Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from Masters of Scale: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
1,041 assertions940 insights397 disclosures283 opinions145 predictions25 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 1,186 claims, 647 carry an assessment, 39 are not yet assessed, and 500 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 |
|---|---|---|---|---|---|---|
| David Epstein | 1 | 12 | 7 | 0 | 0 | 100% |
| Amy Weaver | 1 | 9 | 6 | 0 | 0 | 100% |
| Ben Teuber | 1 | 8 | 6 | 0 | 0 | 100% |
| Jonathan Neman | 1 | 21 | 6 | 0 | 0 | 100% |
| Stephanie Linnartz | 1 | 13 | 5 | 0 | 0 | 100% |
| Fawn Weaver | 1 | 18 | 4 | 0 | 0 | 100% |
| Amjad Masad | 1 | 35 | 3 | 0 | 0 | 100% |
| Katlin Smith | 1 | 12 | 3 | 0 | 0 | 100% |
From the Wisdom Wall all quotes →
“And then we use the data to inf to impose uniformity on the stores. And that really is the death knell for us. It works in almost every other branch of retail. It doesn't work in books.”
James Daunt, Aug 21, 2026 · ▶ 6:40“What I found with older people is, like, there's really no ego. They're not, he's not trying to build his career. He's just, like, trying to do something meaningful and fun. And so to pair him with…”
Mike Salguero, Jul 30, 2026 · ▶ 18:30“the best product makers, the best masters of the craft, Are the best at copying. And, and they have the least ego around it. And the most junior amateur people feel the need to change everything, and…”
Mark Pincus, Jul 2, 2026 · ▶ 6:41