| 60% | “60%” | Mead notes India's GDP fell from 60 percent of China's to 17 percent | Walter Russell Mead | Sep 8, 2026 | Partly supported |
| 65% | “65%” | Mead notes India's GDP fell from 60 percent of China's to 17 percent | Walter Russell Mead | Sep 8, 2026 | Partly supported |
| 17% | “17%” | Mead notes India's GDP fell from 60 percent of China's to 17 percent | Walter Russell Mead | Sep 8, 2026 | Partly supported |
| 1M | “a million” | Movva: Nvidia avoids selling tokens to prevent competing with its customers | Neil Movva | Aug 25, 2026 | — |
| 1T | “a trillion” | Movva: A Trillion Tokens Is Approaching Tens of Thousands of Dollars | Neil Movva | Aug 25, 2026 | — |
| 95% | “95%” | Movva: Sail Research will buy data centers with only 95% uptime | Neil Movva | Aug 25, 2026 | — |
| 20% | “20%” | Movva: Expanding Fab Capacity Immediately Exposes Downstream Bottlenecks | Neil Movva | Aug 25, 2026 | — |
| 2× | “two X” | Losing TSMC Wouldn't Be Disastrous Because Intel Is Only 2x Behind | Neil Movva | Aug 25, 2026 | — |
| 80% | “80%” | Nvidia's Peak FLOPs Are Impossible to Hit Due to Power Throttling | Neil Movva | Aug 25, 2026 | Supported |
| 10% | “10%” | Frontier Mixture of Experts Models Now Activate Only 1% of Experts | Neil Movva | Aug 25, 2026 | Partly supported |
| 1% | “one percent” | Frontier Mixture of Experts Models Now Activate Only 1% of Experts | Neil Movva | Aug 25, 2026 | Partly supported |
| 1T | “A trillion” | Movva: A Trillion Tokens Costs at Least $5M at OpenAI Pricing | Neil Movva | Aug 25, 2026 | Supported |
| $5M | “five million dollars” | Movva: A Trillion Tokens Costs at Least $5M at OpenAI Pricing | Neil Movva | Aug 25, 2026 | Supported |
| 5M | “five million” | Movva: NVIDIA is producing 5 million Blackwell chips this year | Neil Movva | Aug 25, 2026 | Open |
| 8× | “eight times” | Movva: Sharding matrix multiply across eight GPUs yields only 4x to 5x speedup | Neil Movva | Aug 25, 2026 | — |
| 5× | “five X” | Movva: Sharding matrix multiply across eight GPUs yields only 4x to 5x speedup | Neil Movva | Aug 25, 2026 | — |
| 10× | “10 times” | Movva: Reducing Costs Tenfold Creates a New Product Category | Neil Movva | Aug 25, 2026 | — |
| 20% | “20%” | Thompson: Google agreed to sell about 20% of its TPUs to Anthropic | Ben Thompson | Aug 18, 2026 | Supported |
| 5× | “five X” | Vishria: Fireworks achieves 5x speed and higher throughput than major clouds | Eric Vishria | Aug 11, 2026 | Partly supported |
| 100B | “hundred billion” | Vishria: AI will yield an oligopoly and multiple $100B specialized winners | Eric Vishria | Aug 11, 2026 | Held up |
| 30M | “thirty million” | Vishria: AI sales reps generate $10M to $30M, breaking SaaS quota models | Eric Vishria | Aug 11, 2026 | — |
| 10× | “10 times” | Vishria: China is adding ten times more energy capacity than the US | Eric Vishria | Aug 11, 2026 | Open |
| 80% | “80%” | Vishria: An architectural blueprint is 80% of software but 2% of hardware | Eric Vishria | Aug 11, 2026 | — |
| 2% | “two percent” | Vishria: An architectural blueprint is 80% of software but 2% of hardware | Eric Vishria | Aug 11, 2026 | — |
| 100× | “hundred X” | Vishria: High-multiple VC returns are no longer restricted to early stage | Eric Vishria | Aug 11, 2026 | — |
