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 15 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
Browder: Growing tech wealth disparity could trigger a revolution in our lifetime
“I think, actually, there could be a revolution in our lifetime.”
Josh Browder: Anthropic will reach $1 trillion in revenue
“I think Anthropic will get to a trillion in revenue.”
Browder Capital's fourth fund will allocate zero capital to follow-on reserves
“I decided for my fourth fund, no reserves, just everything up front, Browder Hotel, let's go.”
Browder: DoNotPay plans to issue quarterly investor dividends
“We're actually doing another dividend next month, so it's like quarterly. Yeah, we're planning on doing it now quarterly.”
Browder: Companies in the future will be dramatically smaller
“Absolutely. I think that It's objective.”
Josh Browder expects to make more money from investing than DoNotPay
“I think unfortunately I'll make more money from the investing.”
Browder expects $100K Thiel Fellowship investments to reach eight figures
“I think when it's all said and done, it will be an eight, eight figures.”
Browder: Browder Capital requires overnight consideration and forbids signing on the spot
“And going back to my offers, I don't make them sign on the spot. It's just too much, especially for these young founders. I say, you have the night to think about it. I think decisiveness is a key quality. So I do want to know by the next morning, if not, it's…”
Browder: Browder Capital passes on founders running multi-day term sheet processes
“I say it's probably not a fit, especially given my investing model. I want to, so many ways to win. I'm sure that they might win or not, but that's not a fit for me. I say, good luck.”
Browder: Niche software companies will thrive while traditional large tech struggles
“I think there'll be a rise of medium sized businesses, like almost do not pays that fill the niche and then these massive companies, but the middle where there's just like a large company, I think they have to be very worried.”
Browder: Prices for positional luxury goods will go off the charts
“And I think that the price of that will stay the same, but then there's like positional goods. There's only like eight seats in Delta first class. There's only eight houses where they want to buy it, like, On the best road in San Francisco, and the positional …”
Josh Browder: Browder Capital targets sub-$5M valuations for initial checks
“I try and get in sub five million valuation.”
Browder: Browder Capital will limit founder incubation to one company
“In fact, one of my LPs asked me, why don't you start buying a hotel or rent out a hotel and just do 10 at a time? And I said, well, that's, that removes the artificial constraint of one.”
Browder: DoNotPay plans to roll up consumer products this year
“I think that we, Are gonna take some big swings this year. We are looking to kind of roll up some different consumer things within Do Not Pay”
Browder: Custom AI evaluation specialists will become commonplace within five years
“Custom evals is like evals. So everyone is very excited about foundation models, like called code and all of this stuff. But I think the future of AI will actually be organization specific, specifically around the data that do not pay has where we're doing eva…”