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.

193debate potential 4–5 → 4debate potential 5 → 234rated speakers →
People

Average debate potential by speaker

All 234 guests with 5 or more scored statements, ranked. 93 more have fewer than 5, too few for a fair average, and the host is scored on his own page. Sort or filter below.

#PersonAvg debate potential Statements scored
1 David Barrett Founder & CEO, Expensify 3.3 27
2 Harry Stebbings Founder & Host, 20VC 3.14 21
3 Daniel Dines Founder & CEO, UiPath 3 11
4 Amjad Masad Co-founder & CEO, Replit 2.88 16
5 Martin Gontovnikas (Gonto) Co-Founder & General Partner, Hypergrowth Partners 2.8 5
6 Carlos Delatorre Chief Revenue Officer, Harness 2.73 11
7 Brett Queener Partner, Bonfire Ventures 2.71 28
8 Douwe Kiela Research Scientist Director, Google DeepMind 2.71 7
9 Guillaume Cabane Co-Founder & General Partner, HyperGrowth Partners 2.65 37
10 Russ Fraden CEO, DynamicSignal 2.64 11
11 Parker Conrad Co-founder & CEO, Rippling 2.62 24
12 Jennifer Lawrence Chief Revenue Officer, Redpanda 2.6 10
13 Gorkem Yurtseven Representative, Fal 2.57 7
14 Paul Adams Chief Product Officer, Intercom 2.52 21
15 Sharon Zhou VP of AI, AMD 2.5 6
16 Elena Verna Head of Growth, Lovable 2.48 21
17 Amit Bendov CEO and Co-Founder, Gong 2.47 15
18 Carles Reina VP of Sales, ElevenLabs 2.47 15
19 Chris Dean Executive, Treasury Prime 2.43 14
20 Arnaud Bonzom Founder & Managing Director, Black Mangroves 2.43 7
21 Kevin Dorsey CRO, Finally 2.43 7
22 Victor Riparbelli Co-Founder & CEO, Synthesia 2.42 26
23 Arsalan Tavakoli Co-Founder & SVP Field Engineering, Databricks 2.4 10
24 Jacob Jackson Machine Learning Engineer, Cursor 2.4 5
25 Ali Ghodsi CEO & Co-Founder, Databricks 2.4 10
26 Rory O'Driscoll General Partner, Scale Venture Partners 2.38 21
27 Brendon Cassidy Co-Founder, CoSell 2.38 34
28 Aaron Levie Co-Founder & CEO, Box 2.37 43
29 Dave McJannet Co-founder & CEO, Dome Systems 2.36 11
30 Dave Kellogg Executive in Residence, Balderton Capital 2.35 74
31 Abbas Haider Ali Chief Customer Officer, Atlassian 2.33 6
32 Latané Conant Chief Marketing Officer, Parloa 2.33 6
33 Chief Product Officer, Rubrik Chief Product Officer, Rubrik 2.33 6
34 Josh Browder Founder & CEO, DoNotPay 2.31 13
35 Howard Lerman Founder & CEO, Roam 2.3 30
36 Katie Burke COO, Harvey 2.3 10
37 Kareem Amin Co-founder & CEO, Clay 2.29 7
38 Jameson Yung SVP of International Sales, Rippling 2.29 7
39 Steve Sloan VP of AWS Marketing, Amazon 2.29 7
40 Ryan Anderson Co-Founder & CEO, Filevine 2.26 19
41 David Frankel Co-Founder & Managing Partner, Founder Collective 2.25 8
42 Lucy Fonseca 2.25 8
43 Dharmesh Shah Co-Founder and CTO, HubSpot 2.25 28
44 Aileen Lee Founder and Managing Partner, Cowboy Ventures 2.25 16
45 Vidya Peters CEO, DataSnipper 2.25 20
46 Emil Eifrem Co-Founder & CEO, Neo4j 2.24 17
47 Doug Pepper General Partner, ICONIQ Growth 2.23 35
48 Julian Lemoine Co-Founder and CTO, Algolia 2.23 13
49 Mario Rodriguez Chief Product Officer, GitHub 2.22 9
50 Dominic Grill Head of Technical Success, OpenAI 2.22 9
51 Marchelle Mooney VP of Sales, Mangomint 2.21 34
52 Eric Gunderson CEO, Mapbox 2.21 14
53 Daniel Laniado (Daniel Lang) 2.2 10
54 Shoaib Makani Co-Founder and CEO, Motive 2.2 5
55 Zach Coelius Managing Partner, Coelius Capital 2.2 10
