The Argument Index

Debate potential by speaker, the highest-scored statement each year, and the companies with the most bearish calls on record. All of it clickable, all of it playable.

218debate potential 4–5 → 3debate potential 5 → 348rated speakers →
People

Average debate potential by speaker

All 348 guests with 5 or more scored statements, ranked. 42 more have fewer than 5, too few for a fair average, and the host is scored on his own page. Sort or filter below.

#PersonAvg debate potential Statements scored
1 Ryan Greenblatt Chief Scientist, Redwood Research 3.27 30
2 Chris Lynch Executive Chairman & CEO, AtScale 3.25 8
3 Robbie Allen Managing Director, Automated Consulting Group 3.2 5
4 Stefan Groschupf Founder and CEO, Automation Hero 3.14 7
5 Tim Dettmers Assistant Professor, Carnegie Mellon University 3.1 10
6 Gary Marcus Founder & Executive Chairman, Robust AI 3.03 38
7 Jeremy Howard Co-Founder, Answer.AI 3 24
8 Sam Anthony Board Director, The Many Brains Project 3 5
9 Pedro Domingos Professor Emeritus, University of Washington 3 14
10 Douwe Kiela Research Scientist Director, Google DeepMind 2.93 15
11 Misha Laskin Co-founder & CEO, Reflection AI 2.88 24
12 Thomas Wolf Co-founder & CSO, Hugging Face 2.87 23
13 Bradford Cross Founder & CEO, Alpha City 2.82 11
14 Mike Driscoll Co-founder and CEO, Rill Data 2.8 10
15 Benn Stancil Field CTO, ThoughtSpot 2.75 20
16 Mike Palmer CEO, Sigma Computing 2.72 18
17 Shreya Rajpal Co-founder & CEO, Guardrails AI 2.71 7
18 Aravind Srinivas Co-founder & CEO, Perplexity AI 2.71 21
19 Ahmed Elsamadisi Founder & CEO, Narrator 2.71 17
20 Alex Ratner Co-Founder & CEO, Snorkel AI 2.7 10
21 Julian Schrittwieser AI Researcher, Anthropic 2.67 27
22 Jeremy Kahn AI Editor, Fortune Magazine 2.67 21
23 Pavel Izmailov Assistant Professor, NYU and Researcher, Anthropic 2.64 22
24 Matt Ocko Co-Managing Partner & Co-Founder, DCVC 2.64 11
25 Andrew Feldman Co-Founder and CEO, Cerebras Systems 2.62 16
26 George Sivulka Founder & CEO, Hebbia 2.61 41
27 Benedict Evans Independent Technology Analyst 2.6 82
28 Raza Habib Member of Technical Staff, Anthropic 2.6 5
29 Ori Goshen Co-Founder & Co-CEO, AI21 Labs 2.6 10
30 Peter Fenton General Partner, Benchmark 2.6 25
31 Dylan Patel Founder & Chief Analyst, SemiAnalysis 2.58 66
32 Martin Casado General Partner, Andreessen Horowitz 2.57 21
33 John Rauser Lead Data Scientist, Pinterest 2.57 7
34 Mike Dauber Investor, Amplify Partners 2.56 16
35 Jeremy Achin General Partner, Cortical Ventures 2.56 9
36 Eric (MemSQL) Founder & CEO, Pomelo 2.56 9
37 David Cancel Co-founder, Drift 2.55 11
38 Peter Wang Co-Founder & Chief AI Officer, Anaconda 2.55 11
39 William Falcon Founder & CEO, Lightning AI 2.53 15
40 Nathan Lambert Founder, Interconnects AI 2.52 23
41 Francois Chollet Co-Founder, Ndea 2.5 14
42 Sarah Catanzaro General Partner, Amplify Partners 2.5 18
43 Stan Christiaens Founder & CTO, Collibra 2.5 14
44 Eiso Kant Co-Founder & CTO, Poolside 2.49 55
45 Aidan Gomez Co-founder & CEO, Cohere 2.48 21
46 Sharon Zhou VP of AI, AMD 2.48 33
47 Stephen Balaban Co-Founder & CTO, Lambda 2.48 29
48 Neil Zeghidour Co-founder & CEO, Gradium AI 2.45 38
49 Mike Volpi General Partner, Hanabi Capital 2.45 20
50 Ali Ghodsi Founder & CEO, Databricks 2.44 18
51 Yaniv Altshuler Founder & CEO, Alphabiome 2.44 9
52 Oren Falkowitz Co-founder & CEO, Area 2 Farms 2.44 9
53 Matthew Prince Co-Founder & CEO, Cloudflare 2.44 27
54 Arvind Jain Co-founder & CEO, Glean 2.43 7
55 Carolyn Mooney Co-Founder & CEO, Nextmv 2.43 7
56 Nick Schrock Founder and CTO, Dagster Labs 2.43 7
57 Dan Fu Assistant Professor, UC San Diego 2.42 12
58 Jerry Tworek CEO & Co-founder, Core Automation 2.42 36
59 Nathan Benaich Founder & General Partner, Air Street Capital 2.41 56
60 Richard Socher Founder & CEO, You.com 2.41 83
61 Amr Awadallah CEO and Co-Founder, Vectara 2.41 27
62 Roger Ehrenberg Founder & Managing Partner, Eberg Capital 2.41 22
63 Carly Taylor Field CTO for Gaming, Databricks 2.4 10
64 Claudia Perlich Managing Director, Two Sigma 2.4 5
65 Zico Kolter Professor and Department Head, Carnegie Mellon University 2.4 35
66 Sholto Douglas AI Researcher, Anthropic 2.39 49
67 Azeem Azhar Founder, Exponential View 2.39 31
68 Satyen Sangani CEO and Co-Founder, Alation 2.38 8
69 Christopher Nguyen Co-Founder and CEO, Aitomatic 2.38 8
70 Arnab Gupta CEO, Opera Solutions 2.38 8
71 Mostafa Dehghani Research Scientist, Google DeepMind 2.37 27
72 Mitch Trojanowski Co-Founder and CEO, Basis 2.37 38
73 Sebastian Raschka 2.36 25
74 Nick Mehta Board Member & Special Advisor, Gainsight 2.36 11
75 May Habib Co-Founder, Writer 2.33 12
76 Mathew Lodge CEO, Diffblue 2.33 12
77 Zhamak Dehghani Founder & CEO, Nextdata 2.33 9
78 Arjun Narayan Venture Partner, Amplify Partners 2.33 9
79 Joe Lubin Founder and CEO, Consensys 2.33 15
80 Gaurav Misra Co-founder & CEO, Captions 2.32 38
81 Evan Kaplan CEO, InfluxData 2.3 10
82 Aaron Levie Co-Founder & CEO, Box 2.3 46
83 Raj De Datta Co-Founder and CEO, Bloomreach 2.3 20
