requires zero technical skill | Jason Lemkin | Mar 19, 2026 | — |
| $1T | “a trillion dollars” | O'Driscoll: Nvidia's $1T soundbite merely matches analyst forecasts | Rory O'Driscoll | Mar 19, 2026 | Supported |
| 30% | “30%” | O'Driscoll: 30% chance tech CapEx growth slows within five years | Rory O'Driscoll | Mar 19, 2026 | — |
| 10T | “10 trillion” | Lemkin: Nvidia will reach $10 trillion cumulative bookings in 5-7 years | Jason Lemkin | Mar 19, 2026 | Open |
| 40% | “40%” | O'Driscoll: Meta's free cash flow is near zero after accounting for CapEx | Rory O'Driscoll | Mar 19, 2026 | Partly supported |
| 30% | “30%” | Lemkin: Under 30% of startup executives are genuinely AI fluent | Jason Lemkin | Mar 19, 2026 | — |
| 100× | “hundred times” | O'Driscoll: Growth investors will pay 100x revenue again as capital floods back | Rory O'Driscoll | Mar 19, 2026 | Held up |
| 50% | “50%” | O'Driscoll: Replacing a founder is like open-heart surgery with 50% mortality | Rory O'Driscoll | Mar 19, 2026 | — |
| 9× | “nine times” | O'Driscoll: VCs should prefer coaching or selling over firing founders | Rory O'Driscoll | Mar 19, 2026 | — |
| 50M | “fifty million” | Rajaram: Square had 11 products generating over $50M each upon his departure | Gokul Rajaram | Mar 16, 2026 | — |
| 100% | “100%” | Rajaram: The public market software selloff due to AI is 100% overreaction | Gokul Rajaram | Mar 16, 2026 | — |
| 100M | “a hundred million” | Rajaram: Robinhood has 13 product lines generating over $100M in revenue each | Gokul Rajaram | Mar 16, 2026 | Contradicted |
| 100M | “a hundred million” | Rajaram: Coinbase has 12 product lines generating over $100M in revenue each | Gokul Rajaram | Mar 16, 2026 | Supported |
| 11B | “a ten billion” | Rajaram: Mid-sized VC funds can return $10B vertical SaaS winners | Gokul Rajaram | Mar 16, 2026 | — |
| 30% | “30%” | Rajaram: AI replaces labor via BPO cuts, attrition, and finally direct layoffs | Gokul Rajaram | Mar 16, 2026 | — |
| $7B | “seven billion dollars” | Stebbings: Snyk has $300M ARR growing at 15% at $7B valuation | Harry Stebbings | Mar 16, 2026 | Partly supported |
| 300M | “three hundred million” | Stebbings: Snyk has $300M ARR growing at 15% at $7B valuation | Harry Stebbings | Mar 16, 2026 | Partly supported |
| 15% | “15%” | Stebbings: Snyk has $300M ARR growing at 15% at $7B valuation | Harry Stebbings | Mar 16, 2026 | Partly supported |
| 11B | “a ten billion” | Rajaram: Smaller venture funds lose by copying $10B mega-funds | Gokul Rajaram | Mar 16, 2026 | — |
| 500M | “a four hundred million” | Rajaram: Smaller venture funds lose by copying $10B mega-funds | Gokul Rajaram | Mar 16, 2026 | — |
| 5× | “five times” | Rajaram: PayPal raised prices five times in three years early on | Gokul Rajaram | Mar 16, 2026 | Partly supported |
| 1B | “a billion” | Rajaram: Underestimating Shopify was his biggest market-size misread | Gokul Rajaram | Mar 16, 2026 | — |
| 70M | “seventy million” | Rajaram: Moritz's Instacart investment was the top VC bet ever | Gokul Rajaram | Mar 16, 2026 | — |
| 20M | “twenty million” | Rajaram: Faire seed investment generated a 100x to 200x return | Gokul Rajaram | Mar 16, 2026 | — |
| 200× | “200 X” | Rajaram: Faire seed investment generated a 100x to 200x return | Gokul Rajaram | Mar 16, 2026 | — |
| 400M | “four hundred million” | Rajaram: You cannot build a Series A fund at $300M–$400M valuations | Gokul Rajaram | Mar 16, 2026 | — |
| 11B | “a ten billion” | Rajaram: Passed on Quince at $100M valuation before $10B raise | Gokul Rajaram | Mar 16, 2026 | — |
| 100M | “a hundred million” | Rajaram: Passed on Quince at $100M valuation before $10B raise | Gokul Rajaram | Mar 16, 2026 | — |
| 40% | “40%” | Quince achieved a 35% to 40% repeat purchase rate at $100M valuation | Gokul Rajaram | Mar 16, 2026 | — |
| $1B | “a billion dollars” | Rajaram: Marathon will not invest in frontier AI labs at billion-dollar valuations | Gokul Rajaram | Mar 16, 2026 | Open |
| 15M | “fifteen million” | Rajaram: Mega funds use $15M Series A checks as options | Gokul Rajaram | Mar 16, 2026 | — |
| 1K | “a thousand” | Rajaram achieved a 500x to 1,000x return on his Figma angel investment | Gokul Rajaram | Mar 16, 2026 | — |
| 50M | “fifty million” | Stebbings: Lovable has surpassed $350 million in ARR | Harry Stebbings | Mar 14, 2026 | Supported |
| $6.6B | “6.6 billion dollars” | Stebbings: Lovable's latest funding round valued the company over $6.6 billion | Harry Stebbings | Mar 14, 2026 | Supported |
