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
Rampell: Massive founder secondaries disconnect founders from employees and investors
“I will say on the record, I hate massive secondaries, because it kind of turns you from the count of Monte Cristo to, like, the, you know, whatever the opposite of that would be, like, the I, I'm now gonna go vacation in you know, Cote d'Azur or something. Lik…”
Rampell: Two AI geniuses running the IRS would beat 80,000 staff
“I would rather have two people at the IRS than 80,000 people, but have those two people be like, you know, Noam Shazir and some other like super genius. Because if Jeff Dean and Noam Shazir are running the IRS, like, oh my God, like that would be so much more …”
Enterprise Blockchain Is a Meaningless Buzzword Compared to Centralized Databases
“A lot of people that say, I want a blockchain, the same people that a few years ago were saying, we want big data, which in a couple years were saying, like, oh, AI is very important to us. I think it's become a buzzword that almost means nothing. They mean so…”
Most ICOs Are Ridiculous, but Protocol Tokenization Is a Real Innovation
“The vast majority of ICOs are kind of ridiculous right now, But there are a few that are very, very interesting and represent a true innovation in a inherently kind of business model and computer science problem of the last 30 years, which is how do you moneti…”
Rampell: ElevenLabs was a consensus seed deal due to founder talent
“Well, I think, but if you look at 11, the entrepreneur was pretty consensus. Like, it's like, alright, Mahdi's super, like, that whole team is incredibly talented.”
Rampell: NetSuite creates hostages rather than customers through extreme lock-in
“NetSuite has hostages, not customers. They're not going to leave.”
Rampell: Workday and NetSuite are impervious to AI disruption
“There are the ones that are almost impervious to everything that's happening with AI. And if anything, it's a huge tailwind because they're going to start being, they have the distribution, they're going to start adding features. And that's things like Workday…”