84 Todd Papaioannou Partner, Bain & Company 2.3 10
85 Stanislas Polu Co-founder, Dust 2.29 14
86 Ben Horowitz Co-Founder and General Partner, Andreessen Horowitz 2.29 17
87 Ajay Kulkarni Co-founder & CEO, Timescale 2.29 14
88 Dan Roberts Research Lead, OpenAI 2.29 17
89 Felix Rieseberg Engineering Lead, Anthropic 2.28 32
90 DeVaris Brown CEO & Co-Founder, Meroxa 2.27 11
91 Nick Rockwell Chief Information Officer, Braze 2.27 11
92 Sajith Wickramasekara Co-founder & CEO, Benchling 2.27 11
93 Yann Dubois Research Scientist, OpenAI 2.26 42
94 Scott Belsky Partner, A24 2.25 12
95 Alex Rinke Co-Founder and Co-CEO, Celonis 2.25 20
96 Harry Glaser Founder & CEO, Periscope Data customer/vendor platform context note: Periscope Data context applies directly: Founder & CEO, Periscope Data 2.25 12
97 Jonathan Levin CEO & Co-Founder, Chainalysis 2.25 8
98 Fred Wilson Partner & Co-founder, Union Square Ventures 2.25 20
99 Erik Bernhardsson Founder and CEO, Modal Labs 2.24 25
100 Amjad Masad Co-founder & CEO, Replit 2.23 31
101 Howie Liu Co-Founder & CEO, Airtable 2.23 26
102 Tobie Morgan Hitchcock Founder, SurrealDB 2.23 22
103 Olivier Pomel Co-Founder & CEO, Datadog 2.23 47
104 Mike Freedman Co-founder & CTO, Timescale 2.22 9
105 Jerome Pesenti CTO, Campus 2.22 37
106 Auren Hoffman General Partner, Flex Capital 2.22 18
107 Neha Narkhede Co-founder & CEO, Oscilar 2.22 9
108 Sridhar Ramaswamy CEO, Snowflake 2.21 33
109 Chris Dixon Founder & Managing Partner, a16z crypto 2.21 28
110 Rebecca Lynn Managing Director, Canvas Prime 2.21 14
111 Kedro Product Manager Senior Director of Product Management, Astronomer 2.2 5
112 David Glueck Data Science & Governance, Peloton Interactive 2.2 10
113 Jake Klamka Angel Investor 2.2 5
114 Peter Semmelhack Founder & CEO, Bug Labs 2.2 5
115 Florian Douetteau Co-Founder & CEO, Dataiku 2.19 70
116 Dan Scholnick Managing Partner, Four Rivers Group 2.19 16
117 Sachin Katti VP of Compute Strategy, OpenAI 2.19 21
118 Łukasz Kaiser Research Scientist, OpenAI 2.18 39
119 Thomas Reardon Founder & CEO, CTRL-Labs 2.18 22
120 Yann LeCun Executive Chairman, AMI Labs 2.18 17
121 Ivan Burazin CEO & Co-Founder, Daytona 2.18 22
122 Anthony Deighton CEO, Tamr 2.17 18
123 Drew (InfoChimps) Co-founder & CSO, Unchained 2.17 6
124 Chip Huyen Author & Technologist, Tep Studio 2.16 31
125 Munjal Shah Co-founder and CEO, Hippocratic AI 2.16 19
126 Aman Kabeer Investor, FirstMark Capital 2.15 13
127 Daniel Dines Founder & CEO, UiPath 2.15 34
128 Felix Van de Maele Co-Founder & CEO, Collibra 2.15 13
129 Ash Fontana Special Advisor, Zetta Venture Partners 2.15 13
130 Shant Hovsepian CTO, Arcadia Data 2.15 13
131 Bryan Catanzaro VP of Applied Deep Learning Research, NVIDIA 2.15 27
132 Sebastien Bourgeau AI Research Lead, Google DeepMind 2.14 35
133 Jordan Tigani Co-Founder and CEO, MotherDuck 2.14 14
134 Des Traynor Co-Founder and CSO, Intercom 2.14 29
135 Tristan Handy Founder & CEO, dbt Labs 2.14 51
136 Serkan Piantino Founder & CEO, Spell 2.14 7
137 Daniel Chait Co-founder & CEO, Greenhouse Software 2.14 7
138 Jean Sini General Partner, Partech 2.14 7
139 Sandy Steier Co-founder & Former CEO, 1010data 2.14 7
140 Corinna Hong Founder & CEO, Axiom 2.13 31
141 Chris Pedregal Co-Founder & CEO, Granola 2.13 38
142 Guy Podjarny Founder & CEO, Tessl 2.13 15
143 Ben Rogojan (Seattle Data Guy) Founder & Lead Consultant, Seattle Data Guy 2.12 24
144 Tomasz Tunguz Founder & General Partner, Theory Ventures 2.12 43
145 Bindu Reddy Founder & CEO, Abacus.AI 2.12 8
146 Ben Vigoda Founder & CEO, Product Genius AI 2.12 8
147 Matt Ober General Partner, Social Leverage 2.12 17
148 Liz Maida Co-Founder & CEO, Fathom 2.12 8
149 Rachel Schutt Co-Head of AI Labs, BlackRock 2.12 8
150 Victor Riparbelli Co-Founder & CEO, Synthesia 2.1 31
151 Kirill Sheynkman Senior Managing Director, RTP Ventures 2.1 10
152 Justin Borgman Co-Founder, Chairman & CEO, Starburst 2.09 45
153 Boris Cherny Head of Claude Code, Anthropic 2.08 25
154 Gustavo Sapoznik Founder and CEO, ASAPP aimed at contact centers. He spoke at Data Driven NYC about the challenges of the market and developing AI technology designed to assist humans. 2.08 13
155 Milos Rusic CEO & Co-Founder, deepset AI 2.08 13
156 Mark Grover Co-founder & CEO, Stemma 2.08 12
157 Adam Wenchel Co-Founder and CEO, Arthur AI 2.08 12
158 Hanna Wallach Researcher, Microsoft Research covering Big Data and data-driven products. She presented her work during the January 2015 edition of Data Driven NYC. 2.08 13
159 Dillon Erb Co-founder & CEO, Autonomous Technologies Group 2.07 14
160 Dennis Mortensen Founder & CEO, LaunchBrightly 2.07 15
161 Dileep George Head of AI, Astera Institute 2.07 15
162 Mike Olson Co-Founder & Chairman, Cloudera 2.07 14
163 Dwight Merriman CEO & Co-Founder, 10Gen 2.07 14
164 Timothée LeCroix Co-Founder & CTO, Mistral AI 2.06 35
165 David Walsher Partner, FirstMark 2.06 16
166 Akilesh Bapu Head of AI Product Development, Hightouch 2.06 16
167 Mike Murchison Co-Founder & CEO, Ada 2.05 44
