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
Khosla: Industry Experts Are Only Experts in a Past World
“I would say experts are experts in a previous version of the world, Not the world you're trying to create.”
Khosla: Accept 90% Failure Risk for 10% Chance of World Impact
“To me, if there's a 90% chance of failure, and there's a 10% chance of changing the world, that's a pretty good deal. So go for the 10%. Don't be scared by the 90%.”
Khosla: Mission-Driven Founders Generate Higher Returns Than Cash-Motivated Ones
“So I do think mission oriented founders make for much better companies, much bigger companies. And much higher returns, even if they go through ups and downs.”
Khosla: Clean energy tech should not receive subsidies past 5% market share
“Early subsidies help get technologies developed when they're subscale, but by the time they're five percent of market, they really shouldn't need subsidies at all.”
Khosla: Company Building Must Precede Financial Returns in Venture Capital
“Our firm and I am much more focused on how do you build company, not on returns. And if we build a big, successful company, then the returns take care of itself. So returns come second, building something of significance comes first.”
Khosla: Small Strategic Adjustments Can Boost Trajectory by Hundreds of Percent
“From my point of view, a few small nudges left or right can change the trajectory of a company by hundreds of percent.”
Khosla: Safe companies with good returns do not yield large businesses
“It's perfectly reasonable to go build reliable, safe companies That have good financial returns, but that's not building a large business.”
Khosla: Doctors will provide empathy while AI handles medical research analysis
“You can't expect your oncologist to be caring, talking about your cancer, and have read the 5000 most recent articles, ah, on your cancer. They can't keep that knowledge in their head, so that's the kind of partnership that'll be possible.”
Khosla: US fusion transition requires retrofitting 5,000 boilers, not building new plants
“If you take every coal plant in the country and it's boiler, the coal boiler or the natural gas boiler is replaced every five to 10 years. They deteriorate pretty quickly. If you could replace it with a fusion boiler, you wouldn't have to build 5000 new power …”