| 98% | “98%” | Vishria: Foundation model labs like Anthropic will not capture 98% of AI value | Eric Vishria | Aug 11, 2026 | — |
| 90% | “90%” | Baker: Model routing cuts costs via margins without reducing compute demand | Gavin Baker | Aug 4, 2026 | — |
| 30% | “30%” | Baker: Model routing cuts costs via margins without reducing compute demand | Gavin Baker | Aug 4, 2026 | — |
| 30% | “30%” | Baker: Dylan Patel's company spends 30% of labor cost on AI tokens | Gavin Baker | Aug 4, 2026 | — |
| 10,000× | “10,000 x” | Baker: Viral water usage statistics overestimated data center consumption by 10,000x | Gavin Baker | Aug 4, 2026 | Partly supported |
| 11B | “a ten billion” | Baker: Grok, Next-Gen Models, and Cursor Will Rapidly Hit $10B ARR | Gavin Baker | Aug 4, 2026 | — |
| 40% | “40%” | Smith: Natural gas is overtaking petroleum as America's most important fuel | Matt Smith | Jul 21, 2026 | — |
| 15B | “fifteen billion” | Matt Smith: US exports 15 BCF daily of total 110-112 BCF gas production | Matt Smith | Jul 21, 2026 | Supported |
| 50M | “fifty million” | Smith: Bloom Energy Series 6 fuel cells consume 150M cubic feet/day/GW | Matt Smith | Jul 21, 2026 | Supported |
| 70% | “70%” | Smith: Expand Energy controls roughly 70% of core Haynesville wells | Matt Smith | Jul 21, 2026 | Contradicted |
| 4× | “four times” | Smith: Expand Energy trades at four times forward EBITDA | Matt Smith | Jul 21, 2026 | Supported |
| 10% | “10%” | Smith: Energy could reach 30% of hyperscaler compute costs by 2029 | Matt Smith | Jul 21, 2026 | — |
| 30% | “30%” | Smith: Energy could reach 30% of hyperscaler compute costs by 2029 | Matt Smith | Jul 21, 2026 | — |
| $1B | “a billion dollars” | Kim: Funds generally tap out at twice their first close amount | John Kim | Jul 14, 2026 | — |
| 2B | “two billion” | Kim: Funds generally tap out at twice their first close amount | John Kim | Jul 14, 2026 | — |
| 8M | “eight million” | Giffon: Older inflecting startups struggle to raise capital due to legacy narrative | Jeremy Giffon | Jul 7, 2026 | — |
| 200% | “200%” | Giffon: Older inflecting startups struggle to raise capital due to legacy narrative | Jeremy Giffon | Jul 7, 2026 | — |
| 10T | “10 trillion” | Giffon: Public markets will produce $10 trillion companies | Jeremy Giffon | Jul 7, 2026 | Open |
| 5B | “five billion” | Giffon: Multi-billion-dollar growth funds are poor vehicles for small LPs | Jeremy Giffon | Jul 7, 2026 | — |
| $100M | “a hundred million dollars” | Giffon: Multi-billion-dollar growth funds are poor vehicles for small LPs | Jeremy Giffon | Jul 7, 2026 | — |
| $100M | “hundred million dollars” | Giffon: A manager's personal net worth relative to fund size is underrated | Jeremy Giffon | Jul 7, 2026 | — |
| 31M | “a thirty million” | Giffon: A manager's personal net worth relative to fund size is underrated | Jeremy Giffon | Jul 7, 2026 | — |
| $1M | “a million dollars” | Giffon: A manager's personal net worth relative to fund size is underrated | Jeremy Giffon | Jul 7, 2026 | — |
| 10% | “10%” | Giffon: Predatory SPVs charge 10% upfront fees with zero GP commitment | Jeremy Giffon | Jul 7, 2026 | — |
| $1B | “a billion dollars” | Wachen: Over $1B in AI Compute Revenue Generated Every Day | Rob Wachen | Jun 30, 2026 | Supported |
| $40B | “Forty billion dollars” | Uberti: Future AI token factories will cost $40B to $100B per mega-cluster | Gavin Uberti | Jun 30, 2026 | — |
