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Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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20VC Assertion Contradicted
Braun: No Industry Peers Backed Taylor Swift's Claims Against Me
“Was that no one else said it. You know, a lot of times when someone comes out and says, oh, this whole time, this person's been this way, there's an onslaught of everyone coming out and being like, I agree. I agree. And no one did that. You know, no one actual…”
Scooter Braun Apr 17, 2023 ▶ 15:02 Scooter Braun on Being Enough, Insecurity, Wealth, Investing, Fame, Marriage and Much More | E1002 · 20VC with Harry Stebbings
ALL-IN Prediction Didn’t hold up
Sacks: Bob Lee was likely killed by a released repeat offender
“I would bet dollars to dimes, that the story is very similar to a case we had in LA recently, the Brianna Kupfer case, where a young woman was basically stabbed For no reason by a psychotic homeless person who had been through the revolving door of the jail an…”
David Sacks Apr 7, 2023 ▶ 1:15:38 E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
HOW I BUILT THIS Assertion Contradicted
Tom Rinks: Taco Bell's first three Chihuahua commercials copied his submitted storyboards
“They tested that ad in the northeast, which has happened to be where I was in Michigan, and I just lost it, you know, because it was the commercial that I'd written. You know, the first three commercials were our commercials, like we had storyboarded and share…”
Tom Rinks Mar 27, 2023 ▶ 26:27 Sun Bum: Tom Rinks
KNOWLEDGE PROJECT Assertion Contradicted
Natural gas produces more net global warming than coal
“Natural gas actually produces more global warming in almost every case than coal.”
Nathan Myhrvold Mar 21, 2023 ▶ 27:04 Nathan Myhrvold
KNOWLEDGE PROJECT Assertion Contradicted
Driving a Tesla on the US East Coast actively hurts the climate
“If you drive a Tesla and you live in the East Coast of the United States, statistically speaking, you're hurting the climate, not helping it.”
Nathan Myhrvold Mar 21, 2023 ▶ 29:37 Nathan Myhrvold
SAASTR Assertion Contradicted
Lemkin: All Top US Tech Companies Are Run by Asian/Indian Americans
“All the top US tech companies are run by Asian Americans or Indian Americans. All of them, right? Am I, are there any that aren't? AMD, Microsoft, Google, who am I missing?”
Jason Lemkin Mar 10, 2023 ▶ 11:25 SaaStr APAC AMA with Jason Lemkin, SaaStr CEO
STARTUP IDEAS Prediction Didn’t hold up
Phan: YouTube will acquire TikTok and IPO at $500B within 12 months
“I'm making a prediction. YouTube is going to buy TikTok. They're going to spin out YouTube. It's going to go public, five hundred billion dollar company. Done. Clip this. Editor, clip this for when this happens in the next 12 months.”
Trung Phan Mar 9, 2023 ▶ 1:01:41 Trung Phan on The Hustle, ChatGPT, and TikTok
CATALYST Assertion Contradicted
Kugelmass: Global SMR sector is entirely PR, with zero physical construction
“Well, there's virtually nothing actually being built globally anywhere for anything other than the traditional reactors. There's a lot of press announcements. Our company is building stuff, but we can get to that later. And then everything else is very theoret…”
Brett Kugelmass Feb 16, 2023 ▶ 10:18 Strong opinions on SMRs
CATALYST Assertion Contradicted
Kugelmass: Any NRC administrative assistant can trigger a two-year project shutdown
“Like, any single person, you could be an administrative assistant at the NRC, at any point can raise a safety flag on any project and shut that project down for two years. This could be someone with no technical training whatsoever. If they come across a piece…”
Brett Kugelmass Feb 16, 2023 ▶ 31:17 Strong opinions on SMRs
ALL-IN Assertion Contradicted
Palihapitiya claims transformer LLMs trained on identical data yield identical answers
“I'm saying when you look at transformer architecture today, every LLM that you write on the same corpus of underlying data for training will get to the same answer.”
Chamath Palihapitiya Feb 11, 2023 ▶ 56:28 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
AMERICAN OPTIMIST Assertion Contradicted
Johnston: Cuba has better average health outcomes than the US
“Even Cuba has better health outcomes than we do.”
Dr. Clay Johnston Feb 9, 2023 ▶ 14:30 This New Startup Is Disrupting Healthcare As We Know It · Joe Lonsdale
20VC Prediction Didn’t hold up
Stebbings: 97% of Capital Invested in Uber Will Not Return 1x
“97% of the money that's gone into Uber will not return one X, just given the quantum of money.”
