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 11 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
Eisenberg predicts more private equity software investments will see Pluralsight-style zeroes
“I'm not concerned. I'm certain. It's happening.”
Eisenberg: Aleph raised an insane amount of foreign capital post-October 7
“We've raised an incredible amount of foreign money into our company since October seventh, an insane amount of money. It's wide open for business right now. Investors are on the ground every day.”
Eisenberg Predicts Venture Investment In Israel Will Surge Due To Resilience
“If you ask me what comes next in the next chapter of the State of Israel, I think I do know, and the Israeli tech community, and that is much more investment is going to flow here because people want to invest in resilient societies in the 21st century, as it'…”
Eisenberg: Venture Capital Performance Declines as Investors Age
“You know, I don't ignore the data which says as you get older in this business, you don't do as well”
Eisenberg: Mellanox technology is the backbone for NVIDIA's AI scaling
“Yael Waldman's company Mellanox was purchased by NVIDIA, and that's really the backbone that enables NVIDIA to scale for AI.”
Eisenberg: All major US sports leagues spoke out on October 7, FIFA didn't
“You'll notice, by the way, that all of the major sports leagues in America spoke up against this, but FIFA didn't, and that's where the World Cup was last time in Qatar.”
Michael Eisenberg lost his cousin in the October 7th attack in Kfar Aza
“Unfortunately, as you know, Harry, I lost a cousin of mine in battle on the first day when he went in to protect the town called Kfar Aza which is a border town where tens of people were massacred, and he was literally the first, ah, jeep in, and he was unfort…”
Eisenberg: Over 100 Americans, Europeans, and Israelis are held hostage by Hamas
“If I could just jump in, Harry, also, it's important to know that there's well over a hundred Americans, Europeans, and Israelis in Hamas captivity. They were kidnapped from the music festival, and they're still being held hostage by ISIS, Hamas.”
Michael Eisenberg: Founders take significantly more capital via secondary sales today
“One of these is different between now and 20 plus years ago in particular is there's a lot more secondary going on, which means that founders are taking capital off the table in a lot of these rounds. And it's hard to know how they react. You know, if the goin…”
Eisenberg: Post-1999 Tech Crash Occurred in Two Phases Including Fiber Optics
“People forget that there were two phases to the bubble coming undone. There was the.com, which has become famous because of the pets.com commercial, right? So that's what we all think.com.com. But there was a second one in fiber optic communications, which was…”