The Numbers Museum

Every specific figure ever claimed on the show. 988 match this view. Red rows are numbers the cited sources contradict.

AllDollarsMultiplesPercentagesBig numbers
FigureAs spokenThe claimWhoWhenChecked?
5% “five percent” Del Buono: Semi-liquid evergreen funds can gate redemptions below five percent Michel Del Buono May 22, 2026
9,000% “9000%” Del Buono: Young investors can hold up to 100% alternative assets Michel Del Buono May 22, 2026
100% “hundred percent” Taxable investors can immediately depreciate 100% of data center capital expenditures Michel Del Buono May 22, 2026 Partly supported
100% “hundred percent” UK expat tax reform triggered flight by exposing full global balance sheets Michel Del Buono May 22, 2026
40% “40%” UK expat tax reform triggered flight by exposing full global balance sheets Michel Del Buono May 22, 2026
50M “fifty million” Tandon: Commure has raised approximately $750 million in total funding Tanay Tandon May 19, 2026 Supported
200M “two hundred million” Tandon: Commure supports 200 million patient encounters annually Tanay Tandon May 19, 2026
50M “fifty million” Tandon: Commure ambient tool saves physicians 75M hours across 50M appointments Tanay Tandon May 19, 2026
75M “seventy-five million” Tandon: Commure ambient tool saves physicians 75M hours across 50M appointments Tanay Tandon May 19, 2026
20% “20%” Tandon: Full Commure Platform Boosts Provider Revenue 15-20% Tanay Tandon May 19, 2026
99% “99%” Tandon: Healthcare LLMs will improve outcomes enough to lower malpractice premiums Tanay Tandon May 19, 2026
1B “a billion” Rangwalla: OpenAI Reached Almost 1B Users Fastest in History Jaimin Rangwalla May 15, 2026 Supported
$100B “a hundred billion dollars” Rangwalla: Meta was the largest Mag Seven IPO at $100B Jaimin Rangwalla May 15, 2026 Partly supported
50B “fifty billion” Rangwalla: Meta was the largest Mag Seven IPO at $100B Jaimin Rangwalla May 15, 2026 Partly supported
$1.3T “1.25 trillion dollars” Rangwalla: SpaceX reached a $1.25T valuation in xAI transaction Jaimin Rangwalla May 15, 2026 Supported
$9B “nine billion dollars” Rangwalla: Anthropic Grew ARR From $9B in December to $30B Jaimin Rangwalla May 15, 2026 Supported
30B “thirty billion” Rangwalla: Anthropic Grew ARR From $9B in December to $30B Jaimin Rangwalla May 15, 2026 Supported
20B “twenty billion” Rangwalla: Anthropic Grew ARR From $9B in December to $30B Jaimin Rangwalla May 15, 2026 Supported
10B “ten billion” Rangwalla: Anthropic Grew ARR From $9B in December to $30B Jaimin Rangwalla May 15, 2026 Supported
$1.5B “a half billion dollars” Rangwalla: Anthropic Grew ARR From $9B in December to $30B Jaimin Rangwalla May 15, 2026 Supported
$60B “sixty billion dollars” Rangwalla: Combined OpenAI and Anthropic ARR Exceeds Salesforce and ServiceNow Jaimin Rangwalla May 15, 2026 Supported
“two X” Rangwalla: AI Gives Top Developers 2x to 3x Productivity Gains Jaimin Rangwalla May 15, 2026
“three X” Rangwalla: AI Gives Top Developers 2x to 3x Productivity Gains Jaimin Rangwalla May 15, 2026
10× “10 X” Rangwalla: Individual semiconductor footprints will expand 10x due to AI agents Jaimin Rangwalla May 15, 2026
“two x” Rangwalla: AI Hardware Ratios May Flip to 4 CPUs per GPU Jaimin Rangwalla May 15, 2026
10× “10 X” Rangwalla: Intel Has Significant Catch-Up Room vs Other Chipmakers Jaimin Rangwalla May 15, 2026
15% “15%” Rangwalla: S&P 500 Earnings Growth Accelerates to 18% Through 2026 Jaimin Rangwalla May 15, 2026 Open
