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.

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why aren't all 10 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

Opinion
Palmer Luckey is one of history's greatest tech innovators
“Palmer is just one of the greatest technology innovators in history, period.”
Brian Singerman Nov 11, 2021 ▶ 8:25 20VC: The Anduril Memo: Founders Fund's Brian Singerman on What Makes Palmer Luckey One of the Greatest Innovators in History, Why It Is BS The DOD Do Not Want To Work With Silicon Valley & Why in Venture You Have To Play A Different Game to the Hedge Fun
Opinion
Silicon Valley, not the DOD, was the obstacle to defense innovation
“I think the government and the DOD want to work with Silicon Valley and innovative entrepreneurs. I think that the, it's ridiculous that, I don't think it is anymore, but it was so unpopular for a few years that people were like, oh, the government doesn't wan…”
Brian Singerman Nov 11, 2021 ▶ 14:23 20VC: The Anduril Memo: Founders Fund's Brian Singerman on What Makes Palmer Luckey One of the Greatest Innovators in History, Why It Is BS The DOD Do Not Want To Work With Silicon Valley & Why in Venture You Have To Play A Different Game to the Hedge Fun
Opinion
Singerman: Even Peter Thiel cannot accurately predict macroeconomic trends
“My partner, Peter Thiel is. Brilliant macroeconomist and probably the best in the business at this, and he can't even predict this, right? Like predicting macro is extremely hard.”
Brian Singerman Oct 31, 2022 ▶ 4:07 Brian Singerman: How I Became a Partner at Founders Fund, Why We Put $400M into Anduril | 20VC #943 · 20VC with Harry Stebbings
Opinion
Singerman: Applying 'buy low, sell high' to venture capital makes no sense
“So this concept of buy low, sell high, like using regular stock market phrases in venture to me just doesn't make any sense.”
Brian Singerman Oct 31, 2022 ▶ 2:08 Brian Singerman: How I Became a Partner at Founders Fund, Why We Put $400M into Anduril | 20VC #943 · 20VC with Harry Stebbings
Opinion
Brian Singerman Dislikes Startup Board Meetings and Prefers Strategy Dinners
“I can't stand boards. Private company boards, like, I would much rather do strategy dinners with founders, and they know that.”
Brian Singerman Oct 31, 2022 ▶ 26:26 Brian Singerman: How I Became a Partner at Founders Fund, Why We Put $400M into Anduril | 20VC #943 · 20VC with Harry Stebbings
Opinion
The media prefers virtue signaling over authentic founders like Palmer Luckey
“The media likes people who virtue signal, not necessarily people who speak their minds. Palmer has always been good about speaking his mind.”
Brian Singerman Nov 11, 2021 ▶ 22:28 20VC: The Anduril Memo: Founders Fund's Brian Singerman on What Makes Palmer Luckey One of the Greatest Innovators in History, Why It Is BS The DOD Do Not Want To Work With Silicon Valley & Why in Venture You Have To Play A Different Game to the Hedge Fun
Opinion
Maximizing VC Returns Requires Horizons Longer Than Standard 10-Year Funds
“I think if we're going to maximize returns, it would be over an even longer period of time.”
Brian Singerman Jun 5, 2017 ▶ 7:30 20VC: Founders Fund's Brian Singerman on Why VC Is About Upside Maximisation Not Downside Minimisation, Why There Is No Right Way To Do Venture and Why They Do Not Have Monday Morning Partner Meetings At Founders Fund
Opinion
Singerman: Bullish on defense tech, but no team compares to Anduril
“Defense tech is an area that I'm bullish on, but there's nothing like Endural.”
Brian Singerman Oct 31, 2022 ▶ 48:52 Brian Singerman: How I Became a Partner at Founders Fund, Why We Put $400M into Anduril | 20VC #943 · 20VC with Harry Stebbings
Opinion
Singerman: Anduril's software platform is its most transformative product
“It is truly transformative in the defense space to have a real software platform backing all of your products that doesn't exist. And so I do still think that that is the most important and impressive part of the company right now.”
Brian Singerman Nov 11, 2021 ▶ 23:27 20VC: The Anduril Memo: Founders Fund's Brian Singerman on What Makes Palmer Luckey One of the Greatest Innovators in History, Why It Is BS The DOD Do Not Want To Work With Silicon Valley & Why in Venture You Have To Play A Different Game to the Hedge Fun
Opinion
Singerman Considers Affirm's Max Levchin One of History's Best Founders
“Affirm, because it's a ridiculously hard one run by one of the best founders in history with Max Levchin.”
Brian Singerman Jun 5, 2017 ▶ 21:40 20VC: Founders Fund's Brian Singerman on Why VC Is About Upside Maximisation Not Downside Minimisation, Why There Is No Right Way To Do Venture and Why They Do Not Have Monday Morning Partner Meetings At Founders Fund
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