QQQ

product on 5 shows · 6 statements across 6 episodes

the Knowledge Project Sourcery Capital Allocators All-In TBPN

6 statements about QQQ, every show

KNOWLEDGE PROJECT Assertion Supported
Gurley: QQQ has probably beaten 80% to 90% of VC funds
“Some people have even highlighted the fact that, you know, QQQ has probably outperformed 80 or 90% of venture funds.”
Bill Gurley Jun 9, 2026 ▶ 44:58 Mental Models That Change How You Think | Bill Gurley
TBPN Assertion Not checkable as stated
Hays: Fast QQQ Inclusion Was a Priority for SpaceX
“This would, I imagine get them allocated into QQQ really quickly. And I know that was a priority.”
Jordi Hays May 15, 2026 ▶ 31:40 SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
SOURCERY Assertion Partly supported
Miller: VCX Portfolio Grew 193% Last Year Versus 25% for QQQ
“So QQQ, which is like an index of public tech, the weighted average growth rate of public tech companies last year was 25% a year. The weighted average growth rate for our portfolio for VCX was 193%.”
Ben Miller Mar 30, 2026 ▶ 19:21 The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
SOURCERY Assertion Supported
Josephs: JD Vance divested individual stocks to hold Bitcoin, indexes, and gold
“Like, to JD Vance's credit, I think he divested out of his individual stocks. He now only owns Bitcoin, S&P, QQQ, Dow and some gold. So he is very, kind of, aligned with America. If America wins, his portfolio will win. But he's not in, you know, he's not in m…”
Chris Josephs Apr 18, 2025 ▶ 19:37 Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
CAPITAL ALLOCATORS Assertion Contradicted
Pompliano claims average VC funds outperformed QQQ by 400 basis points
“QQQ's been compounding it, call it, 1313 and a half, maybe 14%, depending on what their starting point over the last decade or so. The average venture fund, if you give them all the credit for their paper marks, 17% a year or something, maybe 18%. So if you ju…”
Anthony Pompliano Feb 3, 2025 ▶ 25:52 Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
ALL-IN Assertion Partly supported
Gerstner: Top 10 NASDAQ stocks returned 8.7x over 10 years vs 5.2x for index
“If you invest in the top 10 of the queues, you make 8.7 X. And if you invest in the queues, you make 5.2.”
Brad Gerstner Sep 26, 2024 ▶ 22:00 Thomas Laffont | All-In Summit 2024

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