The Argument Index

Debate potential by speaker, the highest-scored statement each year, and the companies with the most bearish calls on record. All of it clickable, all of it playable.

185debate potential 4–5 → 6debate potential 5 → 162rated speakers →
People

Average debate potential by speaker

All 162 guests with 5 or more scored statements, ranked. 4 more have fewer than 5, too few for a fair average. Sort or filter below.

#PersonAvg debate potential Statements scored
1 Patrick Hsu Co-Founder and Core Investigator, Arc Institute 3.2 5
2 Joe Liemandt Principal, Alpha School 3.14 22
3 Mike Knoop Co-Founder & CEO, Ndea 3.13 15
4 Dylan Patel Founder & Chief Analyst, SemiAnalysis 3.06 16
5 Dan Hendrycks Executive Director, Center for AI Safety 3 15
6 Rick Caruso Founder and Executive Chairman, Caruso 3 9
7 Lina Khan Chair, FTC 3 14
8 Bill Peebles Former Head of Sora, OpenAI 3 6
9 Sriram Krishnan Senior Policy Advisor on AI, White House 2.95 22
10 Reid Hoffman Partner, Greylock 2.95 20
11 Ilya Sutskever Co-Founder and CEO, Safe Superintelligence Inc. 2.89 18
12 Kyle Vogt Founder & CEO, The Bot Company 2.87 23
13 Misha Laskin Co-founder & CEO, Reflection AI 2.82 28
14 Jakob Uszkoreit Co-Founder & CEO, Inceptive 2.81 16
15 Emad Mostaque Founder & CEO, Intelligent Internet 2.75 24
16 Aidan Gomez Co-founder & CEO, Cohere 2.72 18
17 Isaiah Taylor Founder and CEO, Valar Atomics 2.71 31
18 Matthew Prince Co-Founder & CEO, Cloudflare 2.71 21
19 Edwin Chen Founder & CEO, Surge AI 2.68 19
20 Eric Steinberger Co-Founder & CEO, Magic 2.68 19
21 Jared Kushner Founder & CEO, Affinity Partners 2.67 15
22 Alexandr Wang Chief AI Officer, Meta Platforms 2.67 24
23 Parker Conrad Co-founder & CEO, Rippling 2.65 17
24 Aravind Srinivas Co-founder & CEO, Perplexity AI 2.65 23
25 Mustafa Suleyman CEO, Microsoft AI 2.64 25
26 Frank Slootman Chairman, Snowflake 2.63 27
27 Denis Yarats Co-founder & CTO, Perplexity AI 2.62 8
28 Ankur Goyal Founder & CEO, Braintrust 2.61 23
29 Illia Polosukhin Co-Founder, NEAR Protocol 2.6 20
30 Nikesh Arora Chairman & CEO, Palo Alto Networks 2.59 27
31 CJ Desai President and CEO, MongoDB 2.58 12
32 RJ Scaringe Founder & CEO, Rivian 2.57 14
33 Melisa Tokmak Founder & CEO, Netic 2.55 11
34 Arthur Mensch Co-Founder & CEO, Mistral AI 2.55 20
35 Qasar Younis Co-founder & CEO, Applied Intuition 2.54 13
36 Andrej Karpathy Founder, Eureka Labs 2.53 60
37 Jensen Huang Founder and CEO, NVIDIA 2.51 67
38 Matei Zaharia Co-Founder and CTO, Databricks 2.5 16
39 Brendan Foody Co-Founder and CEO, Mercor 2.49 35
40 Jacob Helberg Under Secretary of State, U.S. Department of State 2.48 42
41 Mikey Shulman Co-Founder & CEO, Suno 2.47 15
42 Beyang Liu Co-founder & CTO, Sourcegraph 2.47 17
43 Maxim Bar Kogan Co-Founder and CEO, Onyx Security 2.46 24
44 Brett Adcock Founder & CEO, Figure AI 2.45 20
45 Suhail Doshi Founder & CEO, Playground 2.44 16
46 Winston Weinberg Co-founder and CEO, Harvey 2.43 21
47 Bret Taylor CEO & Co-Founder, Sierra 2.43 14
48 Tim Brooks Lead of Media Generation, Meta Superintelligence Labs 2.43 7
