Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from the a16z Podcast: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
6,975 assertions5,285 insights2,855 predictions1,871 opinions1,082 disclosures136 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 9,830 claims, 4,336 carry an assessment, 318 are not yet assessed, and 5,176 name no date, number or outcome precise enough to pin down. The rest (opinions, what ifs, insights) carry no assessment because the record can never settle them.
Powered by StarZero: transcripts that keep every stumble, speaker identity, and playback that starts at the exact word. An agentic research harness does the extraction, verification and grounded fact checking · how it works → · we audit our assessments →
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How the calls resolved the full record →
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Ordered by full support rate, then by supported count. Minimum three resolved. Partly supported claims count as resolved but not as fully supported, same as everywhere on the ledger.
| Person | Eps | Statements | Supported | Partly supported | Contradicted | Full support rate |
|---|---|---|---|---|---|---|
| Dwarkesh Patel | 1 | 48 | 8 | 0 | 0 | 100% |
| Deb Liu | 2 | 25 | 8 | 0 | 0 | 100% |
| Michael Rogers | 1 | 23 | 8 | 0 | 0 | 100% |
| Surya Ganguli | 1 | 10 | 7 | 0 | 0 | 100% |
| Kate Darling | 1 | 21 | 7 | 0 | 0 | 100% |
| Kim Zetter | 1 | 13 | 7 | 0 | 0 | 100% |
| Jason Mars | 1 | 13 | 7 | 0 | 0 | 100% |
| Karen X. Cheng | 2 | 32 | 6 | 0 | 0 | 100% |
From the Wisdom Wall all quotes →
“There's, there's been this correlation between the number of folks at a company and the output from the company Uh, for, you know, decades and decades. I think that basically broke the first week of…”
Owen Jennings, Apr 1, 2026 · ▶ 3:38“by 2011, 20 12, we were realizing that many of the firms that we were buying from were eventually going to want to run their own streaming service, and that we had, we did not have a reliable supply,…”
Reed Hastings, Jan 2, 2019 · ▶ 15:59“for Google, Android is a tactic, and cloud is a strategy, whereas for Apple, the device is a strategy, and the cloud is a tactic. The cloud is a feature of the core strategy, whereas for Google, the…”
Benedict Evans, Jan 2, 2019 · ▶ 5:51