56 Firmin Zocchetto Co-founder & CEO, PayFit 2.2 10
57 Maria Pergolino CMO & Senior VP, SPS Commerce 2.2 5
58 Matt Rissell CEO, Tsheets.com 2.2 5
59 Maggie Hott GTM Leader, OpenAI 2.18 17
60 David Sacks Founding General Partner, Craft Ventures 2.17 18
61 Cherishma Shah VP, GTM Strategy & Operations, Box 2.17 6
62 Leila Seka Advisor and Board Member 2.17 6
63 Jacob Effron Managing Director, Redpoint Ventures 2.15 20
64 Marc Benioff Chair, CEO & Co-Founder, Salesforce 2.15 20
65 Spenser Skates CEO and Co-Founder, Amplitude 2.15 13
66 Robert Lopez CEO, accessiBe 2.15 13
67 Stewart Butterfield Co-founder & Former CEO, Slack 2.15 13
68 Amelia Salyers Head of Storytelling, Notion 2.14 7
69 Arvind Nithrakashyap Co-founder & CTO, Rubrik 2.14 7
70 Adam Gross Board Director, Vimeo 2.14 21
71 Ryan Bonnici Chief Marketing Officer, Whereby 2.14 14
72 Ophelia Brown Founder & Managing Partner, Blossom Capital 2.14 7
73 Tomasz Tunguz Founder & General Partner, Theory Ventures 2.13 30
74 Loren Padelford President, Consumer Energy, Palmetto 2.12 25
75 Colin Jones CRO, Wiz 2.12 8
76 Irina Haivas Partner, Atomico 2.12 8
77 Jon Stewart CEO, MapAnything 2.12 8
78 Mark Roberge Co-Founder & Managing Director, Stage 2 Capital 2.11 35
79 Robert Vis Founder and CEO, Bird 2.11 9
80 Ron Gabrisko Chief Revenue Officer, Databricks 2.1 10
81 Mike Tamir SVP of ML/AI Engineering, Tubi 2.1 10
82 Merci Grace Co-Founder & CEO, Panobi 2.1 20
83 Kathy Lord Chief Revenue Officer, Zensai 2.09 11
84 Shishir Mehrotra Chief Executive Officer, Superhuman 2.09 11
85 Roelant Prins (Roland Prince) Chief Commercial Officer, Adyen 2.09 11
86 Amelia Ibarra Co-Host, The Agents 2.08 75
87 Raz Herzberg CMO & VP Product Strategy, Wiz 2.08 13
88 Dorian Stone Head of Organizations Revenue, Grammarly 2.08 12
89 Jyoti Bansal Co-Founder & CEO, Harness 2.07 15
90 Jeff Lawson CEO, Inertia 2.07 27
91 Dan Siroker 2.07 14
92 Sydney Sloan Chief Marketing Officer, G2 2.06 17
93 Kyle Norton Chief Revenue Officer, Owner.com 2.06 50
94 Yamini Rangan CEO, HubSpot 2.06 32
95 Farhan Thawar VP & Head of Engineering, Shopify 2.06 16
96 Hande Cilingir Co-Founder and CEO, Insider One 2.04 25
97 Lars Nilsson Founder & CEO, SalesSource 2.04 28
98 Andy Wilson Co-founder & Former CEO, Logikcull 2.04 23
99 Ryan Smith Executive Chairman & Co-Founder, Qualtrics 2.04 24
100 Brian Halligan Co-Founder & Executive Chairperson, HubSpot 2.02 61
101 Sam Blond Co-Founder and CEO, Monaco 2.01 152
102 Amelia LeRutte Chief AI Officer, SaaStr 2 28
103 Eleanor Dorfman Head of Industries, Anthropic 2 6
104 Jason Boehmig Product Lead, OpenAI 2 10
105 Seema Amble Partner, Andreessen Horowitz 2 10
106 Karsten Holm VP of Pricing and Monetization, Splunk 2 5
107 Robert Lacher Founding Partner, Visionaries Club 2 9
108 Ashley Kelly VP of Global Sales Development, Rippling 2 7
109 Merve Nazlioglu CMO, Insider 2 6
110 Jenny Lee Managing Partner, GGV Capital 2 9
111 Mark Velthuis Founder and CEO, blankKANVAS 2 9
112 Hannah Wilson Chief Revenue Officer, Nooks 2 5
113 Alex Kayyal 2 6
114 Lauren Wright VP of Sales, Net Purpose 2 5
115 Veronika Riederle Co-founder & CEO, Demodesk 2 5
116 Asawari Samant VP of Marketing, Hasura 2 6
117 Carrie-Lou Dietrich Operating Partner, Growth, Andreessen Horowitz 2 5