49 Noam Brown Research Scientist, OpenAI 2.42 52
50 Elias Torres Founder & CEO, Agency 2.42 12
51 Ryan Noon Co-Founder and Chairman, Material Security 2.42 19
52 Bill Clerico Founder & Managing Partner, Convective Capital 2.41 22
53 Mark Zuckerberg Founder & CEO, Meta 2.4 10
54 Ty Mitchell Co-founder & Managing Director, Akash Systems 2.4 5
55 Matt MacInnis Chief Product Officer, Rippling 2.4 15
56 Amjad Masad Co-founder & CEO, Replit 2.4 20
57 Brian Schimpf Co-Founder and CEO, Anduril Industries 2.39 23
58 Sridhar Ramaswamy CEO, Snowflake 2.38 39
59 Zach Lloyd Founder & CEO, Warp 2.38 21
60 Noubar Afeyan Founder & CEO, Flagship Pioneering 2.38 16
61 Thomas Dohmke Founder and CEO, Entire 2.38 24
62 Peter Chen Director of Applied Science, Amazon 2.38 16
63 Neil Tiwari Managing Director, Magnetar Capital 2.37 19
64 Ofir Ehrlich Co-Founder and CEO, Eon 2.36 11
65 Andrew Ng Managing General Partner, AI Fund 2.36 25
66 Harrison Chase Co-founder & CEO, LangChain 2.36 14
67 Kanjun Qiu Co-Founder and CEO, Imbue 2.36 11
68 Kevin Scott Chief Technology Officer, Microsoft 2.36 25
69 Edo Liberty Founder & Chief Scientist, Pinecone 2.35 17
70 Brian Armstrong Co-Founder & CEO, Coinbase 2.34 32
71 Joshua Meier Co-founder & CEO, Chai Discovery 2.33 6
72 Tuhin Srivastava Co-founder & CEO, Baseten 2.32 34
73 Satya Nadella Chairman and CEO, Microsoft 2.32 28
74 Daniel Nadler Founder and CEO, OpenEvidence 2.32 22
75 Ivan Zhao Co-founder & CEO, Notion 2.31 16
76 Scott Wu Co-founder & CEO, Cognition 2.3 10
77 Nima Alidoust CEO & Co-founder, Vevo Therapeutics 2.29 7
78 Fei-Fei Li Co-Founder and CEO, World Labs 2.27 11
79 Garry Tan President & CEO, Y Combinator 2.26 19
80 Rene Haas CEO, Arm 2.26 23
81 Howie Liu Co-Founder & CEO, Airtable 2.25 12
82 Karim Atiyeh Co-Founder, Ramp 2.25 8
83 Jack Dent Co-Founder, Chai Discovery 2.23 13
84 Eric Glyman Co-Founder and Co-CEO, Ramp 2.22 9
85 Guillermo Rauch Founder & CEO, Vercel 2.22 18
86 Zach Dell Co-Founder and CEO, Base Power 2.21 14
87 Tengyu Ma Assistant Professor, Stanford University 2.21 19
88 Emil Michael Under Secretary of Defense, U.S. Department of Defense 2.2 30
89 Arvind Jain Co-founder & CEO, Glean 2.2 20
90 Dmitri Dolgov Co-CEO, Waymo 2.2 20
91 Jared Quincy Davis Founder & CEO, Mithril 2.2 20
92 Dr. Percy Liang Director, Stanford CRFM 2.2 20
93 Lip-Bu Tan CEO, Intel Corporation 2.19 21
94 Jeremy Allaire Co-Founder & CEO, Circle 2.19 21
95 Ben Mann Co-Founder, Anthropic 2.19 21
96 Liam Fedus Co-founder and CEO, Periodic Labs 2.18 17
97 Jesse Zhang Co-Founder and CEO, Decagon 2.18 33
98 Chelsea Finn Co-Founder, Physical Intelligence 2.17 23
99 Lukas Biewald Co-founder & CEO, Weights & Biases 2.17 18
100 Simon Last Co-founder, Notion 2.16 19
101 Tarek Mansour Co-founder & CEO, Kalshi 2.14 22
102 Dylan Field Co-founder and CEO, Figma 2.13 15
103 Glenn Fogel CEO and President, Booking Holdings 2.11 9
104 Felix Ejeckam Co-Founder and CEO, Akash Systems 2.11 9
105 Jason Kelly Co-Founder and CEO, Ginkgo Bioworks 2.11 9
106 Alexander Taubman Co-founder & CEO, Long Lake Management 2.09 11