18% “18%” Rangwalla: S&P 500 Earnings Growth Accelerates to 18% Through 2026 Jaimin Rangwalla May 15, 2026 Open
8% “eight percent” Rangwalla: Stock Multiples Remain Consistent Because Earnings Growth Outpaces Prices Jaimin Rangwalla May 15, 2026
1T “one trillion” Rangwalla: Trillion-dollar AI IPOs will not trigger Mag Seven selloff Jaimin Rangwalla May 15, 2026
4T “three one trillion” Rangwalla: Trillion-dollar AI IPOs will not trigger Mag Seven selloff Jaimin Rangwalla May 15, 2026
1.5% “1.5%” Carlson: Amazon retail operated on 1.2% to 1.5% margins circa 2010 Teresa Carlson May 11, 2026 Partly supported
10B “ten billion” Teresa Carlson grew AWS public sector revenue to $10B in ten years Teresa Carlson May 11, 2026 Not publicly verifiable
“three times” Khosrowshahi: Cross-platform Uber users spend 3x more and are more loyal Dara Khosrowshahi May 8, 2026 Supported
50M “fifty million” Khosrowshahi: Uber One subscription has reached nearly 50 million members Dara Khosrowshahi May 8, 2026 Supported
100× “hundred times” Adcock: Figure runs onboard neural network inference hundreds of times per second Brett Adcock May 1, 2026 Supported
15% “15%” Adcock: Figure robots dock at 10-15% battery and swap within 30 seconds Brett Adcock May 1, 2026
1M “a million” Adcock: Figure Helix AI trained on under one million hours of data Brett Adcock May 1, 2026
90% “90%” Adcock: Figure reduced robot costs by 90% between Figure 2 and 3 Brett Adcock May 1, 2026
“three X” Adcock: Figure will build thousands of robots this year, has parts in-house Brett Adcock Apr 30, 2026
1M “a million” Adcock: Figure hit $1M monthly burn and 40 staff within five months Brett Adcock Apr 30, 2026
36% “36%” Harrison: DoD Accounted for 36% of Global R&D in the 1950s and 1960s Kyle Harrison Apr 29, 2026 Supported
1M “a million” Harrison: Bureaucracy Imposes a Million Taxes of Friction on Defense R&D Kyle Harrison Apr 29, 2026
$15B “fifteen billion dollars” Harrison: F-35 Program Costs Could Reach $1T Versus Projected $13B–$15B Kyle Harrison Apr 29, 2026 Partly supported
$1T “a trillion dollars” Harrison: F-35 Program Costs Could Reach $1T Versus Projected $13B–$15B Kyle Harrison Apr 29, 2026 Partly supported
20M “twenty million” Harrison: China developed $15M to $20M missiles capable of destroying US carriers Kyle Harrison Apr 29, 2026 Supported
$1M “a million dollars” Harrison: $1M in Ukrainian Drones Destroyed a Third of Russia's Bomber Fleet Kyle Harrison Apr 29, 2026 Partly supported
$7B “seven billion dollars” Harrison: $1M in Ukrainian Drones Destroyed a Third of Russia's Bomber Fleet Kyle Harrison Apr 29, 2026 Partly supported
1M “a million” Harrison: $1M in Ukrainian Drones Destroyed a Third of Russia's Bomber Fleet Kyle Harrison Apr 29, 2026 Partly supported
1% “one percent” Harrison: The DoD represents sub-1% of global R&D spending today Kyle Harrison Apr 29, 2026 Contradicted
3B “three billion” Cost-plus contracts incentivize defense primes to maximize costs and avoid commercial components Kyle Harrison Apr 29, 2026
50M “fifty million” Cost-plus contracts incentivize defense primes to maximize costs and avoid commercial components Kyle Harrison Apr 29, 2026
10% “10%” Cost-plus contracts incentivize defense primes to maximize costs and avoid commercial components Kyle Harrison Apr 29, 2026
23B “a twenty-two billion” Harrison: Anduril took over Microsoft's $22B IVAS contract for EagleEye Kyle Harrison Apr 29, 2026 Supported
