| 1B | “a billion” | Snap is about to reach one billion monthly active users | Evan Spiegel | Apr 27, 2026 | Open |
| 1M | “one million” | AI software generation overcomes the Apple App Store lock-in moat | Evan Spiegel | Apr 27, 2026 | — |
| 2M | “two million” | AI software generation overcomes the Apple App Store lock-in moat | Evan Spiegel | Apr 27, 2026 | — |
| 1T | “a trillion” | Over one trillion selfies are captured on Snapchat annually | Evan Spiegel | Apr 27, 2026 | Supported |
| 25M | “twenty-five million” | Snapchat+ has reached 25 million subscribers and a $1 billion run rate | Evan Spiegel | Apr 27, 2026 | Supported |
| 1B | “a billion” | Snapchat+ has reached 25 million subscribers and a $1 billion run rate | Evan Spiegel | Apr 27, 2026 | Supported |
| 40% | “40%” | Xu: DoorDash spent 40% of cash on refunds in 2013 | Tony Xu | Apr 21, 2026 | — |
| $100M | “a hundred million dollars” | Xu: DoorDash cut COVID commissions 50%, costing over $100M | Tony Xu | Apr 21, 2026 | Supported |
| 50% | “50%” | Xu: DoorDash cut COVID commissions 50%, costing over $100M | Tony Xu | Apr 21, 2026 | Supported |
| 80% | “80%” | Tony Xu: DoorDash tanked 80% then doubled in one week during early COVID | Tony Xu | Apr 21, 2026 | — |
| 1M | “a million” | Xu: Dozens of Chinese cities match or exceed Manhattan's population density | Tony Xu | Apr 21, 2026 | Partly supported |
| 7M | “seven million” | Xu: China has over 7M restaurants versus 1M in the US | Tony Xu | Apr 21, 2026 | Supported |
| 1M | “a million” | Xu: China has over 7M restaurants versus 1M in the US | Tony Xu | Apr 21, 2026 | Supported |
| 30% | “30%” | Xu: Takeaway generates 3x to 5x higher incremental margins for restaurants | Tony Xu | Apr 21, 2026 | — |
| 100M | “a hundred million” | Xu: DoorDash has over 100M annual and tens of millions of monthly customers | Tony Xu | Apr 21, 2026 | Supported |
| 2.5B | “a half a billion” | Staniszewski: ElevenLabs raised $500M at an $11B valuation | Mati Staniszewski | Apr 14, 2026 | — |
| 11B | “eleven billion” | Staniszewski: ElevenLabs raised $500M at an $11B valuation | Mati Staniszewski | Apr 14, 2026 | — |
| 100M | “a hundred million” | Staniszewski: ElevenLabs added $100M net new ARR in one quarter | Mati Staniszewski | Apr 14, 2026 | — |
| 50% | “50%” | Staniszewski: Over 50% of ElevenLabs revenue is sales-led enterprise | Mati Staniszewski | Apr 14, 2026 | — |
| 50% | “50%” | Pichai: Google enforces millisecond-level latency budgets across Search engineering sub-teams | Sundar Pichai | Apr 7, 2026 | — |
| 30% | “30%” | Pichai: Google improved Search latency by 30% over five years | Sundar Pichai | Apr 7, 2026 | — |
| 90% | “90%” | Pichai: Gemini Flash models reach 90% of Gemini Pro capability | Sundar Pichai | Apr 7, 2026 | Supported |
| 30B | “thirty billion” | Pichai: Google scaled capital expenditures from $30 billion to $180 billion | Sundar Pichai | Apr 7, 2026 | Supported |
| 80B | “eighty billion” | Pichai: Google scaled capital expenditures from $30 billion to $180 billion | Sundar Pichai | Apr 7, 2026 | Supported |
| 10× | “10 X” | Gil: AI Coding Supply Could Expand the Software Market 10x | Elad Gil | Apr 7, 2026 | — |
