| 10× | “10 X” | Verdian: AI TAM can be 10x larger than traditional SaaS | Aram Verdian | Sep 10, 2026 | — |
| 40× | “40 times” | George: US economy spends roughly 40x more on labor than software | David George | Sep 10, 2026 | — |
| $6T | “six trillion dollars” | George predicts companies staying private longer will not reverse | David George | Sep 10, 2026 | — |
| 100B | “a hundred billion” | Kha predicts top venture outcomes will reach $100B with OpenAI and Anthropic | Jen Kha | Sep 10, 2026 | Open |
| 20% | “20%” | George: Growth-stage venture loss rates should be 10% to 20% | David George | Sep 10, 2026 | — |
| 10× | “10 X” | George: Growth-stage venture loss rates should be 10% to 20% | David George | Sep 10, 2026 | — |
| 2× | “two x” | Verdian: Average 10-year VC return trails public markets at 1-2x net | Aram Verdian | Sep 10, 2026 | Partly supported |
| 10B | “ten billion” | George: Top decile venture outcomes have increased from $10B to $40B | David George | Sep 10, 2026 | — |
| 40B | “forty billion” | George: Top decile venture outcomes have increased from $10B to $40B | David George | Sep 10, 2026 | — |
| 10% | “10%” | Verdian: Late-stage funds require 5% to 10% position sizing in top company | Aram Verdian | Sep 10, 2026 | — |
| 100B | “a hundred billion” | Verdian: AI reached $100B revenue in 4 years vs 15 for SaaS | Aram Verdian | Sep 10, 2026 | Supported |
| 1% | “one percent” | George: Median US firm spends $12/employee/month on AI, top 1% spends $7,000 | David George | Sep 10, 2026 | — |
| 10× | “10 times” | Verdian: Only 15 to 20 public SaaS companies trade above 10x revenue | Aram Verdian | Sep 10, 2026 | Supported |
| 10% | “10%” | Verdian: Private equity is refusing to buy slow-growing seat-based software companies | Aram Verdian | Sep 10, 2026 | — |
| 60% | “60%” | George: a16z's best-performing early-stage venture funds have a 60% loss rate | David George | Sep 10, 2026 | — |
| 3M | “three million” | Verdian: Cursor recently raised at a $400M valuation on $3M ARR | Aram Verdian | Sep 10, 2026 | Partly supported |
| 400M | “four hundred million” | Verdian: Cursor recently raised at a $400M valuation on $3M ARR | Aram Verdian | Sep 10, 2026 | Partly supported |
| 300B | “three hundred billion” | Verdian: 2021-2022 software LBOs valued at 25-32x EBITDA are now worth half | Aram Verdian | Sep 10, 2026 | Partly supported |
| 200B | “two hundred billion” | Verdian: 2021-2022 software LBOs valued at 25-32x EBITDA are now worth half | Aram Verdian | Sep 10, 2026 | Partly supported |
| 32× | “32 times” | Verdian: 2021-2022 software LBOs valued at 25-32x EBITDA are now worth half | Aram Verdian | Sep 10, 2026 | Partly supported |
| 3× | “three X” | Verdian: Only 20 of 3,000 US VC firms consistently returned 3x net | Aram Verdian | Sep 10, 2026 | — |
| $1.5M | “1.5 million dollars” | Chi: Vals consumed $1.5M in model tokens in one month, 10x salaries | Ryan Chi | Sep 9, 2026 | — |
| 10× | “10 X” | Chi: Vals consumed $1.5M in model tokens in one month, 10x salaries | Ryan Chi | Sep 9, 2026 | — |
| 1K | “a thousand” | Levchin: Seeing peers' human vulnerabilities inspired PayPal alumni to pursue massive ideas | Max Levchin | Sep 3, 2026 | — |
| 2% | “two percent” | Rampell: Higher payment transaction sizes yield smaller percentage take rates | Alex Rampell | Sep 3, 2026 | — |