| $100B | “hundred billion dollars” | Uberti: Future AI token factories will cost $40B to $100B per mega-cluster | Gavin Uberti | Jun 30, 2026 | — |
| 2B | “two billion” | Uberti: Etched aligned two clock signals to within 50 picoseconds | Gavin Uberti | Jun 30, 2026 | — |
| $50M | “fifty million dollars” | Wachen: Semiconductor physical design vendor agreements cost at least $40M–$50M | Rob Wachen | Jun 30, 2026 | — |
| $50M | “fifty million dollars” | Wachen: Historical semiconductor Series A rounds topped out at $40M–$50M | Rob Wachen | Jun 30, 2026 | Contradicted |
| 1B | “a billion” | Uberti: Individual trillion-dollar data centers are inevitable | Gavin Uberti | Jun 30, 2026 | Open |
| 11B | “a ten billion” | Uberti: Individual trillion-dollar data centers are inevitable | Gavin Uberti | Jun 30, 2026 | Open |
| 100B | “a hundred billion” | Uberti: Individual trillion-dollar data centers are inevitable | Gavin Uberti | Jun 30, 2026 | Open |
| $40B | “forty billion dollars” | Uberti: Individual trillion-dollar data centers are inevitable | Gavin Uberti | Jun 30, 2026 | Open |
| 10× | “10 times” | Uberti: AI Token Serving Requires Non-Linear Cluster Scaling Economics | Gavin Uberti | Jun 30, 2026 | — |
| $20B | “twenty billion dollars” | Liberty Mutual's Investment Platform Manages $120 Billion | Vlad Barbalat | Jun 23, 2026 | — |
| 90% | “90%” | Amin: Startup teams should spend 90% executing and 10% meta-analyzing | Kareem Amin | Jun 16, 2026 | — |
| 10% | “10%” | Amin: Startup teams should spend 90% executing and 10% meta-analyzing | Kareem Amin | Jun 16, 2026 | — |
| 20M | “twenty million” | Sacerdote: AI coding tools represent a $500B market opportunity | Alex Sacerdote | Jun 9, 2026 | — |
| 2.5T | “a half a trillion” | Sacerdote: AI coding tools represent a $500B market opportunity | Alex Sacerdote | Jun 9, 2026 | — |
| 15M | “fifteen million” | Sacerdote: Anthropic has 14 to 15 million daily active users | Alex Sacerdote | Jun 9, 2026 | Supported |
| 3% | “three percent” | Sacerdote: Enterprise AI adoption will reach 15% within four years | Alex Sacerdote | Jun 9, 2026 | — |
| 5% | “five percent” | Sacerdote: Enterprise AI adoption will reach 15% within four years | Alex Sacerdote | Jun 9, 2026 | — |
| 15% | “15%” | Sacerdote: Enterprise AI adoption will reach 15% within four years | Alex Sacerdote | Jun 9, 2026 | — |
| 60B | “sixty billion” | Sacerdote: Whale Rock passed on Anthropic at a $60B valuation | Alex Sacerdote | Jun 9, 2026 | — |
| 35B | “thirty five billion” | Sacerdote: Whale Rock bought a $100M secondary block in Stripe in April 2020 | Alex Sacerdote | Jun 9, 2026 | — |
| 1.5T | “half a trillion” | Sacerdote: Whale Rock bought a $100M secondary block in Stripe in April 2020 | Alex Sacerdote | Jun 9, 2026 | — |
| 1T | “one trillion” | Sacerdote: Whale Rock bought a $100M secondary block in Stripe in April 2020 | Alex Sacerdote | Jun 9, 2026 | — |
| 200M | “a one hundred million” | Sacerdote: Whale Rock bought a $100M secondary block in Stripe in April 2020 | Alex Sacerdote | Jun 9, 2026 | — |
| 4× | “four times” | Sacerdote: Whale Rock bought Nvidia in 2023 at four times earnings | Alex Sacerdote | Jun 9, 2026 | — |