| 40M | “forty million” | Pichai: 40 million Americans will soon have Wing drone delivery access | Sundar Pichai | Apr 7, 2026 | Open |
| 60% | “60%” | Cacioppo: Vanta's annual growth rate exceeds 60% | Christina Cacioppo | Mar 31, 2026 | Supported |
| 65% | “65%” | Cacioppo: SOC 2 and ISO 27001 overlap by roughly 60% to 65% | Christina Cacioppo | Mar 31, 2026 | — |
| 92% | “92%” | Cacioppo: GitHub answers 92% of security questionnaires through Vanta | Christina Cacioppo | Mar 31, 2026 | — |
| 1.5M | “half a million” | Waymo runs 3,000 cars delivering 500k rides and 4M miles weekly | Dmitri Dolgov | Mar 24, 2026 | Supported |
| 4M | “four million” | Waymo runs 3,000 cars delivering 500k rides and 4M miles weekly | Dmitri Dolgov | Mar 24, 2026 | Supported |
| 10× | “10 X” | Dolgov: Each additional nine of AV reliability requires 10x more effort | Dmitri Dolgov | Mar 24, 2026 | — |
| 80% | “80%” | Lopes Lara: 80% of Kalshi users only consume information without trading | Luana Lopes Lara | Mar 17, 2026 | — |
| 10.4B | “10.4 billion” | Mansour: Kalshi logged $10.4B in trading volume in February | Tarek Mansour | Mar 17, 2026 | Supported |
| 11× | “11 X” | Mansour: Kalshi's volume is up 11x over six months | Tarek Mansour | Mar 17, 2026 | Supported |
| 5× | “five times” | Lopes Lara: Kalshi fined two insider traders 5x their total profits | Luana Lopes Lara | Mar 17, 2026 | Partly supported |
| 10% | “10%” | Collison: Sportsbooks take ~10% whereas prediction markets take ~1% | John Collison | Mar 17, 2026 | Supported |
| 1% | “one percent” | Collison: Sportsbooks take ~10% whereas prediction markets take ~1% | John Collison | Mar 17, 2026 | Supported |
| $1K | “a thousand dollars” | Lopes Lara: Kalshi does not offer bonuses to incentivize losing bettors | Luana Lopes Lara | Mar 17, 2026 | — |
| $100M | “a hundred million dollars” | Taylor: Sierra reached $100M ARR in seven quarters, now around $165M | Bret Taylor | Mar 10, 2026 | — |
| 90% | “90%” | Taylor: Ramp automates 90% of its customer support cases using Sierra | Bret Taylor | Mar 10, 2026 | Supported |
| 1K | “a thousand” | Taylor: Generalist product engineers using AI are worth 1,000x other engineers | Bret Taylor | Mar 10, 2026 | — |
| 11B | “a ten billion” | Taylor: Overly lean startups risk losing to slightly larger, well-staffed competitors | Bret Taylor | Mar 10, 2026 | — |
| 40M | “forty million” | Langley: Flock Scaled First $20M–$40M ARR Solely Through Local TV News | Garrett Langley | Mar 5, 2026 | — |
| 1M | “a million” | Langley: Flock Safety cleared over one million US crimes last year | Garrett Langley | Mar 5, 2026 | — |
| 50% | “50%” | Langley: Flock covers over 6,000 cities and 50% of US population | Garrett Langley | Mar 5, 2026 | — |
| 500M | “five hundred million” | Langley: Flock Safety reached $500M in ARR in seven years | Garrett Langley | Mar 5, 2026 | — |
| 1K | “a thousand” | Langley: Flock Safety helped clear over 1,000 Amber and Silver Alerts | Garrett Langley | Mar 5, 2026 | Not publicly verifiable |
| 15B | “fifteen billion” | Langley: Flock Safety has a $5B-$15B domestic US revenue opportunity | Garrett Langley | Mar 5, 2026 | — |
| 10× | “10 times” | Langley: Flock lost a Mexican deal to Hikvision after pricing 10x higher | Garrett Langley | Mar 5, 2026 | — |