11T “a 10 trillion” Harrison: Conflict over Taiwan could cause a $10T global economic hit Kyle Harrison Apr 29, 2026
10M “ten million” Bry: Skydio raises $110M Series F at $4.4B valuation Adam Bry Apr 23, 2026 Supported
4.4B “4.4 billion” Bry: Skydio raises $110M Series F at $4.4B valuation Adam Bry Apr 23, 2026 Supported
42% “42%” Bry: SF auto theft dropped 42% after launching Skydio drone program Adam Bry Apr 23, 2026 Not publicly verifiable
80% “80%” Bry: Skydio drones arrive before police 70% to 80% of the time Adam Bry Apr 23, 2026
5% “five percent” Bry: 16 million Americans live within two miles of a Skydio dock Adam Bry Apr 23, 2026
40% “40%” Taneja: General Catalyst was the first firm to write down portfolio 40% during COVID Hemant Taneja Apr 20, 2026
5B “Five billion” General Catalyst Commits to Investing $5B in India Over Five Years Hemant Taneja Apr 20, 2026
85% “85%” Abraham: The top 25% will inherit 85% of the great wealth transfer Leif Abraham Apr 17, 2026 Partly supported
25% “25%” Abraham: The top 25% will inherit 85% of the great wealth transfer Leif Abraham Apr 17, 2026 Partly supported
75% “75%” Abraham: Bottom 75% can't compound wealth, forcing fintechs to monetize via speculation Leif Abraham Apr 17, 2026
350% “350%” Abraham: Public's top AI-generated asset basket is defense stocks, up 350% Leif Abraham Apr 17, 2026
99.6% “99.6%” Happi: Solar panel manufacturing costs dropped 99.6% over 50 years Hannan Happi Apr 15, 2026 Supported
1K “a thousand” Happi: Exowatt maintains thermal rock batteries at 800°C to 1,000°C Hannan Happi Apr 15, 2026
$1T “a trillion dollars” Happi: Hyperscalers plan $1 trillion in data center capex Hannan Happi Apr 15, 2026 Supported
$40M “forty million dollars” Exowatt has raised about $140M over the last two years Hannan Happi Apr 15, 2026 Supported
$50B “fifty billion dollars” Building a data center requires roughly $50 billion in CapEx per gigawatt Hannan Happi Apr 15, 2026
$48B “forty eight billion dollars” Affirm Will Originate Over $47 Billion in Loans This Fiscal Year Max Levchin Apr 13, 2026 Held up
1K “a thousand” Younis: Applied Intuition has 1,400 employees, including 1,000 engineers Qasar Younis Apr 7, 2026
1% “one percent” Ludwig: Only 1% of mines worldwide are autonomous Peter Ludwig Apr 7, 2026 Supported
10% “10%” Baszucki: Roblox aims to capture 10% of the global gaming market David Baszucki Apr 1, 2026
1B “a billion” Baszucki: Top 1,000 Roblox developers average $1.3M in earnings David Baszucki Apr 1, 2026 Supported
1.3M “1.3 million” Baszucki: Top 1,000 Roblox developers average $1.3M in earnings David Baszucki Apr 1, 2026 Supported
6.8B “6.8 billion” Baszucki: Roblox has $6.8B in bookings, under 4% of global gaming David Baszucki Apr 1, 2026 Supported
4% “four percent” Baszucki: Roblox has $6.8B in bookings, under 4% of global gaming David Baszucki Apr 1, 2026 Supported
9% “nine percent” Miller: Founders create 99% to 100% of business value, not VCs Ben Miller Mar 30, 2026
100% “hundred percent” Miller: Founders create 99% to 100% of business value, not VCs Ben Miller Mar 30, 2026
65% “65%” Miller: Fundrise venture fund was up 65% over past 12 months Ben Miller Mar 30, 2026 Partly supported
100B “hundred billion” Miller: Public venture funds will become a multi-hundred-billion-dollar asset class Ben Miller Mar 30, 2026
10B “ten billion” O'Shea: OpenAI's $110B round comprised roughly one-third of 2025 tech funding Molly O'Shea Mar 30, 2026 Partly supported
