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
Wang: Google faces more threats today than ever before in its history
“I do think there are more threats on Google's business than there have been ever in the company's history.”
Jeff Wang Oct 9, 2024 ▶ 0:00 Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
Opinion
Wang: Claiming AI will eliminate software companies is a naive view
“That I hear now that software companies are going away, right? AI is going to write all, all software. And I just think that's a naive view.”
Jeff Wang Oct 9, 2024 ▶ 41:47 Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
Opinion
Wang: 99% of private companies cannot stay private via secondaries indefinitely
“I think there may be a certain set of companies out there that can pull off what you're talking about before. 99% of the companies out there. I think that's really difficult.”
Jeff Wang Oct 9, 2024 ▶ 25:45 Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
Opinion
Wang: Doug Leone excels at enterprise talent while Moritz excels at consumer
“I think Doug probably has a better nose for enterprise talent and Michael for consumer talent.”
Jeff Wang Oct 9, 2024 ▶ 1:02:46 Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
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