Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from More or Less: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
1,018 opinions943 assertions725 predictions552 insights230 disclosures19 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 1,668 claims, 613 carry an assessment, 100 are not yet assessed, and 955 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 →
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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 |
|---|---|---|---|---|---|---|
| Amir Efrati | 1 | 9 | 3 | 0 | 0 | 100% |
| Guillermo Rauch | 3 | 46 | 4 | 1 | 1 | 67% |
| Vinod Khosla | 2 | 30 | 2 | 1 | 0 | 67% |
| Anatoly Yakovenko | 1 | 18 | 2 | 1 | 0 | 67% |
| Scott Stanford | 1 | 6 | 3 | 1 | 1 | 60% |
| Mike Brown | 1 | 21 | 2 | 2 | 0 | 50% |
| Stuart Landesberg | 1 | 22 | 3 | 2 | 2 | 43% |
From the Wisdom Wall all quotes →
“when you get down to a lower level, because you can no longer have on-off APIs, because everything is scriptable, because these things can script any interface and interact anyway, as long as you have…”
Sam Lessin, Sep 4, 2026 · ▶ 23:19“These clouds, I mean, I don't think Meta publishes it or Google publishes it, but my guess is that it's around ten million computers in like these clouds globally, if not tens of millions, and no one…”
Dave Morin, Aug 28, 2026 · ▶ 27:20“And then you have like duration mismatch between like the hard assets and the financing. So like the chip, depending if you look at meta or Amazon debate, whether it's a three year or five year…”
Josh Wolfe, Aug 14, 2026 · ▶ 31:36