Harry Stebbings Jan 24, 2023 ▶ 12:00 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
ALL-IN Prediction Didn’t hold up
Chamath predicts Nikki Haley will win the 2024 GOP primary
“I actually, I think Nikki Haley's gonna come out of nowhere and win this thing.”
Chamath Palihapitiya Jan 20, 2023 ▶ 8:21 E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
20VC Assertion Contradicted
Jordan: Amazon was the only profitable e-commerce business due to low defensibility
“Early on, I was a big proponent of that e-commerce was going to clean the clock of the department stores. I got the thesis half right. Share did shift. No one could make money other than Amazon because of there's just no defensibility, no barriers to entry.”
Jeff Jordan Jan 16, 2023 ▶ 15:52 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
20VC Prediction Didn’t hold up
Lemkin: Venture funding and valuations will never return to 2021 peaks
“For founders, you have to understand that will never lead to a return of 2021. Never.”
Jason Lemkin Jan 13, 2023 ▶ 53:11 Jason Lemkin: WTF is Going On in VC? Are LPs Investing in New Funds? | 20VC #965 · 20VC with Harry Stebbings
ALL-IN Prediction Didn’t hold up
Sacks predicts Garland will drop Trump document prosecution
“I think Merrick Garland now is going to have to drop the prosecution against Trump for the stolen documents, or at least that part of what they're investigating him for.”
David Sacks Jan 13, 2023 ▶ 1:17:55 E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
ALL-IN Prediction Didn’t hold up
Chamath predicts Google Search will lose 10% to 15% usage in 2023
“So I think that, you know, Google could lose 10 or 15% of usage to all these other sites. And that may not make any of those sites that relevant, but it'll have a material measurable impact to Google”
Chamath Palihapitiya Jan 6, 2023 ▶ 39:06 E110: 2023 Bestie Predictions!
CAPITAL ALLOCATORS Prediction Didn’t hold up
Geremia: ESG will cease to be an investment term within three years
“The most exciting to me is that ESG will go away. It will not be an investment term in three years, and it has nothing to do with it not being super important.”
Carol Geremia Dec 15, 2022 ▶ 36:42 Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
ALL-IN Prediction Didn’t hold up
Palihapitiya: Any Democratic nominee will crush Trump in 2024 election
“Because if it is Trump, whoever the Democratic candidate is, I don't think it really matters, will crush Trump.”
Chamath Palihapitiya Nov 19, 2022 ▶ 16:25 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
ALL-IN Assertion Contradicted
Sacks: SBF gave zero donations to the Republican Party
“How many donations did he give to the Republican party? None.”
David Sacks Nov 19, 2022 ▶ 1:19:00 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
20VC Prediction Didn’t hold up
Ilishayev: GoPuff will achieve full company profitability by 2024
“That balance for us at least meant that we're profitable in 20, 24.”
Rafael Ilishayev Nov 2, 2022 ▶ 10:35 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
ALL-IN Assertion Contradicted
Sacks: California public workers earn 53% to 100% more than private sector
“The typical government worker in California makes 53% more than their private sector counterpart. And if you factor in all the pensions that have been promised, it's a hundred percent more.”
David Sacks Sep 1, 2022 ▶ 25:00 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
ALL-IN Prediction Didn’t hold up
Chamath: New IRS agents will target middle and upper-middle income taxpayers
“When you apply 87,000 people and task them incrementally with doing a job, it's not going to touch these folks that are already audited. It's going to touch the folks that are not audited, and by and large, a much, much larger majority of middle income and upp…”
Chamath Palihapitiya Aug 20, 2022 ▶ 1:21:37 E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
ALL-IN Prediction Didn’t hold up
Calacanis: Jeff Bezos will run for US president in 2024
“Bezos is going to run for president in 2024. This is why he retired.”
Jason Calacanis Jul 8, 2022 ▶ 1:12:39 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
CAPITAL ALLOCATORS Prediction Didn’t hold up
Dixon: Web3 payouts will pass Web2 payouts in next couple years
“I believe we'll see in the next couple of years, web three payouts past web two payouts.”
Chris Dixon Jun 27, 2022 ▶ 20:28 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
ALL-IN Prediction Didn’t hold up
Sacks: 2024 US presidential election will be DeSantis vs. Newsom
“I think it's going to be DeSantis versus Newsom in 24.”
David Sacks Jun 24, 2022 ▶ 1:33:59 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
ALL-IN Prediction Didn’t hold up
Chamath: Ron DeSantis would win presidential election in a landslide
“DeSantis runs, he's gonna run, he's gonna win a landslide.”