| 80% | “80%” | Langley: Motorola holds an estimated 80% global land mobile radio market share | Garrett Langley | Mar 5, 2026 | Contradicted |
| 80% | “80%” | Langley: 80% to 90% of Flock Safety customers pay by check | Garrett Langley | Mar 5, 2026 | — |
| 90% | “90%” | Langley: 80% to 90% of Flock Safety customers pay by check | Garrett Langley | Mar 5, 2026 | — |
| 21% | “21%” | Langley: Flock Safety's Thriving Cities Fund Achieved 21% IRR | Garrett Langley | Mar 5, 2026 | — |
| 100× | “hundred times” | Pope: Instruction control dominates CPU cost, unlike GPUs with large payloads | Reiner Pope | Feb 26, 2026 | — |
| 600M | “a five hundred million” | Pope: MatX raised a $500M Series B co-led by Jane Street | Reiner Pope | Feb 26, 2026 | — |
| $30M | “thirty million dollars” | Pope: Chip tape-outs cost $30M and fail 50% of the time | Reiner Pope | Feb 26, 2026 | Partly supported |
| 1K | “a thousand” | Pope: Chip tape-outs cost $30M and fail 50% of the time | Reiner Pope | Feb 26, 2026 | Partly supported |
| 50% | “50%” | Pope: Chip tape-outs cost $30M and fail 50% of the time | Reiner Pope | Feb 26, 2026 | Partly supported |
| $30M | “thirty million dollars” | Pope: Metal layer chip respins cost $100K versus $30M full tape-outs | Reiner Pope | Feb 26, 2026 | Supported |
| 1.4T | “1.4 trillion” | Stripe processes $1.4 trillion in 2024 payment volume, up 38% | John Collison | Feb 24, 2026 | — |
| 38% | “38%” | Stripe processes $1.4 trillion in 2024 payment volume, up 38% | John Collison | Feb 24, 2026 | — |
| 1.3% | “1.3%” | Stripe processes $1.4 trillion in 2024 payment volume, up 38% | John Collison | Feb 24, 2026 | — |
| 600M | “a five hundred million” | Stripe's revenue and finance automation suite reaches $500M run rate | John Collison | Feb 24, 2026 | — |
| 200M | “two hundred million” | Stripe Billing manages nearly 200 million active subscriptions across 300K companies | John Collison | Feb 24, 2026 | — |
| 80% | “80%” | Half of Fortune 100 and one-sixth of new Delaware corporations use Stripe | John Collison | Feb 24, 2026 | — |
| 178% | “178%” | Half of Fortune 100 and one-sixth of new Delaware corporations use Stripe | John Collison | Feb 24, 2026 | — |
| 7× | “seven times” | Stripe-processed revenue is growing seven times faster than S&P 500 | John Collison | Feb 24, 2026 | — |
| 4.7% | “4.7%” | Collison: Stripe checkout suite unlocked $114M annually for Turo | John Collison | Feb 24, 2026 | — |
| 23% | “23%” | Collison: Forbes saw 23% revenue uplift after switching to Stripe | John Collison | Feb 24, 2026 | — |
| $100M | “one hundred million dollars” | Collison: Cursor reached over $100M ARR in just three years | John Collison | Feb 24, 2026 | Supported |
| 20M | “twenty million” | Collison: Lovable hit $17M ARR in 3 months, Bolt $20M ARR in 2 months | John Collison | Feb 24, 2026 | Supported |
| 60% | “60%” | Collison: 60% of US small businesses use vertical SaaS platforms | John Collison | Feb 24, 2026 | Open |
| $1M | “one million dollars” | Collison: 6.3% of vertical SaaS SMBs on Stripe hit $1M revenue in year one | John Collison | Feb 24, 2026 | — |
| 6.3% | “6.3%” | Collison: 6.3% of vertical SaaS SMBs on Stripe hit $1M revenue in year one | John Collison | Feb 24, 2026 | — |
