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David Clark

Chief Investment Officer, VenCap International · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorexecutive@Daveclark85 ↗LinkedIn ↗vencap.com ↗

Clark leads the investment team at fund of funds manager VenCap, overseeing fund identification, strategy, and selection across global venture capital managers. He is widely recognized for his analyses on power-law returns, manager persistence, and exit dynamics drawn from decades of fund performance data.

6statements → 6claims → 1claims resolved → 3.5/5average certainty → 2.17/5average debate potential →

1 supported 0 partly supported 0 contradicted 1 not yet assessed 4 not checkable as stated how the 6 claims stand · each chip opens the sources

1 prediction · 5 assertions · every statement was checked. The prediction and assertions are the 6 claims: statements the public record can support or contradict. 1 is resolved, 1 is not yet assessed, and 4 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how David argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Clark: 40% of Forbes AI 50 startups turned over year-over-year
“From last year to this year, 40% of the companies that were on that list last year dropped off.”
David Clark May 29, 2026 ▶ 11:36 The New Rule for Picking AI Winners | The a16z Show

How they sound: speaking style how? →

272 words/min while actually speaking · 9.5 um and uh per 1k words

No argument clarity score for David Clark: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews.

Measured by listening to the audio itself: 2,216 words across 2 episodes of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

Everything David Clark said on the a16z Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Clark: Top 1% VC exit threshold could pass $100B by September
“And then if you then think about OpenAI and Anthropic coming in you know, potentially we could be north of a hundred billion dollars by September.”
David Clark May 29, 2026 ▶ 8:58 The New Rule for Picking AI Winners | The a16z Show
Assertion Not checkable as stated
Clark: Chinese LLMs lag US by six months but are 10x cheaper
“The leading LLMs in, in China are probably six months behind where we are in the U.S. In terms of the capability of their models, but they're 10 X cheaper.”
David Clark May 29, 2026 ▶ 14:59 The New Rule for Picking AI Winners | The a16z Show
Assertion Not checkable as stated
David Clark: Top 1% VC exit threshold reached $32 billion
“Between 2020 and 2024, top one percent exit started at ten billion dollars. We updated those numbers in February this year, twenty billion dollars. We just updated them yesterday. It's now at thirty two billion dollars. So we've tenxed over the space of kind o…”
David Clark May 29, 2026 ▶ 0:12 The New Rule for Picking AI Winners | The a16z Show
Assertion Not publicly verifiable
Clark: 80% of respondents in UK VC survey call AI valuations too high
“So it's funny, one of my colleagues was at a conference yesterday that was run by the UK Venture Capital Association. And they surveyed the audience saying, you know, what do you think about AI valuations today? You know, too high, about right, you know, too l…”
David Clark May 29, 2026 ▶ 21:50 The New Rule for Picking AI Winners | The a16z Show
Assertion Not checkable as stated
Clark: Traditional life science investments consistently cap out at 10x
“One of the things we've seen with traditional life science investing, when we look at our database, is that there's very much a limit on the sort of multiples that you can achieve on a single investment. The best we see consistently is around the 10 X, and it'…”
David Clark Jul 15, 2017 ▶ 10:17 On Machine Learning in Medicine and More
Assertion Supported
Clark: 40% of Forbes AI 50 startups turned over year-over-year
“From last year to this year, 40% of the companies that were on that list last year dropped off.”
David Clark May 29, 2026 ▶ 11:36 The New Rule for Picking AI Winners | The a16z Show

Appearances (2)

EpisodeDateSpeaking time
The New Rule for Picking AI Winners | The a16z Show May 29, 2026 7m
On Machine Learning in Medicine and More Jul 15, 2017 2m
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