118 Miki Alon Co-Founder and CEO, Foldspace AI 2 5
119 Elisa Steele Independent Corporate Board Member 2 6
120 Doug Song Co-founder & CEO, Song United 2 5
121 Jason Cohen Founder & Chief Innovation Officer, WP Engine 2 13
122 Darrell Benatar Co-Founder, UserTesting 2 10
123 Bob Marsh Chief Development Officer, ImpactEleven 2 6
124 Jay Simons General Partner, BOND 2 12
125 Christoph Janz Co-Founder & Partner, Point Nine 1.97 35
126 Alex Mashrabov Co-founder & CEO, Higgsfield AI 1.96 24
127 Matt Plank Chief Revenue Officer, Rippling 1.96 23
128 Sterling Snow Co-Founder & CEO, Redo 1.95 22
129 Patrick Campbell Founder & CEO, ProfitWell 1.93 15
130 Mathilde Collin Co-Founder & Executive Chair, Front 1.93 15
131 Eran Zinman Co-Founder & Co-CEO, monday.com 1.92 38
132 Julio Avalos Co-CEO, Observable 1.92 12
133 Wade Foster Co-founder & CEO, Zapier 1.91 11
134 Rob Giglio Chief Customer Officer, Canva 1.91 11
135 Ben Chestnut Co-founder & Former CEO, Mailchimp 1.91 32
136 Giancarlo Leonetti (GC) Chief Commercial Officer, OpenAI 1.91 11
137 Edith Harbaugh CEO & Co-founder, LaunchDarkly 1.91 23
138 Ben Braverman Co-Founder and Managing Partner, Saga Ventures 1.91 11
139 Agnes Bazin Board Member, Explain 1.91 11
140 Nick Mehta Board Member & Special Advisor, Gainsight 1.9 40
141 Sarah Patterson CMO, Samsara 1.9 10
142 Andrew Bialecki Co-Founder and Co-CEO, Klaviyo 1.89 45
143 Alex Clayton General Partner, Meritech Capital 1.89 9
144 Michael Pryor Board Member, Watsi 1.89 9
145 Dmitry Shevelenko Chief Business Officer, Perplexity 1.88 17
146 Graham Moreno Head of GTM, Parallel Web Systems 1.88 8
147 Michelle Benfer Managing Operating Partner, Francisco Partners Consulting 1.88 17
148 Ed Lenta VP, APJ, ClickHouse 1.88 16
149 Howie Liu Co-Founder & CEO, Airtable 1.88 40
150 Sanjay Beri Co-founder & CEO, Netskope 1.88 17
151 Sarah Kennedy VP, Google Cloud Marketing 1.86 7
152 Josh Reeves Co-Founder and CEO, Gusto 1.86 7
153 Scott Beechuk Partner, Norwest Venture Partners 1.86 7
154 Jen Knight Co-founder and CTO, AgentSync 1.86 7
155 John Strauss Advisor and Co-founder, Greenhouse Software 1.86 7
156 Henry Schuck Founder & CEO, ZoomInfo 1.85 47
157 Molly Alter Partner, Index Ventures 1.85 20
158 Chris Merritt Operating Partner, Peak XV Partners 1.83 18
159 Arun Matthew Partner, Accel 1.83 6
160 Pat Poels Chief Technology Officer, Built Technologies 1.82 11
161 Henrique Dubugras Co-Founder & Board Chair, Brex 1.82 11
162 Todd McKinnon Co-Founder and CEO, Okta 1.81 16
163 Carilu Dietrich Growth Advisor 1.8 5
164 Matt Mullenweg Founder & CEO, Automattic 1.8 15
165 Daryna Kulya Co-Founder & COO, OpenPhone 1.8 5
166 Mårten Mickos Board Chairman, Enfuce Financial Services 1.8 15
167 Javier Molina Head of Revenue, Nominal 1.8 5
168 Ciara Peter SVP of Product, Robin 1.8 5
169 Josh Stein Co-Founder and Managing Partner, Threshold Ventures 1.8 10
170 Justin Bedecarre CEO and Co-founder, Raise Commercial Real Estate 1.79 14
171 Kathy Choi Partner, Meritech Capital 1.78 9
172 Joe Thomas Co-Founder and CEO, Loom 1.78 18
173 Mark Wayland Former Chief Revenue Officer, Box 1.78 18
174 Denise Persson Chief Marketing Officer, Snowflake 1.77 43
175 Sameer Dholakia Partner, Bessemer Venture Partners 1.75 8
176 Christian Smith CRO, Splunk (former CRO, Brex) max 8 words -> CRO, Splunk max 2 words. role: 1.75 8