168 Chris Wiggins Associate Professor, Columbia University 2.05 20
169 Spencer Kimball Co-Founder & CEO, Cockroach Labs 2.05 38
170 Emil Eifrem Co-Founder & CEO, Neo4j 2.05 20
171 Brandon Duderstadt CEO & Co-Founder, Nomic 2 13
172 Jeff Huber Co-founder & CEO, Chroma 2 16
173 Tasso Argyros VP of Engineering, Databricks 2 23
174 Edo Liberty Founder & Chief Scientist, Pinecone 2 10
175 Gideon Mann Head of ML, Bloomberg LP leading AI infrastructure and research initiatives. He previously served as Head of Data Science at the company, presenting on Bloomberg's Data for Good efforts at Data Driven NYC. 2 12
176 Barr Moses Co-Founder & CEO, Monte Carlo 2 10
177 Jeremiah Lowin Founder & CEO, Prefect 2 12
178 George Fraser Co-founder & CEO, Fivetran 2 18
179 Nate Stewart CEO, Materialize 2 16
180 Natalie Evans-Harris State Chief Data Officer, State of Maryland 2 7
181 George Davis Director of Product, HubSpot 2 19
182 Omar Tawakol Co-founder & CEO, Rembrand 2 10
183 Stefan Karpinski Co-founder and CPO, JuliaHub 2 5
184 Sean Kandel Co-founder & Former CTO, Trifacta 2 8
185 Frida Polli Founder, Rosalind Ventures 2 15
186 Nick (Domino Data Lab) Co-Founder, President & CPO, Domino Data Lab 2 9
187 Anand Sanwal Executive Chair & Co-Founder, CB Insights 2 14
188 Prakash Nanduri Co-founder & Former CEO, Paxata 2 8
189 Amir Orad CEO, Kraken Technologies 2 9
190 Alexis Le-Quoc Co-Founder and CTO, Datadog 2 8
191 Mike Abbott Partner, Kleiner Perkins 2 14
192 Ami Daniel Co-Founder and CEO, Windward 2 13
193 Tim Hwang 2 5
194 Shawn Budde Co-founder & General Partner, Ensemblex 2 8
195 Dane Atkinson Founder and CEO, Odeko 2 5
196 Joe Reisinger AI Researcher, Adobe 2 7
197 Hjalmar Gislason (Halmar) Founder and CEO, GRID 2 5
198 Cristobal Valenzuela Co-founder & CEO, Runway 1.98 62
199 Clement Delangue Founder & CEO, Hugging Face 1.98 46
200 Emi Gal Founder & CEO, Ezra 1.97 29
201 Guillermo Rauch Founder & CEO, Vercel 1.96 46
202 Bob Muglia Investor & Board Director 1.96 24
203 Harrison Chase Co-founder & CEO, LangChain 1.96 23
204 Bob van Luijt Co-founder & CEO, Weaviate 1.94 16
205 Renen Hallak Founder & CEO, VAST Data 1.93 29
206 Nancy Xu CEO & Founder, Moonhub AI 1.93 14
207 Thomas Dohmke Founder and CEO, Entire 1.92 24
208 Eric Glyman Co-Founder and Co-CEO, Ramp 1.92 26
209 Wes McKinney Principal Architect, Posit PBC 1.92 12
210 Kuang Chen Founder and CEO, Captricity 1.92 12
211 Lukas Biewald Co-founder & CEO, Weights & Biases 1.9 21
212 Raymie Stata Technical Advisor, Airbnb 1.9 10
213 Aaron Skonnard Co-founder & Former CEO, Pluralsight 1.9 10
214 Allon Bloch Co-Founder and CEO, K Health 1.89 9
215 Mark Kaganovich Co-Founder & CEO, Tracer Biotechnologies 1.89 9
216 Ron Gutman Founder & CEO, HealthTap 1.89 9
217 Amanda Kahlow Founder & CEO, 1mind 1.89 18
218 Alexander Bisignano Biotech Founder & Investor 1.89 9
219 Viral Shah Co-Founder and CEO, JuliaHub 1.88 8
220 Rick Smolan CEO & Co-Founder, Against All Odds Productions 1.88 8
221 Hilary Mason Co-founder and CEO, Hidden Door 1.87 38
222 Eleonore Crespo Co-Founder, Pigment 1.86 21
223 Melanie Kambadur Senior Engineering Manager, Meta 1.86 7
224 Anant Bhardwaj Founder & CEO, Instabase 1.86 7
225 Ben Johnson Founder, Tero Edge 1.86 7
226 Duncan McCall Strategic Advisor, Precisely 1.86 7
227 Nitay Joffe Operating Partner, Team8 1.86 7
228 David Luan Co-Founder, Dextro 1.86 14
229 Brendan Humphreys Advisor, Canva 1.85 39
230 Dev Ittycheria Former President & CEO, MongoDB 1.85 13
231 Todd Mostak Founder & CEO, MapD 1.85 13
232 Shinji Kim Founder & CEO, Select Star 1.83 6
233 Kanjun Qiu Co-Founder and CEO, Imbue 1.83 12
234 Daniel Sternberg Head of Data, Notion_bio_placeholder 1.83 12
235 Thomas Walle Founder & CEO, Unacast 1.83 12
236 Ryan Smith Executive Chairman & Co-Founder, Qualtrics 1.83 12
237 Stephen Purpura Founder, LOA Solutions Inc. 1.83 6
238 Alex Hawkinson Founder & CEO, BrightAI 1.83 6
239 Gary Little President & CEO, Foursquare 1.82 11
240 Mark Johnson Founder and CEO, Descartes Labs 1.82 11
241 Alex Dean Co-Founder and CEO, Snowplow 1.8 10
242 Julien Le Dem Principal Engineer, Datadog 1.8 5
243 Apoorv Agarwal Adjunct Associate Professor, Columbia University 1.8 10
244 Drew Silverstein President & Head of AI Strategy, SourceAudio 1.8 5
245 Ashish Thusoo Founder and CEO, CurieTech AI 1.8 15
246 Liz Crawford CPTO, Flare 1.8 10
247 Corey Pearson Co-founder, Custora 1.8 5
248 Joe Lonsdale Founder & Managing Partner, 8VC 1.8 20
249 Richard Craib Founder & CEO, Numerai 1.79 19
250 Sean Gourley Partner, Machine Capital 1.79 33
251 Jeff Glueck Founder & CEO, Salvo Health 1.79 14
252 Ion Stoica Professor of Computer Science, UC Berkeley 1.79 14
253 M.C. Srivas Former CTO & Co-founder, MapR 1.79 19
254 Kieran Snyder VP of Product, AI, Microsoft 1.78 9
255 Sanjit Biswas Co-Founder and CEO, Samsara 1.78 18
256 Hicham Oudghiri Founder & CEO, Enigma 1.77 22
257 Bob Moore Co-Founder & CEO, Crossbeam 1.76 25
258 Michael James Co-Founder & Chief Architect, Cerebras Systems 1.76 21
259 Abe Gong Founder & CEO, Superconductive 1.75 12
