Vlad Tenev

Co-Founder & CEO, Robinhood · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveinvestor@vladtenev ↗LinkedIn ↗robinhood.com ↗Wikipedia ↗

In 2013, he co-founded Robinhood alongside Baiju Bhatt, popularizing commission-free stock, options, and cryptocurrency trading for retail investors. He led the company through its 2021 IPO and guided it through high-profile market events such as the GameStop trading freeze.

37statements → 25claims → 13claims resolved → 92%fully supported → 3.76/5average certainty → 2.11/5average debate potential → ≈4.5/5argument clarity, estimated →

12 supported 1 partly supported 0 contradicted 1 not yet assessed 11 not checkable as stated how the 25 claims stand · each chip opens the sources

7 predictions · 18 assertions · 3 opinions · 4 insights · 5 disclosures · every statement was checked. The predictions and assertions are the 25 claims: statements the public record can support or contradict. 13 are resolved, 1 is not yet assessed, and 11 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Vlad argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Tenev: Harmonic solved at least one unsolved Erdős problem

“There's something like 1100 Erdos problems. About half of them are open unsolved. And yeah, Harmonic solved at least one of them.”

Vlad Tenev Mar 3, 2026 ▶ 53:05 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

none yet certainty 3

96% certainty 4

100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Vlad Tenev on measured tape to publish a rate. This says nothing about how they speak.

What they said37 Episodes1

Everything Vlad Tenev said on the Knowledge Project that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Not checkable as stated

Tenev: Most Robinhood customer service interactions are handled by AI agents

“By and large, if you interact with customer service on Robinhood, you're interacting with our AI agents.”

Vlad Tenev Mar 3, 2026 ▶ 40:17 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Prediction Not checkable as stated

Tenev: Generative AI tools will increase creative output 100x to 1,000x

“So you can imagine to create really high quality Advertising collateral would have taken a lot of, like, deep work over a long period of time by great artists, but if you can empower those artists with the best tools, 11 Labs, Mid Journey, Runway, you know, th…”

Vlad Tenev Mar 3, 2026 ▶ 42:35 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Assertion Open · timeframe Mar 2029

Tenev: Robinhood AI customer support executes transactional backend actions

“Then you have phase three, which is, okay, now I can actually do non-read only actions. I can change stuff. Maybe I'll refund you if, you know, you're not happy with your purchase. You can refund your gold subscription fee. So that involves actually some prett…”

Vlad Tenev Mar 3, 2026 ▶ 45:30 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Assertion Supported

Tenev: Robinhood Lost Over 80% of Market Value Post-IPO

“We went from IPO-ing at about a thirty two billion dollar valuation in 2020 one to in 2022, we were We were trading at like six dollars and change. So we lost. 80% plus of our market value since IPO”

Vlad Tenev Mar 3, 2026 ▶ 13:06 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Assertion Supported

Tenev: Robinhood Retirement Has Over 1.5M Accounts

“We followed that up with Robinhood retirement, which has Over one and a half million accounts.”

Vlad Tenev Mar 3, 2026 ▶ 15:14 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Assertion Partly supported

Tenev: Robinhood scaled from 700 staff to thousands and nearly $1B revenue in 2020

“We went from, I'd say, end of 20 19, we had 700 people and something like 202 hundred and change million in annual revenue to in the next year, end of 20 20, we had thousands of people and close to a billion in revenue. It's like a three, three, three X plus i…”

Vlad Tenev Mar 3, 2026 ▶ 16:52 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Disclosure

Tenev: Robinhood will host 'Yes/No' event on prediction markets and AI

“We're doing one on December 16th of this year. So towards the end of the year, and it's called yes, no. So it's an event on prediction markets and AI.”

Vlad Tenev Mar 3, 2026 ▶ 34:28 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Assertion Supported

Tenev: Robinhood IPO Access has facilitated roughly 50 IPOs since 2021

“So we have a great IPO access offering, which is the number one retail channel for IPO participation. And we started this in 20, 21 around the time that we went public. And we've done, I think, roughly 50 IPOs since the beginning.”

Vlad Tenev Mar 3, 2026 ▶ 1:18:00 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Assertion Supported

Tenev: Robinhood Gold Card has over 500,000 cardholders

“Even though it's still not completely generally available, we do have over half a million cardholders and we're among the fastest growing credit cards.”

Vlad Tenev Mar 3, 2026 ▶ 1:36:13 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Assertion Supported

Tenev: Robinhood offers real-time cash delivery in New York

“And it's a combination of things that you won't get anywhere else, like real-time cash delivery. Which is available in New York. So if you're actually here domiciled, you can try that out.”

Vlad Tenev Mar 3, 2026 ▶ 1:41:49 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Assertion Supported

Tenev: Robinhood's Sage Home Loans partnership discounts mortgages by 75 bps

“Yeah, and we have a mortgage partnership with Sage Home Loans that gives you 75 basis points off of the national average.”

Vlad Tenev Mar 3, 2026 ▶ 1:46:31 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Disclosure

Tenev: Robinhood will avoid underwriting mortgages directly, preferring a bank marketplace

“So I don't think we necessarily want to get into the mortgage underwriting business or holding mortgages, but we want to get, we want to help people with all of their financial needs. And I think for that one, being a network and allowing different banks to co…”

Vlad Tenev Mar 3, 2026 ▶ 1:46:57 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Opinion

Tenev: Dumb Money was entertaining and Sebastian Stan casting was flattering

“I actually thought, you know, I know it didn't do very well, but I found it more or less entertaining. My favorite part, which maybe wouldn't be other people's favorite part, or maybe it would for some ladies there, was that my character was played by a very g…”

Vlad Tenev Mar 3, 2026 ▶ 9:23 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

Appearances (1)

Episode	Date	Speaking time
The Near Death Experience of RobinHood \| Vlad Tenev, Co-Founder	Mar 3, 2026	1h 22m

Vlad Tenev

The record, in short

Their most notable supported claim

Expressed certainty vs assessment result

How they sound: not measured why? →

Appearances (1)

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