177 Bernadette Nixon CEO, NetBrain Technologies 1.75 8
178 Tim Willey SVP of Commercial Strategy & Operations, ForgeRock 1.75 12
179 Therese Tucker Founder and Board Member, BlackLine 1.73 26
180 Jonathan Vassell CRO, Toast 1.71 14
181 Gabe Monroy Chief Technology Officer, Workday 1.71 7
182 Hilary Headley Operating Partner, Insight Partners 1.71 7
183 Zachary Perret Co-founder & CEO, Plaid 1.71 17
184 Tope Awotona Founder & CEO, Calendly 1.7 20
185 Christine Edmonds GP & Head of Analytics, ICONIQ Growth 1.7 10
186 Damien Tampling Head of Agent Strategy, APAC, Sierra 1.7 10
187 Leo Widrich Co-founder, Wild Life 1.69 16
188 Tooey Courtemanche Founder & Chairman of the Board, Procore 1.67 12
189 Alfonso de la Nuez Board Member, UserTesting 1.67 12
190 Katrina Wong Chief Marketing Officer, New Relic 1.67 6
191 Naomi Rozenfeld VP of Revenue, Wix Answers 1.67 12
192 Sridhar Ramaswamy CEO, Snowflake 1.62 13
193 Colin Zima Co-Founder & CEO, Omni 1.62 16
194 Justin Betakure CEO and Co-founder, Raise Commercial Real Estate 1.62 8
195 Cameron Deatsch Partner, BOND 1.61 28
196 Byron Deeter Partner, Bessemer Venture PartnersBytes 1.61 82
197 Varun Anand Co-founder & Head of Operations, Clay 1.6 10
198 Vincent van der Meulen Design Engineer, Figma 1.6 5
199 Dane Knecht CTO, Cloudflare 1.6 5
200 Janine Pelosi CEO, Neat 1.6 5
201 Dini Mehta Operating Partner, Operator Collective 1.6 5
202 Cynthia Gumbert Chief Marketing Officer, Litera 1.6 5
203 Sid Sijbrandij Co-founder & Executive Chair, GitLab Inc. 1.6 15
204 Kyle Porter Founder & Chairman, Salesloft 1.6 20
205 Christina Shen Co-Founder and Managing Partner, Chemistry 1.58 26
206 Bill Magnuson Co-Founder & CEO, Braze 1.58 12
207 Mehul Patel Former CEO, Hired 1.58 19
208 Jeremy Burton GM, Observability Business Unit, Snowflake 1.57 7
209 Kieran Saker Chief Product Officer, Samsara 1.57 7
210 Grant Lee Co-founder & CEO, Gamma 1.56 18
211 Ross Beesman CRO, ServiceTitan 1.54 13
212 Chris Perrine VP & MD, Asia Pacific, G2 1.53 17
213 Amanda Malko Chief Revenue Officer, Thinkific 1.53 17
214 Jennifer Tejada Executive Chair, PagerDuty 1.53 15
215 Sanjit Biswas Founder & CEO, Samsara 1.52 21
216 Tom Hale CEO, ŌURA 1.52 21
217 Akshay Sharma Co-founder and Head of Product, Morph Systems 1.5 6
218 Morgan Brown Chief Growth Officer, Opendoor 1.5 6
219 Lucas Fox Founding Partner, Avra 1.5 10
220 Mikkel Svane Founder & CEO, Zendesk 1.5 8
221 Philippe Lacour Chief Revenue Officer, Personio 1.47 19
222 Pieterjan Bouten CEO, Showpad 1.46 13
223 René Lacerte CEO & Founder, BILL 1.44 48
224 Elliott Robinson Partner, Bessemer Venture Partners 1.44 9
225 Leela Srinivasan CEO, Parity 1.43 7
226 Jeanne DeWitt Grosser COO, Vercel 1.38 8
227 Lindsey Scrase COO, Checkr 1.38 21
228 Andrey Husid Founder & CEO, Miro 1.38 13
229 Cliff Bockard Global VP of Sales, Duda 1.33 15
230 Archana Agrawal President, Intercom 1.33 18
231 Sahir Azam Chief Product Officer, MongoDB 1.25 8
232 Zach Kitschke Chief Marketing Officer, Canva 1.2 10
233 Rob Bernshteyn General Partner, ICONIQ Growth 1.2 10
234 Mary D'Onofrio Partner, Crosslink Capital 1.15 20
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 302 companies, funds and products with at least one bearish claim on the record.

