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 6 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
John Lilly disagrees with Fred Wilson's consumer tech downturn thesis
“I mean, I don't know exactly what Fred's been talking about consumer downturn, but I don't, I think there's plenty of space. So, I think most people didn't think there was space for Snapchat a couple years ago. Now, now people do. You used to look at Musical.l…”
Lilly: Mobile market will experience a secondary growth boom
“As you get, see more and more technology and mobile phones diffuse into how everybody works and how everybody lives, we'll start to see new use cases and we'll start to see a secondary boom.”
Lilly: Virtual reality and augmented reality will not merge over time
“Oh, yeah, I don't think so. I think a lot of people think they will. Good odds that I'm wrong, but I really think they're just different use cases. I think that the idea that you're putting on a headset to get away from the world is quite different than AR, wh…”
Lilly: Median US mobile user installs zero new apps per month
“The median number of installs by a user in America on mobile per month of a new app is zero.”
John Lilly: Low capital requirements create permanent seed investing ecosystem
“Like, I think what I would say is that we've created a sort of a permanent seed and angel investing environment, and because companies are getting created more and more with, like, less capital, with low capital requirements to get started I think we'll contin…”