Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from Acquired: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
2,685 assertions647 insights411 opinions183 disclosures127 predictions62 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 2,812 claims, 2,381 carry an assessment, 86 are not yet assessed, and 345 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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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 |
|---|---|---|---|---|---|---|
| Morris Chang | 1 | 43 | 13 | 0 | 0 | 100% |
| Michael Mauboussin | 1 | 32 | 10 | 0 | 0 | 100% |
| Katherine Boyle | 1 | 16 | 3 | 0 | 0 | 100% |
| Dara Khosrowshahi | 1 | 23 | 9 | 1 | 0 | 90% |
| Daniel Ek | 2 | 46 | 7 | 0 | 1 | 88% |
| Packy McCormick | 2 | 36 | 6 | 1 | 0 | 86% |
| Steve Ballmer | 1 | 40 | 6 | 0 | 1 | 86% |
| Anthony Gonzalez | 1 | 27 | 5 | 1 | 0 | 83% |
From the Wisdom Wall all quotes →
“That whole strategy of a fire hose of content is completely orthogonal to the flywheel strategy of only the best content very infrequently.”
David Rosenthal, Aug 10, 2026 · ▶ 3:26:34“So in the long run, if the main reason to subscribe to any given channel ends up being actually about the game content itself and not differentiated by stuff around the game, then the excess profits…”
Ben Gilbert, Aug 10, 2026 · ▶ 3:33:32“the IP that works best for Flywheel Dynamics almost has to be animated, i.e. not live action, because with live action characters, the characters are too bound up in the actors that play them, and…”
David Rosenthal, Jun 23, 2026 · ▶ 1:12:03