| 60% | “60%” | Collison: 6.3% of vertical SaaS SMBs on Stripe hit $1M revenue in year one | John Collison | Feb 24, 2026 | — |
| 14% | “14%” | Collison: Vertical SaaS adoption reaches 25%+ in Australia and ~20% in the UK | John Collison | Feb 24, 2026 | Supported |
| 8% | “eight percent” | Collison: Vertical SaaS adoption reaches 25%+ in Australia and ~20% in the UK | John Collison | Feb 24, 2026 | Supported |
| 5% | “five percent” | Collison: Vertical SaaS adoption reaches 25%+ in Australia and ~20% in the UK | John Collison | Feb 24, 2026 | Supported |
| 92% | “92%” | Collison: Stripe has seen over 92% of processed credit cards before | John Collison | Feb 24, 2026 | — |
| 60% | “60%” | Collison: Using a card with a new email increases fraud risk 60% | John Collison | Feb 24, 2026 | — |
| 80% | “80%” | Collison: Stripe cut card testing by over 80% in two years | John Collison | Feb 24, 2026 | — |
| 40M | “forty million” | Collison: Stablecoin volumes doubled year-over-year as active wallets hit 40M | John Collison | Feb 24, 2026 | Supported |
| 99% | “99%” | Collison: An estimated 99% of stablecoin balances are USD-based | John Collison | Feb 24, 2026 | Supported |
| 80% | “80%” | Collison: Non-bank corporate lending is 80% in US versus 32% in EU | John Collison | Feb 24, 2026 | Supported |
| 32% | “32%” | Collison: Non-bank corporate lending is 80% in US versus 32% in EU | John Collison | Feb 24, 2026 | Supported |
| 0.7% | “0.7%” | Collison: US invests 0.7% of GDP in high-growth firms versus under 0.3% in Europe | John Collison | Feb 24, 2026 | Supported |
| 0.3% | “0.3%” | Collison: US invests 0.7% of GDP in high-growth firms versus under 0.3% in Europe | John Collison | Feb 24, 2026 | Supported |
| 12% | “12%” | Collison: GDPR reduced profits for small European tech firms by up to 12% | John Collison | Feb 24, 2026 | Supported |
| 1.9T | “1.9 trillion” | Collison: Stripe reached $1.9T in volume in 2025, up 34% | John Collison | Feb 24, 2026 | — |
| 34% | “34%” | Collison: Stripe reached $1.9T in volume in 2025, up 34% | John Collison | Feb 24, 2026 | — |
| 1.6% | “1.6%” | Collison: Stripe reached $1.9T in volume in 2025, up 34% | John Collison | Feb 24, 2026 | — |
| 5M | “five million” | Collison: Stripe powers over 5M businesses, 90% of Dow Jones | John Collison | Feb 24, 2026 | — |
| 90% | “90%” | Collison: Stripe powers over 5M businesses, 90% of Dow Jones | John Collison | Feb 24, 2026 | — |
| 80% | “80%” | Collison: Stripe powers over 5M businesses, 90% of Dow Jones | John Collison | Feb 24, 2026 | — |
| 25% | “25%” | Collison: 25% of Delaware corporations are formed via Stripe Atlas | John Collison | Feb 24, 2026 | — |
| 200M | “two hundred million” | Collison: Stripe Link is used by over 200M people | John Collison | Feb 24, 2026 | — |
| 10M | “ten million” | Collison: Stripe acquired Privy and Metronome | John Collison | Feb 24, 2026 | — |
| $1B | “a billion dollars” | Collison: Stripe's revenue suite on track to hit $1B ARR | John Collison | Feb 24, 2026 | — |
| 10M | “ten million” | Collison: Startups reaching $10M ARR in 3 months doubled in Stripe's 2025 cohort | John Collison | Feb 24, 2026 | — |
| 60% | “60%” | Collison: December 2025 iOS app releases jumped 60% year-over-year | John Collison | Feb 24, 2026 | Supported |