260 Prat Moghe CEO, Promethium 1.75 8
261 Louis DiModugno Global Chief Data Officer, Verisk 1.75 8
262 Vijay Subramanian Founder & CEO, Trace 1.75 8
263 Aaron Katz Co-Founder and CEO, ClickHouse 1.74 42
264 Renaud Laplanche Co-founder & CEO, Upgrade, Inc. 1.73 15
265 Rich Waldron Co-founder & CEO, Tray.ai 1.71 7
266 FJ Yang Co-Founder and CEO, Imply 1.71 7
267 Eliot Horowitz Founder & CEO, Viam 1.71 17
268 Mike Tuchen CEO, Talend 1.7 10
269 Antoine Bordes Chief Scientist, Helsing 1.7 20
270 Emily Glassberg Sands Head of Information, Stripe 1.69 58
271 Lin Qiao Co-Founder & CEO, Fireworks AI 1.67 15
272 Viraj Parekh Co-founder & Field CTO, Astronomer 1.67 6
273 Ben Uretsky Co-founder & Former CEO, DigitalOcean 1.67 15
274 Katrin Ribant Founder and CEO, Ask-Y 1.67 6
275 Evan Macmillan Co-Founder and CEO, Gridspace 1.67 6
276 Josh Bloom Professor of Astronomy, UC Berkeley 1.67 12
277 Chris Moody Partner, Foundry 1.67 12
278 Luca Soldaini Member of Technical Staff, Microsoft AI 1.64 11
279 Zachary Perret Co-founder & CEO, Plaid 1.64 22
280 Zach Weinberg Co-Founder & CEO, Curie.Bio 1.64 22
281 Morgan McGuire Independent Researcher & Advisor, Casual Effects 1.62 16
282 Jaime & Tobie Morgan Hitchcock Co-Founders, SurrealDB 1.62 8
283 Paul Dix Founder & CTO, InfluxData 1.62 21
284 Solmaz Shahalizadeh AI Operating Partner, HGGC 1.62 16
285 Christine Hung Head of Data Solutions, Spotify 1.6 10
286 Parth Vasa Engineering Director, Meta 1.6 10
287 Itai Gurari VP of Research and Development, Fastcase 1.6 10
288 Mike Flowers Global Head of Data, AI, and Technology, K2 Integrity 1.6 10
289 Diego Oppenheimer Co-Founder, Guardrails AI 1.58 12
290 Ian Wong Co-Founder, Opendoor 1.58 12
291 Jeremy Stanley Co-Founder & Chief Scientist, Anomalo 1.58 12
292 Jorge Gomez Sancha Co-Founder and CEO, Tinybird 1.57 7
293 Sarah Guo Founder & General Partner, Conviction 1.57 21
294 Amanda Stent Researcher, Bloomberg 1.57 14
295 Jake Porway Founder & Executive Director, DataKind 1.57 14
296 Scott Crouch Co-Founder and Chairman, Mark43 1.57 7
297 Jesse St. Charles 1.57 14
298 Mayur Thakur Managing Director, Bank of America 1.56 9
299 Satya Ramachandran Director of Software Engineering, Intuit 1.56 9
300 Matthew Zeiler SVP, Research, Nebius 1.56 9
301 Amit Bendov Founder & CEO, Gong 1.55 22
302 Dylan Fox Founder & CEO, AssemblyAI 1.54 13
303 Ben Medlock Co-Founder & Former CTO, SwiftKey 1.53 17
304 Jack Hanlon AI Product Leader, Meta 1.5 12
305 Kurt Rohloff Co-Founder and CTO, Duality Technologies 1.5 16
306 Jason Tan Co-Founder and Executive Chairman, Sift 1.5 6
307 Vaclav Petricek Chief Data Scientist, eHarmony Course/eHarmony 1.5 12
308 Noah Desai Weiss Chief Product Officer, Slack 1.47 17
309 Vance Loiselle CEO, Adeptia 1.47 17
310 Jack Berkowitz Chief Data Officer, Securiti 1.46 24
311 Howard Katzenberg Founder & CEO, Glean AI 1.45 11
312 Dave Burgess Head of Data Engineering, Pinterest 1.43 14
313 Tobi Knaup VP & GM of Cloud Native, Nutanix 1.43 7
314 Chris Volinsky 1.43 14
315 Jordy Leiser Co-Founder and CEO, Jump 1.43 7
316 Dr. Bob Sohval VP & Fellow, Data Science, SecurityScorecard 1.4 10
317 Sameer Maskey Founder & CEO, Fusemachines 1.4 5
318 Josh Green Co-Founder and Co-CEO, Novata 1.4 5
319 Jeremy Bronfman Founder & CEO, Lincoln Avenue Communities 1.4 5
320 Daniel Ramot Co-founder & CEO, Via 1.38 8
321 Noah Breslow CEO, OnDeck 1.38 13
322 Alok Gupta Head of Data Science & ML, DoorDash 1.36 14
323 Daniel Chia Senior Software Engineer, Google Spanner Grade Team Lead, Google Spanner Senior Software Engineer & Team Lead, Google Spanner 1.33 15
324 Praveen Murugesan VP of Engineering, Samsara 1.33 9
325 Scott Sorensen CTO, Ancestry.com 1.31 13
326 Dimitri Sirota Co-Founder and CEO, BigID 1.3 10
327 Blake Shaw Senior Director of Engineering, Reddit 1.3 10
328 Jerry Liu Co-founder & CEO, LlamaIndex 1.29 14
329 Ashley Kramer Chief Revenue Officer, ElevenLabs 1.29 14
330 Eric Colson Chief Algorithms Officer Emeritus, Stitch Fix 1.29 7
331 Ian White Founder, CEO & CTO, ChartHop 1.29 7
332 Joseph Essas Co-Founder and Managing Director, Ascend Healthcare 1.27 15
333 Nick Sinai Managing Director, Insight Partners 1.27 11
334 Jon Hyman Co-founder & CTO, Braze 1.25 8
335 Ali Dasdan CTO, Dropbox 1.23 13
336 Cristina Pieretti Head of Digital Content and Innovation, Moody's 1.22 9
337 Michael Karasick Former VP of Innovation, IBM Watson 1.22 9
338 Nadia Boujarwah Founder Partner, Founder Collective 1.2 5
339 Adam Laiacano Software Engineer, NVIDIA 1.2 5
340 Johnny Graettinger Co-Founder & CTO, Estuary 1.17 6
341 Javier de la Torre Founder & CSO, CARTO 1.17 6
342 Catherine Williams Chief Data Officer, Candid 1.17 6
343 Savin Goyal Co-Founder & CTO, Outerbounds 1.14 7
344 Michael Schmidt Chief Technology Officer, DataRobot 1.14 7
345 Jason Grout Scientific Software Developer, Bloomberg 1.12 8
346 Haoyuan Li Founder & CEO, Alluxio 1.11 9
347 Gilad Lotan SVP of AI and Data Science, BuzzFeed 1.11 9
348 Ramana Rao CTO, Livefyre 1 12
Companies