| 5× | “five times” | Sacerdote: Whale Rock bought Tesla in 2019 at five times earnings | Alex Sacerdote | Jun 9, 2026 | — |
| 40% | “40%” | Sacerdote: Exponential growth ends once technology hits 30% to 40% penetration | Alex Sacerdote | Jun 9, 2026 | — |
| 800B | “eight hundred billion” | Sacerdote: AI market will reach $3T to $5T | Alex Sacerdote | Jun 9, 2026 | — |
| 60% | “60%” | Sacerdote: Celestica holds 50% to 60% of cloud Ethernet switch market | Alex Sacerdote | Jun 9, 2026 | Supported |
| 3× | “three X” | Sacerdote: Transitioning GPU rack scale-up to fiber will 2x–3x Corning's market | Alex Sacerdote | Jun 9, 2026 | — |
| 30% | “30%” | Sacerdote: Supply chain is 30% short across DRAM, NAND, and PCBs | Alex Sacerdote | Jun 9, 2026 | — |
| 95% | “95%” | Sacerdote: Mega-cap tech offers massive alpha over generalist portfolio managers | Alex Sacerdote | Jun 9, 2026 | — |
| 10M | “ten million” | Khosrowshahi: Uber has over 10 million drivers and couriers on its platform | Dara Khosrowshahi | Jun 3, 2026 | Supported |
| 10× | “10 X” | Khosrowshahi: Uber developers in India drive 10x more code commits using AI | Dara Khosrowshahi | Jun 3, 2026 | — |
| $10B | “ten billion dollars” | Khosrowshahi: Uber generates over $10B in free cash flow across 10B+ trips | Dara Khosrowshahi | Jun 3, 2026 | Supported |
| 10B | “ten billion” | Khosrowshahi: Uber generates over $10B in free cash flow across 10B+ trips | Dara Khosrowshahi | Jun 3, 2026 | Supported |
| 1B | “a billion” | Khosrowshahi: Uber secured a $1B fleet financing facility with Santander | Dara Khosrowshahi | Jun 3, 2026 | Supported |
| 30% | “30%” | Khosrowshahi: Autonomous vehicles on Uber's network are 30% busier than standalone AVs | Dara Khosrowshahi | Jun 3, 2026 | — |
| 50% | “50%” | Khosrowshahi: Uber has signed up 40% to 50% of addressable merchants | Dara Khosrowshahi | Jun 3, 2026 | — |
| 13% | “13%” | Khosrowshahi: 13% of Uber Eats bookings come from the mobility app | Dara Khosrowshahi | Jun 3, 2026 | Supported |
| 50M | “fifty million” | Khosrowshahi: Uber One has 50M members, growing 50% year-over-year | Dara Khosrowshahi | Jun 3, 2026 | Supported |
| 50% | “50%” | Khosrowshahi: Uber One has 50M members, growing 50% year-over-year | Dara Khosrowshahi | Jun 3, 2026 | Supported |
| 50% | “50%” | Khosrowshahi: About 50% of Uber Eats orders are batched | Dara Khosrowshahi | Jun 3, 2026 | — |
| 1.5B | “a half billion” | Khosrowshahi: Uber completed 1.5 billion trips outside home cities last year | Dara Khosrowshahi | Jun 3, 2026 | — |
| 15% | “15%” | Khosrowshahi: About 15% of Uber trips are to and from airports | Dara Khosrowshahi | Jun 3, 2026 | — |
| 5B | “five billion” | Khosrowshahi: Uber Reserve has surpassed a $5 billion run rate | Dara Khosrowshahi | Jun 3, 2026 | Open |
| $1B | “a billion dollars” | Khosrowshahi: Uber Eats grew from under $1B to over $100B in gross bookings | Dara Khosrowshahi | Jun 3, 2026 | Partly supported |
| 100B | “a hundred billion” | Khosrowshahi: Uber Eats grew from under $1B to over $100B in gross bookings | Dara Khosrowshahi | Jun 3, 2026 | Partly supported |
| $7B | “seven billion dollars” | Loeb details Third Point's credit, CLO, and liability asset breakdown | Dan Loeb | May 28, 2026 | — |
| $3B | “three billion dollars” | Loeb details Third Point's credit, CLO, and liability asset breakdown | Dan Loeb | May 28, 2026 | — |
