The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Reyes: OpenAI and Anthropic are currently in the Netscape and Yahoo era
“We are probably in like the Yahoo era where we don't actually have, or at least widely recognize The Googles of the world, or like the sort of the thing that comes after. And so today, when I look at OpenAI and Anthropic, there are, I think, more analogies to …”
Danny Rimer: Netscape was the OpenAI of the early internet era
“At the beginning of the internet, literally the first company of import was Netscape. I mean, in some ways it was probably the open AI of its day.”
Quattrone: Netscape's 1995 IPO was Morgan Stanley's biggest since Apple in 1980
“And there were a couple of phases to this, you know, Netscape, Netscape came public in 1995. And it was literally the most popular IPO at Morgan Stanley since Apple in 1980.”
Hans Tung: Today's crypto movement mirrors the 1993 Netscape internet boom
“Seeing some of my classmates end up going to Yahoo, end up going to Netscape, end up going to some other internet startups, It's kind of like what you see with crypto today, and you just see, wow, anything's possible”
Danny Rimer Maintained Buy Ratings on All 1990s Internet IPOs
“So I co-authored one of the first reports, if not shamefully the first report on the internet, And then was an internet analyst for the first wave of the internet, so from 94 to 99, and I had all buys on all my universe of stocks, so we took Amazon public, and…”
Abrams: Netscape Missed Webmail And Messaging Due To Lack Of Focus
“Netscape had a lot of opportunities it didn't actually successfully achieve, because if you think about so many of the things that came after, you think, why didn't, you know, why wasn't Netscape the company that did web mail and instant messaging and just so …”
Khosla: I decided immediately to back Marc Andreessen and Netscape
“He was definitely intense. I remember coming out of the meeting calling John Doerr and saying, let's just do this. Remember, the internet was this ambiguous thing. It was one of these triggering moments I call instigations for me. That's what he was like. It d…”