| 100% | “100%” | Levchin: Instacart grocery delivery is already 100% agentic commerce | Max Levchin | Sep 3, 2026 | — |
| 30% | “30%” | Levchin: Up-funnel Affirm installment options drove a 30% conversion increase at Beautylish | Max Levchin | Sep 3, 2026 | — |
| $100B | “a hundred billion dollars” | Levchin: Every niche in payments is at least $100 billion | Max Levchin | Sep 3, 2026 | — |
| 1K | “a thousand” | Bancel: Moderna's mRNA shot is the first cancer vaccine that works | Stéphane Bancel | Sep 2, 2026 | Partly supported |
| 80% | “80%” | Bancel: 80% of Phase 2 cancer vaccine patients remain disease-free after 5 years | Stéphane Bancel | Sep 2, 2026 | Partly supported |
| 20% | “20%” | Top a16z Portfolio Engineers Now Write Over 90% of Code With AI | David George | Aug 31, 2026 | — |
| 10% | “10%” | Top a16z AI Startups Spend 10% of Human Compensation on Tokens | David George | Aug 31, 2026 | — |
| 1% | “one percent” | Top a16z AI Startups Spend 10% of Human Compensation on Tokens | David George | Aug 31, 2026 | — |
| $50B | “fifty billion dollars” | A $50 Billion NVIDIA Data Center Requires Only $15 Billion in Equity | Gavin Baker | Aug 31, 2026 | — |
| 16B | “a fifteen billion” | A $50 Billion NVIDIA Data Center Requires Only $15 Billion in Equity | Gavin Baker | Aug 31, 2026 | — |
| 35B | “thirty five billion” | A $50 Billion NVIDIA Data Center Requires Only $15 Billion in Equity | Gavin Baker | Aug 31, 2026 | — |
| 10× | “10 X” | Behind-The-Meter Data Centers Can Increase Local Town Tax Revenue 10x | Gavin Baker | Aug 31, 2026 | — |
| 1B | “a billion” | Starship Reusability Drops Orbital Compute Launch Costs Under $1B per Gigawatt | Gavin Baker | Aug 31, 2026 | — |
| 100× | “hundred X” | Atreides Management's Internal AI Token Spend Grew 100x in Five Months | Gavin Baker | Aug 31, 2026 | — |
| 500M | “five hundred million” | Kirkland & Ellis Committed $500M to Build Internal AI | David George | Aug 31, 2026 | Supported |
| 30% | “30%” | Kimi Model License Demands 30% Revenue Share on Downstream Usage | Gavin Baker | Aug 31, 2026 | Contradicted |
| 100B | “a hundred billion” | Every One Percent Market Share in AI Accelerators Is Worth $100 Billion | Gavin Baker | Aug 31, 2026 | — |
| 1% | “one percent” | Every One Percent Market Share in AI Accelerators Is Worth $100 Billion | Gavin Baker | Aug 31, 2026 | — |
| 2% | “two percent” | Horowitz: Only 2 percent of US electricians are certified for DC power | Ben Horowitz | Aug 28, 2026 | Not publicly verifiable |
| 10× | “10 X” | Raghuram: Achieving 10x AI efficiency requires first-principles hardware startup innovation | Raghu Raghuram | Aug 28, 2026 | — |
| 5% | “five percent” | Casado: Top founder hardware pitches jumped from 5% to over 30% | Martin Casado | Aug 28, 2026 | — |
| 20% | “20%” | Casado: Top founder hardware pitches jumped from 5% to over 30% | Martin Casado | Aug 28, 2026 | — |
| 30% | “30%” | Casado: Top founder hardware pitches jumped from 5% to over 30% | Martin Casado | Aug 28, 2026 | — |
| $5B | “five billion dollars” | Casado: Multibillion-dollar AI training costs justify building per-model custom ASICs | Martin Casado | Aug 28, 2026 | — |
| $10B | “ten billion dollars” | Casado: Multibillion-dollar AI training costs justify building per-model custom ASICs | Martin Casado | Aug 28, 2026 | — |
