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 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 8 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
Chris Lyons: A single-person startup will build a billion-dollar business using AI
“One of our theses is that at 1.1 person will be able to build a billion dollar business with the tools that are available right now, you know.”
Horowitz: Andreessen Horowitz will never expand into private equity
“So there, there's nothing about what they do that would make them good at what we do. And there's nothing about what we do that would make us good at what they do. So like, I think, you know, we'll never get into that realm.”
Bornstein: AI developer tools will increase, not shrink, software engineering headcount
“I think the best way to think about this is simply that we're going to have more developers. I think it's very unlikely that like we're going to shrink development teams because we have amazing new tools. Like that's just kind of not how these markets have wor…”
Ben Horowitz: a16z will not back third-party regional affiliate funds
“We're not raising money for somebody who's not part of our firm, our culture, our mission, and having them go run a play. That, that, that's just not us.”
George: Only 5% of public software companies forecast over 25% growth
“Something like five percent of software and internet public companies are forecasting 25% plus next 12 months growth. So, 95% of the public market universe in software and internet is growing less than 25%.”
Horowitz: Andreessen Horowitz's presence in D.C. is permanent
“And that means having an office in DC. It means having, you know, dedicated people and so forth. And, you know, yeah, that's never gonna change.”
Bootstrapped family business RockAuto entered the top 10 of 2023 Marketplace 100
“We had six newcomers in the top 20 this year, and we had one newcomer actually in the top 10, which is called Rock Auto. It's a bootstrapped Family business around selling car parts, which is so exciting to see.”
Instacart Launched by Fulfilling Orders Without Formal Grocer Partnerships
“And the modern example of this, of course, is is one of our portfolio companies, Instacart, where You know, today the company has awesome deep relationships with the nation's top grocers. But when the company first started they built an app. They had an amazin…”