| $1B | “a billion dollars” | Loeb details Third Point's credit, CLO, and liability asset breakdown | Dan Loeb | May 28, 2026 | — |
| 30% | “30%” | Loeb details Third Point's credit, CLO, and liability asset breakdown | Dan Loeb | May 28, 2026 | — |
| 12% | “12%” | Loeb: Third Point made discounted Twitter debt its largest credit position | Dan Loeb | May 28, 2026 | — |
| $2M | “Two million dollars” | Loeb: Third Point participated in xAI debt financing despite no cash flow | Dan Loeb | May 28, 2026 | — |
| $2B | “two billion dollars” | Loeb: Third Point participated in xAI debt financing despite no cash flow | Dan Loeb | May 28, 2026 | — |
| 21B | “a twenty billion” | Loeb: Third Point participated in xAI debt financing despite no cash flow | Dan Loeb | May 28, 2026 | — |
| 15× | “15 times” | Loeb: Nvidia represents a catch-up trade at 15x 2027 earnings | Dan Loeb | May 28, 2026 | — |
| 12× | “12 times” | Loeb: Nvidia represents a catch-up trade at 15x 2027 earnings | Dan Loeb | May 28, 2026 | — |
| $11B | “eleven billion dollars” | Baker: Anthropic Added $11 Billion ARR in One Month | Gavin Baker | May 20, 2026 | Supported |
| $10T | “10 trillion dollars” | Baker: Anthropic Added $11 Billion ARR in One Month | Gavin Baker | May 20, 2026 | Supported |
| 80% | “80%” | Baker: Anthropic burned around 80% less capital than OpenAI | Gavin Baker | May 20, 2026 | — |
| $100B | “a hundred billion dollars” | Baker: Anthropic would do over $100B today with unconstrained compute | Gavin Baker | May 20, 2026 | — |
| 70% | “70%” | Baker: Claude Opus generates 70% fewer tokens per question | Gavin Baker | May 20, 2026 | Contradicted |
| 30% | “30%” | Baker: SpaceX valuation compounded in the low 30% range annually for a decade | Gavin Baker | May 20, 2026 | Contradicted |
| 100% | “100%” | Baker: Anthropic could raise capital at at least a 100% premium | Gavin Baker | May 20, 2026 | — |
| 99% | “99%” | Baker: SpaceX operates 98% to 99% of all satellites in orbit | Gavin Baker | May 20, 2026 | Partly supported |
| 100% | “hundred percent” | Baker: Every GPU runs at 100% utilization versus 99% unutilized fiber in 2000 | Gavin Baker | May 20, 2026 | — |
| 99% | “99%” | Baker: Every GPU runs at 100% utilization versus 99% unutilized fiber in 2000 | Gavin Baker | May 20, 2026 | — |
| $2T | “two trillion dollars” | Baker: NVIDIA could sell $2T-$3T in GPUs in 2026-2027 if TSMC expanded enough | Gavin Baker | May 20, 2026 | — |
| 1.5T | “a half trillion” | Baker: NVIDIA could sell $2T-$3T in GPUs in 2026-2027 if TSMC expanded enough | Gavin Baker | May 20, 2026 | — |
| 3T | “three trillion” | Baker: NVIDIA could sell $2T-$3T in GPUs in 2026-2027 if TSMC expanded enough | Gavin Baker | May 20, 2026 | — |
| $200B | “two hundred billion dollars” | Baker: OpenAI and Anthropic will probably exceed $200B ARR this year | Gavin Baker | May 20, 2026 | Open |
| 100B | “a hundred billion” | Baker: 1% AI chip market share will equal $100B in value | Gavin Baker | May 20, 2026 | — |
| 1% | “one percent” | Baker: 1% AI chip market share will equal $100B in value | Gavin Baker | May 20, 2026 | — |
| 40× | “40 times” | Baker: Semi-cap equipment trades at 40x earnings vs DRAM at single digits | Gavin Baker | May 20, 2026 | Supported |
