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 12 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
O'Driscoll: Meta's Oculus acquisition and $60B VR spend was awful
“In one cynical sense, you know, the Oculus acquisition was awful. It was like you spend two billion, which wasn't that bad. And then you spend another sixty billion on top of it, which is pretty dreadful and you didn't get much”
Hyatt: Top-down modeling could never have predicted Oculus
“But that's not something you could have ever modeled your way into before we made that investment, right? Like, virtual reality was dead, and it'd been dead for, like, 15 years plus until, you know, Brendan and Palmer and Nate walk in and give you a demo, and …”
Facebook HR reprimanded Hugo Barra for scheduling a Sunday Oculus meeting
“After I, you know, I called a strategy meeting from my leadership at Oculus on a Sunday morning, you know, which seemed like a reasonable thing to do, because then you have a large block of time, and then I got a call from Facebook HR the next day, and that wa…”
Stebbings: VR hype is unjustified and consumer adoption is far off
“A theme that I would say is justified heat is enterprise machine learning, and then I would say unjustified, I would say VR. I think Oculus has created disproportionate excitement around the space that is It's infinitely further away than we think would be min…”
VCs blocked Clinton Foy from investing in Oculus's angel round
“I tried to get in on the angel round of investment in Oculus right after their Kickstarter. I thought, well, I'm the COO of Square Enix, this two billion dollar company. Surely I can get in. And I talked to the lawyers and talked to some of the people doing th…”
Hyatt: Spark's Biggest Wins Like Twitter Were Impossible to Model Initially
“If you look at all of our big wins from Oculus to Twitter to Tumblr to Cruise, like all of these companies were, at the day that we invested, were very hard to actually model the exact market size of that company,”
Quintini: Winning frontier tech companies build end-to-end products with empathetic design
“What I see happening in Frontier now is a humanization of technology, right? Companies are building end-to-end solutions. Even if you're, you know, if you think about the big successes in Frontier, like a Tesla, Nest, Invest an Oculus or Cruz. They're going al…”
Hannah: Antonio Rodriguez's Oculus Series A returned an entire Matrix fund
“After my partner Antonio invested in Oculus And it sold and returned a whole fund, and he led the Series A there”
Hyatt: Oculus Was the Most Transformative Hardware Since the iPhone
“Then you're like, wow, this is actually maybe the most transformative piece of hardware that I've touched since the iPhone.”
Founders Fund seed-invested in DeepMind and Oculus before AI/VR hype
“This fund again, before my time had a seed invested in DeepMind before AI became a buzzword, or Oculus in the early seed rounds before VR became a buzzword”