| $2B | “two billion dollars” | Casado: Multibillion-dollar AI training costs justify building per-model custom ASICs | Martin Casado | Aug 28, 2026 | — |
| 20% | “20%” | Casado: Multibillion-dollar AI training costs justify building per-model custom ASICs | Martin Casado | Aug 28, 2026 | — |
| 2× | “two times” | Casado: Multibillion-dollar AI training costs justify building per-model custom ASICs | Martin Casado | Aug 28, 2026 | — |
| 1B | “a billion” | Raghuram: AI agents for knowledge workers will multiply compute demand tenfold | Raghu Raghuram | Aug 28, 2026 | — |
| 10× | “10 X” | Horowitz: AI compute demand is growing 10x annually, outpacing physical supply | Ben Horowitz | Aug 28, 2026 | — |
| $1T | “a trillion dollars” | Raghuram: Hyperscaler capex hits $700 billion this year, $1 trillion next year | Raghu Raghuram | Aug 28, 2026 | Supported |
| $700B | “700 billion dollars” | Raghuram: Hyperscaler capex hits $700 billion this year, $1 trillion next year | Raghu Raghuram | Aug 28, 2026 | Supported |
| 1K | “a thousand” | Horowitz: Billions in compute can now instantly erase a startup's multi-year lead | Ben Horowitz | Aug 28, 2026 | — |
| $3B | “Three billion dollars” | Horowitz: Billions in compute can now instantly erase a startup's multi-year lead | Ben Horowitz | Aug 28, 2026 | — |
| 50% | “50%” | Cursor reached 50% of the Fortune 500 faster than any a16z startup | Sarah Wang | Aug 27, 2026 | — |
| 40% | “40%” | Casado: Cursor's technical founders spent 40% of their time recruiting | Martin Casado | Aug 27, 2026 | — |
| 50M | “fifty million” | Wang: Conventional wisdom adds sales leadership at $25M–$50M ARR as self-serve slows | Sarah Wang | Aug 27, 2026 | — |
| 1K | “a thousand” | Acharya: Google Is Culturally Incapable of Launching Edgy AI Companions | Anish Acharya | Aug 26, 2026 | — |
| $1M | “a million dollars” | Acharya: AI Agents Enable Million-Dollar 'Mom-and-Pop SaaS' Businesses | Anish Acharya | Aug 26, 2026 | — |
| 100% | “hundred percent” | Acharya: Multi-model competition prevents AI labs from capturing application margins | Anish Acharya | Aug 26, 2026 | — |
| 10× | “10 X” | Acharya: Open-weight models are optimal for bounded-upside enterprise tasks like finance | Anish Acharya | Aug 26, 2026 | — |
| $100M | “a hundred million dollars” | Acharya: Early-stage AI startups can productively deploy $100M | Anish Acharya | Aug 26, 2026 | — |
| 12% | “12%” | Acharya: Software Accounts for Only 8% to 12% of Enterprise Spend | Anish Acharya | Aug 26, 2026 | Contradicted |
| $1B | “a billion dollars” | Casado: 20-person AI startups can productively deploy $1 billion | Martin Casado | Aug 25, 2026 | — |
| 40% | “40%” | Strange: 40% of a16z app investments back international founders | Angela Strange | Aug 20, 2026 | — |
| 50M | “fifty million” | Strange: Scaling past $50M requires recruiting sales leaders from mature markets | Angela Strange | Aug 20, 2026 | — |
| 500M | “five hundred million” | Strange: Scaling past $50M requires recruiting sales leaders from mature markets | Angela Strange | Aug 20, 2026 | — |
| 1B | “a billion” | LaFontaine: Whatnot surpassed $1B in sales last year and YTD | Grant LaFontaine | Aug 19, 2026 | Supported |