107 Josh Albrecht Co-founder & CTO, Imbue 2.09 11
108 Max Hodak Co-founder & CEO, Science Corporation 2.08 25
109 Andrew Feldman Co-Founder and CEO, Cerebras Systems 2.08 40
110 Pedro Franceschi Co-Founder and CEO, Brex 2.07 15
111 Sal Khan Founder & CEO, Khan Academy 2.06 18
112 Gabe Pereyra Co-Founder & President, Harvey 2.05 20
113 Oriol Vinyals Co-founder, Discovery Loop 2.05 21
114 Philipp Herzig Chief Technology Officer, SAP 2 13
115 David Baszucki Co-founder & CEO, Roblox 2 19
116 Eric Zelikman CEO & Co-founder, humans& 2 7
117 Pushmeet Kohli VP of Research, Google DeepMind 2 7
118 Brandon McKinzie O3 Team Member, OpenAI 2 13
119 Johnny Yu Co-Founder & CSO, Tahoe Therapeutics 2 5
120 Erik Bernhardsson Founder and CEO, Modal Labs 2 15
121 Eric Simons Co-Founder & CEO, StackBlitz 2 19
122 Albert Gu Cofounder, Cartesia 2 8
123 Noam Shazeer AI Scientist, OpenAI 2 24
124 Kawal Gandhi Applied AI Lead, Google Cloud 2 10
125 Devi Parikh Co-Founder and Co-CEO, Yutori 2 11
126 Olivier Pomel Co-Founder & CEO, Datadog 2 19
127 Kelvin Guu Principal Research Scientist, Google DeepMind 2 16
128 Keller Rinaudo Cliffton Co-Founder & CEO, Zipline 1.96 23
129 Sajith Wickramasekara Co-founder & CEO, Benchling 1.94 33
130 Matt Garman CEO, Amazon Web Services 1.94 18
131 Shyam Sankar CTO & EVP, Palantir Technologies 1.94 16
132 Karan Singhal Staff Software Engineer, Google Research 1.93 14
133 Alex Graveley Director, Comet, Perplexity AI 1.93 15
134 Bill McDermott Chairman and CEO, ServiceNow 1.92 12
135 Josh Goldman Co-Founder and President, KoBold Metals 1.92 25
136 Eric Mitchell Researcher, OpenAI 1.89 9
137 Mati Staniszewski Co-founder & CEO, ElevenLabs 1.85 20
138 Joshua Xu Co-Founder & CEO, HeyGen 1.84 19
139 Alex Rives Head of Science, Chan Zuckerberg Biohub 1.83 6
140 Priscilla Chan Co-Founder and Co-CEO, Chan Zuckerberg Initiative 1.83 6
141 Brian Halligan Co-Founder & Executive Chairperson, HubSpot 1.83 23
142 Dave Burke Advisor, Arc Institute 1.8 5
143 Alyssa Henry Former CEO, Square 1.8 10
144 Cristobal Valenzuela Co-founder & CEO, Runway 1.8 15
145 Luis von Ahn Founder & CEO, Duolingo 1.79 19
146 Mark Papermaster EVP & CTO, AMD 1.78 18
147 Clem Delangue Co-founder and CEO, Hugging Face 1.76 21
148 Daphne Koller Founder and CEO, insitro 1.75 20
149 Shiv Rao Founder & CEO, Abridge 1.71 17
150 Glen Coates Head of App Platform, OpenAI 1.71 14
151 Erik Allebest Co-founder and CEO, Chess.com 1.7 23
152 Laura Deming Co-Founder & CEO, Until 1.67 12
153 Rishi Mehta Researcher, Anthropic 1.67 6
154 Isa Fulford Researcher, OpenAI 1.62 16
155 Karan Goel Co-founder & CEO, Cartesia 1.62 8
156 Laurent Sartran Member of Technical Staff, Anthropic 1.6 5
157 Fidji Simo Co-founder, Metrodora Institute 1.6 20
158 Stanley Tang Co-Founder & Head of DoorDash Labs, DoorDash 1.57 7
159 Andy Fang Co-Founder, DoorDash 1.5 6
160 Clara Shih CEO, Salesforce AI 1.46 13
161 Matej Balog Research Scientist, Google DeepMind 1.43 7
162 Emily Glassberg Sands Head of Information, Stripe 1.29 17
Companies

