Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from My First Million: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
2,409 assertions1,801 insights954 disclosures595 opinions537 predictions38 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 2,946 claims, 1,724 carry an assessment, 155 are not yet assessed, and 1,067 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 |
|---|---|---|---|---|---|---|
| Michael Saylor | 1 | 22 | 7 | 0 | 0 | 100% |
| Dan Held | 1 | 22 | 6 | 0 | 0 | 100% |
| Jon McNeill | 1 | 13 | 4 | 0 | 0 | 100% |
| Anand Sanwal | 2 | 18 | 4 | 0 | 0 | 100% |
| Dharmesh Shah | 3 | 65 | 4 | 0 | 0 | 100% |
| Ben Horowitz | 1 | 24 | 3 | 0 | 0 | 100% |
| George Mack | 2 | 26 | 3 | 0 | 0 | 100% |
| Nick Gray | 3 | 18 | 3 | 0 | 0 | 100% |
From the Wisdom Wall all quotes →
“ad buying is like a commodity, right? Now, yeah, before, a few years ago, you have to be really, really good at ad buying, but now Meta does all of that for you already, right? You don't need to do…”
Danny Yeung, Sep 7, 2026 · ▶ 22:56“I think go viral is the wrong idea. It's sort of this, like, false hope, like, lottery ticket type of mentality. But when you say, I'm one format away, you have all of the upside of the go viral…”
Shaan Puri, Sep 4, 2026 · ▶ 5:11“Well, so you could, but the thing is, you're only gonna be able to keep up with, what, 20 agents? Cause it's gonna keep assigning you tasks and more things to do and more things to do. And so there…”
Wade Foster, Aug 26, 2026 · ▶ 45:14