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.

201debate potential 4–5 → 12debate potential 5 → 169rated speakers →
People

Average debate potential by speaker

All 169 guests with 5 or more scored statements, ranked. 16 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 Friedberg Founder & CEO, The Production Board 3.27 22
2 Alex Karp Co-founder & CEO, Palantir Technologies 3.12 17
3 Constantine Bueller Partner, Sequoia Capital 3 5
4 Patrick McGee Features Writer, Financial Times 3 11
5 Roy Lee Co-founder & CEO, Cluely 2.97 29
6 Kian Sadeghi Founder & CEO, Nucleus Genomics 2.91 23
7 Andy Lowery CEO, Epirus 2.8 5
8 Xander Oltmann Founder and General Partner, Commodity Capital 2.78 9
9 Brian Singerman Partner Emeritus, Founders Fund 2.72 18
10 Delian Asparouhov Partner, Founders Fund 2.72 43
11 Ben Miller Co-Founder and CEO, Fundrise 2.65 20
12 Alex Kolicich Founding Partner & CIO, 8VC 2.65 46
13 Kaz Nejatian CEO, Opendoor 2.63 35
14 Shensi Ding Co-Founder and CEO, Merge 2.62 8
15 Augustus Doricko Founder & CEO, Rainmaker 2.57 7
16 Tony Kim Managing Director, BlackRock 2.56 16
17 Keith Rabois Managing Director, Khosla Ventures 2.56 32
18 Naveen Rao Co-founder and CEO, Unconventional AI 2.53 17
19 Shaun Maguire Partner, Sequoia Capital 2.53 17
20 Bucky Moore Partner, Lightspeed Venture Partners 2.52 21
21 Bradley Tusk CEO, Tusk Holdings 2.5 22
22 Jonathan Siddharth Co-founder & CEO, Turing 2.5 18
23 Navin Chaddha Managing Partner, Mayfield Fund 2.5 22
24 Steve Simoni Co-Founder and President, Allen Control Systems 2.5 6
25 Mark Suster Managing Partner, Upfront Ventures 2.5 20
26 David Weisburd Co-Head of Venture Capital, 10X Capital 2.5 20
27 Samir Vasavada Co-Founder & CEO, Vise 2.47 19
28 Chris Power Founder & CEO, Hadrian 2.47 45
29 Mark Pincus Founder & Executive Chairman, Zynga 2.47 17
30 Deedy Das Partner, Menlo Ventures 2.45 22
31 Richard Socher Founder & CEO, You.com 2.45 20
32 Trae Stephens Partner, Founders Fund 2.43 23
33 Emil Michael Under Secretary of Defense, U.S. Department of Defense 2.43 14
34 Cyan Banister General Partner, Long Journey Ventures 2.43 28
35 Rodrigo Liang Co-Founder and CEO, SambaNova Systems 2.42 26
36 Packy McCormick Founder & Writer, Not Boring 2.42 36
37 Hemant Taneja CEO & Managing Director, General Catalyst 2.42 24
38 Palmer Luckey Founder, Anduril Industries 2.41 27
39 Jack Altman General Partner, Benchmark 2.4 20
40 Michael Barton Sector Head, Coatue 2.39 18
41 Philip Ehrenstein Founder & CEO, Dirac 2.38 8
42 Ev Randle General Partner, Benchmark 2.37 19
43 Alex Blania Co-Founder & CEO, Tools for Humanity 2.35 17
44 Bryan Kim Founder, Mido Capital 2.35 23
45 Lucy Guo Founder & CEO, Passes 2.35 23
46 Soren Monroe-Anderson Co-Founder and CEO, Neros Technologies 2.35 40
47 Tanay Tandon Co-Founder & CEO, Commure 2.34 29
48 Yaz El-Baba Partner, Emergence Capital 2.33 9
49 Morgan Housel Partner, The Collaborative Fund 2.33 24
50 Michael Mignano General Partner, Union Square Ventures 2.32 25
51 Ben Lamm Co-founder and CEO, Colossal Biosciences 2.32 28
52 Sebastian Siemiatkowski CEO, Klarna 2.31 13
53 Ashlee Vance Founder & Host, Core Memory 2.3 10
54 Andrew Feldman Co-Founder and CEO, Cerebras Systems 2.29 14
