Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from Another Podcast: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
537 insights441 assertions302 opinions143 predictions11 disclosures10 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 584 claims, 396 carry an assessment, 15 are not yet assessed, and 173 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 |
|---|---|---|---|---|---|---|
| Lillian Li | 1 | 9 | 2 | 1 | 0 | 67% |
| Jeremy White | 1 | 8 | 2 | 0 | 1 | 67% |
| Jay Goldberg | 1 | 28 | 6 | 3 | 2 | 55% |
From the Wisdom Wall all quotes →
“there was this whole story, kind of, 1015 years ago in the Valley, that like, Enterprise software will become grassroots. It'll be bottom up, bottom up enterprise, bottom up sales. You won't have to…”
Benedict Evans, Jul 24, 2026 · ▶ 9:24“This is like the great fallacy of enterprise software that you can just sell to the users, and it's like it only ever worked for Slack and one other company. Maybe Notion, but even Notion has capped…”
Benedict Evans, Jul 15, 2026 · ▶ 20:57“I don't feel like the reason it's hard to compete with X or Y or Z company is how long it would take you to write the code to replicate the product. It's almost never the problem. It's the problem.…”
Benedict Evans, Apr 16, 2026 · ▶ 12:59