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.

clear all ✕

why aren't all 4 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
Velez: Complacency allowed emerging markets to surpass US and Europe in fintech
“I think that level of complacency in these industries, in these big countries, has stopped innovation and have permitted that a lot of these emerging markets, these technologies have leapfrog to a place today where, where Brazil, China, India are ahead of U.S.…”
David Vélez Sep 11, 2023 ▶ 36:48 David Velez: How AI Changes The Future of Finance | E1059 · 20VC with Harry Stebbings
Opinion
Velez: 2012 Latin American startups were unambitious Silicon Valley clones
“Why would Sequoia, who had access to best entrepreneurs in the world in Silicon Valley, spend time just going and investing in some of these businesses that in a way were just wanted to be clones of Silicon Valley businesses. They were not really shooting that…”
David Vélez Sep 11, 2023 ▶ 10:52 David Velez: How AI Changes The Future of Finance | E1059 · 20VC with Harry Stebbings
Opinion
Velez: Foundational LLMs like OpenAI are just basic infrastructure
“I see the existing LLMs, the open AI, the Entropic as sort of basic infrastructure.”
David Vélez Sep 11, 2023 ▶ 48:27 David Velez: How AI Changes The Future of Finance | E1059 · 20VC with Harry Stebbings
Opinion
Velez: Doug Leone's greatest superpower is his ability to read people
“The people rater that Doug has, he has an uncanny ability to read people. I think that's his single biggest superpower.”
David Vélez Sep 11, 2023 ▶ 5:59 David Velez: How AI Changes The Future of Finance | E1059 · 20VC with Harry Stebbings
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