55 Pete Shadbolt Chief Scientific Officer & Co-Founder, PsiQuantum 2.29 49
56 Leif Abraham Co-Founder and Co-CEO, Public 2.29 24
57 Mark Bhargava Managing Director, General Catalyst 2.25 24
58 Brian Armstrong Co-Founder & CEO, Coinbase 2.25 53
59 Kyle Harrison General Partner, Contrary 2.24 51
60 Max Levchin Founder & CEO, Affirm 2.24 29
61 Arielle Zuckerberg General Partner, Long Journey Ventures 2.23 22
62 Jason Fiedler Venture Advisor, Left Lane Capital 2.23 26
63 Gordon Ritter Founder & General Partner, Emergence Capital 2.22 18
64 Dylan Fox Founder & CEO, AssemblyAI 2.21 19
65 Alex Bouaziz Co-Founder and CEO, Deel 2.2 25
66 Jaimin Rangwalla CIO of Public Investments, Coatue 2.2 40
67 Brett Adcock Founder & CEO, Figure AI 2.2 54
68 Nikesh Arora Chairman & CEO, Palo Alto Networks 2.2 25
69 Elad Gil Founder, Gil Capital 2.19 31
70 Isaiah Taylor Founder and CEO, Valar Atomics 2.19 16
71 Adam Foroughi Co-Founder & CEO, AppLovin 2.19 21
72 Thomas Laffont Co-Founder & Senior Managing Director, Coatue Management 2.18 11
73 CJ Desai President and CEO, MongoDB 2.18 11
74 Matt Miller Managing Partner & Founder, Grey Rock Investment Partners 2.18 11
75 Gilly Raanan Founder, Cyberstarts 2.17 18
76 Joshua Steinman Co-Founder & CEO, Galvanick 2.17 6
77 Lee Jacobs Investor, Long Journey Ventures 2.17 6
78 Brian Schimpf Co-Founder and CEO, Anduril Industries 2.16 19
79 Jacob Peters Co-founder & CEO, Superpower 2.16 19
80 Gil Feig Co-Founder & CTO, Merge 2.15 13
81 Steve Huffman Co-Founder and Chief Executive Officer, Reddit 2.15 27
82 Grace Isford Partner, Lux Capital 2.13 15
83 Scott Wu Co-founder & CEO, Cognition 2.12 16
84 Alex Levy Representative, Atmo 2.12 8
85 David Senra Host, Founders Podcast 2.11 28
86 Christian Garrett Partner, 137 Ventures 2.11 28
87 Adam Goldstein Founder & CEO, Archer Aviation 2.1 29
88 Sridhar Ramaswamy CEO, Snowflake 2.1 21
89 Dylan Field Co-founder and CEO, Figma 2.1 21
90 Hunter Walk Partner & Co-Founder, Homebrew 2.1 20
91 Apoorv Agrawal Partner, Altimeter Capital 2.09 32
92 Dino Mavrookas Co-Founder and CEO, Saronic Technologies 2.08 50
93 Greg Little Senior Counselor, Palantir Technologies 2.06 18
94 Jeff Morris Jr. Founder & Managing Partner, Chapter One 2.06 16
95 Tomasz Tunguz Founder & General Partner, Theory Ventures 2.05 21
96 Drew Oetting Co-Founder and President, 8VC 2.04 26
97 Michel Del Buono Chief Investment Officer, a16z Perennial 2.04 54
98 Danielle Strachman Co-founder & General Partner, 1517 Fund 2 18
99 Gabe Pereyra Co-Founder & President, Harvey 2 21
100 Winston Weinberg Co-founder and CEO, Harvey 2 21
101 Hannan Happi Co-Founder and CEO, Exowatt 2 15
102 Cameron McCord Co-Founder and CEO, Nominal 2 21
103 Tarek Mansour Co-founder & CEO, Kalshi 2 26
104 John Coogan Co-Host, TBPN 2 25
105 Jared Hecht Venture Partner, Union Square Ventures 2 11
106 Bridgit Mendler CEO & Co-Founder, Northwood Space 2 22
107 Doug Busch Co-founder and Chief Logistics Officer, Saronic 2 5
108 Alfred Lin Partner & Co-Steward, Sequoia Capital 1.95 37
109 Ken Venner Chief Technology & Product Officer, Senra Systems 1.95 19
110 Justin Fishner-Wolfson Co-Founder & Managing Partner, 137 Ventures 1.95 20