| 40% | “40%” | Anthropic CFO Rao spends 30% to 40% of his time on compute | Krishna Rao | May 13, 2026 | — |
| $9B | “nine billion dollars” | Rao: Anthropic grew run-rate revenue from $9B to over $30B in four months | Krishna Rao | May 13, 2026 | Supported |
| $30B | “thirty billion dollars” | Rao: Anthropic grew run-rate revenue from $9B to over $30B in four months | Krishna Rao | May 13, 2026 | Supported |
| 100B | “a hundred billion” | Anthropic signs a $100 billion deal with Amazon for 5GW of compute | Krishna Rao | May 13, 2026 | — |
| 95% | “95%” | Anthropic built 70 finance skills to automate 90% of its monthly reviews | Krishna Rao | May 13, 2026 | — |
| $1B | “a billion dollars” | Rao: Anthropic Reached Nearly $1B Run Rate by Late 2024 Series E | Krishna Rao | May 13, 2026 | Supported |
| 250M | “two hundred fifty million” | Anthropic had $250M revenue run rate when Krishna Rao joined | Krishna Rao | May 13, 2026 | — |
| 1B | “a billion” | Anthropic had $250M revenue run rate when Krishna Rao joined | Krishna Rao | May 13, 2026 | — |
| 500% | “500%” | Anthropic's annualized net dollar retention rate is currently over 500% | Krishna Rao | May 13, 2026 | — |
| 80% | “80%” | Chesky: Airbnb lost 80% of its business in eight weeks during COVID-19 | Brian Chesky | May 5, 2026 | Supported |
| $300M | “three hundred million dollars” | Chesky: Lean 'Project Hawaii' Team Drove Over 600 Bps in Airbnb Revenue | Brian Chesky | May 5, 2026 | — |
| $500M | “five hundred million dollars” | Chesky: Lean 'Project Hawaii' Team Drove Over 600 Bps in Airbnb Revenue | Brian Chesky | May 5, 2026 | — |
| $100B | “a hundred billion dollars” | Chesky: Airbnb generates $100B in sales with 40% free cash flow margins. | Brian Chesky | May 5, 2026 | Supported |
| 40% | “40%” | Chesky: Airbnb generates $100B in sales with 40% free cash flow margins. | Brian Chesky | May 5, 2026 | Supported |
| 200M | “two hundred million” | Jones: Bunker Hunt bought 200M ounces of silver at $3.50 average | Paul Tudor Jones | Apr 28, 2026 | Partly supported |
| 100% | “hundred percent” | Jones: 100% of his fund's investment returns are alpha | Paul Tudor Jones | Apr 28, 2026 | — |
| 100M | “a hundred million” | Modelers say AI safety action requires 50 to 100 million deaths | Paul Tudor Jones | Apr 28, 2026 | — |
| 3× | “three times” | Paul Tudor Jones: Mandating AI watermarking with felony penalties is essential | Paul Tudor Jones | Apr 28, 2026 | — |
| 10% | “10%” | Paul Tudor Jones: Currencies jumped 10% after Reagan, Thatcher, and Trump elections | Paul Tudor Jones | Apr 28, 2026 | Partly supported |
| 100% | “100%” | Jones: 1987 crash was 100% caused by derivatives and portfolio insurance | Paul Tudor Jones | Apr 28, 2026 | — |
| 10% | “10%” | Jones: 1987 crash was 100% caused by derivatives and portfolio insurance | Paul Tudor Jones | Apr 28, 2026 | — |
| 15% | “15%” | Jones: 1987 crash was 100% caused by derivatives and portfolio insurance | Paul Tudor Jones | Apr 28, 2026 | — |
| 252% | “252%” | Paul Tudor Jones: US stock market capitalization is at 252% of GDP | Paul Tudor Jones | Apr 28, 2026 | Supported |
| 65% | “65%” | Paul Tudor Jones: US stock market capitalization is at 252% of GDP | Paul Tudor Jones | Apr 28, 2026 | Supported |
| 90% | “90%” | Paul Tudor Jones: US stock market capitalization is at 252% of GDP | Paul Tudor Jones | Apr 28, 2026 | Supported |
