Straight Answers
An LLM assessed 456 question → answer exchanges, the host's own answers included. Speaker names were hidden during assessment. Each exchange was marked answered, partly, redirected or not addressed, with a quote as its source. Every exchange below is timestamped and plays. How it works →
These readings are observational: the transcript shows whether the question was answered directly, whatever the reason. It is an AI reading of a public exchange, never a claim about intent, and the tape is one tap away on every row. full disclaimer →
Every one of the 122 people on the record is accounted for: 1 carry a full rate (8 or more assessed questions on raw tape), 104 more have their questions counted (27 of them with at least one not answered directly; too few raw questions for a fair percentage, edited feed included), and the remaining 17 never took a direct question in any tape we hold: compilations, panels and cameo appearances leave nothing to assess.
All speakers
All 1 people with 8 or more assessed questions on raw tape. Click a name to see their exchanges. highest rate none identified small samples
| Person | Not answered directly (%) | Redirected + not addressed | Questions | Argument clarity /5 |
|---|---|---|---|---|
| Nikhil Kamath Co-founder, Zerodha | 27% | 6 | 22 | 3.6 |
The moments, on tape
The question Nikhil asked, then the AI assessment note from the answer. Tap to play the moment. Not addressed = the question was not engaged; redirected = acknowledged, then steered elsewhere.
“How much does it cost you for the equipment?”
answered: “The medicine three point approach would be to take a more systemic whole body approach”
“For a dummy like me, what is a transformer?”
answered: “the best way to think about GPT in general is it's a new type”
“And you speak a lot about climate change, Ajay. Do you think we are one adversity in a rich country away from taking climate more seriously?”
answered: “So if you step away from the politics of climate, and you start thinking”
“What do we build? What does my community build in the humanoid space?”
answered: “a couple pieces of advice I have just for folks in general is like”
“And eventually they ditched it. So does that, they didn't ditch it or they stopped the amount of money that was being spent on it?”
answered: “for making VR movies, you need to unlearn many things for content.”
“What chemical is Netflix catering to when you're watching a 10 hour show?”
answered: “we're getting into their soul, getting into their heart”
“But in this new world order, right, where supply chains are for resilience, for whatever other reasons are getting diversified. I think the next huge opportunity For Indian entrepreneurs used to take the export market from 700 or eight hundred billion that it is today to one, one and a half trillion, right?”
answered: “Another question here. Let's assume most countries which have done well in manufacturing”
“Did you tell this to Bill Gates when you, when you met him?”
answered: “Things like estate taxes and inheritance tax, right? It's, it, there's so much precedent.”
“If I were to start a business in mining today, by virtue of increased energy cost recently, what kind of IRR might I make? Say hardware being equal.”
answered: “I know you're focused on climate, you mentioned, right? And, um, you know, Ethereum”
“And what is one thing I can take, inject, eat, that will help? Just one thing.”
answered: “I did co-found this biotech company in the longevity space and invested in it”
“The direction in which the politics of the country where you reside is moving. Don't you think you as a country are allowing or fostering a lot of tats for the tits of today?”
answered: “It's a little too abstract for me to answer that question.”
“See his shirt has a very differentiated color. It's not white, right?”
answered: “Somewhere off-white, beige-ish. So I went, people, my parents wanted me to”
“Do you think Doge is a good idea?”
answered: “I'm not going to talk about US domestic politics, because I'm not responsible”
“Then they came and clarified that it's fake. But how is it actually doing?”
answered: “I don't have any data on how they're doing. What I would say though”
“Like whenever I looked at the crypto world, if I were to think regulation is everybody viewing transactions verified either by proof of work or proof of stake or even proof of time. If the chain in itself is not large enough, can't it be easy, easily scammed or conned into going in a certain direction?”
answered: “I don't know enough to answer that, but”
“Is it also because of less climate dialogue in India?”
answered: “Well, I don't think that's actually the reason... But just going back to this”
“But people also do say that the kind of radiation that carbon dioxide is blocking is near peak and more carbon in the atmosphere might not significantly Uh, mean more heat. Is there any logic to that?”
answered: “I couldn't honestly tell you exactly what the atmospheric chemistry is”
“Would you ask, would you tell that person, okay, you should go to college or not?”
answered: “Even if I might think otherwise I will get, Casterized for saying it here, so let me not.”