25% “25%” Miller: VCX Portfolio Grew 193% Last Year Versus 25% for QQQ Ben Miller Mar 30, 2026 Partly supported
193% “193%” Miller: VCX Portfolio Grew 193% Last Year Versus 25% for QQQ Ben Miller Mar 30, 2026 Partly supported
5% “five percent” Miller: Every American will allocate 5% to public VC in 10 years Ben Miller Mar 30, 2026
40% “40%” O'Shea: PitchBook data shows 40% of unicorns haven't raised in three years Molly O'Shea Mar 30, 2026 Supported
20% “20%” Miller predicts AI will displace 20% to 30% of white-collar jobs Ben Miller Mar 30, 2026
30% “30%” Miller predicts AI will displace 20% to 30% of white-collar jobs Ben Miller Mar 30, 2026
70% “70%” Del Buono: Portfolios with 50-70% alternatives incur 3-4% annual look-through fees Michel Del Buono Mar 27, 2026
4% “four percent” Del Buono: Portfolios with 50-70% alternatives incur 3-4% annual look-through fees Michel Del Buono Mar 27, 2026
$50M “fifty million dollars” Del Buono: Perennial targets centi-millionaires and billionaires with $25M-$50M minimum Michel Del Buono Mar 27, 2026
20% “20%” Del Buono: Most tech-focused RIAs have at most one or two professional investors Michel Del Buono Mar 27, 2026
50% “50%” Del Buono: Most tech-focused RIAs have at most one or two professional investors Michel Del Buono Mar 27, 2026
30% “30%” Del Buono: Most tech-focused RIAs have at most one or two professional investors Michel Del Buono Mar 27, 2026
15M “fifteen million” Del Buono: Founders can stack QSBS tax exemptions across multiple trusts Michel Del Buono Mar 27, 2026
1M “a million” Del Buono: AI Startup Check Sizes Make Fund Scale Essential in Venture Michel Del Buono Mar 27, 2026
2M “two million” Del Buono: AI Startup Check Sizes Make Fund Scale Essential in Venture Michel Del Buono Mar 27, 2026
$100M “a hundred million dollars” Del Buono: AI Startup Check Sizes Make Fund Scale Essential in Venture Michel Del Buono Mar 27, 2026
80% “80%” Del Buono: Putting initial founder liquidity into friends' startups almost always fails Michel Del Buono Mar 27, 2026
15% “15%” a16z Perennial maintains higher liquidity for founders self-funding next companies Michel Del Buono Mar 27, 2026
30% “30%” a16z Perennial maintains higher liquidity for founders self-funding next companies Michel Del Buono Mar 27, 2026
2% “two percent” Del Buono: AI CapEx boom shields leveraged private credit from near-term crisis Michel Del Buono Mar 27, 2026
60% “60%” Huffman: Reddit had over 60% revenue growth for five straight quarters Steve Huffman Mar 20, 2026 Supported
40% “40%” Huffman: 40% of conversations on Reddit are commercial Steve Huffman Mar 20, 2026
100% “hundred percent” Huffman: AI productivity gains will not decrease Reddit's engineering headcount Steve Huffman Mar 20, 2026
10× “10 X” Huffman: AI productivity gains will not decrease Reddit's engineering headcount Steve Huffman Mar 20, 2026
100× “hundred X” Huffman: Companies must hire top graduates before they permanently leave market Steve Huffman Mar 20, 2026
100M “a hundred million” Deel reached $100 million in ARR within its first 20 months Alex Bouaziz Mar 17, 2026
50% “50%” Bouaziz: Exactly 50% of Deel's revenue comes from non-US companies Alex Bouaziz Mar 17, 2026
10× “tenx” AI-native new graduates will 10x output and displace older workers Alex Bouaziz Mar 17, 2026
10% “10%” Bouaziz: 10% of Deel's revenue comes from inorganic acquisitions Alex Bouaziz Mar 17, 2026