Company Bearish statements Of which 4–5
SaaStr company 43 ↓ 3
Salesforce company 32 ↓ 3
HubSpot company 21 ↓ 1
Microsoft company 14 ↓ 3
Gainsight company 13 ↓
Slack company 12 ↓ 3
Google company 12 ↓
OpenAI company 11 ↓ 2
Marketo company 11 ↓ 2
ICONIQ Growth fund 10 ↓ 1
Replit company 9 ↓ 1
LinkedIn company 9 ↓
Y Combinator fund 8 ↓ 1
Oracle company 7 ↓ 1
Expensify company 7 ↓ 5
Adobe company 7 ↓ 2
Accel fund 7 ↓
UiPath company 6 ↓ 2
GitHub company 6 ↓
Dropbox company 6 ↓
ChatGPT product 6 ↓ 1
Brex company 6 ↓ 1
ZoomInfo company 5 ↓
Zoom company 5 ↓ 2
Salesloft company 5 ↓
Personio company 5 ↓
Lovable company 5 ↓
Intercom company 5 ↓ 3
Facebook company 5 ↓
Amazon company 5 ↓ 1
Algolia company 5 ↓
20VC fund 5 ↓ 2
Zenefits company 4 ↓
Zapier company 4 ↓
Twilio company 4 ↓
Stage 2 Capital fund 4 ↓
Snowflake company 4 ↓
Shopify company 4 ↓ 1
Qualtrics company 4 ↓
Postman company 4 ↓
Point Nine Capital fund 4 ↓
Optimizely company 4 ↓ 1
Okta company 4 ↓
Lucidchart product 4 ↓
LaunchDarkly company 4 ↓
GitLab company 4 ↓
Flexport company 4 ↓
Databricks company 4 ↓ 1
Claude product 4 ↓
BlackLine company 4 ↓
Bessemer Venture Partners fund 4 ↓
Atlassian company 4 ↓
Amazon Web Services company 4 ↓
Airtable company 4 ↓
Treasure Data company 3 ↓
Synthesia company 3 ↓ 1
Showpad company 3 ↓
Rippling company 3 ↓ 1
PagerDuty company 3 ↓
Notion company 3 ↓
Netskope company 3 ↓ 1
Nasdaq company 3 ↓
MongoDB company 3 ↓ 2
Microsoft Teams product 3 ↓ 2
Mailchimp company 3 ↓
Lattice company 3 ↓
Grammarly company 3 ↓
Contextual AI company 3 ↓
Checkr company 3 ↓
Carta company 3 ↓
Braze company 3 ↓
Apple company 3 ↓
Anthropic company 3 ↓ 1
Andreessen Horowitz fund 3 ↓ 1
Wiz company 2 ↓
Wix Answers product 2 ↓
Visionaries Club fund 2 ↓ 1
Twitter company 2 ↓ 2
TripActions company 2 ↓ 2
SurveyMonkey company 2 ↓
Splunk company 2 ↓
SoftBank Group fund 2 ↓ 2
Skype company 2 ↓
ServiceTitan company 2 ↓ 1
Sequoia Capital fund 2 ↓
SAS company 2 ↓
Samsara company 2 ↓
Roam Research company 2 ↓
Remote Working company 2 ↓ 1
Red Hat company 2 ↓
Ramp company 2 ↓
QB product 2 ↓
ProfitWell company 2 ↓
PowerDrive product 2 ↓
PayFit company 2 ↓
OptiMand company 2 ↓
Netflix company 2 ↓
Mangomint company 2 ↓ 1
LearnCore company 2 ↓
Klaviyo company 2 ↓
Klarna company 2 ↓
Intuit company 2 ↓
Insider company 2 ↓
HubSpot CRM product 2 ↓
Hired company 2 ↓
Harness company 2 ↓
Gorgias company 2 ↓
Gong company 2 ↓
Glean company 2 ↓
Founders Fund fund 2 ↓
Figma company 2 ↓ 2
Excel product 2 ↓
Eventbrite company 2 ↓
EchoSign company 2 ↓
DoNotPay company 2 ↓ 1
DocuSign company 2 ↓
Divvy company 2 ↓
Craft Ventures fund 2 ↓
Cowboy Ventures fund 2 ↓
Contentful company 2 ↓
Claude Fable product 2 ↓
Calendly company 2 ↓
Box company 2 ↓
Bill.com company 2 ↓
AppDynamics company 2 ↓
Adyen company 2 ↓
Zscaler company 1 ↓
Zendesk company 1 ↓ 1
YouTube company 1 ↓
Yext company 1 ↓
Xero company 1 ↓
Wrike company 1 ↓
WP Engine company 1 ↓
Workday company 1 ↓
Windsurf product 1 ↓ 1
Whereby company 1 ↓
Webflow company 1 ↓
Vista Equity Partners fund 1 ↓
Vimeo company 1 ↓
UserZoom company 1 ↓
UserTesting company 1 ↓
Upwork company 1 ↓
Uber company 1 ↓
TSheets company 1 ↓
Treasury Prime company 1 ↓
The Trade Desk company 1 ↓
TomTom company 1 ↓
Tiger Global Management fund 1 ↓
Thoma Bravo fund 1 ↓
Think Three fund 1 ↓
Theory Ventures fund 1 ↓
TCV fund 1 ↓
TaskRabbit company 1 ↓
Tanium company 1 ↓