The most bearish calls

Debate potential is an AI score of how much a statement invites disagreement. Bearish counts tally what was said about a company on the show; they describe the conversation, not the company. Every count opens to the exact tape. full disclaimer →

All 288 companies, funds and products with at least one bearish claim on the record.

Company Bearish statements Of which 4–5
OpenAI company 24 ↓ 7
Google company 16 ↓ 5
Hadoop product 15 ↓ 2
Facebook company 12 ↓ 2
Snowflake company 10 ↓ 1
ChatGPT product 9 ↓
Anthropic company 9 ↓ 2
Amazon company 9 ↓ 3
MongoDB company 7 ↓
Salesforce company 6 ↓ 1
Microsoft company 6 ↓ 3
IA Ventures fund 6 ↓ 1
Tableau company 5 ↓ 1
SQL product 5 ↓ 2
NVIDIA company 5 ↓ 2
GPT 4 product 5 ↓ 1
Datadog company 5 ↓
Databricks company 5 ↓ 1
Twitter company 4 ↓
Excel product 4 ↓
Claude product 4 ↓
Amazon Web Services company 4 ↓
Zetta Venture Partners fund 3 ↓
You.com company 3 ↓ 1
Stripe company 3 ↓
Splunk company 3 ↓ 1
Sigma Computing company 3 ↓ 3
Reflection AI company 3 ↓
Redshift product 3 ↓
Reddit company 3 ↓
Poolside company 3 ↓
Microsoft Azure product 3 ↓ 1
Looker company 3 ↓ 2
Google DeepMind company 3 ↓ 1
Gemini product 3 ↓ 2
Dataiku company 3 ↓
Cloudera company 3 ↓ 1
Basis company 3 ↓ 2
Apple company 3 ↓
Apache Spark product 3 ↓
YouTube company 2 ↓
xAI company 2 ↓ 1
Wikipedia company 2 ↓
WeWork company 2 ↓
Vectara company 2 ↓
Uber company 2 ↓
Theory Ventures fund 2 ↓
Tesla company 2 ↓ 1
Spark product 2 ↓
Siri product 2 ↓ 1
Runway company 2 ↓
Quest Diagnostics product 2 ↓
OpenAI Deep Research product 2 ↓
Mistral AI company 2 ↓
MemSQL company 2 ↓
Mark43 company 2 ↓
Labcorp company 2 ↓
IBM Watson product 2 ↓
Hugging Face company 2 ↓
Groq company 2 ↓
GPT 4.5 product 2 ↓ 1
GPT 3 product 2 ↓
Google Cloud product 2 ↓
Google Analytics product 2 ↓
GitHub company 2 ↓
Foursquare company 2 ↓
FirstMark Capital fund 2 ↓
Elasticsearch product 2 ↓
DeepSeek company 2 ↓
Dbt product 2 ↓ 2
Cloudflare company 2 ↓ 1
Claude Code product 2 ↓ 1
Cadre company 2 ↓
BigQuery product 2 ↓
Atlas Venture product 2 ↓ 1
ASAPP company 2 ↓
Apache Iceberg product 2 ↓ 1
Alexa product 2 ↓
Airtable company 2 ↓
Adobe company 2 ↓
Zynga company 1 ↓
Zapier company 1 ↓
Y Combinator fund 1 ↓ 1
X.ai company 1 ↓
Wordtune product 1 ↓
Windsurf product 1 ↓
Whisper product 1 ↓
Weaviate company 1 ↓
Vicarious AI company 1 ↓
Vertica company 1 ↓ 1
Veri company 1 ↓
UpToDate product 1 ↓
Union Square Ventures fund 1 ↓
Unacast company 1 ↓
UiPath company 1 ↓
TSMC company 1 ↓
Trinity Ventures fund 1 ↓
Trifacta company 1 ↓
Together AI company 1 ↓
TikTok product 1 ↓ 1
TensorFlow product 1 ↓
Talend company 1 ↓
Tabular company 1 ↓ 1
SurrealDB company 1 ↓
Sumo Logic company 1 ↓ 1
Starburst Data company 1 ↓
Stack Overflow company 1 ↓
Spotify company 1 ↓
Spark Streaming product 1 ↓
SolveBio company 1 ↓
Snyk company 1 ↓
Sisense company 1 ↓
Siebel Systems company 1 ↓
Shopify company 1 ↓
Sensei product 1 ↓ 1
Segment company 1 ↓
Scale AI company 1 ↓
SAS Institute company 1 ↓
SAS company 1 ↓
Roomba product 1 ↓
RJMetrics company 1 ↓
Replit Agent product 1 ↓
Replit company 1 ↓
Ramp company 1 ↓
Quest III product 1 ↓
Qlik company 1 ↓
PyTorch product 1 ↓
Python product 1 ↓
Presto product 1 ↓
Postgres product 1 ↓
Plaid company 1 ↓
Pinecone company 1 ↓
Photoshop product 1 ↓
Personal Gmail product 1 ↓
Periscope Data company 1 ↓
Periscope product 1 ↓
Pegasystems company 1 ↓
Paperspace company 1 ↓
