Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from the MAD Podcast: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
2,374 assertions1,548 insights993 disclosures732 predictions485 opinions34 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 3,106 claims, 1,065 carry an assessment, 60 are not yet assessed, and 1,981 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 →
Recently on the ledger full ledger →
How the calls resolved the full record →
Open predictions the full timeline →
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.
| Person | Eps | Statements | Supported | Partly supported | Contradicted | Full support rate |
|---|---|---|---|---|---|---|
| Ion Stoica | 1 | 14 | 8 | 0 | 0 | 100% |
| Jason Grout | 1 | 8 | 7 | 0 | 0 | 100% |
| Sanjit Biswas | 1 | 18 | 6 | 0 | 0 | 100% |
| Thomas Dohmke | 1 | 24 | 5 | 0 | 0 | 100% |
| Dev Ittycheria | 1 | 13 | 5 | 0 | 0 | 100% |
| Paul Dix | 2 | 21 | 5 | 0 | 0 | 100% |
| Dwight Merriman | 1 | 14 | 5 | 0 | 0 | 100% |
| Aidan Gomez | 1 | 21 | 4 | 0 | 0 | 100% |
From the Wisdom Wall all quotes →
“if you end up in a system where basically AI's are running anything, if anyone sort of either puts like sort of secret objectives into that AI or has overt control of those AI's, then they could sort…”
Ryan Greenblatt, Aug 27, 2026 · ▶ 8:20“And then I think after a one, it was oh three, because I think oh three helped prove that not only could you scale the amount of reasoning at inference time, but with better training, with more…”
Mitch Trojanowski, Aug 5, 2026 · ▶ 16:40“I, um, I think law actually is kind of like that. You know, in many ways I think about, I think maybe the founding fathers would have been really good, um, context engineers or agent managers, because…”
Mitch Trojanowski, Aug 5, 2026 · ▶ 1:07:52