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 31 guests with 5 or more scored statements, ranked. 6 more have fewer than 5, too few for a fair average, and the host is scored on his own page. Sort or filter below.
| # | Person | Avg debate potential | Statements scored |
|---|---|---|---|
| 1 | Marc Andreessen Co-Founder and General Partner, Andreessen Horowitz | 2.86 | 29 |
| 2 | Casey Handmer Founder and CEO, Terraform Industries | 2.76 | 50 |
| 3 | Ben Thompson Founder & Author, Stratechery | 2.73 | 33 |
| 4 | Evan Spiegel Co-Founder and CEO, Snap Inc. | 2.67 | 30 |
| 5 | Tobi Lütke Co-Founder and CEO, Shopify | 2.59 | 39 |
| 6 | Kyle Vogt Founder & CEO, The Bot Company | 2.59 | 22 |
| 7 | Bret Taylor CEO & Co-Founder, Sierra | 2.46 | 37 |
| 8 | Dan Sundheim Founder & CIO, D1 Capital Partners | 2.46 | 48 |
| 9 | Dmitri Dolgov Co-CEO, Waymo | 2.29 | 21 |
| 10 | Henri Stern Co-founder and CEO, Privy | 2.25 | 12 |
| 11 | Garrett Langley Founder & CEO, Flock Safety | 2.22 | 60 |
| 12 | Satya Nadella Chairman and CEO, Microsoft | 2.19 | 32 |
| 13 | Dave Ricks Chair & CEO, Eli Lilly and Company | 2.18 | 51 |
| 14 | Alex Depledge Entrepreneurship Advisor, HM Treasury | 2.17 | 6 |
| 15 | Scott Wu Co-founder & CEO, Cognition | 2.16 | 32 |
| 16 | Zach Abrams Co-founder & CEO, Bridge | 2.13 | 23 |
| 17 | Anton Osika Co-Founder & CEO, Lovable | 2.12 | 17 |
| 18 | Pieter Levels Founder, levels.io | 2.08 | 13 |
| 19 | Sundar Pichai CEO, Alphabet and Google | 2 | 29 |
| 20 | Patrick Collison Co-founder & CEO, Stripe | 2 | 6 |
| 21 | Alex Rampell General Partner, Andreessen Horowitz | 2 | 5 |
| 22 | RJ Scaringe Founder & CEO, Rivian | 2 | 39 |
| 23 | Luana Lopes Lara Co-Founder & COO, Kalshi | 1.96 | 24 |
| 24 | Eric Glyman Co-Founder and Co-CEO, Ramp | 1.94 | 18 |
| 25 | Tarek Mansour Co-founder & CEO, Kalshi | 1.93 | 15 |
| 26 | Reiner Pope Co-founder and CEO, MatX | 1.88 | 26 |
| 27 | Mati Staniszewski Co-founder & CEO, ElevenLabs | 1.87 | 30 |
| 28 | Christina Cacioppo CEO and Co-founder, Vanta | 1.86 | 22 |
| 29 | Julia DeWahl Co-founder & President, Antares | 1.85 | 33 |
| 30 | Tony Xu Co-Founder and CEO, DoorDash | 1.74 | 31 |
| 31 | Kanishka Narayan | 1.33 | 6 |
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 67 companies, funds and products with at least one bearish claim on the record.
| Company | Bearish statements | Of which 4–5 |
|---|---|---|
| Flock Safety company | 9 ↓ | 2 |
| Google company | 8 ↓ | 3 |
| Stripe company | 6 ↓ | — |
| Kalshi company | 5 ↓ | — |
| D1 Capital Partners fund | 5 ↓ | — |
| Waymo company | 3 ↓ | 2 |
| Shopify company | 3 ↓ | 1 |
| Rivian company | 3 ↓ | 1 |
| Vanta company | 2 ↓ | — |
| TSMC company | 2 ↓ | — |
| TikTok product | 2 ↓ | 2 |
| Terraform Industries company | 2 ↓ | — |
| OpenAI company | 2 ↓ | 1 |
| NVIDIA company | 2 ↓ | 1 |
| ChatGPT product | 2 ↓ | — |
| ByteDance company | 2 ↓ | 2 |
| Antares Capital fund | 2 ↓ | — |
| XBI fund | 1 ↓ | — |
| USDT product | 1 ↓ | — |
| Toyota company | 1 ↓ | — |
| Tether product | 1 ↓ | — |
| Tesla company | 1 ↓ | 1 |
| Substack company | 1 ↓ | — |
| Solana product | 1 ↓ | 1 |
| Snap Specs product | 1 ↓ | — |
| Snap Inc. company | 1 ↓ | — |
| SK Hynix company | 1 ↓ | — |
| Seven Three Sevens product | 1 ↓ | — |
| Samsung company | 1 ↓ | — |
| Privy company | 1 ↓ | — |
| OpenClaw product | 1 ↓ | — |
| Model Context Protocol product | 1 ↓ | — |
| Microsoft company | 1 ↓ | — |
| Micron Technology company | 1 ↓ | — |
| Lilly company | 1 ↓ | — |
| JPMorgan Chase company | 1 ↓ | — |
| JPL company | 1 ↓ | — |
| iPhone product | 1 ↓ | — |
| Insulin Lispro product | 1 ↓ | 1 |
| Hikvision company | 1 ↓ | 1 |
| Groq company | 1 ↓ | 1 |
| Graphite company | 1 ↓ | — |
| Google Search product | 1 ↓ | — |
| Google Maps product | 1 ↓ | — |
| General Motors company | 1 ↓ | — |
| Gemini product | 1 ↓ | — |
| FTX company | 1 ↓ | — |
| Meta company | 1 ↓ | 1 |
| Ethereum product | 1 ↓ | 1 |
| Eli Lilly company | 1 ↓ | 1 |
| ElevenLabs company | 1 ↓ | — |
| DoorDash company | 1 ↓ | — |
| Cybertruck product | 1 ↓ | 1 |
| Cruise company | 1 ↓ | — |
| CNBC company | 1 ↓ | — |
| Checking Account product | 1 ↓ | — |
| Cerebras Systems company | 1 ↓ | 1 |
| Bridge company | 1 ↓ | — |
| Bank Of America company | 1 ↓ | — |
| Avandia product | 1 ↓ | — |
| Audible company | 1 ↓ | — |
| Apple CarPlay product | 1 ↓ | 1 |
| Apple company | 1 ↓ | — |
| Android product | 1 ↓ | — |
| Amazon Web Services company | 1 ↓ | — |
| Amazon company | 1 ↓ | 1 |
| Andreessen Horowitz fund | 1 ↓ | — |
Highest debate potential, by year
2026
2025
Andreessen: ChatGPT is already a better doctor than your human doctor
“ChatGPT is, in fact, a better doctor than your doctor today with, like, almost a hundred percent certainty, and just the fact that it can't literally be your doctor doesn't mean you're not going to ask all the doctor questions”
Lütke: Prime Minister Trudeau's push toward socialism inevitably leads to poverty
“It's very much veered into socialism under, under Trudeau. He pushed that very, very hard I am very much hoping that, ah, Mark is helping all of Canada to figure out that that's a successful discovery of something that doesn't work, because obviously that kind…”