StarZero All shows Try the podcast clipper →

Venture capital, startups and investing, on tape.

Every prediction, opinion and bold claim from the Green Blueprint: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.

2,415 statements on the ledger →
1,222assessments with sources → 165episodes (so far) →

1,446 assertions290 predictions269 insights240 opinions147 disclosures23 what-ifs

predictions → 30 held up 17 didn’t hold up 9 partly held up
assertions → 956 supported 71 contradicted 139 partly supported
Star Treatment Does prominence change the questions? Every guest, plotted. prominence vs. host pushback Supercuts Didn’t hold up · Held up · Said with certainty exact-quote reels The Argument Index Debate potential by speaker, and the companies with the most bearish calls. debate potential, ranked The Numbers Museum Every figure ever claimed, checked where possible. 736 figures Entities Every company, fund and idea the show has opinions about, sources attached. 4,313 on the record The Calls Dated predictions and their status, on one timeline. 42 open The Pulse What the Valley talks about, year by year, since 2021. who said it first The Wisdom Wall The lessons worth keeping. No fortune cookies. 269 insights The Graph Six years of people, companies and ideas as one map. explore connections Changed Positions Same person, opposite position. Both tapes, side by side. 0 on record Straight Answers Who answers the question asked, measured. Every moment timestamped and playable. 0 questions not answered directly Speaking Style Measured from raw, unedited recordings only. 0 speakers scored

Recently on the ledger full ledger →

Assertion Not checkable as stated
Elon Musk scrapped Tesla's Model 2 on the spot for the robotaxi
“When he saw the robotaxi, he was so bowled over by whatever it was he saw in it, right, that he remarked to his to his team, wow, you know, this looks great. Let's just do this. He scrapped the Model Two on the spot, and he said, let's do the robotaxi. We're d…”
Steve LeVine May 15, 2024 ▶ 10:36 Tesla’s extremely hardcore pivot
Assertion Supported
Cumulative US LNG emissions could exceed the footprint of 1,000 coal plants
“If you add up all the emissions from what's in operation, all the emissions from what's under construction, all the emissions from what is being proposed beyond that, we could be talking about the emission footprint of about a thousand, actually more than a th…”
Jeremy Symons Dec 18, 2023 ▶ 39:00 LNG exports: America’s hidden ‘climate bomb’
Assertion Supported
Del Chiaro: California solar sales fell 80% after net metering changes
“California just announced, you know, just put in place major changes to the number one driver to that market, which was net metering, and we just got data today that shows that sales are down 80% across the state.”
Bernadette Del Chiaro Oct 6, 2023 ▶ 12:48 Can California pull off its clean energy ambitions?
Assertion Not publicly verifiable
Utility union president directed extreme misogynistic slurs at female city council members
“At a city council meeting, after it was clear that things were not going to go in their direction, the president of the union himself said, I'm not resting till that fucking red flower, Corella de Vil cunt, and all those other fucking bitches are voted off tha…”
Heidi Harmon May 24, 2022 ▶ 16:16 Introducing Drilled: Bridge to Nowhere
Opinion
Brophy: Fossil fuel assets are the new subprime mortgages
“The fact that fossil fuel assets are basically the new subprime mortgages. It's existential for them because some of these disclosures could expose that.”
Kathleen Brophy Apr 6, 2022 ▶ 16:09 A historic climate rule from America’s financial regulator
Disclosure
Manchin: I Cannot Vote to Continue with Build Back Better
“If I can't go home and explain it to the people of West Virginia, I can't vote for it. And I cannot vote to continue with this piece of legislation. I just can't. I've tried everything humanly possible. I can't get there.”
Joe Manchin Jan 7, 2022 ▶ 3:41 Are Biden’s climate ambitions slipping away?

How the calls resolved the full record →

Assertion Supported
Shepard: Final 2022 Winter Olympic Host Candidates Were Kazakhstan and China
“When it came to these Winter Olympics, the last two countries running were Kazakhstan and China.”
Christian Shepard Feb 9, 2022 ▶ 9:23 Greenwashing at the Beijing Olympics
Assertion Contradicted
Shah: US Grid Capacity Utilization Peaked in 1979 and Continues Falling
“It is very clear to everybody that in 1979, we hit our peak in terms of capacity utilization of our grid. Right. And every single year since then, we have gone down in capacity utilization.”
Jigar Shah Mar 8, 2023 ▶ 37:06 Are oil & gas majors abandoning clean energy?
Assertion Supported
Needham: Fusion plant power scales to fourth power of magnetic field
“And the power of a fusion plant is to the fourth power of the magnetic field, so it's a huge lever to pull.”
Rick Needham Jun 18, 2025 ▶ 12:17 The tape that led to a fusion breakthrough
Assertion Contradicted
Eighty percent of data center power consumption comes from cooling
“These new data centers that are so power hungry, where 80% of the power that they use comes from cooling”
Sam White Oct 22, 2025 ▶ 31:20 The thermal battery transforming cold storage for India’s dairy farmers

Open predictions the full timeline →

109days Dutta: Harbinger will reach ICE cost parity without subsidies by 2026 Shomik Dutta · prediction date: 2026-12-31 305days Pinkowski: Hormuz closure will push 45M more people into food insecurity Nico Pinkowski · prediction date: 2027-07-15 474days Needham: CFS will demonstrate commercial net energy gain by 2027 Rick Needham · prediction date: 2027-12-31 474days Spector: Analysts Anticipate 10x US Battery Cell Capacity Growth by 2027 Julian Spector · prediction date: 2027-12-31

Track records all people →

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.

PersonEpsStatementsSupportedPartly supportedContradictedFull support rate
Brady Seals 1 15 13 0 0 100%
Jake Jurowicz 1 15 9 0 0 100%
Emily Pontecorvo 2 12 9 0 0 100%
Lisa Martine Jenkins 2 17 7 0 0 100%
David Ferris 2 11 7 0 0 100%
Jason Bordoff 2 17 7 0 0 100%
Dacia Leone 1 26 6 0 0 100%
Sarah Jewett 1 26 6 0 0 100%

From the Wisdom Wall all quotes →

“These heap leaches that we're talking about, they are multi-billion dollar assets that have to run every day, so if an external party's innovation adds two points of recovery, that's nice, but if it…”

“You can add domestic supply without new permitting, which makes it the fastest lever that the country has.”

“Everyone's taking on an enormous amount of gas risk right now with all the new gas generation being built. Gas risk in the sense of gas is a volatile commodity in terms of price. Gas supply lines can…”
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more