Pandas product 1 ↓
Oracle company 1 ↓ 1
Opus product 1 ↓
OpenClaw product 1 ↓
OpenAI Plugins Vision product 1 ↓
ODBC product 1 ↓
O1 product 1 ↓
NVIDIA T4 product 1 ↓
NVIDIA H100 product 1 ↓
NVIDIA A100 product 1 ↓
Northwestern Mutual company 1 ↓
The New York Times company 1 ↓
The New Republic company 1 ↓
Neuralink company 1 ↓ 1
Netflix company 1 ↓
Neeva company 1 ↓
Myers Briggs Type Indicator product 1 ↓
MuleSoft company 1 ↓
MotherDuck company 1 ↓
Moshi product 1 ↓ 1
Mode Analytics company 1 ↓
Modal company 1 ↓
MindAI company 1 ↓
Microsoft's Maya product 1 ↓
Microsoft Fabric product 1 ↓ 1
Microsoft Copilot product 1 ↓
Microsoft Bing product 1 ↓ 1
METR company 1 ↓
Meta Smart Glasses product 1 ↓
MD Anderson Cancer Center company 1 ↓
MCP Server product 1 ↓
MapReduce product 1 ↓
MapD company 1 ↓
Mahoot product 1 ↓
Magic Pony company 1 ↓
LookML product 1 ↓ 1
Log4j product 1 ↓
Llama 3 product 1 ↓
Lisp product 1 ↓ 1
LinkedIn company 1 ↓
Lexus company 1 ↓
LangChain company 1 ↓
Lamini company 1 ↓
Kubernetes product 1 ↓
Kdb+ product 1 ↓
K Health company 1 ↓
JVM product 1 ↓
JupyterLab product 1 ↓
Judicata company 1 ↓
JPMorgan Chase company 1 ↓
JDBC product 1 ↓
iPhone product 1 ↓ 1
InfluxDB product 1 ↓
Inflection AI company 1 ↓
Index Ventures fund 1 ↓
Imply company 1 ↓
IBM company 1 ↓
Huawei company 1 ↓
Hortonworks company 1 ↓ 1
Hebbia company 1 ↓
Hadapt company 1 ↓
H200 product 1 ↓
H20 Chip product 1 ↓
Granola company 1 ↓
Gradium AI company 1 ↓
GPT Six product 1 ↓
GPT II product 1 ↓
GPT 5.5 Pro product 1 ↓
GPT 2 product 1 ↓ 1
Google Spanner product 1 ↓
Google's Gemini product 1 ↓
Google Home product 1 ↓
Google Flu Trends product 1 ↓
Google Cloud Composer product 1 ↓
Goldman Sachs company 1 ↓
Golang product 1 ↓
Glean AI company 1 ↓
Git product 1 ↓
Fujitsu company 1 ↓
Frontier Math product 1 ↓
Fortune company 1 ↓
Fivetran company 1 ↓
First Look Media company 1 ↓
Firebase product 1 ↓
Figma company 1 ↓ 1
Facebook's New M Service product 1 ↓
Fab.com company 1 ↓
Ezra company 1 ↓
Experian company 1 ↓
Etched company 1 ↓ 1
Elastic company 1 ↓
EC II product 1 ↓
DotCloud company 1 ↓
Domino Data Lab company 1 ↓
DocumentDB product 1 ↓
Docker company 1 ↓
Dextro company 1 ↓
Devin product 1 ↓ 1
DeepScribe company 1 ↓
DeepMind company 1 ↓
Datorama company 1 ↓
DataRobot company 1 ↓ 1
Data.gov product 1 ↓
D3 product 1 ↓
Cursor product 1 ↓
CUDA product 1 ↓ 1
Copilot product 1 ↓
Collibra company 1 ↓
Codeanywhere company 1 ↓
Cockroach Labs company 1 ↓
Clippy product 1 ↓
ClinVar product 1 ↓
ClickHouse Cloud product 1 ↓
ClickHouse company 1 ↓
Claude 3 Opus product 1 ↓
Chat GPT API product 1 ↓
CB Insights company 1 ↓
Cazena company 1 ↓
CapCut product 1 ↓ 1
Canva company 1 ↓
ByteDance company 1 ↓ 1
Bureau Of Labor Statistics company 1 ↓
BrightHive company 1 ↓
Box company 1 ↓
Bonobos company 1 ↓
BlenderBot product 1 ↓
Bing product 1 ↓
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Automated Insights company 1 ↓ 1
Astronomer company 1 ↓
Aster Data company 1 ↓
Area 1 Security company 1 ↓
ARC Benchmark product 1 ↓ 1
ARC AGI 2 product 1 ↓
Apple's Vision Pro product 1 ↓
Answer.ai company 1 ↓
American Airlines company 1 ↓
AMD company 1 ↓
Amazon Redshift product 1 ↓
Amazon MWAA product 1 ↓
Amazon Aurora product 1 ↓
Algolia company 1 ↓
Airflow product 1 ↓
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AI21 Labs company 1 ↓
AI 2040: Plan A product 1 ↓
Accenture company 1 ↓ 1
Accel fund 1 ↓
10gen company 1 ↓