Chamath Palihapitiya Jun 24, 2022 ▶ 1:38:52 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
NEON SHOW Prediction Didn’t hold up
Quick commerce will cap out at 25 percent of total grocery purchasing
“So these are the two strong use cases, and in my view, this will contribute to about 20 to 25% of the grocery buy, and that's it. Rest of it will continue to be planned and continue to be the way it's working”
Hari Menon Jun 21, 2022 ▶ 32:32 How He Built India’s Largest Online Grocery Store? Ft. Hari Menon, Ceo & Co-Founder, BigBasket
NEON SHOW Prediction Didn’t hold up
Menon claims BigBasket will be the only profitable quick-commerce grocery player
“The only one that's going to build a profitable model today is of us because it's not for us. It's an extension of our business, right? I've got the same DC, same supplier, same everything. My supply chain is just getting more and more loaded, which helps me g…”
Hari Menon Jun 21, 2022 ▶ 34:11 How He Built India’s Largest Online Grocery Store? Ft. Hari Menon, Ceo & Co-Founder, BigBasket
20VC Prediction Didn’t hold up
Gul: Airlift will reach free cash flow in Pakistan within 6-9 months
“For us specifically, Harry, we're looking at free cash flow across all markets across the country. In our first market in, in Pakistan sometime between Q four and Q one within the next six or nine months.”
Usman Gul Jun 4, 2022 ▶ 1:03:40 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
20VC Prediction Didn’t hold up
Rabois will now exclusively invest in in-person startups
“I really want to invest in only companies that are in person. So I think there's a lot of alpha there. I think in-person companies will be the successful startups. I only want to find founders who are working in person and that's my new investment filter.”
Keith Rabois May 30, 2022 ▶ 26:42 Keith Rabois: The End of Woke Capitalism; Time Allocation Tips; Silicon Valley vs Miami | 20VC #891 · 20VC with Harry Stebbings
ALL-IN Assertion Contradicted
Greenwald: Over 10 million Americans voted for Obama twice, then Trump
“There are literally millions of voters in excess of ten million, depending on how you count, but definitely in excess of ten million. Voters who twice voted for Barack Obama in 2008 and 12, and then in 2016 voted for Donald Trump.”
Glenn Greenwald May 28, 2022 ▶ 22:42 #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
ALL-IN Assertion Contradicted
Chamath: $35 trillion in global wealth destroyed in early 2022
“Since the beginning of this year till about yesterday, so I think the number is still going up probably by at least by a trillion dollars. We have destroyed collectively as a society 35 trillion dollars in global market value. Now, to give you a sense of that,…”
Chamath Palihapitiya May 13, 2022 ▶ 8:49 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
20VC Assertion Contradicted
Sacca: Travis Kalanick was ousted by 13 Uber managers, not VCs
“In the end, what pushed Travis out was when his team held him accountable. It was when the, you know, his 13 senior managers all wrote a letter and said, dude, you gotta stay out of the company. You know, that's really the only force that Silicon Valley leader…”
Chris Sacca May 4, 2022 ▶ 11:12 20VC: The Memo: Chris Sacca on Why We Are Breeding a Generation of Entitled Assholes, Harley Finkelstein on What Great Fatherhood Really Means, Deena Shakir on How Kids Make You a Better Investor and Anne Wojcicki on How Children Change Your Approach to R
KNOWLEDGE PROJECT Assertion Contradicted
Huberman: Mouth breathing causes deviated septums in most non-trauma cases
“The reason you have a deviated septum is because you're a mouth breather. There are rare exceptions where if people boxed or they had broken nose or something like that, but your sinuses can learn to dilate.”
Dr. Andrew Huberman Mar 22, 2022 ▶ 1:20:40 Andrew Huberman: The Science of Small Changes
20VC Prediction Didn’t hold up
Harry Stebbings predicts traditional VC round ownership will drop to 7.5%
“The days where they could take 15% are gone. It will be a new generation where they take seven and a half percent. Bluntly, alongside people like me and you taking seven and a half percent.”
Harry Stebbings Mar 1, 2022 ▶ 15:34 How I Built a Twitter Audience of 500K+ in 18 Months | Sahil Bloom Full Interview · 20VC with Harry Stebbings
ALL-IN Prediction Didn’t hold up
Sacks predicts Putin installs a puppet government and leaves within a year
“I don't think he wants this problem long term. It's probably gonna be more like the situation we had in Georgia in 2008. He goes in for a year. He institutes perhaps some sort of puppet government or some government that's more favorable to him, and then he ge…”
David Sacks Feb 25, 2022 ▶ 16:23 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
ALL-IN Prediction Didn’t hold up
Sacks predicts a Democratic midterm landslide defeat if focused on Jan 6
“And if you and the Democrats keep talking about this and focus on it, on MSNBC, to the exclusion of the issues that really matter I'll see you in November because you're gonna get slaughtered in this midterm election. It's gonna be a landslide.”
