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 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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
Sim: Boldstart will never fund AI startups spending mostly on Nvidia
“You will never find both start, for example, finding companies where, you know, they're raising 20 or thirty million dollars, and two thirds of that money goes to NVIDIA.”
Ed Sim: Boldstart will not fund AI seed rounds at $100M post-money
“Chasing anything with a dot AI in their domain or an AI thing, I think is insane. However, I do think there's some opportunities there, but I'm not going to be funding these things at a hundred posts.”
Ed Sim: Growth funds returning 1x on peak deals will outperform peers
“So I guess what I'm trying to say is I think those growth kind of funds that put the money at the peak I think the ones that deliver one X or slightly above will probably do very well. We'll be above, you know, cause there'll be a lot of ones that are underwat…”