| 170% | “170%” | Paul Tudor Jones: US stock market capitalization is at 252% of GDP | Paul Tudor Jones | Apr 28, 2026 | Supported |
| 7% | “seven percent” | Paul Tudor Jones: Institutional PE allocation jumped from 7% to 16% | Paul Tudor Jones | Apr 28, 2026 | Supported |
| 16% | “16%” | Paul Tudor Jones: Institutional PE allocation jumped from 7% to 16% | Paul Tudor Jones | Apr 28, 2026 | Supported |
| 70% | “70%” | Paul Tudor Jones believes 70% of great trading ability is genetic | Paul Tudor Jones | Apr 28, 2026 | — |
| $7M | “seven million dollars” | Patel: SemiAnalysis spends $7M on Claude Code vs $25M payroll | Dylan Patel | Apr 23, 2026 | — |
| $25M | “twenty-five million dollars” | Patel: SemiAnalysis spends $7M on Claude Code vs $25M payroll | Dylan Patel | Apr 23, 2026 | — |
| 100% | “hundred percent” | Patel: SemiAnalysis AI spend could exceed total payroll by year-end | Dylan Patel | Apr 23, 2026 | — |
| 3% | “three percent” | Patel: AI can currently automate roughly 3% of BLS tasks | Dylan Patel | Apr 23, 2026 | Supported |
| 9B | “nine billion” | Patel: Anthropic's ARR has surged to between $35B and $40B | Dylan Patel | Apr 23, 2026 | Contradicted |
| 40B | “forty billion” | Patel: Anthropic's ARR has surged to between $35B and $40B | Dylan Patel | Apr 23, 2026 | Contradicted |
| 45B | “forty-five billion” | Patel: Anthropic's ARR has surged to between $35B and $40B | Dylan Patel | Apr 23, 2026 | Contradicted |
| 72% | “72%” | Patel: Anthropic gross margins have a floor of 72% | Dylan Patel | Apr 23, 2026 | — |
| 100× | “hundred times” | Patel: Opus 4.6/4.7-level AI inference will be 100x cheaper in a year | Dylan Patel | Apr 23, 2026 | Open |
| $100B | “a hundred billion dollars” | Patel: TSMC could reach $100B in annual CapEx by 2028 | Dylan Patel | Apr 23, 2026 | — |
| $100B | “a hundred billion dollars” | Carnell: GLP-1 class will easily surpass $100B in annual revenue | Alex Carnell | Apr 21, 2026 | Open |
| 50% | “50%” | Carnell: Existing medicines can reduce middle-aged cardiovascular risk below 10% | Alex Carnell | Apr 21, 2026 | Supported |
| 10% | “ten percent” | Carnell: Existing medicines can reduce middle-aged cardiovascular risk below 10% | Alex Carnell | Apr 21, 2026 | Supported |
| 94% | “94%” | Carnell: Eli Lilly data shows GLP-1s cut diabetes progression by 94% | Alex Carnell | Apr 21, 2026 | Supported |
| 20% | “20%” | Carnell: 15% to 20% of GLP-1 Demand Flows Through Telehealth and Compounding | Alex Carnell | Apr 21, 2026 | — |
| 20% | “20%” | Carnell: Novo Nordisk data shows GLP-1s cut cardiovascular risk over 20% | Alex Carnell | Apr 21, 2026 | Supported |
| 50% | “50%” | Alex Carnell: PCSK9 medicines lower LDL cholesterol by 50% | Alex Carnell | Apr 21, 2026 | Supported |
| 20% | “20%” | Alex Carnell: PCSK9 drugs reduce cardiovascular event risk by 20% to 25% | Alex Carnell | Apr 21, 2026 | Supported |
| 25% | “25%” | Alex Carnell: PCSK9 drugs reduce cardiovascular event risk by 20% to 25% | Alex Carnell | Apr 21, 2026 | Supported |
| 88% | “88%” | Alex Carnell: Genetic PCSK9 deficiency reduces cardiovascular disease risk by 88% | Alex Carnell | Apr 21, 2026 | Supported |
| 30% | “30%” | Carnell: Biogen and Lilly Alzheimer's Drugs Slow Cognitive Decline by 30% | Alex Carnell | Apr 21, 2026 | Partly supported |