David Sacks Jan 15, 2022 ▶ 2:05 E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
ALL-IN Assertion Contradicted
Chamath: No professional Silicon Valley VCs invested in Theranos
“There's not a single person in Silicon Valley, I think, who put in a single shekel into this thing who actually does this as a real job.”
Chamath Palihapitiya Jan 8, 2022 ▶ 6:03 E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
ALL-IN Prediction Didn’t hold up
David Sacks predicts a $13,000 California school choice voucher ballot initiative
“There's going to be a ballot initiative that says that any Parent who wants to send their kid to an accredited school can get a voucher for 13,000 dollars from the state.”
David Sacks Dec 29, 2021 ▶ 58:18 E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
ALL-IN Prediction Didn’t hold up
Palihapitiya predicts the Supreme Court will eliminate affirmative action within two months
“In the next month, maybe in the next two months, we're going to sort of see a pretty strict opinion on affirmative action. And if you talk to legal scholars, the overwhelming consensus is this is gone.”
Chamath Palihapitiya Dec 17, 2021 ▶ 27:01 E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move
20VC Prediction Didn’t hold up
Foroughi: AppLovin will become the third-largest digital ad marketplace
“Like if you just to size it, that's Facebook, Google one, two, or in whichever order I'd have to check, but that's the third biggest digital marketplace for advertising in terms of scale that will exist.”
Adam Foroughi Nov 29, 2021 ▶ 32:04 20VC: AppLovin's Co-Founder & CEO, Adam Foroughi on How AppLovin Might Be The Venture Capital Industry's Biggest Miss, How To Run a 1,000+ Organisation with Very Few Meetings & Balancing the Demands of Wall St with Long Term, Sustainable Growth
a16z Assertion Contradicted
Gluchowski: Optimistic rollups cannot support Validium extensions due to game theory reliance
“There's another Type of roll-ups called optimistic roll-ups. They unfortunately cannot do this. They do not rely on math and cryptography. They rely on game theory and validators, and they cannot have this extension.”
Alex Gluchowski Nov 8, 2021 ▶ 27:44 Scaling Up Blockchains with Zero-Knowledge Proofs
ALL-IN Prediction Didn’t hold up
Sacks: Democrats will lose 40 to 50 seats in 2022 midterms
“You're going to see. 40 to 50 seat losses by the Democrats in 2022.”
David Sacks Nov 6, 2021 ▶ 1:14:52 E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
MY FIRST MILLION Assertion Contradicted
Abraham: Zcash and Monero can be decrypted; Iron Fish is truly anonymous
“So you had, you know, coins like Zcash and Monero that were created, but it turns out Those actually can be decrypted and you can figure out where all of that went. So she's the first person that really figured out how to make truly anonymized crypto. And it's…”
Jack Abraham Oct 8, 2021 ▶ 1:04:12 3 Patterns for Great Business Ideas with Jack Abraham, Founder, Managing Partner & CEO at Atomic
CAPITAL ALLOCATORS Assertion Contradicted
Sternlicht: Amazon subsidizes $4B-$5B retail losses with AWS to destroy small retailers
“It's fundamentally destroying mom and dad retail across the country, and it's one of my pet peeves because they were allowed to sell product retail-wise for less than the cost of, they're losing four or five billion a year in retail, which they subsidize with …”
Barry Sternlicht Oct 4, 2021 ▶ 37:55 Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
20VC Assertion Contradicted
Amazon and Walmart lose trillions annually in inventory waste
“If you look into the inventory losses and the wastage costs of the likes of Walmart, or even an Amazon, or like normal supermarket chain, it's in the trillions of how much they're losing on a yearly basis of like food and other items that are actually being so…”
Ralf Wenzel Sep 27, 2021 ▶ 10:58 20VC: The Rise of Quick Commerce and Why CPGs ARe Misaligned Being Powered By Ad Spend, The 5 Core Components Consumers Care About When Ordering Today & Why Amazon and Alibaba Will Not Be The Big Players in 10 Years with Ralf Wenzel, Founder & CEO @ JOKR
ALL-IN Prediction Didn’t hold up
Palihapitiya: Future COVID variant will overcome vaccines and shut down economy
“At a certain amount of time, you're going to have a variant that that is, you know, basically will overcome all the vaccines we have, will kill enormous numbers of people, including the vaccinated will literally shut the economy down. And that's a probabilisti…”
Chamath Palihapitiya Jul 23, 2021 ▶ 13:33 E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
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