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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Lemkin: Operator-VCs Should Only Invest in CEOs Better Than Themselves
“You have to invest in CEOs that were better than you. If you know the problem, if I know, if I'm a podcaster and I know Riverside or whatever the other versions are, and I look, Riverside's great. We're on it today. And you meet the CEO who I don't know, and h…”
Zeev predicts Riverside will reach a $10B valuation
“Riverside too, which is the, it's not ten billion yet, but it will be, I believe.”
Stebbings: Passing on Riverside and Descript were my biggest investment misses
“You've articulated why I've missed my biggest misses in investing, which is Riverside and it's Descript. And I miss them both because I said, the only thing creators care about is do you bring me more cash or more fans?”
Stebbings passed on Riverside and Descript due to podcasting expert bias
“So I missed Riverside, which is a great, you know, podcasting tool. I missed Descript because I was like, I knew this better than anyone. I've done 3000 shows. Idiot expert.”
Stebbings passed on Riverside because he doubted podcasters would pay
“I really regret Riverside. Oh, fuck me. Ah. Fucking Oran Zeve, who I love. Yeah, he's great. Amazing dude. Brought it to me, and I said, no one will do this. You know why? Because like, 90% of podcasters don't earn more than a hundred dollars a month. It's 50 …”