The most bearish calls

Debate potential is an AI score of how much a statement invites disagreement. Bearish counts tally what was said about a company on the show; they describe the conversation, not the company. Every count opens to the exact tape. full disclaimer →

All 161 companies, funds and products with at least one bearish claim on the record.

Company Bearish statements Of which 4–5
Google company 22 ↓ 3
OpenAI company 16 ↓ 2
Microsoft company 12 ↓ 3
NVIDIA company 11 ↓ 5
Anthropic company 6 ↓
Salesforce company 5 ↓
Weights & Biases company 4 ↓
Rippling company 4 ↓
NVIDIA H100 product 4 ↓
Intel company 4 ↓ 2
GPT 4 product 4 ↓ 1
Cohere company 4 ↓ 2
ChatGPT product 4 ↓ 2
Braintrust company 4 ↓
Baseten company 4 ↓
Amazon company 4 ↓ 3
Waymo company 3 ↓ 1
Surge AI company 3 ↓ 2
ServiceNow company 3 ↓
SAP company 3 ↓
Pinecone company 3 ↓ 1
Palo Alto Networks company 3 ↓ 1
Onyx Security company 3 ↓
Mistral AI company 3 ↓ 1
DeepSeek company 3 ↓ 1
Apple company 3 ↓ 1
Zipline company 2 ↓ 1
Windsurf product 2 ↓
Vevo Therapeutics company 2 ↓ 1
Vercel company 2 ↓
TSMC company 2 ↓ 1
Tesla company 2 ↓ 1
Suno company 2 ↓
Snowflake company 2 ↓
Scale AI company 2 ↓ 1
Roblox company 2 ↓
Reflection AI company 2 ↓
Ramp company 2 ↓
Qwen product 2 ↓
Physical Intelligence company 2 ↓
Netic company 2 ↓ 1
Neeva company 2 ↓
LMSYS Chatbot Arena product 2 ↓ 1
Inceptive company 2 ↓
Harvey company 2 ↓
Glean company 2 ↓
GitHub Copilot product 2 ↓
GitHub company 2 ↓
Gartner company 2 ↓
Foundry company 2 ↓
Flagship Pioneering fund 2 ↓
Decagon company 2 ↓
Cursor product 2 ↓
Cruise company 2 ↓ 1
Cloudflare company 2 ↓ 1
Chess.com company 2 ↓
Chai Discovery company 2 ↓
Cerebras Systems company 2 ↓ 1
Brex company 2 ↓ 1
Benchling company 2 ↓
ARC AGI product 2 ↓ 1
AMD company 2 ↓ 2
Alpha School company 2 ↓ 1
Abridge company 2 ↓
A100 product 2 ↓
Zenefits company 1 ↓
Y Combinator fund 1 ↓ 1
Workday company 1 ↓
Warp company 1 ↓
VS Code product 1 ↓
Voyage AI company 1 ↓
Valor Equity Partners fund 1 ↓ 1
Valar Atomics company 1 ↓
Twitter company 1 ↓
Trilogy Systems company 1 ↓
TechCrunch company 1 ↓ 1
Stripe company 1 ↓
Siri product 1 ↓
Sierra company 1 ↓
Shopify company 1 ↓
SB company 1 ↓ 1
Rivian company 1 ↓
Reddit company 1 ↓
Radar company 1 ↓ 1
Project Astra product 1 ↓
Postgres product 1 ↓
Playground AI company 1 ↓
Pixar company 1 ↓
Pgvector product 1 ↓
Perplexity company 1 ↓
PageRank product 1 ↓
Owen Mini product 1 ↓ 1
Notion company 1 ↓
The New England Journal Of Medicine company 1 ↓
MongoDB company 1 ↓
Microsoft 365 Copilot product 1 ↓
Material Security company 1 ↓
Longworth Ventures fund 1 ↓
Llama product 1 ↓
LangChain company 1 ↓ 1
Lama product 1 ↓ 1
Lab42 company 1 ↓
Kubernetes product 1 ↓
Journal Of General Internal Medicine company 1 ↓
Inflection AI company 1 ↓
Impura company 1 ↓
Imbue company 1 ↓
IBM company 1 ↓
Humanity's Last Exam product 1 ↓
HubSpot company 1 ↓
Huawei company 1 ↓ 1
Harvard Business Review company 1 ↓
GPT 4o product 1 ↓
GPT 3 product 1 ↓
Google Research company 1 ↓
Google Assistant product 1 ↓
Goldman Sachs company 1 ↓ 1
Ginkgo Bioworks company 1 ↓
General Motors company 1 ↓ 1
Gemini product 1 ↓
Four Hour Work Week product 1 ↓
Five Tron company 1 ↓ 1
Figure Eight company 1 ↓
Figure AI company 1 ↓
Facebook company 1 ↓ 1
ElevenLabs company 1 ↓
Elastic company 1 ↓
Drift company 1 ↓
DoorDash company 1 ↓
Dolly product 1 ↓
DeepMind company 1 ↓
Dbt product 1 ↓ 1
Datadog company 1 ↓
Databricks company 1 ↓
CUDA product 1 ↓ 1
Crusoe Energy Systems company 1 ↓
CrowdFlower company 1 ↓
CoreWeave company 1 ↓
Copilot product 1 ↓
Claude Code product 1 ↓
Claude 3 product 1 ↓ 1
Cicero product 1 ↓
Chat GPD product 1 ↓
Character.ai company 1 ↓
Cartesia company 1 ↓
Capital One company 1 ↓
BuzzFeed company 1 ↓
The Bot Company company 1 ↓
Boston Dynamics company 1 ↓ 1
Blackwell product 1 ↓
Bing product 1 ↓
Atrium company 1 ↓
Arc product 1 ↓
Anduril Industries company 1 ↓
Amex company 1 ↓
American Express company 1 ↓
Amazon Web Services company 1 ↓
Algolia company 1 ↓
Alexa product 1 ↓
Airtable company 1 ↓
11 Labs company 1 ↓