| 80% | “80%” | LaFontaine: Over 80% of Whatnot's Daily Users Do Not Transact | Grant LaFontaine | Aug 19, 2026 | — |
| 80B | “eighty billion” | George: eBay's E-Commerce Market Share Fell From 15% to Under 1% | David George | Aug 19, 2026 | Partly supported |
| 15% | “15%” | George: eBay's E-Commerce Market Share Fell From 15% to Under 1% | David George | Aug 19, 2026 | Partly supported |
| 1% | “one percent” | George: eBay's E-Commerce Market Share Fell From 15% to Under 1% | David George | Aug 19, 2026 | Partly supported |
| 40% | “40%” | LaFontaine: Trust and Safety Is About 40% of Whatnot's Headcount | Grant LaFontaine | Aug 19, 2026 | — |
| 1T | “a trillion” | LaFontaine: Live Shopping in Asia Is a $1 Trillion Market | Grant LaFontaine | Aug 19, 2026 | Supported |
| $100M | “a hundred million dollars” | LaFontaine: Top Whatnot Sellers Do $100M+ in Revenue With Strong EBITDA | Grant LaFontaine | Aug 19, 2026 | — |
| 103% | “103%” | Gaybrick: Stripe SaaS Platform Customer Cohort Grew 103% Year-over-Year | Will Gaybrick | Aug 17, 2026 | — |
| 10% | “10%” | Gaybrick: Stablecoin remittance startup Felix handles 5% to 10% of US-Mexico corridor | Will Gaybrick | Aug 17, 2026 | Contradicted |
| 30% | “30%” | Gaybrick: Stripe Minions generated 7,000 weekly PRs, roughly 30% of Stripe total | Will Gaybrick | Aug 17, 2026 | — |
| 3× | “three X” | Gaybrick: AI Enables Teams to Do 3x More Output Without Shrinking | Will Gaybrick | Aug 17, 2026 | — |
| 83% | “83%” | Gaybrick: Stripe Internal AI Tool Kai Boosted Seller Productivity by 20% | Will Gaybrick | Aug 17, 2026 | — |
| 60% | “60%” | Gaybrick: Stripe Internal AI Tool Kai Boosted Seller Productivity by 20% | Will Gaybrick | Aug 17, 2026 | — |
| 20% | “20%” | Gaybrick: Stripe Internal AI Tool Kai Boosted Seller Productivity by 20% | Will Gaybrick | Aug 17, 2026 | — |
| 4M | “four million” | Kalanick: Uber's first venture round had a $4M pre-money valuation | Travis Kalanick | Aug 13, 2026 | Supported |
| $1T | “a trillion dollars” | Kalanick: Scour was sued for $250B by 33 major media companies | Travis Kalanick | Aug 13, 2026 | Supported |
| 1.5B | “half a billion” | McCall: Incumbents made up to $500M in revenue when Samsara entered ELD market | Andy McCall | Aug 12, 2026 | Supported |
| 1% | “one percent” | McCall: Early-stage founders should spend 1% on strategy, 99% executing | Andy McCall | Aug 12, 2026 | — |
| 99% | “99%” | McCall: Early-stage founders should spend 1% on strategy, 99% executing | Andy McCall | Aug 12, 2026 | — |
| 50% | “50%” | McCall: Startups with 40-50% quota attainment have flawed targets or hiring | Andy McCall | Aug 12, 2026 | — |
| 90% | “90%” | Tan: YC advice prompt was reduced 90% in Claude before open-sourcing | Garry Tan | Aug 11, 2026 | — |
| 3B | “a two billion” | Tan: Turning down early Palantir offer was a $2B to $4B mistake | Garry Tan | Aug 11, 2026 | — |
| 4B | “four billion” | Tan: Turning down early Palantir offer was a $2B to $4B mistake | Garry Tan | Aug 11, 2026 | — |
| 1B | “a billion” | Tan: AI 'harness wars' for 1B consumers will erupt around 2027 | Garry Tan | Aug 11, 2026 | — |
| 26% | “26%” | Kavak: Mechanic AI sidekick reduced warranty claims by 20-26% | Ale Massa | Aug 9, 2026 | — |
| 50% | “50%” | Massa: Kavak AI sales agents convert 2.1x better than human teams | Ale Massa | Aug 9, 2026 | — |