Highest debate potential, by year

2026

Prediction Open · timeframe Dec 2029
Misaligned AI will competently scheme and take over in 2029
“And then it turned out that somewhere along this transition, so at some point in 20, 29, you went from AIs that were kind of misaligned and reward hacky and sloppy and weren't really trying to do the right thing to AIs that are like competently scheming agains…”
Ryan Greenblatt Aug 27, 2026 ▶ 1:17:25 AI Could Take Over in 2029. Is It Already Too Late?
Assertion Contradicted
Dettmers: AI hardware has maxed out and won't get faster
“The hardware is maxed out. We have no new technology. We can make it easier to manufacture and a little bit cheaper, but not faster. And we have maxed out on the additional features.”
Tim Dettmers Jan 22, 2026 ▶ 15:46 The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)

2025

Opinion
Ramaswamy: Snowflake monetizing storage was a long-term strategic mistake
“My take is that us deciding to monetize storage was a long-term strategic mistake. I think we simply should have said, we will pass through storage costs.”
Sridhar Ramaswamy Apr 10, 2025 ▶ 58:53 Snowflake CEO on Winning the AI Arms Race
Prediction Not checkable as stated
Douglas: Anthropic believes AGI is reachable in a couple of years
“We think that, you know, AGI is within reach in the next couple of years.”
Sholto Douglas Oct 2, 2025 ▶ 27:33 Sonnet 4.5 & the AI Plateau Myth — Sholto Douglas (Anthropic)

2024

Opinion
dbt CEO Tristan Handy: The modern data stack concept is dead
“I don't think the modern data stack is a useful idea anymore.”
Tristan Handy Feb 22, 2024 ▶ 9:55 Future of The Modern Analytics Stack | Tristan Handy, CEO of dbt
Opinion
Traynor: There is no line of sight to a trillion-dollar European company
“Like I don't see a line of sight to a trillion dollar company in Europe full stop.”
Des Traynor Feb 29, 2024 ▶ 1:00:34 How Intercom transitioned to being AI-first | Des Traynor, Co-Founder of Intercom

2023

Prediction Not checkable as stated
Srinivas: Google will lose its single search monopoly in the conversational era
“And in that era, I don't think Google is going to be the one single monopoly because they're already like far behind in this interface.”
Aravind Srinivas Nov 1, 2023 ▶ 20:28 Perplexity AI CEO on Dethroning Google & Redefining Search
Assertion Contradicted
Amr Awadallah claims Vectara has solved the LLM hallucination problem
“I mean, you do have a human in the loop, so you can still qualify it, but we want it to be minimized to zero, and that's the problem that we solved.”
Amr Awadallah May 1, 2023 ▶ 2:47 LLM Powered Search | Vectara Founder & CEO, Amr Awadallah

2022

Prediction Not checkable as stated
Stancil: Modern data stack startups face an inevitable market reckoning
“Pretty quickly you're gonna realize they're all stepping on each other's toes, and that, that fallout has to go somewhere. Like, not all of these companies can be the next Figma that they all now say that they are, and so it's what happens then, and I think it…”
Benn Stancil Oct 10, 2022 ▶ 9:15 Separating Data Hype From Substance | Fireside Chat with Mode Co-Founder Benn Stancil
Opinion
Stancil: dbt's SQL-based semantic layer is not a real semantic model
“They're moving in, like, the semantic layer tool, so basically they're saying, give us raw data, and we will tell you, like, apply semantics to it. The way that they do that now is through SQL. So, like, semantics are kind of, like, air quote semantics. It's b…”
Benn Stancil Oct 10, 2022 ▶ 22:37 Separating Data Hype From Substance | Fireside Chat with Mode Co-Founder Benn Stancil

2021

Opinion
MongoDB CEO Dev Ittycheria calls Oracle the most hated tech vendor
“Oracle is the most hated vendor in our tech industry. In the tech industry today”
Dev Ittycheria Apr 27, 2021 ▶ 32:11 Fireside Chat: Dev Ittycheria (President & CEO, MongoDB) with Matt Turck (Partner, FirstMark)
Insight
Ghodsi: Any proprietary software company is ripe for open-source disruption
“Any proprietary software company out there is ripe for disruption by an open source competitor.”
Ali Ghodsi May 24, 2021 ▶ 29:59 Fireside Chat: Ali Ghodsi (Founder & CEO, Databricks) with Matt Turck (Partner, FirstMark)