Tableau company 1 ↓
Spotify company 1 ↓
Sólides company 1 ↓
Slice company 1 ↓
ServiceNow company 1 ↓
SendGrid company 1 ↓
Scale Venture Partners fund 1 ↓
Saster.com company 1 ↓
Saster.ai product 1 ↓
Sapphire Ventures fund 1 ↓
SAP company 1 ↓
Salesforce Ventures fund 1 ↓
Salesforce Marketing Cloud product 1 ↓
Salesforce High Velocity Sales product 1 ↓
SaaStr Fund fund 1 ↓
Runway company 1 ↓
Rubrik company 1 ↓
Reserved Instances product 1 ↓
Resend company 1 ↓
Redpoint Ventures fund 1 ↓
Reddit company 1 ↓
Recruit company 1 ↓
Raise Commercial Real Estate company 1 ↓
Quora company 1 ↓
Qualified company 1 ↓
Productboard company 1 ↓
Procore company 1 ↓
Podium company 1 ↓ 1
Pluralsight company 1 ↓
Plaid company 1 ↓
Pigment company 1 ↓
PayPal company 1 ↓
Pardot company 1 ↓
PandaDoc company 1 ↓
Pagar.me company 1 ↓
Owner.com company 1 ↓
Outreach company 1 ↓
OpenDNS company 1 ↓
NetSuite company 1 ↓
Namely company 1 ↓
Motive company 1 ↓
Mongo product 1 ↓
Model Context Protocol product 1 ↓
Miro company 1 ↓
Microsoft Word product 1 ↓
Microsoft Lists product 1 ↓
Microsoft Copilot product 1 ↓
MessageBird company 1 ↓
Meritech Capital Partners fund 1 ↓
McKinsey And Company company 1 ↓
Marqeta company 1 ↓
Marco company 1 ↓
MapAnything company 1 ↓
Magic Quadrant product 1 ↓
Loom company 1 ↓
Looker company 1 ↓
Llama 70B product 1 ↓
Lightspeed Ventures fund 1 ↓
LeanData company 1 ↓
KeepTruckin company 1 ↓
Jobvite company 1 ↓
Ironclad company 1 ↓
InVision company 1 ↓
Instagram product 1 ↓
Insight Partners fund 1 ↓ 1
Index Ventures fund 1 ↓
Incredible Health company 1 ↓
IBM company 1 ↓
HTML product 1 ↓ 1
HeySummit company 1 ↓
Heroku company 1 ↓
Heap company 1 ↓
The Harris Poll company 1 ↓
Hadoop product 1 ↓
HackerOne company 1 ↓
Gusto company 1 ↓
Groove company 1 ↓
Google Tables product 1 ↓
Google Sheets product 1 ↓
Google Drive product 1 ↓
Gong Engage product 1 ↓
Glasswing Ventures fund 1 ↓
GGV Capital fund 1 ↓
Gemini product 1 ↓
Gartner company 1 ↓
Gardner Chart product 1 ↓
G Suite product 1 ↓
Front company 1 ↓
Freshworks company 1 ↓ 1
Forbes company 1 ↓
Firefly product 1 ↓
Filevine company 1 ↓
Fastly company 1 ↓
Fal.ai company 1 ↓
ExactTarget company 1 ↓
Egnyte company 1 ↓
eBay company 1 ↓
Dynamic Signal company 1 ↓
Drift company 1 ↓
DigitalOcean company 1 ↓
Descript company 1 ↓
Demodesk company 1 ↓
DeepSeek company 1 ↓ 1
Deel company 1 ↓ 1
Datadog company 1 ↓
Cursor product 1 ↓
Crossover Ventures fund 1 ↓
Copilot product 1 ↓ 1
Contentstack company 1 ↓
Coelius Capital fund 1 ↓
Codeium company 1 ↓
Cockroach Labs company 1 ↓
Cloudflare company 1 ↓
Cloudera company 1 ↓
Clerk company 1 ↓ 1
Clay company 1 ↓
Claude Four product 1 ↓
Citibank company 1 ↓
Cisco company 1 ↓ 1
ChurnZero company 1 ↓
Chat CPT product 1 ↓
Cerebras Systems company 1 ↓ 1
Canva company 1 ↓
BVP Cloud Index product 1 ↓
Brain Date product 1 ↓
Bonfire Ventures fund 1 ↓
Bolt company 1 ↓
Bizabo company 1 ↓
Bitnami company 1 ↓
Bessemer Emerging Cloud Index product 1 ↓
Bee AI product 1 ↓
Azure Container Service product 1 ↓
Azure product 1 ↓
AWS Route 53 product 1 ↓
Automattic company 1 ↓
Atomico fund 1 ↓
Apple App Store product 1 ↓
Amex company 1 ↓ 1
Amazon Voucher product 1 ↓
Amazon Honeycode product 1 ↓
AI Overviews product 1 ↓ 1
AgentSync company 1 ↓
Agentforce product 1 ↓
Adobe Sign product 1 ↓
Adobe Marketo product 1 ↓ 1
Adobe Marketing Cloud product 1 ↓ 1
ACS company 1 ↓
6sense company 1 ↓

