The speaker suspects that many venture capitalists, possibly most, are true believers, while probably not all are.

“it's legible to them because they they've read the same science fiction they say oh this is another story about perpetual growth and again i'm not saying it's a conspiracy i'm not even saying that the venture capitalists aren't true believers i imagine that a good chunk of them are maybe even most or all well probably not all of them but maybe even most of them but um you know there's not”