| 10M | “ten million” | Massa: Kavak assigns AI agents to most of its 10M customers | Ale Massa | Aug 9, 2026 | — |
| 50% | “50%” | Kavak: Experimental AI Branch Manager Increased Profits by 50% | Ale Massa | Aug 9, 2026 | — |
| 96% | “96%” | Kavak AI Agents Handle 96% of Interactions and 95% of Transactions | Ale Massa | Aug 9, 2026 | — |
| 95% | “95%” | Kavak AI Agents Handle 96% of Interactions and 95% of Transactions | Ale Massa | Aug 9, 2026 | — |
| 3.6% | “3.6%” | Ayrey: Truffle Security found exposed credentials accessing 3.6% of global PII | Dylan Ayrey | Aug 6, 2026 | Supported |
| 1.3M | “a quarter million” | Ayrey: Truffle Security found 250,000 live access keys inside Hugging Face datasets | Dylan Ayrey | Aug 6, 2026 | Partly supported |
| 1K | “a thousand” | Simon Mo: vLLM supports over 1,000 model architectures | Simon Moe | Aug 5, 2026 | Partly supported |
| 1.5M | “half a million” | Burger: vLLM Runs on 500,000 GPUs at Any Moment | Elena Burger | Aug 5, 2026 | — |
| 2× | “two X” | Moe: Open-weight inference can hit 500 tokens/sec, 2-3x faster than proprietary APIs | Simon Moe | Aug 5, 2026 | Supported |
| 3× | “three X” | Moe: Open-weight inference can hit 500 tokens/sec, 2-3x faster than proprietary APIs | Simon Moe | Aug 5, 2026 | Supported |
| 3× | “three times” | Sreenivas: AI productivity gains will drive companies to build more, not fire | Ashwin Sreenivas | Jul 30, 2026 | — |
| 90% | “90%” | Zhang: 90% of Decagon's workflow runs on open-source models | Jesse Zhang | Jul 30, 2026 | — |
| 98% | “98%” | Overtoom: Lassie's first agent achieves a 98% automation rate | Stein Overtoom | Jul 29, 2026 | — |
| $1T | “a trillion dollars” | Rampell: The AI labor market is vastly larger than traditional software | Alex Rampell | Jul 29, 2026 | — |
| 70% | “70%” | Overtoom: 70% of small US healthcare practices are still paid on paper | Stein Overtoom | Jul 29, 2026 | Partly supported |
| $2B | “a one billion dollars” | Overtoom: US dental automation is a $1B recurring revenue market | Stein Overtoom | Jul 29, 2026 | — |
| 1.2B | “a three seven hundred seventy five million” | Kalanick: a16z agreed to $375M pre-money valuation for Uber in 2011 | Travis Kalanick | Jul 22, 2026 | — |
| 5% | “five percent” | Kalanick: DoorDash held only 5% market share when he left Uber | Travis Kalanick | Jul 22, 2026 | Supported |
| 1B | “a billion” | Younis: Applied Intuition aims to deploy AI on one billion machines | Qasar Younis | Jul 21, 2026 | — |
| 1K | “a thousand” | Younis: Applied Intuition employs over 1,000 engineers across 18 offices | Qasar Younis | Jul 21, 2026 | Supported |
| 30% | “30%” | Younis: 70% of Applied Intuition's business is non-automotive | Qasar Younis | Jul 21, 2026 | — |
| 70% | “70%” | Younis: 70% of Applied Intuition's business is non-automotive | Qasar Younis | Jul 21, 2026 | — |
| 10% | “10%” | Younis: Average US farmer is 58, under 10% are under 35 | Qasar Younis | Jul 21, 2026 | Supported |
| $1B | “a billion dollars” | Younis: Applied Intuition holds $1B in capital sitting in the bank | Qasar Younis | Jul 21, 2026 | — |
| 1% | “one percent” | Younis: Mining is 1% of global labor but 8% of workplace deaths | Qasar Younis | Jul 21, 2026 | Supported |
| 8% | “eight percent” | Younis: Mining is 1% of global labor but 8% of workplace deaths | Qasar Younis | Jul 21, 2026 | Supported |
