Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from Invest Like the Best: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
760 assertions740 insights392 opinions365 disclosures330 predictions20 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 1,090 claims, 445 carry an assessment, 71 are not yet assessed, and 574 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.
Powered by StarZero: transcripts that keep every stumble, speaker identity, and playback that starts at the exact word. An agentic research harness does the extraction, verification and grounded fact checking · how it works → · we audit our assessments →
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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 |
|---|---|---|---|---|---|---|
| Caryn Seidman Becker | 1 | 39 | 13 | 0 | 0 | 100% |
| John Arnold | 1 | 44 | 10 | 0 | 0 | 100% |
| Sergey Levine | 1 | 49 | 8 | 0 | 0 | 100% |
| Cliff Sosin | 1 | 39 | 7 | 0 | 0 | 100% |
| Ben Thompson | 1 | 37 | 7 | 0 | 0 | 100% |
| Brian Chesky | 1 | 33 | 4 | 0 | 0 | 100% |
| Alan Waxman | 2 | 60 | 10 | 1 | 0 | 91% |
| Dara Khosrowshahi | 1 | 35 | 8 | 1 | 0 | 89% |
From the Wisdom Wall all quotes →
“don't use things like we're a family. I treat you like my family. Okay. Which is like a little bit true, but not true enough. And instead we're a professional sports team and we all got to fight every…”
Reed Hastings, Jan 6, 2026 · ▶ 4:15“But, but the thing people may not realize is the managers of the VC group at the large endowments have no incentive to try and right size this number. In fact, many of them are bonused on paper marks.…”
Bill Gurley, Jun 10, 2025 · ▶ 8:22“All right, yeah, I mean, it is, it's a really interesting time because on the one hand, um, the Pax Americana that we kind of developed after 1945 and then refurbished in 1990 at the end of the Cold…”
Walter Russell Mead, Sep 8, 2026 · ▶ 1:41