The Pulse

44 transcripts, every word counted. What Silicon Valley talks about, year by year, and who said it on this show first.

The interview, measured

Computed from every diarized word: how much the hosts talk, how hard the questions press.

Host talk share69% in 2025
0%50%100%20252024 · 82%2025 · 69%

Share of speaking time taken by the hosts, from the diarized turns of every scored episode.

Pushback1.8/10
051020252024 · 2.12025 · 1.8

How often claims get contested instead of accepted: the yearly mean of every scored topic segment.

Episodes measured17 in 2025
0132520252024 · 212025 · 17

Episodes with full speaker diarization. These feed the charts around this one.

pushback = contests claims, scored 0-10 per topic segment by an LLM with a published rubric; talk share is pure math on the diarized turns.

The show itself

00m1350m25100m2024202520262024 · 23 episodes2025 · 19 episodes2026 · 2 episodes2024 · median 68m2025 · median 69m2026 · median 81mepisodesmedian length

Every processed episode by year published. Bars count them, the gold line tracks the median runtime. The show got longer as it got bigger.

The buzzwords

LLM → 135 mentions
2024peak 416.8/M words2024
first said 2024-01-25 by Bill Gurley @0:49
efficiency 97 mentions
2024peak 203.3/M words2024
first said 2024-01-25 by Brad Gerstner @33:58
AGI → 77 mentions
2024peak 67.8/M words2024
first said 2024-01-25 by Brad Gerstner @20:11
crypto → 38 mentions
2024peak 50.8/M words2024
first said 2024-04-04 by Brad Gerstner @38:59
moat 27 mentions
2024peak 57.6/M words2024
first said 2024-02-08 by Aaron Levie @21:02
secondaries 25 mentions
2024peak 81.3/M words2024
first said 2024-01-25 by Bill Gurley @13:19
unicorn → 21 mentions
2024peak 64.4/M words2024
first said 2024-04-18 by Bill Gurley @32:13
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