| $10M | “ten million dollars” | Horowitz: Expanding a startup to a new country is a massive expense | Ben Horowitz | Jul 3, 2026 | — |
| $1B | “a billion dollars” | Horowitz: Almost no billionaires are thieves and you cannot steal $1B | Ben Horowitz | Jul 3, 2026 | — |
| 100M | “hundred million” | Jake Paul announces oversubscribed $100M Anti Fund growth fund | Jake Paul | Jun 22, 2026 | — |
| $1M | “a million dollars” | Jeff Woo: Managing $100 billion takes no more headcount than managing $100 | Jeff Woo | Jun 22, 2026 | — |
| $1B | “a billion dollars” | Jeff Woo: Managing $100 billion takes no more headcount than managing $100 | Jeff Woo | Jun 22, 2026 | — |
| $100B | “a hundred billion dollars” | Jeff Woo: Managing $100 billion takes no more headcount than managing $100 | Jeff Woo | Jun 22, 2026 | — |
| 100B | “a hundred billion” | Jeff Woo: Managing $100 billion takes no more headcount than managing $100 | Jeff Woo | Jun 22, 2026 | — |
| 30M | “thirty million” | Jake Paul sets $10M to $30M minimum threshold for new business pursuits | Jake Paul | Jun 22, 2026 | — |
| 100% | “100%” | Andreessen: All future presidential candidates must go on Joe Rogan's podcast | Marc Andreessen | Jun 19, 2026 | — |
| 0% | “0.0001%” | Andreessen: Palantir investors watch Alex Karp on YouTube, not SEC filings | Marc Andreessen | Jun 19, 2026 | — |
| 100% | “100%” | Andreessen: Palantir investors watch Alex Karp on YouTube, not SEC filings | Marc Andreessen | Jun 19, 2026 | — |
| $10T | “10 trillion dollars” | Evans: Tech industry cannot spend $10 trillion annually on AI infrastructure | Benedict Evans | Jun 8, 2026 | Open |
| $1T | “a trillion dollars” | Evans: Telecom stocks stayed flat despite 2,000x mobile data growth | Benedict Evans | Jun 8, 2026 | Supported |
| $200B | “two hundred billion dollars” | Evans: Telecom stocks stayed flat despite 2,000x mobile data growth | Benedict Evans | Jun 8, 2026 | Supported |
| 2,000× | “2000 times” | Evans: Telecom stocks stayed flat despite 2,000x mobile data growth | Benedict Evans | Jun 8, 2026 | Supported |
| 1T | “a trillion” | Evans: Tech industry will spend $1T to $2T on AI CapEx | Benedict Evans | Jun 8, 2026 | Open |
| $2T | “two trillion dollars” | Evans: Tech industry will spend $1T to $2T on AI CapEx | Benedict Evans | Jun 8, 2026 | Open |
| 100× | “hundred x” | Evans: Tech industry will spend $1T to $2T on AI CapEx | Benedict Evans | Jun 8, 2026 | Open |
| 200× | “200 x” | Evans: Tech industry will spend $1T to $2T on AI CapEx | Benedict Evans | Jun 8, 2026 | Open |
| $200B | “two hundred billion dollars” | Evans: Only 3 to 6 companies will build frontier AI models | Benedict Evans | Jun 8, 2026 | — |
| $2T | “two trillion dollars” | Evans: Only 3 to 6 companies will build frontier AI models | Benedict Evans | Jun 8, 2026 | — |
| $1T | “a trillion dollars” | Evans: Current AI compute and token scarcity is transitory | Benedict Evans | Jun 8, 2026 | — |
| $1T | “a trillion dollars” | Evans: Global advertising is a $1T market while retail is $25T | Benedict Evans | Jun 8, 2026 | Open |
| 50% | “50%” | Evans: Microsoft, Meta, and Google spending over 50% of revenue on CapEx | Benedict Evans | Jun 8, 2026 | Open |