| 2× | “two X” | Nolan: Steep Venture Up-Rounds Are Often Underpriced Due to Anchoring | Scott Nolan | Apr 14, 2026 | — |
| 4× | “four X” | Nolan: Steep Venture Up-Rounds Are Often Underpriced Due to Anchoring | Scott Nolan | Apr 14, 2026 | — |
| 90% | “90%” | Nolan: Investors falling in love with ideas causes team compromises and failure | Scott Nolan | Apr 14, 2026 | — |
| 95% | “95%” | Nolan: Hardware Teams Should Aim for 90-95% Readiness and Iterate Later | Scott Nolan | Apr 14, 2026 | — |
| 99% | “99%” | Nolan: Hardware Teams Should Aim for 90-95% Readiness and Iterate Later | Scott Nolan | Apr 14, 2026 | — |
| 25% | “25%” | Nolan: US Ban Will Eliminate 25% of Enriched Uranium Imports by 2028 | Scott Nolan | Apr 14, 2026 | Supported |
| 1.5B | “a half billion” | Nolan: US low-enriched uranium market for existing grid reactors is $2B-$2.5B | Scott Nolan | Apr 14, 2026 | Supported |
| 19.75% | “19.75%” | Nolan: HALEU Fuel Accounts for Over Half of Advanced Reactors' Costs | Scott Nolan | Apr 14, 2026 | Supported |
| 2T | “two trillion” | Private Capital Assets Grew From $2 Trillion Pre-GFC to $15 Trillion | Alan Waxman | Apr 8, 2026 | Supported |
| 15T | “15 trillion” | Private Capital Assets Grew From $2 Trillion Pre-GFC to $15 Trillion | Alan Waxman | Apr 8, 2026 | Supported |
| 500B | “five hundred billion” | The Private Credit Market Expanded From $500 Billion to $2 Trillion | Alan Waxman | Apr 8, 2026 | Partly supported |
| 2T | “two trillion” | The Private Credit Market Expanded From $500 Billion to $2 Trillion | Alan Waxman | Apr 8, 2026 | Partly supported |
| 15× | “15 times” | Alternative Asset Manager FRE Multiples Expanded From 10x to 30x | Alan Waxman | Apr 8, 2026 | Supported |
| 20× | “20 times” | Alternative Asset Manager FRE Multiples Expanded From 10x to 30x | Alan Waxman | Apr 8, 2026 | Supported |
| 30× | “30 times” | Alternative Asset Manager FRE Multiples Expanded From 10x to 30x | Alan Waxman | Apr 8, 2026 | Supported |
| 10% | “10%” | Credit Investors Must Reject Collateral Stripping for a Mere 10% Return | Alan Waxman | Apr 8, 2026 | — |
| 50% | “50%” | Credit Investors Must Reject Collateral Stripping for a Mere 10% Return | Alan Waxman | Apr 8, 2026 | — |
| 120% | “120%” | Credit Investors Must Reject Collateral Stripping for a Mere 10% Return | Alan Waxman | Apr 8, 2026 | — |
| 5% | “five percent” | Perpetual Private BDC Redemption Requests Have Exceeded Standard 5% Limits | Alan Waxman | Apr 8, 2026 | Supported |
| 95% | “95%” | Green: Lead Edge Capital targets 95% LP gross dollar retention | Mitchell Green | Mar 24, 2026 | — |
| 10% | “10%” | Green: Lead Edge is completely structure-agnostic when investing in companies | Mitchell Green | Mar 24, 2026 | — |
| 80% | “80%” | Green: Lead Edge is completely structure-agnostic when investing in companies | Mitchell Green | Mar 24, 2026 | — |
| 95% | “95%” | Lead Edge Capital has roughly 800 limited partners, 95% being executives | Mitchell Green | Mar 24, 2026 | — |
| 60% | “60%” | Green: 50% to 60% of Lead Edge portfolio companies are profitable | Mitchell Green | Mar 24, 2026 | — |
| 390M | “a two hundred ninety million” | Green: Lead Edge invested $36M in Toast and sold $180M pre-IPO | Mitchell Green | Mar 24, 2026 | — |
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