Straight Answers
An LLM assessed 66 question → answer exchanges, the host's own answers included. Speaker names were hidden during assessment. Each exchange was marked answered, partly, redirected or not addressed, with a quote as its source. Every exchange below is timestamped and plays. How it works →
These readings are observational: the transcript shows whether the question was answered directly, whatever the reason. It is an AI reading of a public exchange, never a claim about intent, and the tape is one tap away on every row. full disclaimer →
Nobody here carries a rate, and that is deliberate: rates are not published without enough raw tape, which means 8 or more assessed questions on raw, unedited recordings, and every BG2 Pod episode we hold is the produced feed. So this page counts instead of rating. Every one of the 27 people on the record is accounted for: 17 have their questions counted (6 of them with at least one not answered directly), and the remaining 10 never took a direct question in any tape we hold: compilations, panels and cameo appearances leave nothing to assess.
No needle for BG2 Ledger: every tape we hold is the produced feed, and rates are not published without enough raw tape. So the board below counts exchanges instead of rating them.
All speakers
All 17 people with assessed questions on the record, ranked by how many were not answered directly. Every count comes from the produced feed. Click a name to see their exchanges.
| Person | Redirected + not addressed | Questions | Tape | Argument clarity /5 |
|---|---|---|---|---|
| Brad Gerstner Founder & CEO, Altimeter Capital | 3 | 7 | raw | ≈4.0 |
| Bill Gurley General Partner, Benchmark | 2 | 3 | raw | ≈4.0 |
| Satya Nadella Chairman and CEO, Microsoft | 1 | 6 | raw | ≈4.0 |
| Aaron Levie Co-Founder & CEO, Box | 1 | 6 | raw | ≈4.0 |
| Jensen Huang Founder and CEO, NVIDIA | 1 | 2 | raw | — |
| Gavin Baker Managing Partner & CIO, Atreides Management | 1 | 1 | raw | — |
| Sunny Madra VP Hardware, NVIDIA | 0 | 11 | raw | ≈4.0 |
| Dylan Patel Founder & Chief Analyst, SemiAnalysis | 0 | 6 | raw | ≈4.5 |
| Rene Haas CEO, Arm | 0 | 4 | raw | ≈4.0 |
| Michael Dell Founder, Chairman & CEO, Dell Technologies | 0 | 3 | raw | ≈4.5 |
| Clark Tang Partner, Altimeter | 0 | 1 | raw | — |
| Sam Altman CEO, OpenAI | 0 | 1 | raw | — |
| Thomas Laffont Co-Founder & Senior Managing Director, Coatue Management | 0 | 1 | raw | — |
| Philippe Laffont Founder & Portfolio Manager, Coatue Management | 0 | 1 | raw | — |
| Maureen Zawalnik SVP & Chief Risk Officer, PG&E | 0 | 1 | raw | — |
| Sundeep Madra Head of GroqCloud, Groq | 0 | 1 | raw | — |
| Bob Mylod Managing Partner, Annox Capital Management | 0 | 1 | raw | — |
The moments, on tape
The question asked, then the AI assessment note from the answer. Tap to play the moment. Not addressed = the question was not engaged; redirected = acknowledged, then steered elsewhere.
“Well, someone still has to take it and apply it to that business, right? And it may just be the one, you know, the one tech person in that business.”
answered: “But I digress. Let's move on to the.”
“It seems to use AESCBC encryption to encode and decode data based on a key and an initialization vector. Ivy.”
answered: “let's talk about what ChatGPT for Omni And Google Astra gave us this week.”
“And so this, this, the performance improvements we'll get out of these models is, is humongous, right? In, in the coming, you know, six months to a year in certain benchmarks where you have functional verifiers.”
answered: “quick question, and we promised we'd go to these alternatives”
“How does it, how does it eliminate illegal immigration?”
answered: “Well, it at least, it eliminates abuse of the H-I-B.”
“But that's probably where most of their tokens are being processed anyways at this point, Bill, right? Like transcribing YouTube videos and, you know, all you can Google meet, you can turn it on and all those searches.”
answered: “One quick thing Brad on, on open AI”
“So it actually leads to acceleration because people feel comfortable in doing that and you need to invest ahead of that, right? Um, and, and oftentimes to really get ahead of it, You have to be buying when there is, you know, the proverbial blood in the streets when there is that doom and gloom, and people say it can't ever, you know, it can't ever be different.”
answered: “but that aside, which I don't... want to like veer this politically”
“Um, Is that the path that you see, you know, for these guys on the way forward? Um, or do you think that it stays kind of in the relationship that we are today?”
answered: “I want to be careful not to overstep, right? Because in some sense, you know”
“Brad, Brad, Brad, you're the expert on this. Why can't Google get 40 dollars for that flight or 30 dollars for that flight instead of the two dollars, uh, for clicking through to Expedia?”
answered: “if we really just telescope way out here, like we are heading to answers”
“Yes, exactly. So we know he's not selling, right?”
answered: “the right answer is, I don't know what's gonna happen in the short term”
Every count on this page comes from the produced feed: no raw unedited tape of BG2 Pod exists in our library. Rates are not published without enough raw tape, so this page counts and shows no percentage. This is a reading of a transcript. It is not an accusation of dishonesty, and there are many good reasons not to answer a question directly (confidential numbers, unreleased products, someone else's news to break).