| 200B | “two hundred billion” | David George: Anthropic and OpenAI combined run rate could hit $200B | David George | May 29, 2026 | — |
| $10B | “ten billion dollars” | David Clark: Top 1% VC exit threshold reached $32 billion | David Clark | May 29, 2026 | — |
| $20B | “twenty billion dollars” | David Clark: Top 1% VC exit threshold reached $32 billion | David Clark | May 29, 2026 | — |
| $32B | “thirty two billion dollars” | David Clark: Top 1% VC exit threshold reached $32 billion | David Clark | May 29, 2026 | — |
| 1% | “one percent” | David Clark: Top 1% VC exit threshold reached $32 billion | David Clark | May 29, 2026 | — |
| 5% | “five percent” | George: AI Diffusion Into Real Economy Is Less Than 5% | David George | May 29, 2026 | — |
| $100B | “a hundred billion dollars” | Clark: Top 1% VC exit threshold could pass $100B by September | David Clark | May 29, 2026 | — |
| $1T | “a trillion dollars” | George: Top AI IPOs will individually exceed all recent VC IPOs combined | David George | May 29, 2026 | — |
| 40% | “40%” | Clark: 40% of Forbes AI 50 startups turned over year-over-year | David Clark | May 29, 2026 | Supported |
| 10× | “10 X” | Clark: Chinese LLMs lag US by six months but are 10x cheaper | David Clark | May 29, 2026 | — |
| 2% | “two percent” | George: Distilling an AI model costs only 2% of pre-training | David George | May 29, 2026 | — |
| 10× | “10 X” | George: Frontier AI token demand outpaces 10x annual cost drops | David George | May 29, 2026 | — |
| 80% | “80%” | Clark: 80% of respondents in UK VC survey call AI valuations too high | David Clark | May 29, 2026 | Not publicly verifiable |
| 6% | “six percent” | Clark: 80% of respondents in UK VC survey call AI valuations too high | David Clark | May 29, 2026 | Not publicly verifiable |
| 30% | “30%” | George: All Mag Seven and public software stocks grow sub-30% | David George | May 29, 2026 | Contradicted |
| 50% | “50%” | Rowan: Top 10 stocks account for nearly 50% of S&P 500 | Marc Rowan | May 27, 2026 | Contradicted |
| $1T | “a trillion dollars” | Rowan: Apollo Global Management manages over $1 trillion in assets | Marc Rowan | May 27, 2026 | Supported |
| 200B | “two hundred billion” | Rowan: Credit makes up 80% of Apollo's assets, private equity only 10% | Marc Rowan | May 27, 2026 | Supported |
| 80% | “80%” | Rowan: Credit makes up 80% of Apollo's assets, private equity only 10% | Marc Rowan | May 27, 2026 | Supported |
| 20% | “20%” | Rowan: Credit makes up 80% of Apollo's assets, private equity only 10% | Marc Rowan | May 27, 2026 | Supported |
| 10× | “10 times” | Rowan: Transparency and price discovery expand market size tenfold | Marc Rowan | May 27, 2026 | — |
| 30% | “30%” | Rowan: 30% of private equity capital went to enterprise software last decade | Marc Rowan | May 27, 2026 | Contradicted |
| 9M | “nine million” | Mavrookas: Saronic Marauder required ~50K labor hours versus 7-9M for destroyers | Dino Mavrookas | May 19, 2026 | — |
| 10% | “10%” | Baglino: US-China factory labor differential is under 10% of COGS | Drew Baglino | May 13, 2026 | — |
| 5% | “five percent” | Baglino: US-China factory labor differential is under 10% of COGS | Drew Baglino | May 13, 2026 | — |
| $100M | “a hundred million dollars” | Blankfein: Goldman Sachs's first S&P cash-and-carry trade was a record $100 million | Lloyd Blankfein | May 12, 2026 | — |
