Scott Stanford

Founder, Acme Capital · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

Scott Stanford is the founder of Acme Capital. He is an investor who focuses on the future of artificial intelligence, agents, and data ownership.

6statements → 6claims → 5claims resolved → 60%fully supported → 3.83/5average certainty → 2.5/5average debate potential →

3 supported 1 partly supported 1 contradicted 1 not checkable as stated how the 6 claims stand · each chip opens the sources

1 prediction · 5 assertions · every statement was checked. The prediction and assertions are the 6 claims: statements the public record can support or contradict. 5 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Scott argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Stanford: Nvidia keeps compute debt off balance sheet via SPVs
“None of this goes back to NVIDIA. This is why Jensen's brilliant. He basically set this up as SPVs that will basically borrow against the taker pay agreements of the off takers of the neocloud guys that are saying we're all going to need 3000 dollars a month f…”
Scott Stanford Aug 14, 2026 ▶ 29:03 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast

Their most notable contradicted claim

Assertion Contradicted
Stanford: Fitch is conducting a consultation on securitizing compute
“Fitch is doing the rating work right now, and they have an open consultation, which basically means they're trying to figure out which end is up because no one's ever securitized compute.”
Scott Stanford Aug 14, 2026 ▶ 34:17 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
63% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Scott Stanford on measured tape to publish a rate. This says nothing about how they speak.

Everything Scott Stanford said on More or Less that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Stanford: The concept of websites will disappear very quickly
“This concept of websites is going to disappear very quickly before we know it.”
Scott Stanford Aug 14, 2026 ▶ 7:17 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast
Assertion Supported
Stanford: Nvidia keeps compute debt off balance sheet via SPVs
“None of this goes back to NVIDIA. This is why Jensen's brilliant. He basically set this up as SPVs that will basically borrow against the taker pay agreements of the off takers of the neocloud guys that are saying we're all going to need 3000 dollars a month f…”
Scott Stanford Aug 14, 2026 ▶ 29:03 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast
Assertion Supported
Stanford: Google Gemini just reached one billion users
“I mean, Gemini just hit a billion users.”
Scott Stanford Aug 14, 2026 ▶ 12:47 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast
Assertion Supported
Stanford: Nvidia H100 rental rates plunged from $8 to $2 per hour
“Like, the H 100 used to be eight bucks, or something like that, per hour, like two years ago, and now you can get it for two bucks.”
Scott Stanford Aug 14, 2026 ▶ 32:59 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast
Assertion Partly supported
Stanford: Apple and Google block independent developers from accessing Wi-Fi location
“Apple and Google or Android have both locks Wi-Fi location. You cannot access it as a developer.”
Scott Stanford Aug 14, 2026 ▶ 15:29 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast
Assertion Contradicted
Stanford: Fitch is conducting a consultation on securitizing compute
“Fitch is doing the rating work right now, and they have an open consultation, which basically means they're trying to figure out which end is up because no one's ever securitized compute.”
Scott Stanford Aug 14, 2026 ▶ 34:17 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast

Appearances (1)

EpisodeDateSpeaking time
Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Aug 14, 2026 7m
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