50% “50%” Immerman: Roughly 50% of a16z Growth investments are early-stage portfolio follow-ons Alex Immerman Mar 13, 2026
90% “90%” Immerman: a16z early-stage team met 90% of companies a16z Growth backs Alex Immerman Mar 13, 2026
15% “15%” Immerman: Flock Safety solves over 2,800 cases daily, 15% of US crime Alex Immerman Mar 13, 2026 Supported
50% “50%” Immerman: Half of all murders in America remain unsolved Alex Immerman Mar 13, 2026 Supported
5% “five percent” Immerman: Under five public software and fintech companies grow 30%+ Alex Immerman Mar 13, 2026 Contradicted
30% “30%” Immerman: Under five public software and fintech companies grow 30%+ Alex Immerman Mar 13, 2026 Contradicted
126B “a hundred twenty six billion” Immerman: a16z joined Waymo's $16B Series D at $126B valuation Alex Immerman Mar 13, 2026
25% “25%” Immerman: Waymo reached 25% San Francisco market share, beating Lyft Alex Immerman Mar 13, 2026 Supported
1% “one percent” Immerman: Ride hailing represents under 1% of US vehicle miles Alex Immerman Mar 13, 2026 Supported
20% “20%” Immerman: Revolut has 10 revenue streams, none exceeding 20% of total Alex Immerman Mar 13, 2026 Partly supported
40% “40%” Immerman: Revolut has reached 40% ROE, surpassing Nubank Alex Immerman Mar 13, 2026 Partly supported
100% “hundred percent” Immerman: a16z Growth portfolio companies average over 100% growth Alex Immerman Mar 13, 2026
18% “18%” O'Shea: a16z raised 18% of all US venture dollars last year Molly O'Shea Mar 13, 2026 Supported
10× “10 x” Immerman: 150 companies hit $100M revenue annually today versus 15 in 2009 Alex Immerman Mar 13, 2026
40B “forty billion” Immerman: Top 1% venture outcome will reach $40B in 8-10 years Alex Immerman Mar 13, 2026 Open
1% “one percent” Immerman: Top 1% venture outcome will reach $40B in 8-10 years Alex Immerman Mar 13, 2026 Open
90% “90%” Immerman: Elon Musk has 90%+ odds of becoming world's first trillionaire Alex Immerman Mar 13, 2026 Held up
250B “quarter trillion” Immerman: Larry Page will be the world's second trillionaire Alex Immerman Mar 13, 2026 Open
100% “hundred percent” Immerman: Larry Page will be the world's second trillionaire Alex Immerman Mar 13, 2026 Open
$50M “fifty million dollars” Raanan: Cyberstarts' 2018 fund turned $50M into nearly $2B in three years Gilly Raanan Mar 11, 2026 Partly supported
$25B “twenty five billion dollars” Raanan: Cyberstarts' 2018 fund turned $50M into nearly $2B in three years Gilly Raanan Mar 11, 2026 Partly supported
$2B “two billion dollars” Raanan: Cyberstarts' 2018 fund turned $50M into nearly $2B in three years Gilly Raanan Mar 11, 2026 Partly supported
50% “50%” Raanan: Cyberstarts portfolio is over 50% of global private cybersecurity market cap Gilly Raanan Mar 11, 2026 Contradicted
51B “a fifty billion” Raanan: An Israeli cybersecurity startup will reach a $50B valuation by 2032 Gilly Raanan Mar 11, 2026 Open
100B “a hundred billion” Raanan: An Israeli cybersecurity startup will reach a $50B valuation by 2032 Gilly Raanan Mar 11, 2026 Open
$20M “twenty million dollars” Raanan: Wiz raised a $20M seed syndicate at a $66M post-money valuation Gilly Raanan Mar 11, 2026
66M “sixty six million” Raanan: Wiz raised a $20M seed syndicate at a $66M post-money valuation Gilly Raanan Mar 11, 2026
1M “a million” Raanan: Wiz scaled quarterly sales from $1M to $24M in year one Gilly Raanan Mar 11, 2026 Contradicted
