Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from BG2 Pod: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
450 assertions278 predictions239 opinions199 insights85 disclosures10 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 728 claims, 372 carry an assessment, 39 are not yet assessed, and 317 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 |
|---|---|---|---|---|---|---|
| Jensen Huang | 7 | 82 | 14 | 0 | 0 | 100% |
| Satya Nadella | 3 | 73 | 9 | 0 | 0 | 100% |
| Sherwin Wu | 1 | 19 | 6 | 0 | 0 | 100% |
| Maureen Zawalnik | 1 | 6 | 4 | 0 | 0 | 100% |
| Ali Ghodsi | 1 | 13 | 3 | 0 | 0 | 100% |
| Dylan Patel | 1 | 56 | 12 | 3 | 2 | 71% |
| Sunny Madra | 2 | 13 | 4 | 1 | 1 | 67% |
| Sam Altman | 1 | 24 | 2 | 1 | 0 | 67% |
From the Wisdom Wall all quotes →
“the math you get to before you account for things like, um, bad GPUs, bad satellites, right, these will all be things that happen, but the math you get to is it's about five billion dollars per…”
Andrew Fox, Jun 11, 2026 · ▶ 26:43“chat is a great way of expressing your intent. It's a good way of communicating with the machine, but it's not a great output. Um, where in many cases, what you want back is an artifact.”
Nick Turley, Mar 15, 2026 · ▶ 21:44“the thing that I, I feel, uh, you know, is happening in enterprises, you, you hear these 95% of projects fail, But, like, you know, like, that's, that's, that's actually what you want. Like, you, you,…”
Arvind Jain, Dec 23, 2025 · ▶ 2:30