Highest debate potential, by year

2026

Opinion
Lemkin: Do not hire people who complain about burnout
“Lazy people always say they're burnt out... But the people that complain about burnout, I think deserve a scarlet L burned into their forehead and don't hire them.”
Jason Lemkin Jul 17, 2026 ▶ 1:03:11 How Agents Will Steal Your Customers. Plus: The $10K App Our Agent Replaced and the $14 Migration
Disclosure
Anderson: Filevine refuses to sell to customers who reject AI products
“We no longer sell to customers who won't buy the AI products.”
Ryan Anderson Jan 14, 2026 ▶ 25:30 10 Things To Do Right Now to Become AI Native with Filevine's CEO & Founder

2025

Prediction Not checkable as stated
Benioff: Microsoft's Partnership With OpenAI Will Turn Into Direct Competition
“Microsoft is a company that wants to own it all, control it all. If they see a hot company or a hot startup, they ask themselves, hey, why is that not in our world? And in the case of they, usually they like To either try to feign an acquisition and then based…”
Marc Benioff May 2, 2025 ▶ 10:14 AI, M&A, and the Future of SaaS: Lessons from Marc Benioff, Salesforce CEO, Co-Founder and Chair
Prediction Not checkable as stated
Queener: 75% of App Software Companies and 50% of Categories Will Disappear
“75% of all applications offer companies that you see today are going to disappear. And 50% of all applications, software categories are going to disappear.”
Brett Queener Oct 31, 2025 ▶ 17:34 Why Only “WTF” Products Can Survive Today with Brett Queener Partner at Bonfire Ventures

2024

Insight
Cabane: Monetization must precede open-source acquisition motions
“Monetization comes first, open source for acquisition comes second. Other way around is, like, super hard, my opinion, huh?”
Guillaume Cabane Feb 7, 2024 ▶ 26:46 Mastering High-Volume, Low-CAC Marketing: Strategies from Gorgias, Vercel, and Hypergrowth
Prediction Not checkable as stated
Lemkin: 800 of the 1,000 existing tech unicorns will fail
“We can all laugh about the, that 800 of the thousand unicorns are junk. They're junk of corns. It's going to turn true”
Jason Lemkin Mar 20, 2024 ▶ 7:12 Advice Every SaaS Founder Needs to Know to Scale to $100m with Sam Blond and Jason Lemkin

2023

Disclosure
DoNotPay aims to replace all lawyers and make the law free
“What we say is we want to replace all of the lawyers and make the law free, but it's not political.”
Joshua Browder Apr 6, 2023 ▶ 8:06 Being a Rebel to Build a Movement: Non-Traditional Approaches to Scale | DoNotPay CEO Joshua Browder
Assertion Supported
Conrad: Deel and Remote rely on third-party payroll systems country by country
“Companies like Deal and like Remote actually have not built underlying global payroll or payroll really of any kind. And so those companies are sort of secretly running on Other payroll systems country by country.”
Parker Conrad Jun 27, 2023 ▶ 16:23 Rippling CEO Parker Conrad's Theory of the Compound Startup: Disrupting How We Think About Software