$2M “two million dollars” Raanan: Wiz scaled quarterly sales from $1M to $24M in year one Gilly Raanan Mar 11, 2026 Contradicted
$8M “eight million dollars” Raanan: Wiz scaled quarterly sales from $1M to $24M in year one Gilly Raanan Mar 11, 2026 Contradicted
$24M “twenty four million dollars” Raanan: Wiz scaled quarterly sales from $1M to $24M in year one Gilly Raanan Mar 11, 2026 Contradicted
$5T “five trillion dollars” Lin: Top companies will reach $10 trillion valuations within ten years Alfred Lin Mar 9, 2026 Open
10T “10 trillion” Lin: Top companies will reach $10 trillion valuations within ten years Alfred Lin Mar 9, 2026 Open
100M “a hundred million” Lin: Sequoia's legendary wall threshold rose from $100M to over $1B Alfred Lin Mar 9, 2026
10B “ten billion” Lin: Sequoia will soon look at $10B+ gains for legendary status Alfred Lin Mar 9, 2026
10M “ten million” Lin: AI startups are scaling to $10M ARR faster than ever Alfred Lin Mar 9, 2026 Supported
50% “50%” Lin: Sequoia's Most Successful Fund Had a 50% Write-Off Rate Alfred Lin Mar 9, 2026
10% “10%” Lin: Top engineers shipped 3x more code using AI tools Alfred Lin Mar 9, 2026
“three times” Lin: Top engineers shipped 3x more code using AI tools Alfred Lin Mar 9, 2026
$1T “a trillion dollars” Laffont: Microsoft lost nearly $1T in value over AI positioning concerns Thomas Laffont Mar 6, 2026
40% “40%” Laffont: Broadcom grows at 40% while trading cheaper than SaaS companies Thomas Laffont Mar 6, 2026 Partly supported
“three X” Laffont: Initial TAM size is irrelevant compared to market expansion potential Thomas Laffont Mar 6, 2026
10× “10 X” Laffont: Initial TAM size is irrelevant compared to market expansion potential Thomas Laffont Mar 6, 2026
5% “five percent” Laffont: Early Coatue models wrongly predicted iPhone prices declining five percent Thomas Laffont Mar 6, 2026
50M “fifty million” Morton: Revel raised $150M round and $180M total in 15 months Scott Morton Feb 26, 2026
“five X” Morton: Revel increased Impulse Space's engine test throughput 5x to 10x Scott Morton Feb 26, 2026
10× “10 x” Morton: Revel increased Impulse Space's engine test throughput 5x to 10x Scott Morton Feb 26, 2026
1K “a thousand” Revel has converted 100% of customer pilots to date, says Morton Scott Morton Feb 26, 2026
$5M “five million dollars” Opendoor paid a consulting firm $5M to advise cutting quality across operations Kaz Nejatian Feb 24, 2026
99.9% “99.9%” Blania: AI will soon drive 99.9% of all internet traffic Alex Blania Feb 16, 2026
37M “thirty-seven million” Blania: World has 37 million users, 17 million Orb-verified Alex Blania Feb 16, 2026 Supported
$50M “fifty million dollars” Blania: Merge Labs Raised a $250 Million Seed Round Alex Blania Feb 16, 2026
31M “a thirty million” Woo: Anti Fund manages $65M+ AUM and is investing a $30M vehicle Geoffrey Woo Feb 11, 2026
1B “one billion” Paul: Sora launch generated 1 billion views in six days Jake Paul Feb 11, 2026
$1B “a billion dollars” Woo: Prime is the fastest-growing beverage in history with $1B sales Geoffrey Woo Feb 11, 2026 Partly supported
“five X” Woo: Anti Fund targets a 5x net fund return Geoffrey Woo Feb 11, 2026
1K “a thousand” Barrett: Superconducting Logic Can Boost Compute Productivity 100x to 1,000x Peter Barrett Feb 7, 2026
21M “a twenty million” Rao: MosaicML grew from $20M to over $700M at Databricks Naveen Rao Feb 7, 2026 Supported
800M “eight hundred million” Rao: MosaicML grew from $20M to over $700M at Databricks Naveen Rao Feb 7, 2026 Supported