Highest debate potential, by year

2026

Opinion
Taylor: Nuclear is a fake industry charging 100x margins
“Everywhere you look, it's a fake industry that has not been building anything for 40 years, and the little bit that they have been building, they're charging a 100 X margin on.”
Isaiah Taylor Aug 15, 2026 ▶ 47:29 How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
Opinion
Huang: DeepSeek paper was Silicon Valley's most important recent read
“This is, you know, let's face it, Deep Seek was probably the single most important paper that most Silicon Valley researchers read from in the last couple years.”
Jensen Huang Jan 8, 2026 ▶ 33:30 NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

2025

Assertion Supported
Caruso: Mayor Bass cut LAFD budget, leaving equipment mothballed in lots
“The city didn't even have enough equipment because they've underfunded the fire department for so long, and Mayor Bass cut even more out this last budget cycle That they had equipment mothballed in parking lots.”
Rick Caruso Jan 30, 2025 ▶ 7:48 No Priors Ep. 99 | With Rick Caruso
Assertion Not checkable as stated
Prince: Prominent AI companies use state-hacker tactics to bypass scraping blocks
“In fact, some really prominent companies That do some very, very, very shady things where they basically say, absolutely, we follow the rules of the road, but when push comes to serve, if it turns out they're blocked, then all of a sudden they're doing a bunch…”
Matthew Prince Aug 7, 2025 ▶ 12:33 No Priors Ep. 126 | With Cloudfare CEO Matthew Prince

2024

Insight
Mensch: AI base models should know everything and use modular guardrails
“Assuming that the model should be well behaved is, I think, a wrong assumption. You need to make the assumption that the model should know everything. And then on top of that, have some modules that moderate and guardrail the model.”
Arthur Mensch Jan 11, 2024 ▶ 15:46 No Priors Ep. 46 | Best of 2023 with Sarah Guo and Elad Gil
Opinion
Mensch: AI safety should regulate application makers, not trust big model labs
“And the way you make this healthy competition is not By trusting a couple of companies to do their own safety, it's rather for, it's rather the way you do it is to ask application makers to comply with some rules.”
Arthur Mensch Jan 11, 2024 ▶ 16:28 No Priors Ep. 46 | Best of 2023 with Sarah Guo and Elad Gil

2023

Assertion Not checkable as stated
Stability AI Has More Compute Available Than Microsoft or Google
“The reality is we have more compute available to us than Microsoft or Google.”
Emad Mostaque May 3, 2023 ▶ 9:33 No Priors Ep. 3 | With Stability AI’s Emad Mostaque
Opinion
Slootman: Customer success departments are the 'biggest bullshit' in Silicon Valley
“Yeah, we, I did kill customer success at every company I've been in. I think it's the biggest bullshit thing that goes on in Silicon Valley.”
Frank Slootman Jun 29, 2023 ▶ 11:38 No Priors Ep. 23 | With Snowflake's CEO Frank Slootman
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