2022

Assertion Not checkable as stated
Lee: VC Board Member Withheld Tough Feedback to Protect LP Fundraise
“I called the board member, and I was like, hey, what's your feeling about how this, like, what kind of coaching are you giving the team about how things are going? It feels like things are off, and we are not doing the things we should be doing. And he was lik…”
Aileen Lee Sep 15, 2022 ▶ 22:48 VC State of the Market with SaaStr CEO Jason Lemkin and Cowboy Ventures Founder & MP Aileen Lee
Assertion Not checkable as stated
Delatorre: Former Oracle salespeople performed poorly at MongoDB
“So at MongoDB, the sales team Oracle people did really poorly for the most part.”
Carlos Delatorre Jan 27, 2022 ▶ 12:41 Scaling Your Startup 10x From $20M to $200M with Sapphire, Lightspeed, TripActions, and 6Sense

2021

Opinion
Barrett: Silicon Valley overwhelmingly operates on selling to a bigger sucker
“There's like, build a viable business which you care about things like profit margin, things like this, or you just sell to a bigger sucker. Overwhelmingly, Silicon Valley is based upon the latter of those, and like, the reality is at no point relevant in actu…”
David Barrett Nov 17, 2021 ▶ 10:39 The Highs and Lows of Fundraising from Founders That Have Raised $1B w/ Calendly, Coda, LaunchDarkly
Insight
Hoffman: 10x hires almost certainly have glaring faults
“If you want to hire a 10 Xer, that person will almost certainly have glaring faults. Anyone that you could hire without glaring faults will be at best good. They will not be great.”
Auren Hoffman Apr 18, 2021 ▶ 3:18 How to Build a Unicorn in 8 Simple Charts with SafeGraph

2020

Opinion
Butterfield: Microsoft Teams competes primarily with Zoom rather than Slack
“Teams, which is the real alternative in some sense, although I think it's much more of a competitor to Zoom or other voice and video calling services than it is a Slack.”
Stewart Butterfield Apr 28, 2020 ▶ 25:47 Taking Care Of Your Team and Your Customers with Slack | SaaStr Software Community
Assertion Supported
Butterfield: Microsoft Teams is limited to 5,000 users and 200 channels
“It's limited to 5000 people per instance and critically only 200 channels. And if you want to add a 201st channel, you have to hard delete one of them without the whole history.”
Stewart Butterfield Apr 28, 2020 ▶ 25:57 Taking Care Of Your Team and Your Customers with Slack | SaaStr Software Community

2019

Insight
Cohen: Servant leadership leads founders to do scut work and burn out
“This crappy word, servant leadership, it leads to stuff like this. This is the scut work that needs to be done, and I can do it, so I'll do it so the team doesn't need, doesn't have to do it. That sounds altruistic, and what it does is burn you out because you…”
Jason Cohen Jan 8, 2019 ▶ 25:04 From Burn-Out to $100M in ARR with Jason Cohen, Founder of WP Engine
Insight
Western: Founders amass more wealth through frequent, smaller startup exits
“We think that most founders can actually use the overfocus on growth to their advantage, like a judo artist, either by more often choosing the lifestyle option, or by having a more sober approach to their relationship with their companies and with VCs, by actu…”
Alex Western Jan 29, 2019 ▶ 18:20 Is Growth Bad for Startups?

2018

Insight
Barrett: VCs make money deploying capital, not on exits
“But the VC business model is they get paid when they invest. And so it actually, they don't really make money on the exit. Like, there's the carry, they would say, at the very end.”
David Barrett Jan 8, 2018 ▶ 13:41 Good Intentions, Bad Advice: How to Keep Your Board Aligned with Your Vision
Insight
Barrett: Hiring outside executives tells top internal talent to leave
“The second that you hire in, you know, sort of that, that, that pro who comes in above everyone else, you've just told everyone else in your company, fuck you. There's no way you can ever grow in this company. Because we have just hired someone above you whose…”
David Barrett Jan 8, 2018 ▶ 36:27 Good Intentions, Bad Advice: How to Keep Your Board Aligned with Your Vision

2017

Opinion
Siroker calls Adobe's marketing cloud a poorly integrated 'Franken-suite'
“Adobe you know, has a product that, you know, has been evolved through acquisitions, which turns what they're offering into what our customers tend to describe as a Franken-sweet. It's a bunch of products that don't really integrate well with one another.”
Dan Siroker Jul 7, 2017 ▶ 5:22 How to Break Out and Really Scale
Opinion
Fraden: 50% of the fastest-growing SaaS companies turned out to be garbage
“I bet if you went back over the last five years and looked at the top three or four companies in each of those five years that were at that point in time the fastest growing SaaS companies in history, I bet a solid 50% of those companies turned out to be garba…”
Russ Fraden Dec 20, 2017 ▶ 13:28 How the Relationship Changes Between CEO and VP Sales After Funding
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