Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from Cheeky Pint: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
357 assertions210 insights157 disclosures126 predictions111 opinions6 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 483 claims, 217 carry an assessment, 31 are not yet assessed, and 235 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.
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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 |
|---|---|---|---|---|---|---|
| Dmitri Dolgov | 1 | 21 | 6 | 0 | 0 | 100% |
| Sundar Pichai | 1 | 29 | 5 | 0 | 0 | 100% |
| Tarek Mansour | 1 | 15 | 4 | 0 | 0 | 100% |
| Christina Cacioppo | 1 | 22 | 3 | 0 | 0 | 100% |
| Julia DeWahl | 1 | 33 | 17 | 0 | 1 | 94% |
| Luana Lopes Lara | 1 | 24 | 5 | 1 | 0 | 83% |
| Evan Spiegel | 1 | 30 | 3 | 0 | 1 | 75% |
| Alex Depledge | 1 | 6 | 3 | 0 | 1 | 75% |
From the Wisdom Wall all quotes →
“Rough math, you know, for every dollar of food that if you and I bought inside of a restaurant, you know, from the cost structure, you're gonna have 30% of that in the food and the packaging. You're…”
Tony Xu, Apr 21, 2026 · ▶ 25:43“It just turns out it's extraordinarily difficult, however, unless you're a large brand, or, you know, um, you know, a, a house of brands, someone like DoorDash, to be able to attract enough customers…”
Tony Xu, Apr 21, 2026 · ▶ 32:16“I think the second part is market sizing is bullshit. Um, you know, you can, like, be as academic or whatever, strategery-ish, um, as you want about it, and, like, the market size today is only a…”
Christina Cacioppo, Mar 31, 2026 · ▶ 48:15