111 Qasar Younis Co-founder & CEO, Applied Intuition 1.94 16
112 Scott Nolan Founder & CEO, General Matter 1.94 18
113 Adam Bry Co-Founder & CEO, Skydio 1.94 32
114 Tom Mueller Founder, CEO & CTO, Impulse Space 1.93 14
115 Minn Kim Founder, Lighthouse 1.93 14
116 Arun Mathew Partner, Accel 1.92 13
117 Jackie Reses Chair & CEO, Lead Bank 1.92 13
118 Alex Cohen Founder & CEO, Hello Patient 1.91 11
119 Billy Talheimer Co-Founder and CEO, REGENT 1.9 10
120 Eric Romo President & COO, Impulse Space 1.9 20
121 Rune Kvist Co-Founder and CEO, AIUC 1.9 10
122 Alex Immerman General Partner, Andreessen Horowitz 1.89 27
123 Sophia Amoruso Founder & Managing Partner, Trust Fund 1.89 18
124 David Baszucki Co-founder & CEO, Roblox 1.89 19
125 Eric Crispin Partner, Altimeter Capital 1.88 17
126 Sam D'Amico Founder & CEO, Impulse Labs 1.88 24
127 Henry Ward Co-founder & CEO, Carta 1.87 23
128 Miles Clements Partner, Accel 1.86 7
129 Mitch Lee Co-founder & CEO, Arc Boats 1.86 7
130 Leigh Marie Braswell Partner, Kleiner Perkins 1.86 21
131 Chris Josephs Co-Founder, Autopilot 1.86 28
132 Rohit Badangay Co-founder & CEO, Zamp 1.86 21
133 Geoffrey Woo Co-founder & Managing Partner, Anti Fund 1.85 13
134 Pedro Franceschi Co-Founder and CEO, Brex 1.85 20
135 Paul Klein Founder & CEO, Browserbase 1.85 33
136 Jack Sharky Co-Founder and CTO, Whop 1.85 26
137 Philip Clark Partner, Thrive Capital 1.84 31
138 Sir Peter Beck Founder & CEO, Rocket Lab 1.84 61
139 Dan Wright Co-Founder and CEO, Armada 1.83 23
140 Vlad Tenev Co-Founder & CEO, Robinhood 1.83 24
141 David Ulevitch General Partner, Andreessen Horowitz 1.82 17
142 Art Levy Chief Business Officer, Brex 1.8 45
143 Justin Lopas Co-Founder and COO, Base Power Company 1.79 19
144 Israel "Izzy" Slotowicz Founder & CEO, Craft 1.77 35
145 Molly Alter Partner, Northzone 1.77 26
146 Jake Paul Co-Founder, Anti Fund 1.75 8
147 Stephen Slattery Head of Product, Nominal 1.75 8
148 Jeffrey Katzenberg Founding Partner, WndrCo 1.71 7
149 Keller Rinaudo Cliffton Co-Founder & CEO, Zipline 1.71 45
150 Doug Bernauer Founder & CEO, Radiant 1.71 21
151 Claire Zhao Investor, Lightspeed 1.69 13
152 Teresa Carlson Global Head of Public Sector, Anthropic 1.69 13
153 Jordan Noone General Partner, Embedded Ventures 1.68 19
154 Zach Dell Co-Founder and CEO, Base Power 1.67 15
155 Ryan Serhant Founder & CEO, SERHANT. 1.67 24
156 Michael Hurlston President & CEO, Lumentum 1.67 12
157 Willem Sundblad Co-founder & CEO, Oden Technologies 1.67 12
158 Peter Ludwig Co-founder & CTO, Applied Intuition 1.6 10
159 Zach Schendel 1.6 15
160 Vibhav Ganesh Director of Engineering, Shield AI 1.6 10
161 Nick Abouzeid Co-Founder and CEO, Rivet 1.59 22
162 Dylan Diamond Co-Founder & CEO, Saturn 1.55 20
163 John Maslin Co-Founder & CEO, Vulcan Elements 1.53 30
164 Jordan Black Co-Founder & CEO, Senra Systems 1.5 24
165 Dara Khosrowshahi CEO, Uber 1.38 16
166 John Andrew Founder & CEO, Wander 1.31 29
167 Scott Morton Founder and CEO, Revel 1.22 9
168 Eric Allison Chief Product Officer, Joby Aviation 1.12 8
169 Matt Grimm Co-Founder & COO, Anduril Industries 1.08 13
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 209 companies, funds and products with at least one bearish claim on the record.

