Jon Ma

Co-Founder & CEO, Artemis · 1 appearance on the record.

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founderexecutiveinvestoranalysthostauthor@jonbma ↗LinkedIn ↗artemis.xyz ↗

Jon Ma is the co-founder and CEO of Artemis, an institutional data analytics platform tracking crypto fundamentals and developing AI agents. Prior to Artemis, he founded the B2B SaaS benchmarking platform Public Comps and worked as an investor at firms including Insight Partners and SignalFire.

6statements → 5claims → 5claims resolved → 60%fully supported → 3.67/5average certainty → 2.17/5average debate potential →

3 supported 1 partly supported 1 contradicted how the 5 claims stand · each chip opens the sources

5 assertions · 1 opinion · every statement was checked. The predictions and assertions are the 5 claims: statements the public record can support or contradict. 5 are resolved. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Jon argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Jon Ma: AI enabled single individual to assemble biotech workflow

“Instead of requiring multiple experts, a motivated individual was able to assemble the workflow with AI acting as a kind of guide through the technical landscape.”

Jon Ma Mar 16, 2026 ▶ 17:59 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

Their most notable contradicted claim

Assertion Contradicted

Carter: OpenAI IP Access Now Requires Expert Review, Not Just Profit

“Sam Carter says the reported one billion of profit is no longer the sole trigger for confidential IP research access. It reportedly includes an independent expert review.”

Jon Ma Mar 16, 2026 ▶ 19:59 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

0% certainty 3

88% certainty 4

none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

What they said6 Episodes1

Everything Jon Ma said on TBPN that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Supported

Jon Ma: AI enabled single individual to assemble biotech workflow

“Instead of requiring multiple experts, a motivated individual was able to assemble the workflow with AI acting as a kind of guide through the technical landscape.”

Jon Ma Mar 16, 2026 ▶ 17:59 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

Assertion Partly supported

Dylan Patel: GPT-5.4 TAM Exceeds $100B, Meets Microsoft-OpenAI AGI Clause

“Dylan Patel said on Dorkesh, the TAM for GPC 5.4 is north of a hundred billion dollars, but there's adoption lag. That's considered AGI as far as the Microsoft OpenAI contract is concerned.”

Jon Ma Mar 16, 2026 ▶ 19:47 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

Assertion Contradicted

Carter: OpenAI IP Access Now Requires Expert Review, Not Just Profit

“Sam Carter says the reported one billion of profit is no longer the sole trigger for confidential IP research access. It reportedly includes an independent expert review.”

Jon Ma Mar 16, 2026 ▶ 19:59 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

Opinion

Ma: PC makers should fear Apple's $599 MacBook Neo

“The point about the MacBook Neo is that at five 99, a lot of PC makers should be sort of quaking in their boots because you're selling at that price point.”

Jon Ma Mar 16, 2026 ▶ 24:34 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

Assertion Supported

Ma: Nebius and Meta Agree to $27B AI Infrastructure Deal

“Nebius and Meta have agreed to a twenty seven billion dollar AI infrastructure pact, a deal. The talks are advanced to packed stage. A five-year deal, twenty-seven billion to supply AI infrastructure capacity to Meta.”

Jon Ma Mar 16, 2026 ▶ 27:53 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

Assertion Supported

Jon Ma: Lack of target validation is top reason for drug failure

“Since the hardest part of drug discovery, whether in humans or dogs, is target validation, the lack of which leads to a lack of efficacy. The number one reason for drug failure.”

Jon Ma Mar 16, 2026 ▶ 16:56 AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

Appearances (1)

Episode	Date	Speaking time
AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' \| Diet TBPN	Mar 16, 2026	18m

Jon Ma

The record, in short

Their most notable supported claim

Their most notable contradicted claim

Expressed certainty vs assessment result

Appearances (1)

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