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 15 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
Eisenberg Claims Woke Anti-Semitic Left Has Taken Over American Universities
“The kind of progressive, woke, anti-Semitic left has taken over a lot of American universities. And they don't like Jews, and that's just the truth.”
Michael Eisenberg Oct 12, 2023 ▶ 25:44 Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
Opinion
Eisenberg: College Is A Waste Of Money And Brainwashes Kids
“Not sending kids to college. It's a waste of time and money. I think it's worse than that. You send kids to these places, they are brainwashed with immorality.”
Michael Eisenberg Oct 12, 2023 ▶ 34:06 Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
Opinion
Eisenberg: Attackers Of Human Values Must Be Eradicated For Progress
“It's a human aspiration, except there are some barbarians that don't believe in this. And they need to be eradicated. And that's our job right now. And our job of our children is to go eradicate them so that we can have more weddings, more children, more grand…”
Michael Eisenberg Oct 12, 2023 ▶ 43:48 Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
Opinion
Eisenberg: Foundation models are the fastest depreciating asset in history
“Foundation models are the fastest depreciating asset in history.”
Michael Eisenberg Jun 19, 2024 ▶ 4:33 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Opinion
Eisenberg: FTC Chair Lina Khan threatens American capitalism and must go
“Lena Connell said openly is, I think, a threat to American capitalism. Whether Biden or Trump gets elected, she needs to go.”
Michael Eisenberg Jun 19, 2024 ▶ 0:09 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Opinion
Eisenberg: SaaS is riskier than deep tech due to competition and price erosion
“I don't think it's a more risky play than a SaaS thing. I'll argue that SaaS is way more risky. One, because of the competition and price erosion.”
Michael Eisenberg Jun 19, 2024 ▶ 14:19 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Opinion
Eisenberg: The IPO market is wide open for realistic valuations
“I don't buy that the IPO window is closed. The IPO window is wide open. The question is, what's the price you're willing to take?”
Michael Eisenberg Jun 19, 2024 ▶ 36:11 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Opinion
Eisenberg: Western VC investment in China was a ZERP phenomenon
“I think China was a ZERP phenomenon also.”
Michael Eisenberg Jun 19, 2024 ▶ 59:18 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Opinion
Eisenberg: VCs who did not take liquidity during ZERP blundered
“If you didn't take money off the table during, you know, the ZERP era, there's something wrong. Let's just be clear about that.”
Michael Eisenberg Jun 19, 2024 ▶ 48:02 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Opinion
Eisenberg prefers founders who are 'net new naive' over market experts
“Oh, net new naive. Net new naive. The fact that Shai and Daniel of Lemonade didn't know anything about insurance, like helped a ton.”
Michael Eisenberg Jun 19, 2024 ▶ 55:51 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Opinion
Eisenberg: Board members giving product advice is complete nonsense
“Board members giving product advice.”
Michael Eisenberg Jun 19, 2024 ▶ 58:17 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Opinion
Eisenberg Praises Tech Leaders For Forceful Condemnation Of Hamas
“Of the tech leadership, of Satya Nadella, of Sundar at Google, of Zuck, has been astounding, and it's been correct and forceful in condemning, ah, the animalistic barbarian behavior of Hamas and the terror that they've wrought.”
Michael Eisenberg Oct 12, 2023 ▶ 25:12 Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
Opinion
Eisenberg calls Perplexity his favorite app on his phone
“Perplexity is my favorite app. It's on the home screen of my phone”
Michael Eisenberg Jun 19, 2024 ▶ 5:41 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Opinion
Eisenberg: Lemonade proved insurance is fundamentally a technology business
“So no one invested in insurance before and called it a tech investment, but lemonade has proven that insurance is really technology at the end of the day.”
Michael Eisenberg Feb 8, 2021 ▶ 14:10 20VC: Aleph's Michael Eisenberg on Why Generalists Over Specialists, Why Boutique Smaller Firms Over Multi-Stage Firms, Portfolio Construction Theory, Capital Concentration Limits and How To Think Through Reserve Allocations with Market Cycles in Mind?
Opinion
Benchmark's Bruce Dunleavy is the biggest gentleman in venture capital
“The guy is the biggest gentleman and mensch in this business by a long shot, and has unbelievable wisdom.”
Michael Eisenberg Feb 8, 2021 ▶ 28:09 20VC: Aleph's Michael Eisenberg on Why Generalists Over Specialists, Why Boutique Smaller Firms Over Multi-Stage Firms, Portfolio Construction Theory, Capital Concentration Limits and How To Think Through Reserve Allocations with Market Cycles in Mind?
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