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.
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Boland: Cumulative UK tax increases are 'shooting ourselves in the foot'
“Yeah, the principles have been, remove non-DOM status, change inheritance tax rules, you know, change capital gain tax, put fees on private schools, and then assume that everybody's going to be happy to stay, really. I mean, yeah, that, that, I just think that…”
Stan Boland: UK EIS and VCT fund managers are low quality
“Because the quality of investment managers is quite low and because they feel they've done a good job if they get anywhere close to just returning capital.”
Boland: UK should redirect $7.5B R&D subsidy budget into active venture capital
“In my view, it would be much, much, much better to take that same amount of money and put it into funder funds and put it into active venture.”
Boland: AI agents and APIs will outperform consumer chat models
“It's not obvious to me that the consumer chat interface is the winning interface, really. It seems to me that the API interface and the application calling agent calling might be a bigger interface, so I'd probably put the money elsewhere.”
Stan Boland: Direct government startup investments are an absolute disaster
“It'd be an absolute disaster for government to be making direct investments in companies, I think, because there's no way they can do it, I think, successfully.”
Stan Boland: UK EIS and VCT funds are largely ineffective
“Yeah, I think a lot of these EIS funds are not very effective and VCT funds are not very effective.”
Stan Boland: UK tax system propels zombie companies
“And I think there's a lot wrong, actually, with the UK tax system that is maintaining too many zombies, I think, in the UK.”
Stan Boland: Rolls-Royce stock surge is just beginning due to defense demand
“Probably Rolls-Royce, actually because I do think defense is gonna be a big kicker in terms of demand so the air engine business and the, I mean, it's actually gone like a rocket this year anyway, that stock, I mean, it's gone like three X this year but I actu…”