Venture capital, startups and investing, on tape.

Every prediction, opinion and bold claim from Mixergy: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.

230 assertions191 insights129 disclosures62 opinions38 predictions1 what-ifs

Recently on the ledger full ledger →

Opinion
Ben Cera: AGI is already here and skepticism is a skill issue
“To me, AGI is here. To me, it's all possible now. And I know people are skeptical. People know AGI is not here because sometimes this, sometimes that, or that's not what I believe. And I think it's more like a skill issue.”
Ben Cera May 27, 2026 ▶ 51:23 #2306 Polsia: AI Agent + Zero Employees = $10M Run Rate
Opinion
Ries: Google's Lost AI Opportunity Is a Bigger Debacle Than Kodak
“You know, I think if you do it, if you do the math, that's a bigger corporate debacle from a value creation, value loss perspective than Kodak's inability to commercialize a digital camera, just because the opportunity cost of that is so immense.”
Eric Ries May 30, 2026 ▶ 11:29 #2307 Eric Ries: Why Anthropic Won and How To Build Incurruptible companies
Prediction Not checkable as stated
Eric Ries: Vibe coding will cause a Chernobyl-style disaster
“Like this, the vibe coding era is gonna be remembered for a Chernobyl style disaster is my prediction. People are vibe coding software that they do not understand. And it's only a matter of time with all the hype that's being poured into this right now. It is …”
Eric Ries May 30, 2026 ▶ 15:34 #2307 Eric Ries: Why Anthropic Won and How To Build Incurruptible companies
Insight
Cheney: Software is almost worthless because anyone can build it with AI
“Software is almost useless. It's almost worthless now because anybody can create it.”
Jon Cheney Apr 23, 2026 ▶ 41:32 #2304 “I make $4.5 million implementing AI”
Insight
Mohrer: Getting attention is more important than making a good product
“They're good at getting attention, which, by the way, is more important than making a good product.”
Josh Mohrer Feb 3, 2026 ▶ 52:07 #2296 The $7 Million Vibe Coded App
Opinion
Walls: Claude Code Replaces Developers and Designers for $100/Month
“When you realize what it can do, it can replace the work of developers, designers, and an entire team of people for a hundred bucks a month, and you can build anything you want pretty much.”
Pat Walls Jan 23, 2026 ▶ 9:09 #2294 He Claude Code: Build Me a YouTube Replacement

How the calls resolved the full record →

Assertion Supported
Gil: Patrick Collison's Arc Institute is first major biology institute in decades
“Like Patrick from Stripe started ARC, a biology institute, like one of the first new major biology institutions in decades that's doing really interesting things, right?”
Elad Gil Feb 24, 2026 ▶ 2:27 #2297 Elad Gil backed 40 unicorns. This is next
Assertion Contradicted
David: Posties is the first fully open-source social media scheduler
“Posty is the first social media scheduling tool that actually, like, fully open source”
Nevo David Mar 11, 2026 ▶ 0:55 #2300 Revenue jumped when he sold to AI agents
Assertion Supported
Dan Shipper: OpenAI awarded Every a plaque for processing 10 billion tokens
“Like yesterday I was at Dev Day, OpenAI Dev Day, and I got this like cool plaque that was like, you've processed ten billion tokens through, through OpenAI, which is, it was so cool.”
Dan Shipper Oct 30, 2025 ▶ 12:52 #2283 How Dan Shipper uses AI to build artisanal AI apps
Assertion Contradicted
Gil: Minecraft was the first billion-dollar single-person company
“People always say, oh, when's the first billion dollar single person company? That was Minecraft.”
Elad Gil Feb 24, 2026 ▶ 9:17 #2297 Elad Gil backed 40 unicorns. This is next

Open predictions the full timeline →

109days Hazarkhani: Autonomous 24-hour digital employees will arrive before 2027 Arman Hazarkhani · prediction date: 2026-12-31

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.

PersonEpsStatementsSupportedPartly supportedContradictedFull support rate
Ethan Smith 1 22 8 0 0 100%
Eric Ries 1 18 6 0 0 100%
Wade Foster 3 37 4 0 0 100%
Helen Hastings 1 21 4 0 0 100%
Mikael Yang 1 15 4 0 0 100%
Shane Mac 1 6 3 0 0 100%
Garry Tan 1 18 3 0 0 100%
Ryan Allis 1 18 3 0 0 100%

From the Wisdom Wall all quotes →

“Software is almost useless. It's almost worthless now because anybody can create it.”

“Mostly because I knew it will decrease my churn. Because when people need to post manually, if they get discouraged, if they don't post, they'll cancel the subscription. But when people are posting…”

“The agent is actually choosing what products to buy on behalf of a human. And so you're no longer advertising to the human. You are trying to get the agent to say, pick me, pick me, pick me. And that…”

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