| 12% | “12%” | Collison: GitHub pushes jumped 41% between Q3 2024 and Q3 2025 | John Collison | Feb 24, 2026 | Contradicted |
| 41% | “41%” | Collison: GitHub pushes jumped 41% between Q3 2024 and Q3 2025 | John Collison | Feb 24, 2026 | Contradicted |
| 20% | “20%” | Collison: 20% of 2025 Stripe Atlas startups charged customers within 30 days | John Collison | Feb 24, 2026 | — |
| 8% | “eight percent” | Collison: 20% of 2025 Stripe Atlas startups charged customers within 30 days | John Collison | Feb 24, 2026 | — |
| 30% | “30%” | Collison: 30% of Stripe cross-border revenue is outside top 10 economies | John Collison | Feb 24, 2026 | — |
| 70M | “seventy million” | Collison: Gamma's Indian revenue jumped 22% after adding UPI payments | John Collison | Feb 24, 2026 | — |
| 22% | “22%” | Collison: Gamma's Indian revenue jumped 22% after adding UPI payments | John Collison | Feb 24, 2026 | — |
| 50% | “50%” | Collison: 2025 stablecoin payment volume doubled to $400B, 60% B2B | John Collison | Feb 24, 2026 | Supported |
| 1M | “a million” | Collison: Agents will likely drive most internet transactions soon | John Collison | Feb 24, 2026 | — |
| 1B | “a billion” | Collison: Agents will likely drive most internet transactions soon | John Collison | Feb 24, 2026 | — |
| 41% | “41%” | Collison: US small business loan approvals fell to 41% in 2025 | John Collison | Feb 24, 2026 | Partly supported |
| 50% | “50%” | Collison: US small business loan approvals fell to 41% in 2025 | John Collison | Feb 24, 2026 | Partly supported |
| 45% | “45%” | Collison: Stripe Capital disbursed 45% more funds to 81,000+ businesses in 2025 | John Collison | Feb 24, 2026 | — |
| 46% | “46%” | Collison: Local payment rails like BLIK and Pix boost conversions up to 46% | John Collison | Feb 24, 2026 | — |
| 31% | “31%” | Collison: Local payment rails like BLIK and Pix boost conversions up to 46% | John Collison | Feb 24, 2026 | — |
| 1M | “one million” | Collison: Stripe Press has surpassed one million books sold | John Collison | Feb 24, 2026 | Supported |
| 1B | “a billion” | Glyman: Ramp surpassed $1 billion in annual revenue in six years | Eric Glyman | Feb 17, 2026 | — |
| 100M | “a hundred million” | Glyman: Ramp software business reached $100M ARR in two years | Eric Glyman | Feb 17, 2026 | — |
| 5% | “five percent” | Glyman: Ramp helps average business cut expenses by 5% annually | Eric Glyman | Feb 17, 2026 | — |
| 99% | “99%” | Glyman: Ramp AI agent reviews expenses with over 99% accuracy | Eric Glyman | Feb 17, 2026 | — |
| 21M | “a twenty million” | Rampell: Legal SaaS Vlex scaled from $20M to $100M in one year | Alex Rampell | Feb 17, 2026 | Contradicted |
| 100M | “a hundred million” | Rampell: Legal SaaS Vlex scaled from $20M to $100M in one year | Alex Rampell | Feb 17, 2026 | Contradicted |
| 8% | “eight percent” | Glyman: One Penny Saved Equals 12 Pennies of Revenue Earned | Eric Glyman | Feb 17, 2026 | — |
| 2% | “two percent” | Glyman: Ramp powers over 2% of US business card transactions | Eric Glyman | Feb 17, 2026 | Supported |
| 7% | “7%” | Glyman: Average US Business Checking Account Yield Is 0.7% | Eric Glyman | Feb 17, 2026 | Contradicted |
