The Argument Index
Debate potential by speaker, the highest-scored statement each year, and the companies with the most bearish calls on record. All of it clickable, all of it playable.
People
Average debate potential by speaker
All 19 guests with 5 or more scored statements, ranked. 6 more have fewer than 5, too few for a fair average. Sort or filter below.
| # | Person | Avg debate potential | Statements scored |
|---|---|---|---|
| 1 | Philippe Laffont Founder & Portfolio Manager, Coatue Management | 2.91 | 11 |
| 2 | Maureen Zawalnik SVP & Chief Risk Officer, PG&E | 2.83 | 6 |
| 3 | Sunny Madra VP Hardware, NVIDIA | 2.77 | 13 |
| 4 | Arvind Jain Co-founder & CEO, Glean | 2.6 | 10 |
| 5 | Jensen Huang Founder and CEO, NVIDIA | 2.6 | 80 |
| 6 | Jamin Ball Partner, Altimeter Capital | 2.6 | 5 |
| 7 | Dylan Patel Founder & Chief Analyst, SemiAnalysis | 2.5 | 56 |
| 8 | Gavin Baker Managing Partner & CIO, Atreides Management | 2.47 | 17 |
| 9 | Ali Ghodsi Executive, Databricks | 2.46 | 13 |
| 10 | Aaron Levie Co-Founder & CEO, Box | 2.44 | 18 |
| 11 | Sam Altman CEO, OpenAI | 2.42 | 24 |
| 12 | Satya Nadella Chairman and CEO, Microsoft | 2.24 | 72 |
| 13 | Andrew Fox Analyst, Atreides Management | 2 | 5 |
| 14 | Nick Turley Head of ChatGPT, OpenAI | 2 | 21 |
| 15 | Sherwin Wu Head of Engineering, OpenAI Platform | 2 | 19 |
| 16 | Thomas Laffont Co-Founder & Senior Managing Director, Coatue Management | 2 | 7 |
| 17 | Olivier Godman Head of Product, OpenAI Platform | 1.92 | 12 |
| 18 | Michael Dell Founder, Chairman & CEO, Dell Technologies | 1.73 | 11 |
| 19 | Kevin Weil Operator in Residence, Scribble Ventures | 1.71 | 7 |
Companies
The most bearish calls
Debate potential is an AI score of how much a statement invites disagreement. Bearish counts tally what was said about a company on the show; they describe the conversation, not the company. Every count opens to the exact tape. full disclaimer →
All 102 companies, funds and products with at least one bearish claim on the record.
| Company | Bearish statements | Of which 4–5 |
|---|---|---|
| Google company | 33 ↓ | 9 |
| OpenAI company | 29 ↓ | 8 |
| NVIDIA company | 23 ↓ | 6 |
| Microsoft company | 13 ↓ | 4 |
| ChatGPT product | 12 ↓ | 3 |
| Altimeter Capital fund | 10 ↓ | — |
| Meta company | 8 ↓ | — |
| Tesla company | 7 ↓ | 2 |
| Apple company | 7 ↓ | — |
| Anthropic company | 7 ↓ | 1 |
| Perplexity company | 5 ↓ | 1 |
| Inflection AI company | 5 ↓ | — |
| AMD company | 5 ↓ | 1 |
| Amazon company | 5 ↓ | 2 |
| Waymo company | 4 ↓ | 2 |
| Huawei company | 4 ↓ | 1 |
| DeepSeek company | 4 ↓ | 2 |
| ByteDance company | 4 ↓ | — |
| Databricks company | 3 ↓ | — |
| Character.AI company | 3 ↓ | — |
| Wiz company | 2 ↓ | — |
| Visa company | 2 ↓ | — |
| Uber company | 2 ↓ | — |
| SpaceX company | 2 ↓ | 1 |
| Mistral AI company | 2 ↓ | 1 |
| H Twenties product | 2 ↓ | — |
| Gemini product | 2 ↓ | — |
| CUDA product | 2 ↓ | 1 |
