Venture capital, startups and investing, on tape.
Every prediction, opinion and bold claim from TBPN: extracted from the transcript, verified against the tape, checked against cited public sources, playable at the exact moment it was said.
2,353 assertions1,069 opinions1,057 insights813 predictions469 disclosures43 what-ifs
every statement was checked. The predictions and assertions are the claims: statements the public record can support or contradict. Of those 3,166 claims, 1,828 carry an assessment, 148 are not yet assessed, and 1,190 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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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 |
|---|---|---|---|---|---|---|
| Tyler Denk | 1 | 10 | 9 | 0 | 0 | 100% |
| Jake Adler | 1 | 17 | 7 | 0 | 0 | 100% |
| Marc Andreessen | 4 | 44 | 6 | 0 | 0 | 100% |
| Car Dealership Guy | 1 | 16 | 6 | 0 | 0 | 100% |
| Mike Isaac | 1 | 11 | 5 | 0 | 0 | 100% |
| Ted Feldmann | 1 | 18 | 5 | 0 | 0 | 100% |
| John Gedmark | 1 | 13 | 5 | 0 | 0 | 100% |
| Eric Ries | 1 | 13 | 4 | 0 | 0 | 100% |
From the Wisdom Wall all quotes →
“What AI can't do is grow up in a terrible home. A.I. can't have a broken heart.”
Jimmy Iovine, Sep 2, 2026 · ▶ 28:37“The moment that a company, an industry, wants to consolidate, needs to consolidate, is the moment regulators are most likely to stop them consolidating. And whereas the actual time when action would…”
Ben Thompson, Jul 8, 2026 · ▶ 25:42“It's where all the value in space truly lies. But in order to exploit that value to the fullest, you need a few other things. The first thing is unfettered access to space. So you need your own…”
Peter Beck, Jul 1, 2026 · ▶ 3:45