| 1% | “one percent” | Thompson: In algorithmic media, absolute volume of good content beats hit rate | Ben Thompson | Feb 12, 2026 | — |
| 10% | “10%” | Thompson: In algorithmic media, absolute volume of good content beats hit rate | Ben Thompson | Feb 12, 2026 | — |
| 1K | “a thousand” | Ben Thompson: Stratechery hit a $100k run rate in six months | Ben Thompson | Feb 12, 2026 | — |
| 2.5B | “a half a billion” | Narayan: UK Launched £500M Venture Unit and Novel Chip Market Commitment | Kanishka Narayan | Nov 28, 2025 | Supported |
| 1T | “a trillion” | Depledge: UK Has 44,000 Scale-Ups Generating Over £1 Trillion Output | Alex Depledge | Nov 28, 2025 | Supported |
| 60% | “60%” | Depledge: UK Pension Allocation to Domestic Equities Fell From 60% to 6% | Alex Depledge | Nov 28, 2025 | Supported |
| 6% | “six percent” | Depledge: UK Pension Allocation to Domestic Equities Fell From 60% to 6% | Alex Depledge | Nov 28, 2025 | Supported |
| 23% | “23%” | Depledge: Top-Quartile UK VCs Match US Returns at 23% | Alex Depledge | Nov 28, 2025 | Contradicted |
| 25B | “twenty-five billion” | Narayan: US leaders praised UK's £25B AI package while UK founders stayed quiet | Kanishka Narayan | Nov 28, 2025 | — |
| 100M | “a hundred million” | Narayan: UK structuring £100M AMC program aligned with staged VC financing | Kanishka Narayan | Nov 28, 2025 | — |
| 1B | “a billion” | Depledge: UK healthtech moves to US due to NHS procurement friction | Alex Depledge | Nov 28, 2025 | — |
| 25B | “twenty-five billion” | Narayan: UK secured £25 billion in Welsh infrastructure deals | Kanishka Narayan | Nov 28, 2025 | Partly supported |
| 17% | “17%” | Bowman: 17% of UK taxpayers will pay higher rates by 2029 | Sam Bowman | Nov 28, 2025 | Open |
| 3× | “three times” | Iqbal: US celebrates failed founders while UK press brings doom and gloom | Merva Iqbal | Nov 28, 2025 | — |
| 50% | “50%” | DeWahl: 50% of Afghanistan War casualties were tied to logistics | Julia DeWahl | Nov 25, 2025 | Supported |
| 100% | “hundred percent” | DeWahl: 100% 24/7 solar and battery storage costs rival nuclear | Julia DeWahl | Nov 25, 2025 | Supported |
| 1M | “a million” | DeWahl: Uranium is a million times as energy dense as coal | Julia DeWahl | Nov 25, 2025 | Supported |
| 1% | “one percent” | DeWahl: Only 1% of US Nuclear Fuel Was Domestically Mined Over Last Decade | Julia DeWahl | Nov 25, 2025 | Supported |
| 50% | “50%” | DeWahl: US Buys Almost 50% of Its Uranium From Russia and Ex-Soviet States | Julia DeWahl | Nov 25, 2025 | Supported |
| $80B | “eighty billion dollars” | DeWahl: US Government Plans $80B Nuclear Partnership with Westinghouse | Julia DeWahl | Nov 25, 2025 | Supported |
| 1% | “one percent” | DeWahl: US grid demand is projected to surge to 5% annual growth | Julia DeWahl | Nov 25, 2025 | — |
| 5% | “five percent” | DeWahl: US grid demand is projected to surge to 5% annual growth | Julia DeWahl | Nov 25, 2025 | — |
| 1B | “a billion” | Nadella: AI infrastructure has immediate demand unlike dot-com dark fiber | Satya Nadella | Nov 18, 2025 | — |
| 100% | “hundred percent” | Nadella: Spreadsheets empower users to program without realizing it | Satya Nadella | Nov 18, 2025 | — |
| 15% | “15%” | Ricks: AI won't solve biology until we understand over 50% of it | Dave Ricks | Nov 11, 2025 | — |