“Just as an investor or somebody starting a job in an industry, which do you think has the most headwind in the next 10 years? Like somebody emails you from a particular industry, you'll be like, okay, I'm not going to open this even.”
answered: “Maybe it's probably not really gonna answer your question, but if you take something”
“Hey, isn't NMN, okay, NMN capsules you get? Yeah.”
answered: “this is advanced lab work, and this is what we are trying to do”
“How do we articulate what the unknown problem is? I would assume that humans from the beginning of time have wanted to differentiate through many different means, capitalism and intelligence.”
answered: “I don't know the answer to that question, but I think the bigger question is”
“I think what's much more- How would you label your board?”
answered: “you can talk about, ah, left, right, and labels as much as you like”
“Does it make sense? How important is a multiplex to a mall?”
answered: “apart from the financial sense, as I said, the creativity is what gets us”
“Would you say that order is state, church, corporates? Church, I'm adding like all religions.”
answered: “even if that were to be the case, I mean, that's always up for debate”
“Um, and… But if the games are going to compete in the same market, one could argue that you could pay them the same amount of money?”
answered: “Once we're profitable, sure. And I think that, um, in some industries”
“Is it your lifestyle? How it has changed because of the following?”
answered: “everybody envies different, different aspects of people's lives, right?”
“Do you think this is a little bit counterintuitive when I say it, but do you think the negative feedback loop is so much bigger than the positive feedback loop? So if I were to be right wing, I would be showed pro left wing data to get me to try and react.”
answered: “It could go either ways, but if you see what has been proven”
“Do countries, the very concept of countries, the concept of borders, the concept of armies, Make sense for a more evolved world? Aren't all people the same at the end of the day?”
answered: “How you avoid the war? Nobody wants war, right? So how you avoid the war?”
“What in the eyes of a young Chamath would make it look like your parents had a life that was fulfilled? Is it just the absence of conflict?”
answered: “I can say this now as a, you know, almost fifty-year-old.”
“But how can billions of people, when the productivity goes up in that manner, what will be the use case for billions of people in the world?”
answered: “So anyways, back, so back to... I have some specific views on energy”
“And also, how does India fit into this? What can we do better?”
answered: “I think the technology war is the most important war that almost whoever wins”
“has changed today? Uh, if I were to pick up a piece of pen, a paper, sketch or draw the boundaries of a kingdom, put some people in it, and if I were to depict a prince or a king, and I want the kingdom to last for hundreds of years, is fear a bigger tool for me than love, or is love a bigger tool for me than fear?”
answered: “Let me, um, first go back to the first point that you mentioned”
“As a politician, ah, outside of what you believe philosophically and as a representation of your country, who are you as a person and where are you at? What are What's on the other side, if there is one?”
answered: “When it comes to impulse versus restraint, I don't think it's about either”
“Where are they over-taxing? Where are they under-taxing?”
answered: “on regulation front, I see, I still feel this massive scope for deregulation still”
“I mean, they just do it with a nib, right?”
answered: “Yeah, you got it, you got it, you got it. And, um, they're just incredible”
“Okay. Since we have one question, if I were a 25 year old trying to start a business in health around testing, supplementation or anything ancillary, do you see any low hanging fruits that one should start?”
answered: “So we created, I think, uh, the healthiest food stack in the entire world.”
“What sat below it in their psychology? Why did they want that?”
answered: “And so the question for me is like, I find myself to exist.”
“Did you learn something about yourself in that time? Why are you like this?”
answered: “And today it has become a very big destination of tourism.”
“Your perception outside of India has changed a lot. Can you give some tips about this, which can be an entrepreneur?”
answered: “to claim that I have done, that is not right”
“Can you give some tips? Like this is something everybody wants to learn.”
answered: “Two or three different things. One is for me many times, that you are Gujarati.”
“Where else in this domain can young people make money in India? Streamer, gamer, then?”
answered: “people did not know that apart from being a model or a scout or becoming a gamer”
“Is being narcissistic really bad? I want to ask.”
answered: “So, narcissism is a deeper concept than that. I think it's a symptom”
“Like they came into retail, created the first retail REIT, came into office, created the first office REIT, and they've monetized now, of course, getting into industrial. They've been able to monetize In spaces which were not monetizable before.”
answered: “he made this case for why he is shorting commercial real estate across the world”
“Where else in this domain can young people make money in India? Streamer, gamer, then?”
answered: “we did not have the proper, uh, correct roles defined. People did not know”
“So if you look at the flaws of entrepreneurs, I think it can be defined very well. And there are people like me, or many people like us, who have made a lot of mistakes, and how can it be recorded and taught?”
answered: “Especially for entrepreneurs, our other problem is that Uh, we all have gotten lucky”
Percentages come from raw unedited recordings only: produced podcast audio has tangents and stumbles cut in the edit, which moves the speaker up by about 12 percentile points. The small-sample counts include the produced feed. This is a reading of a transcript. It is not an accusation of dishonesty, and there are many good reasons not to answer a question directly (confidential numbers, unreleased products, someone else's news to break).