Company Bearish statements Of which 4–5
SpaceX company 9 ↓ 2
OpenAI company 8 ↓ 3
Opendoor company 7 ↓ 2
Anduril Industries company 7 ↓ 2
Palantir company 6 ↓ 3
Anthropic company 6 ↓ 3
a16z Perennial fund 6 ↓
TikTok product 5 ↓ 1
PsiQuantum company 5 ↓
NVIDIA company 5 ↓ 2
Hadrian company 5 ↓
General Catalyst fund 5 ↓
Founders Fund fund 5 ↓
Facebook company 5 ↓
Carta company 5 ↓
Boeing company 5 ↓ 2
Archer Aviation company 5 ↓ 3
Apple company 5 ↓ 3
8VC fund 5 ↓ 1
Twitter company 4 ↓
Rocket Lab company 4 ↓
Merge company 4 ↓ 1
Applied Intuition company 4 ↓ 1
Tesla company 3 ↓ 1
Snowflake company 3 ↓
Salesforce company 3 ↓ 2
Reddit company 3 ↓
Northwood Space company 3 ↓
Long Journey Ventures fund 3 ↓
Google company 3 ↓
Figure AI company 3 ↓ 2
Epirus company 3 ↓ 1
Coatue Management fund 3 ↓
AssemblyAI company 3 ↓
Zipline company 2 ↓ 2
Zamp company 2 ↓
You.com company 2 ↓ 1
Y Combinator fund 2 ↓ 1
xAI company 2 ↓ 2
Whop company 2 ↓
Varda Space Industries company 2 ↓ 1
SoftBank Group fund 2 ↓ 1
Skydio company 2 ↓
Sequoia Capital fund 2 ↓
SambaNova Systems company 2 ↓ 1
Rivet company 2 ↓
PayPal company 2 ↓ 1
Neros Technologies company 2 ↓ 1
National Instruments company 2 ↓
Microsoft company 2 ↓
Mars, Incorporated company 2 ↓
Lux Capital company 2 ↓
Klarna company 2 ↓ 1
iPhone product 2 ↓ 1
Instagram product 2 ↓
Impulse Space company 2 ↓ 1
Impulse Labs company 2 ↓
Gemini product 2 ↓
Figma company 2 ↓
F 35 Lightning II product 2 ↓
DeepSeek company 2 ↓ 1
Deel company 2 ↓ 1
Coca Cola product 2 ↓
Cluely company 2 ↓ 2
Claude product 2 ↓
Cerebras Systems company 2 ↓ 1
Base Power company 2 ↓
AppLovin company 2 ↓
Amazon Web Services company 2 ↓
Amazon company 2 ↓
Zoo company 1 ↓
Yahoo company 1 ↓
XYZ Ventures fund 1 ↓
Xiaomi company 1 ↓
Wipro company 1 ↓ 1
WinPlot product 1 ↓
WeWork company 1 ↓
Vulcan Elements company 1 ↓
Vivo company 1 ↓
Vista Equity Partners fund 1 ↓
Vise company 1 ↓
Virgin Orbit company 1 ↓
Veeva Systems company 1 ↓
Vanguard No Load Index Fund fund 1 ↓
Valar Atomics company 1 ↓
Upfront Ventures fund 1 ↓
Union Square Ventures fund 1 ↓
Unconventional AI company 1 ↓
Turing company 1 ↓ 1
TNF Alpha Immune System Modulator product 1 ↓
Tiger Global Management fund 1 ↓ 1
Theranos company 1 ↓
Tesla Powerwall product 1 ↓
Tendon Driven Hand product 1 ↓
TechCrunch company 1 ↓
TaxJar company 1 ↓
Tableau company 1 ↓
Suno company 1 ↓ 1
Stripe company 1 ↓
Square company 1 ↓
Spotify company 1 ↓
Soylent company 1 ↓
Sourcery company 1 ↓
Sora product 1 ↓ 1
Siemens company 1 ↓
Shopify company 1 ↓
Senra Systems company 1 ↓
SemiAnalysis company 1 ↓
Screen Door Partners fund 1 ↓
Saronic Technologies company 1 ↓
S&P Global company 1 ↓
Robinhood company 1 ↓
Relativity Space company 1 ↓
Reels product 1 ↓ 1
Redpoint Ventures fund 1 ↓
Ramp company 1 ↓
RA Platform product 1 ↓
Public company 1 ↓
Pioneer company 1 ↓
Perplexity company 1 ↓
Perennial company 1 ↓
Pepsi company 1 ↓
Palo Alto Networks company 1 ↓
Oracle company 1 ↓
Opus product 1 ↓
Oppo company 1 ↓
OnDeck Capital company 1 ↓
Oden Technologies company 1 ↓
NVIDIA B200 product 1 ↓
Not Boring Capital fund 1 ↓
Nortel Networks company 1 ↓
Nominal company 1 ↓
The New York Times company 1 ↓ 1
Netflix company 1 ↓
Nasty Gal company 1 ↓
Nasdaq company 1 ↓
MongoDB company 1 ↓
Midjourney company 1 ↓ 1
Midas List product 1 ↓
Melvin Capital company 1 ↓
McKinsey And Company company 1 ↓ 1
MATLAB product 1 ↓
Lumentum company 1 ↓
Looker company 1 ↓
Left Lane Capital fund 1 ↓
LabVIEW product 1 ↓
Kalshi company 1 ↓
Iranian Shahhead Drones product 1 ↓
Intel company 1 ↓
Infosys company 1 ↓ 1
Inflection AI company 1 ↓
Index Ventures fund 1 ↓
Huawei company 1 ↓
Homebrew fund 1 ↓
HGTV company 1 ↓
Hello Patient product 1 ↓
Harvey company 1 ↓
GroupMe product 1 ↓
Groq company 1 ↓ 1
Grok product 1 ↓ 1
Grafana product 1 ↓
Google Gemini product 1 ↓
Google Ads product 1 ↓
GitHub Copilot product 1 ↓
GitHub company 1 ↓
Gas Burners product 1 ↓
Garmin company 1 ↓
GameStop company 1 ↓
Fundera company 1 ↓
Fund IV fund 1 ↓
FTX company 1 ↓
F Thirty Five product 1 ↓
Epic Systems company 1 ↓ 1
Electron product 1 ↓
eBay company 1 ↓
Datadog company 1 ↓
CRV fund 1 ↓
Commure company 1 ↓ 1
Commodity Capital fund 1 ↓
Colossal Biosciences company 1 ↓
Coinbase company 1 ↓ 1
COBOL product 1 ↓
Clubhouse company 1 ↓
Cigarettes product 1 ↓
ChatGPT product 1 ↓ 1
Character.ai company 1 ↓
Brex company 1 ↓
Boston Dynamics company 1 ↓ 1
Boston Consulting Group company 1 ↓ 1
Blockbuster company 1 ↓
Bain & Company company 1 ↓
Bain And Company company 1 ↓ 1
B300 product 1 ↓
Azure Foundry product 1 ↓ 1
Avalara company 1 ↓
Autopilot product 1 ↓
Atlas Venture product 1 ↓ 1
Armada company 1 ↓
Argus company 1 ↓ 1
Arc Boats company 1 ↓
App Store product 1 ↓
Alibaba company 1 ↓
AIX Ventures fund 1 ↓
Airbnb company 1 ↓
AI Pin product 1 ↓
Adept AI company 1 ↓
Accenture company 1 ↓ 1
Accel fund 1 ↓
A Sixteen Z fund 1 ↓

