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 3 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
Angelopoulos: Silicon Valley investors are "total bitches" about revenue concentration
“The first is that I think that Silicon Valley investors have become total bitches with respect to revenue concentration. It's like, what the, what are you talking about? Like TSMC has revenue concentration. There's businesses that are like many hundreds of bil…”
Angelopoulos: The AI 'SaaS-pocalypse' is overstated due to data moats
“I think that the SaaS-pocalypse has been a little bit overstated overall. Because people don't understand always the dynamics of those businesses and how tough it is to replicate what they've built just also from a network perspective and a data perspective.”