The Ledger, every show

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

shows every show 44 of 44 ▾

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20VC a16z ALL-IN MAD MASTERS OF SCALE PAUL MORRIS MIXERGY CHEEKY PINT STARTER STORY DAVID SENRA ANOTHER PODCAST ACQUISITION STORIES IN DEPTH FOUNDER'S JOURNAL THE PITCH INNOVATORS & INVESTORS GREEN BLUEPRINT NO PRIORS STARTUPS FOR THE REST OF US BIGDEAL FOUNDERS WE LIVE TO BUILD MORE OR LESS CATALYST BIG TECHNOLOGY LATENT SPACE STARTUP IDEAS SAASTR MY FIRST MILLION NEON SHOW TBPN KNOWLEDGE PROJECT LENNY'S PODCAST HOW I BUILT THIS CAPITAL ALLOCATORS TOP FOUNDERS WTF ACQUIRED INVEST LIKE THE BEST Y COMBINATOR BG2 PRODUCT MARKET FIT SOURCERY AMERICAN OPTIMIST

6statements match

6resolved → 0open claims → 0supported → 6contradicted →

INVEST LIKE THE BEST Assertion Contradicted

Wachen: Etched is the only startup building custom racks and chips

“We're actually, I think we're the only startup right now that's building its own rack as well as its own chips.”

Rob Wachen Jun 30, 2026 ▶ 26:27 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

INVEST LIKE THE BEST Assertion Contradicted

Wachen: Colossus charges $12/hour for Blackwells as the only 20k-cluster provider

“Why is Colossus charging 12 dollars an hour for Blackwells? It's because they're the only place you can buy 20,000 of them at once, right?”

Rob Wachen Jun 30, 2026 ▶ 42:44 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

INVEST LIKE THE BEST Assertion Contradicted

Wachen: Only a few million people globally pay for AI model subscriptions

“We're very much in the early innings of AI today, where the paid plans, there's only a few million users in the world using paid plans of AI models.”

Rob Wachen Jun 30, 2026 ▶ 15:31 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

INVEST LIKE THE BEST Assertion Contradicted

Wachen: Bitcoin mining ASICs run at under a quarter the voltage of GPUs

“Bitcoin miners run at under a quarter of the voltage of GPUs.”

Rob Wachen Jun 30, 2026 ▶ 9:55 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

INVEST LIKE THE BEST Assertion Contradicted

Wachen: Etched hired dozens from HFT over shared kernel-first philosophy

“And we've had dozens of people from high frequency trading join the team because they saw this philosophy too.”

Rob Wachen Jun 30, 2026 ▶ 53:05 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

INVEST LIKE THE BEST Assertion Contradicted

Wachen: Historical semiconductor Series A rounds topped out at $40M–$50M

“You know, at the time, the biggest semiconductor fundraiser for a Series A was around, like, 40, fifty million dollars.”

Rob Wachen Jun 30, 2026 ▶ 1:04:55 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best