1B “a billion” Rao: MosaicML grew from $20M to over $700M at Databricks Naveen Rao Feb 7, 2026 Supported
1B “a billion” Rao: Unconventional AI will probably need $1.5B for its first product Naveen Rao Feb 7, 2026
1K “a thousand” Rao: Unconventional AI has very high chance of hitting 50x efficiency first go Naveen Rao Feb 7, 2026
50× “50 X” Rao: Unconventional AI has very high chance of hitting 50x efficiency first go Naveen Rao Feb 7, 2026
$1T “a trillion dollars” Rao: Trillion-dollar GPU data centers are physically impossible to power Naveen Rao Feb 7, 2026
50M “fifty million” Rao: Rat and human cortex microcircuits are virtually indistinguishable Naveen Rao Feb 7, 2026 Partly supported
100M “a hundred million” Das: The Anthology Fund with Anthropic is a $100M fund Didi Das Feb 5, 2026
30% “30%” O'Shea: Carta report shows AI Series A rounds get 30% premium Molly O'Shea Feb 5, 2026 Supported
90% “90%” Das: At least 90% of AI startups are just modifying LLM prompts Didi Das Feb 5, 2026
1B “a billion” Das: Over-raising capital erodes startup hunger and hinders recruitment Didi Das Feb 5, 2026
7B “a six billion” Franceschi: Capital One spends $6B on marketing and $6B on R&D Pedro Franceschi Jan 30, 2026 Partly supported
50% “50%” Franceschi: Brex is growing 40% to 50% and borderline cash-flow positive Pedro Franceschi Jan 30, 2026 Open
14× “14 times” Capital One acquired Brex at a 13.4x forward gross profit multiple Pedro Franceschi Jan 30, 2026 Not publicly verifiable
$50M “fifty million dollars” Capital One filings allocate $950M for Brex integration and retention Pedro Franceschi Jan 30, 2026 Supported
3% “three percent” Franceschi: Brex and Ramp hold just ~3% of US corporate card market Pedro Franceschi Jan 30, 2026 Supported
100M “a hundred million” Franceschi: Private fundraising valuations differ fundamentally from 100% full-liquidity acquisitions Pedro Franceschi Jan 30, 2026
$5.2B “5.15 billion dollars” Franceschi: Private fundraising valuations differ fundamentally from 100% full-liquidity acquisitions Pedro Franceschi Jan 30, 2026
2% “two percent” Franceschi: Private fundraising valuations differ fundamentally from 100% full-liquidity acquisitions Pedro Franceschi Jan 30, 2026
100% “100%” Franceschi: Private fundraising valuations differ fundamentally from 100% full-liquidity acquisitions Pedro Franceschi Jan 30, 2026
100% “100%” Finance teams own all spend but make 5% of decisions Pedro Franceschi Jan 30, 2026
5% “five percent” Finance teams own all spend but make 5% of decisions Pedro Franceschi Jan 30, 2026
95% “95%” Finance teams own all spend but make 5% of decisions Pedro Franceschi Jan 30, 2026
12B “twelve billion” Franceschi: Brex repriced equity from $12B to $4B, converting RSUs to options Pedro Franceschi Jan 30, 2026
9.2M “9.2 million” Maguire: SpaceX reported 9.2M Starlink consumer and 6M direct-to-cell subscribers Shaun Maguire Jan 28, 2026 Supported
6M “six million” Maguire: SpaceX reported 9.2M Starlink consumer and 6M direct-to-cell subscribers Shaun Maguire Jan 28, 2026 Supported
$1.2B “1.2 billion dollars” Maguire: Sequoia invested ~$1.2B in SpaceX, now worth ~$12B Shaun Maguire Jan 28, 2026
$12B “twelve billion dollars” Maguire: Sequoia invested ~$1.2B in SpaceX, now worth ~$12B Shaun Maguire Jan 28, 2026
1B “a billion” Maguire: Starlink scaled to a $1B run rate within 12 months Shaun Maguire Jan 28, 2026 Contradicted
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