| 10% | “10%” | Verna: Early startups should limit paid growth to under 10% | Elena Verna | Mar 14, 2026 | — |
| 40% | “40%” | Verna: Early startups should limit paid growth to under 10% | Elena Verna | Mar 14, 2026 | — |
| 50% | “50%” | Verna: Early startups should limit paid growth to under 10% | Elena Verna | Mar 14, 2026 | — |
| 1B | “a billion” | Verna: A solo entrepreneur will eventually build a billion-dollar company | Elena Verna | Mar 14, 2026 | — |
| 300M | “a two hundred million” | O'Driscoll: Anthropic will eventually submit to government demands to protect B2B revenue | Rory O'Driscoll | Mar 12, 2026 | Open |
| 10% | “10%” | O'Driscoll: AI will not drive overall US unemployment above 10% | Rory O'Driscoll | Mar 12, 2026 | Open |
| 10% | “10%” | Lemkin: AI Support Agents Always Rank in Top 10% CSAT | Jason Lemkin | Mar 12, 2026 | Contradicted |
| $6B | “six billion dollars” | Stebbings: Founders Fund closing $6B in new capital after deploying $3.3B in 11 months | Harry Stebbings | Mar 12, 2026 | Supported |
| 27% | “27%” | O'Driscoll: CrowdStrike Will Beat 23% Growth Guidance by Two Points | Rory O'Driscoll | Mar 12, 2026 | Open |
| 9× | “nine times” | O'Driscoll: Markets Reset Decelerating SaaS Valuation Multiples to 8-9x Revenue | Rory O'Driscoll | Mar 12, 2026 | — |
| 1.2% | “1.2%” | Lemkin: Wix's core paid customer base fell 1.2% last year | Jason Lemkin | Mar 12, 2026 | Supported |
| 100M | “a hundred million” | Lemkin: Wix added $100M in AI revenue via Base 44 acquisition | Jason Lemkin | Mar 12, 2026 | Partly supported |
| 8× | “eight times” | O'Driscoll: SaaS companies failing AI transition will trade at 8x EBITDA | Rory O'Driscoll | Mar 12, 2026 | — |
| 3× | “three times” | O'Driscoll: SaaS companies failing AI transition will trade at 8x EBITDA | Rory O'Driscoll | Mar 12, 2026 | — |
| 30× | “30 times” | O'Driscoll: SaaS companies failing AI transition will trade at 8x EBITDA | Rory O'Driscoll | Mar 12, 2026 | — |
| 28% | “28%” | Stebbings: Nubank will expand into the US market | Harry Stebbings | Mar 12, 2026 | Held up |
| 10× | “10 times” | Clements: AI coding leads other verticals due to quick and durable value | Miles Clements | Mar 9, 2026 | — |
| 2× | “two times” | Clements: Cursor has 2x more agent users than tab autocomplete users | Miles Clements | Mar 9, 2026 | Supported |
| 90% | “90%” | Clements: 90% of Cursor users are daily active agent users | Miles Clements | Mar 9, 2026 | Contradicted |
| 15× | “15 X” | Clements: Cursor's AI agent product usage grew 15x last year | Miles Clements | Mar 9, 2026 | Supported |
| 35% | “35%” | Clements: Cursor cloud agent accounts for 35% of merged PRs | Miles Clements | Mar 9, 2026 | Supported |
| 50% | “50%” | Clements: 95% of developers switch AI models daily | Miles Clements | Mar 9, 2026 | Open |
| 95% | “95%” | Clements: 95% of developers switch AI models daily | Miles Clements | Mar 9, 2026 | Open |
| 4× | “four times” | Clements: Accel's initial Cursor investment was priced at 4-5x year-end ARR | Miles Clements | Mar 9, 2026 | — |
| 5× | “five times” | Clements: Accel's initial Cursor investment was priced at 4-5x year-end ARR | Miles Clements | Mar 9, 2026 | — |
| $1T | “a trillion dollars” | Clements: Public trillion-dollar market cap companies grew from zero to twelve | Miles Clements | Mar 9, 2026 | Partly supported |
| 300M | “three hundred million” | Clements: Accel lost ServiceTitan over rigid valuation caps before $9B valuation | Miles Clements | Mar 9, 2026 | — |
| 10B | “a nine billion” | Clements: Accel lost ServiceTitan over rigid valuation caps before $9B valuation | Miles Clements | Mar 9, 2026 | — |
| 6× | “six times” | Clements: Accel lost ServiceTitan over rigid valuation caps before $9B valuation | Miles Clements | Mar 9, 2026 | — |
| 8× | “eight times” | Clements: Accel lost ServiceTitan over rigid valuation caps before $9B valuation | Miles Clements | Mar 9, 2026 | — |
| 10× | “10 times” | Clements: Accel lost ServiceTitan over rigid valuation caps before $9B valuation | Miles Clements | Mar 9, 2026 | — |
| $1M | “a million dollars” | Clements: Extrapolating temporary ARR spikes as product-market fit is a trap | Miles Clements | Mar 9, 2026 | — |
| 5M | “a four million” | Clements: Extrapolating temporary ARR spikes as product-market fit is a trap | Miles Clements | Mar 9, 2026 | — |
| 80% | “80%” | Clements: A healthy VC deal win rate is around 80% | Miles Clements | Mar 9, 2026 | — |
20VCLEDGER All shows Try the podcast clipper →