Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from Sourcery: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
1,341 assertions734 insights632 disclosures516 opinions478 predictions12 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 1,819 claims, 786 carry an assessment, 138 are not yet assessed, and 895 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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How the calls resolved the full record →
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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 |
|---|---|---|---|---|---|---|
| Jordan Black | 1 | 24 | 6 | 0 | 0 | 100% |
| Dara Khosrowshahi | 1 | 16 | 4 | 0 | 0 | 100% |
| Paul Klein | 1 | 33 | 4 | 0 | 0 | 100% |
| Jeff Morris Jr. | 1 | 16 | 4 | 0 | 0 | 100% |
| Emil Michael | 1 | 14 | 3 | 0 | 0 | 100% |
| Tony Kim | 1 | 16 | 3 | 0 | 0 | 100% |
| Eric Allison | 1 | 8 | 3 | 0 | 0 | 100% |
| Mitch Lee | 1 | 7 | 3 | 0 | 0 | 100% |
From the Wisdom Wall all quotes →
“And if you go back in history and you look at even just back to World War II, what has typically just determined naval power is who can build the most ships. It's not who can build the most exquisite,…”
Dino Mavrookas, Sep 10, 2026 · ▶ 5:36“Yeah, Molly, my hottest take is I really do think that we're re-entering kind of the the world of the here and the now, and what I mean by that is I think being successful in real space, doing hard…”
Doug Busch, Sep 10, 2026 · ▶ 22:12“everything is a giant engineering compromise in the rocket world, and if you fill a room up with engineers, um, from every discipline, if one of those engineers from one of those disciplines is happy,…”
Sir Peter Beck, Aug 24, 2026 · ▶ 22:02