| 70% | “70%” | Tornberg: Twitter ran as well or better after 70% headcount cuts | Erik Torenberg | May 11, 2026 | — |
| 800M | “eight hundred million” | Andreessen claims the SPLC holds an $800 million endowment | Marc Andreessen | May 11, 2026 | Supported |
| 20× | “20 X” | Andreessen: Top programmers at portfolio companies are 20x more productive | Marc Andreessen | May 11, 2026 | — |
| 100% | “100%” | Andreessen: Corporations do not optimize for profitability | Marc Andreessen | May 11, 2026 | — |
| 100% | “hundred percent” | Andreessen: Europe will fall further behind US by restricting AI | Marc Andreessen | May 11, 2026 | — |
| 1K | “a thousand” | Andreessen: Press hates AI with the fury of a thousand suns | Marc Andreessen | May 11, 2026 | — |
| 70% | “70%” | Horowitz: 70% of Chinese are AI optimists versus under 30% of Americans | Ben Horowitz | May 8, 2026 | Supported |
| 30% | “30%” | Horowitz: 70% of Chinese are AI optimists versus under 30% of Americans | Ben Horowitz | May 8, 2026 | Supported |
| 100% | “100%” | Horowitz: Any vendor breaking US government AI rules will leak immediately | Ben Horowitz | May 8, 2026 | — |
| 3% | “three percent” | Horowitz: Japan increased defense spending from 0% to 3% of GDP | Ben Horowitz | May 8, 2026 | Contradicted |
| 75% | “75%” | Isaacman: 75% of NASA's workforce consists of contractors | Jared Isaacman | May 6, 2026 | Supported |
| 1.4B | “1.4 billion” | Isaacman: NASA loses $1.4B annually to staffing contractor markups | Jared Isaacman | May 6, 2026 | — |
| 75% | “75%” | Isaacman: NASA loses $1.4B annually to staffing contractor markups | Jared Isaacman | May 6, 2026 | — |
| 100B | “a hundred billion” | Isaacman: US has committed $100B in taxpayer dollars to Moon return | Jared Isaacman | May 6, 2026 | Supported |
| $200M | “two hundred million dollars” | Isaacman: NASA spent $200M last year on a canceled program | Jared Isaacman | May 6, 2026 | Partly supported |
| $25B | “twenty-five billion dollars” | Isaacman: NASA's $25B annual budget is fully sufficient | Jared Isaacman | May 6, 2026 | — |
| 15% | “15%” | Tony James: DLJ grew over 15% annually for 25 consecutive years | Tony James | May 5, 2026 | Partly supported |
| 90% | “90%” | DLJ's first private equity fund achieved a 90% IRR | Tony James | May 5, 2026 | Partly supported |
| 40% | “40%” | James: DLJ controlled 40% of high-yield trading for 12 years | Tony James | May 5, 2026 | Partly supported |
| $100M | “hundred million dollars” | DLJ extracted $400M in equity the day after the Household buyout | Tony James | May 5, 2026 | Partly supported |
| $400M | “four hundred million dollars” | DLJ extracted $400M in equity the day after the Household buyout | Tony James | May 5, 2026 | Partly supported |
| 30B | “a twenty-nine billion” | Tony James: DLJ had $29B AUM when sold to Credit Suisse | Tony James | May 5, 2026 | Supported |
| $1B | “one billion dollars” | DLJ risked 40% of firm equity per bridge loan in 2000 | Tony James | May 5, 2026 | — |
| 1B | “one billion” | DLJ risked 40% of firm equity per bridge loan in 2000 | Tony James | May 5, 2026 | — |
| 100M | “a hundred million” | DLJ risked 40% of firm equity per bridge loan in 2000 | Tony James | May 5, 2026 | — |
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