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Zal Bilimoria

Founding Partner, Refactor Capital · 3 appearances on the record.

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

investorfounderoperatorhostexecutive@zalzally ↗LinkedIn ↗refactor.com ↗

Zal Bilimoria is the solo GP at Refactor Capital, a seed-stage venture fund investing in hard tech, climate, biology, and health. Before founding Refactor, he led mobile product at Netflix, worked as an operator at Microsoft and Google, and was an investing partner at Andreessen Horowitz.

7statements → 3claims → 2claims resolved → 3.29/5average certainty → 2/5average debate potential → 3said about them ↓

0 supported 1 partly supported 1 contradicted 1 not checkable as stated how the 3 claims stand · each chip opens the sources

3 assertions · 4 opinions · every statement was checked. The predictions and assertions are the 3 claims: statements the public record can support or contradict. 2 are resolved, and 1 names 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 Zal argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable contradicted claim

Assertion Contradicted
Bilimoria: Game consoles drive over 60% of Netflix streaming hours
“I think more than 60% of streaming hours on Netflix are coming from the major game consoles.”
Zal Bilimoria Jan 2, 2019 ▶ 2:58 a16z Podcast | The Future Of Television

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
50% certainty 3
0% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: speaking style how? →

277 words/min while actually speaking · 15.6 um and uh per 1k words

No argument clarity score for Zal Bilimoria: 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: 3,084 words across 3 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 Zal Bilimoria said on the a16z Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Bilimoria: Apple HomeKit is currently a complete head fake
“Apple's HomeKit, and that almost seems like a complete head fake. I mean, if you actually go to their website, it's actually just a developer landing page with a couple of coming soon notifications”
Zal Bilimoria Jan 2, 2019 ▶ 5:03 a16z Podcast | The Technology is Ready, So Where is the Internet of Things?
Opinion
Bilamoria: Apple Pay and NFC are bridging vitamins, not painkillers
“So, one can kind of think about Apple Pay, NFC, you know, this idea of facilitating offline commerce, you know, brick and mortar commerce, as a bridging solution until kind of, you know, maybe 10, 20, 30 years from now, when, like, everyone's got mobile apps a…”
Zal Bilimoria Jan 2, 2019 ▶ 18:05 a16z Podcast | Apple Takes on Payments and Your Wrist
Assertion Contradicted
Bilimoria: Game consoles drive over 60% of Netflix streaming hours
“I think more than 60% of streaming hours on Netflix are coming from the major game consoles.”
Zal Bilimoria Jan 2, 2019 ▶ 2:58 a16z Podcast | The Future Of Television
Opinion
Bilimoria: IoT market remains stuck in the trough of disillusionment
“If you think about the Gartner hype cycle, I think we're probably still in the trough of disillusionment. We're still crossing the chasm, so to speak, in terms of getting into the early majority of actually where are we going to get The real kind of, ah, major…”
Zal Bilimoria Jan 2, 2019 ▶ 7:43 a16z Podcast | The Technology is Ready, So Where is the Internet of Things?
Opinion
Bilamoria: iPhone 6 Plus phablet is Apple's true Asian market strategy
“Apple's, you know, foray into China was supposedly the five C, and that really didn't go anywhere, and the six plus with fablet seems to be the right way to potentially go into and get into Asian markets finally.”
Zal Bilimoria Jan 2, 2019 ▶ 4:01 a16z Podcast | Apple Takes on Payments and Your Wrist
Assertion Not checkable as stated
Bilimoria: Streaming hours was the metric most correlated with Netflix retention
“There was two metrics at Netflix that every product manager was geared toward. It's subscriber retention and streaming hours. The most highly correlated variable to subscriber attention was streaming hours, right?”
Zal Bilimoria Jan 2, 2019 ▶ 18:23 a16z Podcast | The Future Of Television
Assertion Partly supported
Bilimoria: Netflix spent over $100M for two seasons of House of Cards
“The hits are really starting to drive, I think, Netflix's business, which is why they realized that, They can spend a hundred million dollars to actually fund a total of 26 episodes across two seasons for House of Cards. Actually, it's probably much more than …”
Zal Bilimoria Jan 2, 2019 ▶ 4:13 a16z Podcast | The Future Of Television

The other half of the tape: Zal Bilimoria's own voice is left out of every number here. Other people bring the name up 3 times in 1 episode on the a16z Podcast. every mention, with the transcript →

Who brings them up most Michael Copeland 2Kurt McMaster 1

Every mention by year

tap a year for its mentions
0021312019episodesmentions
0112019episodes it came up in
001.50.5312019episodesmentions per episode
2019 3 mentions in 1 episode

Appearances (3)

EpisodeDateSpeaking time
a16z Podcast | The Technology is Ready, So Where is the Internet of Things? Jan 2, 2019 5m
a16z Podcast | Apple Takes on Payments and Your Wrist Jan 2, 2019 2m
a16z Podcast | The Future Of Television Jan 2, 2019 4m
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