| 50% | “50%” | Ricks: AI won't solve biology until we understand over 50% of it | Dave Ricks | Nov 11, 2025 | — |
| 25% | “25%” | Ricks: Lilly will spend nearly 25% of revenue on R&D this year | Dave Ricks | Nov 11, 2025 | Supported |
| 4B | “four billion” | Ricks: Developing a drug costs $4B, with over 60% spent in Phase 3 | Dave Ricks | Nov 11, 2025 | — |
| 60% | “60%” | Ricks: Developing a drug costs $4B, with over 60% spent in Phase 3 | Dave Ricks | Nov 11, 2025 | — |
| 4% | “four percent” | Ricks: US cancer trial enrollment is 4% versus over 25% in Spain | Dave Ricks | Nov 11, 2025 | Partly supported |
| 25% | “25%” | Ricks: US cancer trial enrollment is 4% versus over 25% in Spain | Dave Ricks | Nov 11, 2025 | Partly supported |
| 97% | “97%” | Ricks: Drugs lose 97% of their pricing when patents expire | Dave Ricks | Nov 11, 2025 | Contradicted |
| 100% | “hundred percent” | Ricks: Early-stage biotechs pitch 80% to 100% of revenue from the US | Dave Ricks | Nov 11, 2025 | — |
| 70% | “70%” | Ricks: The US and China hold 70% of global diagnostic capacity | Dave Ricks | Nov 11, 2025 | Contradicted |
| 30% | “30%” | Ricks: China now accounts for 30% of global drug pipeline | Dave Ricks | Nov 11, 2025 | Supported |
| 80% | “80%” | Ricks: 80% of effective COVID treatments were produced in US | Dave Ricks | Nov 11, 2025 | — |
| 2.5B | “a half a billion” | Collison: India's largest generic manufacturer paid a $500M fraud fine | Patrick Collison | Nov 11, 2025 | Supported |
| 70% | “70%” | Ricks: 70% of Eli Lilly's ad budget is off linear TV | Dave Ricks | Nov 11, 2025 | — |
| 75% | “75%” | Ricks: Eli Lilly captures 70-75% of new US GLP-1 starts | Dave Ricks | Nov 11, 2025 | Partly supported |
| 25% | “25%” | Ricks: Pharma must invest 20-25% of revenue in R&D for double-digit growth | Dave Ricks | Nov 11, 2025 | — |
| 20% | “20%” | Local currency stablecoins will reach 20% market share, Abrams predicts | Zach Abrams | Nov 4, 2025 | — |
| 100% | “hundred percent” | Trading will shrink to 5% of the stablecoin market, Abrams predicts | Zach Abrams | Nov 4, 2025 | — |
| 80% | “80%” | Trading will shrink to 5% of the stablecoin market, Abrams predicts | Zach Abrams | Nov 4, 2025 | — |
| 5% | “five percent” | Trading will shrink to 5% of the stablecoin market, Abrams predicts | Zach Abrams | Nov 4, 2025 | — |
| 1K | “a thousand” | Abrams: There will not be separate company blockchains for Stripe or JPMorgan | Zach Abrams | Nov 4, 2025 | — |
| 100× | “hundred times” | Stablecoins will grow 100x from their current scale, predicts John Collison | John Collison | Nov 4, 2025 | — |
| 100× | “hundred times” | Synthetic fuel production is 100 times more land-efficient than biological photosynthesis | Casey Handmer | Oct 28, 2025 | Supported |
| 5× | “five times” | Handmer: Taxing aviation fuel is regressive and hurts marginal travelers | Casey Handmer | Oct 28, 2025 | — |
| 20% | “20%” | Handmer: Solar panel costs fall 20% annually with production doubling every two years | Casey Handmer | Oct 28, 2025 | Partly supported |
| 10× | “10 times” | The laws of physics allow solar panels to become 10 times cheaper | Casey Handmer | Oct 28, 2025 | — |