| Cruise company | 2 ↓ | 1 |
| Coatue Management fund | 2 ↓ | — |
| BYD company | 2 ↓ | 1 |
| Amazon Web Services company | 2 ↓ | 1 |
| xAI Grok 3 product | 1 ↓ | 1 |
| xAI company | 1 ↓ | — |
| WhatsApp product | 1 ↓ | — |
| Westinghouse company | 1 ↓ | — |
| Walgreens company | 1 ↓ | — |
| US Sovereign Wealth Fund fund | 1 ↓ | — |
| UiPath company | 1 ↓ | — |
| TSMC company | 1 ↓ | 1 |
| Tranium product | 1 ↓ | 1 |
| TPU product | 1 ↓ | — |
| TikTok US company | 1 ↓ | — |
| TikTok product | 1 ↓ | — |
| Target company | 1 ↓ | — |
| Sutter Hill Ventures fund | 1 ↓ | — |
| Stripe company | 1 ↓ | — |
| Stargate product | 1 ↓ | — |
| Stability AI company | 1 ↓ | — |
| SoFi company | 1 ↓ | — |
| Slack company | 1 ↓ | — |
| ServiceTitan company | 1 ↓ | — |
| SearchGPT product | 1 ↓ | — |
| Samsung company | 1 ↓ | — |
| SambaNova Systems company | 1 ↓ | 1 |
| Salesforce company | 1 ↓ | — |
| S&P Global company | 1 ↓ | — |
| Reddit company | 1 ↓ | — |
| Papa John's company | 1 ↓ | — |
| Palantir company | 1 ↓ | 1 |
| NVIDIA GPUs product | 1 ↓ | 1 |
| NVIDIA Blackwell product | 1 ↓ | — |
| NIO company | 1 ↓ | — |
| Nike company | 1 ↓ | — |
| Model Context Protocol product | 1 ↓ | — |
| Meta AI product | 1 ↓ | — |
| McDonald's company | 1 ↓ | — |
| Mastercard company | 1 ↓ | — |
| Lycos company | 1 ↓ | — |
| Lululemon company | 1 ↓ | — |
| Llama product | 1 ↓ | — |
| Lacework company | 1 ↓ | — |
| IRobot company | 1 ↓ | 1 |
| Instagram product | 1 ↓ | — |
| Hopper Architecture product | 1 ↓ | 1 |
| Groq company | 1 ↓ | 1 |
| Google Gemini product | 1 ↓ | 1 |
| Google Cloud product | 1 ↓ | — |
| GitHub Copilot product | 1 ↓ | — |
| GB200 product | 1 ↓ | — |
| Excite company | 1 ↓ | — |
| Duolingo company | 1 ↓ | — |
| Disney company | 1 ↓ | — |
| DeepMind company | 1 ↓ | — |
| CrowdStrike company | 1 ↓ | — |
| CoreWeave company | 1 ↓ | — |
| Claude product | 1 ↓ | — |
| ChatGPT Plus product | 1 ↓ | — |
| Cerebras Systems company | 1 ↓ | 1 |
| CATL company | 1 ↓ | — |
| Carta company | 1 ↓ | — |
| Blackwell product | 1 ↓ | 1 |
| Benchmark fund | 1 ↓ | — |
| Azure product | 1 ↓ | 1 |
| Aurora company | 1 ↓ | — |
| Astra company | 1 ↓ | — |
| ASML company | 1 ↓ | 1 |
| Ask Jeeves company | 1 ↓ | — |
| Ascend 910 product | 1 ↓ | — |
| AltaVista company | 1 ↓ | — |
| Airbnb company | 1 ↓ | — |
| Adept AI company | 1 ↓ | — |
Highest debate potential, by year
2026
2025
2024
Gurley: Cross-country excess death data shows COVID lockdowns achieved nothing
“They've gone back through, and looked at excess deaths at a number of different countries, and lockdowns achieved nothing.”
Gurley: OpenAI Consumer Subscription Cohorts Suffer ~65% Annual Churn
“At least for the cohorts that are old enough, the churn's about 65% annually, so they're only 35% retaining, which Sachs had hinted at on All In, and maybe the reason that I think Sam at one point said he didn't really see the twenty-dollar thing as his future…”