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 0 guests with 5 or more scored statements, ranked. 0 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 |
|---|
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 47 companies, funds and products with at least one bearish claim on the record.
| Company | Bearish statements | Of which 4–5 |
|---|---|---|
| Oracle company | 9 ↓ | — |
| Apple company | 9 ↓ | — |
| NeXT company | 7 ↓ | — |
| Amazon company | 6 ↓ | 1 |
| Berkshire Hathaway company | 4 ↓ | 1 |
| Red Bull company | 3 ↓ | — |
| Pixar company | 3 ↓ | — |
| Vogue company | 2 ↓ | — |
| Swedish Match company | 2 ↓ | — |
| Standard Oil company | 2 ↓ | — |
| SpaceX company | 2 ↓ | — |
| Microsoft company | 2 ↓ | 2 |
| DeepMind company | 2 ↓ | — |
| YouTube company | 1 ↓ | 1 |
| Tweedle company | 1 ↓ | — |
| Tribune Media company | 1 ↓ | — |
| Tribune Company company | 1 ↓ | — |
| Toy Story 2 product | 1 ↓ | — |
| Sybase company | 1 ↓ | — |
| Sam's Club company | 1 ↓ | — |
| The Price Company company | 1 ↓ | — |
| PowerPoint product | 1 ↓ | — |
| Pets.com company | 1 ↓ | — |
| PayPal company | 1 ↓ | — |
| OpenAI company | 1 ↓ | — |
| Nomad Investment Partnership fund | 1 ↓ | — |
| NBA company | 1 ↓ | — |
| MacOS product | 1 ↓ | — |
| LVMH company | 1 ↓ | — |
| Living.com company | 1 ↓ | — |
| Lee Higginson company | 1 ↓ | — |
| Kroger & Toll company | 1 ↓ | — |
| Kinko's company | 1 ↓ | — |
| International Match company | 1 ↓ | — |
| IMac product | 1 ↓ | — |
| Hewlett Packard company | 1 ↓ | — |
| Helzberg Diamonds company | 1 ↓ | — |
| Google company | 1 ↓ | — |
| Geico company | 1 ↓ | — |
| Founders Fund fund | 1 ↓ | — |
| Disney company | 1 ↓ | — |
| Costco company | 1 ↓ | — |
| Boussac company | 1 ↓ | — |
| Belridge Oil company | 1 ↓ | — |
| Balenciaga company | 1 ↓ | — |
| Apple Pencil product | 1 ↓ | — |
| 20th Century Fox company | 1 ↓ | — |
Highest debate potential, by year
2026
2025
Jensen Huang advocates for public employee criticism to maximize company learning
“Jensen was a big proponent of public criticism, talked about the fact that you should criticize publicly because it should be a learning experience for the entire company. If you criticize privately, only you and that individual employee actually learned the l…”
Munger: Businesses are ruined by bloat, not excessive downsizing
“If you put it in reverse, you say name a business that has been ruined because it was over downsized. I cannot think of a single one, but if you asked me to name businesses that were half ruined or ruined by bloat, I could rattle off name after name after name…”
2024
2023
Graham: Big companies win by sucking less, not building great products
“This is not a problem for big companies because they don't win by making great products. Big companies win by sucking less than other big companies.”
Graham: Aesthetic taste is actually objective and improves with practice
“Saying that taste is just personal preference is a good way to prevent disputes. The trouble is it's not true. You feel this when you start to design things, whatever job people do, they naturally want to do it better. Football players like to win games. CEOs …”