Silicon Valley

10 statements across 10 episodes · 4 bullish · 5 bearish · 9 people on the record · first statement Jan 25, 2016 by Dan Scholnick · said 137 times in 71 episodes since 2013 · across every show →

Mentions by year

brought up most by Matt Turck (44), Amjad Masad (11), Benedict Evans (6), Joe Lonsdale (5), Jake Klamka (5), Aaron Levie (4), Sarah Guo (3), Richard Socher (3)

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081520132014201520162017201820192020202120222023202420252026episodes it came up in
0027.541520132014201520162017201820192020202120222023202420252026episodesmentions per episode
2026 20 mentions in 9 episodes 2 per episode
2025 23 mentions in 6 episodes 4 per episode
2024 11 mentions in 7 episodes 2 per episode
2023 5 mentions in 5 episodes 1 per episode
2022 1 mention in 1 episode
2021 3 mentions in 2 episodes 2 per episode
2020 6 mentions in 4 episodes 2 per episode
2019 8 mentions in 2 episodes 4 per episode
2018 4 mentions in 2 episodes 2 per episode
2017 12 mentions in 6 episodes 2 per episode
2016 6 mentions in 6 episodes 1 per episode
2015 4 mentions in 4 episodes 1 per episode
2014 11 mentions in 6 episodes 2 per episode
2013 23 mentions in 11 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Silicon Valley, oldest first

Jan 25, 2016
Assertion Not checkable as stated
Scholnick: Trinity GPs serve on no more than eight or nine boards
“We have more partners per dollars in our fund than any firm in Silicon Valley, and that means that no, no general partner at Trinity's on more than eight or nine boards, and that, so that means we do the work for our companies, and we don't rely on other peopl…”
Dan Scholnick Jan 25, 2016 ▶ 4:51 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
Mar 18, 2016 positive
Assertion Partly supported
Stitch Fix employs 65 PhDs on its data science team
“We have a, one of the largest data science teams in Silicon Valley. You have 65 PhDs working on this.”
Eric Colson Mar 18, 2016 ▶ 15:10 Combining Machine Learning With Expert Human Judgement // Eric Colson, Stitch Fix
Jul 13, 2017 positive
Opinion
Lynn: Building a tech startup in New York is currently an advantage
“I actually think maybe being in New York is an advantage at this point because the noise levels are reduced, right?”
Rebecca Lynn Jul 13, 2017 ▶ 21:31 VC Fireside Chat // Rebecca Lynn, Canvas Ventures (FirstMark's Data Driven)
Sep 28, 2017 bearish
Prediction Not checkable as stated
Silicon Valley will see few consumer tech wins before a major correction
“I don't expect to see very many consumer success stories coming from Silicon Valley right now, until we have a major correction.”
Bradford Cross Sep 28, 2017 ▶ 8:27 AI Startup Predictions // Bradford Cross - A fireside chat with Matt Turck (FirstMark's Data Driven)
Feb 20, 2020 negative
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
Apr 10, 2024 negative
Disclosure
Evans: Intense tech subcultures drove his departure from Silicon Valley
“One of the reasons I left Silicon Valley is I couldn't deal with this kind of thing.”
Benedict Evans Apr 10, 2024 ▶ 34:03 Is AI a platform shift or a paradigm shift? With Benedict Evans
Aug 1, 2024 negative
Opinion
Glyman: Silicon Valley workers are mercenaries averaging 12-14 month tenures
“It's not like being in the valley where people are mercenaries. You know, I think the average career tenure is, you know, 1214 months.”
Eric Glyman Aug 1, 2024 ▶ 47:07 AI at Ramp: Making Every Team Radically More Productive | Eric Glyman, CEO, Ramp
Feb 6, 2025 positive
Prediction Not checkable as stated
Masad: The tech bottleneck will shift from execution to ideas
“My Prediction, ah, is that the bottleneck will become on the idea side of things, which is counterintuitive because the Silicon Valley dogma is like, ideas don't matter, only execution. And maybe in the future, it'll be more like, execution doesn't matter, onl…”
Amjad Masad Feb 6, 2025 ▶ 1:11:51 The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
May 22, 2025 negative
Insight
Evans: Silicon Valley fails to respect the difficulty of non-tech industries
“Silicon Valley really has this problem in not understanding that other industries are hard. Like, the airline business is hard. They're not just idiots. It's difficult.”
Benedict Evans May 22, 2025 ▶ 1:11:09 AI Eats the World: Benedict Evans on What Really Matters Now
Nov 6, 2025 positive
Assertion Not checkable as stated
Kant: 95% of Poolside's researchers sit outside Silicon Valley
“And still today, if we look at where, like, researchers for pool sites sit, they sit predominantly, you know, 95% outside of Silicon Valley.”
Eiso Kant Nov 6, 2025 ▶ 1:03:24 Intelligence Isn’t Enough: Why Energy & Compute Decide the AGI Race – Eiso Kant
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