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
Wagner: Wing Avoids Investing in High-Priced LLM Development Shops
“Where we haven't been investing is the super capital intensive very, very high priced you know, sort of LLM development shops or other, you know, other sorts of similar projects.”
Wagner: Wing invested $7M in Pinecone's seed at $35M post-money
“We invested seven million dollars at 35 post, right? Like, oh, 35 post for a company with, like, no revenue and no customers and blah, blah, blah. That's what we did.”
Wagner: My biggest cleantech contribution at Accel was avoiding bad deals
“Like, I devoted a substantial amount of my time to cleantech at one point you know, just because, and this was in like, 2006, 2007, 2008. And it was because, you know, no one else at the firm was spending any time on it, you know, I sort of felt like it was an…”
Wagner: Overoptimism about internet safety led to a bad AI investment
“The willingness to spend was really actually concentrated, and at least now in a relatively small number of businesses, and I think the mistake was, like, I really wanted it to be true, like, and maybe, you know, because I would just love for the internet to b…”