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 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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

Prediction Open · timeframe Jun 2029
Eisenberg: Financial reality dictates most AI foundation model companies will fail
“I don't buy that five, six, seven, eight, nine, 10 of these are going to work. It's just not true. Financially, it's not true.”
Michael Eisenberg Jun 19, 2024 ▶ 6:24 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Prediction Open · timeframe Jun 2029
Eisenberg: Only one or two foundation model startups will prove profitable
“There is, there are one or two companies. In there that will make their venture investors a lot of money and the rest of them will cost their LPs and GPs a lot of money.”
Michael Eisenberg Jun 19, 2024 ▶ 8:52 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Prediction Open · timeframe Jun 2027
Eisenberg: A generation of ZERP-era venture funds will die
“A whole good generation of people grow up during ZERP. And, you know, now reality is biting. And so, yeah, of course.”
Michael Eisenberg Jun 19, 2024 ▶ 46:50 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.