Highest debate potential, by year

2026

Opinion
Adcock claims Figure's internal AI team was running circles around OpenAI
“It got to a point where we were just like, our team internally that was designing these models were running circles around OpenAI. We were just way better at this. And we were better about testing on the robots, training the models, like all, all of it.”
Brett Adcock Apr 30, 2026 ▶ 17:13 The $10 Trillion Bet on Humanoid Robots | Figure Founder Brett Adcock · Sourcery with Molly O'Shea
Opinion
Reses: Claims of systematic industry 'debanking' are an absolute crock
“Okay, I don't believe there was debanking. I think it's a crock of shit. I think it's an absolute crock of shit.”
Jackie Reses May 28, 2026 ▶ 42:25 She Bought a Bank for $56M. It's Now Worth $1.5 BILLION · Sourcery with Molly O'Shea

2025

Opinion
Biden administration delayed Starliner rescue to deny Elon Musk a political win
“The Biden administration clearly turned that down because they didn't want to give SpaceX a political, an Elon, a political win against Boeing in the midst of the, you know, campaign was campaigning for Trump.”
Delian Asparouhov Mar 28, 2025 ▶ 11:12 Inside Varda’s Space Factory | Delian Asparouhov, Founders Fund & Varda · Sourcery with Molly O'Shea
Assertion Contradicted
Sadeghi: Nucleus is the first company to optimize embryos for IQ
“This is the first time a company has partnered with a couple who have optimized their embryos on the basis of intelligence.”
Kian Sadeghi Jun 4, 2025 ▶ 1:41 Nucleus Launches First Genetically Optimized Embryo · Sourcery with Molly O'Shea

2024

Opinion
Asparouhov calls progressive San Francisco liberals among the most racist people
“Progressive SF liberals are actually some of the most racist people that I've ever met, you know, on the planet.”
Delian Asparouhov Mar 15, 2024 ▶ 39:08 Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Kolicich: Expect an AI crash and market retrenchment within two years
“I believe in two years where everyone's gonna say, oh, you know, we thought it would solve everything and it's all a very limited number of use cases. It's complete hype. And, you know, we'll probably see a bit of a crash and we'll see a retrenchment in AI.”
Alex Kolicich Mar 3, 2024 ▶ 19:01 Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 160 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.