| 99.99% | “99.99%” | Handmer: US must maintain domestic electronics manufacturing via automation to rapidly prototype | Casey Handmer | Oct 28, 2025 | — |
| 40% | “40%” | SpaceX controls approximately 95% of the global space launch market | Casey Handmer | Oct 28, 2025 | Partly supported |
| 10% | “10%” | SpaceX controls approximately 95% of the global space launch market | Casey Handmer | Oct 28, 2025 | Partly supported |
| 95% | “95%” | SpaceX controls approximately 95% of the global space launch market | Casey Handmer | Oct 28, 2025 | Partly supported |
| $20B | “twenty billion dollars” | Spending $20 billion on desalination could double the Colorado River flow | Casey Handmer | Oct 28, 2025 | — |
| 5M | “Five million” | Spending $20 billion on desalination could double the Colorado River flow | Casey Handmer | Oct 28, 2025 | — |
| 15M | “fifteen million” | Handmer: California needs 14-15M additional acre-feet of water to meet demand | Casey Handmer | Oct 28, 2025 | — |
| 95% | “95%” | Sundheim: Over 90% to 95% of D1 trades are his own decisions | Dan Sundheim | Oct 22, 2025 | — |
| $51M | “a fifty million dollars” | Sundheim: Private secondaries only offer easy liquidity for companies you shouldn't sell | Dan Sundheim | Oct 22, 2025 | — |
| $100M | “a hundred million dollars” | Sundheim: Private secondaries only offer easy liquidity for companies you shouldn't sell | Dan Sundheim | Oct 22, 2025 | — |
| 4% | “four percent” | Sundheim: US electricity demand will grow 4% annually over 20 years | Dan Sundheim | Oct 22, 2025 | Open |
| 2× | “two x” | Sundheim: GE Vernova trades at 2x Siemens Energy's enterprise value | Dan Sundheim | Oct 22, 2025 | Supported |
| 70% | “70%” | Sundheim: 70% of major breakthrough technologies trigger stock bubbles | Dan Sundheim | Oct 22, 2025 | — |
| $30B | “thirty billion dollars” | Sundheim: A $30B fund cannot practically short $5B companies | Dan Sundheim | Oct 22, 2025 | — |
| 5B | “five billion” | Sundheim: A $30B fund cannot practically short $5B companies | Dan Sundheim | Oct 22, 2025 | — |
| 2B | “two billion” | Scaringe: Amazon invested approximately $2B in Rivian prior to its IPO | RJ Scaringe | Oct 14, 2025 | — |
| 35% | “35%” | Scaringe: Rivian captures 35% US market share in premium electric SUVs | RJ Scaringe | Oct 14, 2025 | Supported |
| 50% | “50%” | Scaringe: Rivian avoids digital screen rearview mirrors because they can be disorienting | RJ Scaringe | Oct 14, 2025 | — |
| 95% | “95%” | Scaringe: Rivian R2 Maximus motor cuts welds by ~95% | RJ Scaringe | Oct 14, 2025 | — |
| 25% | “25%” | Scaringe: Rivian steady-state vehicle sales will achieve 20% to 25% gross margin | RJ Scaringe | Oct 14, 2025 | Open |
| 50% | “50%” | Scaringe: Tesla holds 50% US EV share while EVs make up 8% of sales | RJ Scaringe | Oct 14, 2025 | Supported |
| 8% | “eight percent” | Scaringe: Tesla holds 50% US EV share while EVs make up 8% of sales | RJ Scaringe | Oct 14, 2025 | Supported |
| 4× | “four times” | Scaringe: China has 3.5 to 4 times higher EV adoption than the US | RJ Scaringe | Oct 14, 2025 | Supported |
| 20M | “20 million” | Lütke: Shopify has 20M lines of Ruby and 8-10M lines of TypeScript | Tobi Lütke | Oct 6, 2025 | — |
CHEEKY PINTLEDGER All shows Try the podcast clipper →