2020

Opinion
Microsoft Azure 'cheats a little bit' when reporting total cloud revenue
“No, and Azure claims they do as well. Yeah, yeah, if you lump everything in, they claim. Right. But, yeah, they cheat a little bit. They do, and how they break out the numbers.”
Amr Awadallah Feb 20, 2020 ▶ 19:31 How to Resurrect Innovation in the Enterprise // Amr Awadallah, Google (FirstMark's Data Driven NYC)
Insight
Horowitz: Hiring through separate diversity initiatives fails at real inclusion
“So if you hire somebody on race and gender through the urban talent department, instead of through the normal talent department, through the fucking side door instead of through the front door, because you can't see the talent, then you're never going to be go…”
Ben Horowitz Feb 20, 2020 ▶ 26:45 Fireside Chat Part II: Ben Horowitz (a16z) on Culture with Matt Turck (FirstMark) at Data Driven NYC

2019

Opinion
Thomas Reardon calls the iPhone a Trump-level disaster for humanity
“I think the iPhone is a Trump level disaster for humanity.”
Thomas Reardon Sep 17, 2019 ▶ 5:00 Fireside Chat: Thomas Reardon, Founder & CEO, CTRL-Labs (FirstMark's Data Driven NYC)
Prediction Held up
Volpi: Self-driving trucks will operate on freeways within 18 months
“And if you ask me, like, for those use cases, I think you're going to see self-driving trucks on freeways within the next 18 months.”
Mike Volpi Nov 13, 2019 ▶ 24:20 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)

2018

Prediction Not checkable as stated
Bob Muglia: Hadoop will not see much incremental investment
“So I think Hadoop is, is, is a past technology. I think it's, although it's still gonna, people will still use it still has a place, I think it's not an area where there's gonna be a lot of incremental additional investment.”
Bob Muglia Apr 9, 2018 ▶ 18:13 Fireside Chat with Bob Muglia, CEO at Snowflake (FirstMark's Data Driven)
Opinion
Ehrenberg: Y Combinator's adversarial founder-investor ethos is 'really shitty'
“It's against, like, the YC ethos. Like, I don't think in many ways that that attitude of it, you know, founder, it's founders versus investors, keep investors at arm's length is really healthy. I actually think that's really shitty. And does founders agree to …”
Roger Ehrenberg May 18, 2018 ▶ 26:35 Fireside Chat: Roger Ehrenberg, Managing Partner at IA Ventures (FirstMark's Data Driven)

2017

Prediction Not checkable as stated
Rebecca Lynn: AI will probably outperform all but the top 10% of doctors
“You could imagine a case where, you know, maybe the top five percent of physicians, you know, you're not going to get better then, right? Maybe not the top 10%. But as you get down that stack, you know, AI's probably going to do a better job, right?”
Rebecca Lynn Jul 13, 2017 ▶ 27:02 VC Fireside Chat // Rebecca Lynn, Canvas Ventures (FirstMark's Data Driven)
Prediction Not checkable as stated
Investors funding AI startups without scientific competency will lose money
“So I think as, insofar as that continues to happen, Those people are gonna lose a lot of money.”
Bradford Cross Sep 28, 2017 ▶ 15:01 AI Startup Predictions // Bradford Cross - A fireside chat with Matt Turck (FirstMark's Data Driven)

2016

Opinion
Marcus: Siri's technology is not fundamentally different from ELIZA
“But the technology for Siri is not really that different from the technology for ELISA, and Siri is still very far from artificial general intelligence.”
Gary Marcus Jan 25, 2016 ▶ 1:15 Can A.I. Become More Human? // Gary Marcus, Geometric Intelligence (Hosted by FirstMark Capital)
Opinion
Marcus: Deep learning alone won't solve common-sense AI without symbolic systems
“Deep learning doesn't seem to be getting us there. The old systems, in some ways, we're better at that. We do need a marriage between the two.”
Gary Marcus Jan 25, 2016 ▶ 22:18 Can A.I. Become More Human? // Gary Marcus, Geometric Intelligence (Hosted by FirstMark Capital)

2015

Opinion
Falkowitz: Training employees to spot phishing attacks does not work
“So I'm gonna train all of you to spot phishing. That's not gonna work, right”
Oren Falkowitz Oct 21, 2015 ▶ 17:00 Oren Falkowitz, Area 1 Security // The Future of Cybersecurity (Hosted by FirstMark Capital)
Prediction Not checkable as stated
Groschupf: Data center operating systems will be the next Hadoop killer
“That's a data center OS, and I really think that's the next Hadoop killer.”
Stefan Groschupf Dec 17, 2015 ▶ 13:21 The Acceleration of Innovation in Big Data w/ Stefan Groschupf, Datameer

2014

Opinion
Mega-fund VCs are just lottery ticket buyers lacking company-building skills
“And I think a lot of my contemporaries are lottery ticket buyers. And, you know, you have a three billion dollar fund, and you're just buying lottery tickets, and because you don't know how to build companies, your only value is paying more.”
Chris Lynch Jun 26, 2014 ▶ 18:20 Chris Lynch, Atlas Venture // Data Driven #28 // June 2014 (Hosted by FirstMark Capital)
Prediction Not checkable as stated
Robbie Allen predicts data scientist roles will largely disappear by 2024
“In five to 10 years, the role, at least the role of data scientist or data engineer will largely go away, or mostly change, and it'll turn into programming systems like ours.”
Robbie Allen Jun 26, 2014 ▶ 15:06 Robbie Allen, Automated insights // Data Driven #28 // June 2014 (Hosted by FirstMark Capital)

2013

Opinion
Ping Li: Incumbent enterprise tech vendors haven't innovated in a decade
“It's such a great time to be a startup right now because the incumbents are so far behind. They have not innovated, ah, in the last decade. And any of the big data dimensions are the applications, storage, the data layers.”
Ping Li Dec 5, 2013 ▶ 21:50 Panel: Big data and VCs (Accel, IA Ventures, Data Collective) // Data Driven NYC #8// Oct 2012
Assertion Not checkable as stated
Perlich: Industry bonuses encourage advertising professionals to ignore ad fraud
“I mean, there are so many people who are much better off looking the wrong way when it comes to fraud. Everybody's bonus just basically hinges on getting the wrong metrics a little bit up.”
Claudia Perlich Dec 5, 2013 ▶ 27:06 Panel Discussion // Data Driven #16 // May 2013
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