Straight Answers

An LLM assessed 187 question → answer exchanges, the host's own answers included. Speaker names were hidden during assessment. Each exchange was marked answered, partly, redirected or not addressed, with a quote as its source. Every exchange below is timestamped and plays. How it works →

These readings are observational: the transcript shows whether the question was answered directly, whatever the reason. It is an AI reading of a public exchange, never a claim about intent, and the tape is one tap away on every row. full disclaimer →

10not answered directly · why no rate? → 10playable exchanges ↓ 9people with at least one → 32people measured →

Nobody here carries a rate, and that is deliberate: rates are not published without enough raw tape, which means 8 or more assessed questions on raw, unedited recordings, and every Invest Like the Best episode we hold is the produced feed. So this page counts instead of rating. Every one of the 66 people on the record is accounted for: 32 have their questions counted (9 of them with at least one not answered directly), and the remaining 34 never took a direct question in any tape we hold: compilations, panels and cameo appearances leave nothing to assess.

The whole show 10 of 174 assessed questions, produced feed

No needle for Invest Like the Best Ledger: every tape we hold is the produced feed, and rates are not published without enough raw tape. So the board below counts exchanges instead of rating them.

All speakers

All 32 people with assessed questions on the record, ranked by how many were not answered directly. Every count comes from the produced feed. Click a name to see their exchanges.

Person Redirected + not addressed Questions Tape Argument clarity /5
Michael Ovitz Chairman, Treville Capital Group 2 6 raw ≈4.0
David Senra Host, Founders Podcast 1 6 raw ≈4.0
Gustav Söderström Co-CEO, Spotify 1 6 raw ≈4.0
Alex Wiltschko Founder & CEO, Osmo 1 6 raw ≈4.5
Ben Horowitz Co-Founder and General Partner, Andreessen Horowitz 1 6 raw ≈4.0
Luca Ferrari Co-Founder & CEO, Bending Spoons 1 6 raw ≈4.5
Dan Wang Research Fellow, Hoover Institution 1 6 raw ≈4.5
Ben Thompson Founder & Author, Stratechery 1 6 raw ≈4.0
Patrick O'Shaughnessy Founder & CEO, Positive Sum 1 1 raw
Drew Taggart Co-Founder & General Partner, Mantis VC 0 6 raw ≈4.0
John Kim Former Chief Development Officer, General Catalyst 0 6 raw ≈4.5
Bill Gurley General Partner, Benchmark 0 6 raw ≈4.5
Graham Weaver Founder & CEO, Alpine Investors 0 6 raw ≈4.5
Cliff Sosin Founder, CAS Investment Partners 0 6 raw ≈4.5
Jared Kushner Founder & CEO, Affinity Partners 0 6 raw ≈4.0
Gavin Baker Managing Partner & CIO, Atreides Management 0 6 raw ≈4.5
Krishna Rao CFO, Anthropic 0 6 raw ≈4.5
Alan Waxman Co-Founder, CEO & Co-CIO, Sixth Street 0 6 raw ≈4.5
Mitchell Green Founder & Managing Partner, Lead Edge Capital 0 6 raw ≈4.5
Gokul Rajaram Founding Partner, Marathon Management Partners 0 6 raw ≈4.5
Alex Behring Co-Managing Partner, 3G Capital 0 6 raw ≈4.5
Reed Hastings Co-Founder, Netflix 0 6 raw ≈4.0
David George Head of Growth Investing, Andreessen Horowitz 0 6 raw ≈4.5
Karim Atiyeh Co-founder & CTO, Ramp 0 6 raw ≈4.5
Henry Ellenbogen Founder & CIO, Durable Capital Partners 0 6 raw ≈4.0
Joe Liemandt Principal, Alpha School 0 6 raw ≈4.0
Barry Diller Chairman and Senior Executive, IAC 0 6 raw ≈4.5
Neil Movva Co-Founder and CEO, Sail Research 0 6 raw ≈4.5
Dara Khosrowshahi CEO, Uber 0 5 raw ≈4.5
Alex Pall Co-Founder & General Partner, Mantis VC 0 2 raw
Kareem Amin Co-founder & CEO, Clay 0 2 raw
Daniel Schwartz Co-Managing Partner, 3G Capital 0 2 raw

The moments, on tape

The question Patrick asked, then the AI assessment note from the answer. Tap to play the moment. Not addressed = the question was not engaged; redirected = acknowledged, then steered elsewhere.

Not addressed David Senra ▶ 30:49

“Like what's more true in number one than number 40? Like what is the measure of goodness?”

answered: “what I realized is like, I've never been around impressive people”

Not addressed Gustav Söderström ▶ 39:38

“Like what would be the world in which as a result of this technology, Spotify's whole business model needs to change? And how do you, how do you go about evaluating something like that?”

answered: “these companies are the first set of companies. To have technology as the strategy”

Not addressed Alex Wiltschko ▶ 14:02

“How long do you think it will be until there's literally something sitting here that the, the feedback loop is more or less instantaneous?”

answered: “This is a machine called a GCMS. This is basically a camera”

Not addressed Ben Thompson ▶ 44:21

“Do you have a sense for, like, how long you think it will take given the extreme shortage of compute?”

answered: “Well, the interesting thing is what this means for Intel and Samsung's sort of logic”

Not addressed Patrick O'Shaughnessy ▶ 1:12:07

“Is this nutritious? Is this in line with Spotify's mission of being like the place where you go when you want to feel good about yourself instead of when you want to feel bad about yourself?”

answered: “How do you think about if that's the supply of the stuff”

Not addressed Ben Horowitz ▶ 25:58

“How would you encourage other people to like get it, get a taste of it? They can't just read about it, obviously.”

answered: “What happens, uh, to founders is you invent something, right?”

Not addressed Luca Ferrari ▶ 59:06

“In that specific effort for Bending Spoons, specifically, Where have the best investors really dug in to get that, that physics understanding of your business that's different than how other things work? Like, where are the best digging?”

answered: “some of the best are really good at understanding people, at discerning Who's really smart”

Redirected Michael Ovitz ▶ 38:33

“He writes about that in his, this in his book. And he seems to be one of the, like you sort of always dissatisfied with stasis, like always wanting to know what the next thing that we can do is that we've earned the right to”

answered: “We got involved very early together because Pete was on the board of Sony.”

Redirected Michael Ovitz ▶ 1:01:46

“What did that teach you? Like that, that seems like a really important moment.”

answered: “to answer your question, which I've avoided skillfully”

Redirected Dan Wang ▶ 17:43

“Can you imagine that happening without some sort of visceral crisis? Like, can that happen slowly and organically?”

answered: “the more we use this term Sputnik moment... the less that it is actually accompanied”

Every count on this page comes from the produced feed: no raw unedited tape of Invest Like the Best exists in our library. Rates are not published without enough raw tape, so this page counts and shows no percentage. This is a reading of a transcript. It is not an accusation of dishonesty, and there are many good reasons not to answer a question directly (confidential numbers, unreleased products, someone else's news to break).

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