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
Fred Wilson: Crypto unifies being a product user and investor
“I reject that idea, and I think what's powerful about crypto is that they're the same thing, that using and investing are the same thing that they, and you don't have to be a user to be an investor, and you don't have to be an investor to be a user, but if you…”
Wilson: Porting offline models online was an early internet investing mistake
“When we first started investing in the internet in 94, 95, 96, what we were doing was dumb. We were just basically investing in things that had existed in the offline world that were getting moved onto the internet. Like, ok, so let's, let's invest in a, Let's…”
Fred Wilson: Internet tech is the primary 100-year technological revolution of this century
“Many of them last for kind of a century, right? Like automotive, or more broadly speaking, industrial or manufacturing based businesses were kind of the technological revolution of the 20th century, and even though internet and tech kind of emerged very powerf…”
Fred Wilson: Business model shifts disrupt incumbents by making strengths weaknesses
“Everything changes when you change the business model. It's like all of a sudden, you know, your strengths become your weaknesses and that's what allows A lot of new entrants to come in.”
Fred Wilson: YouTube succeeded due to broadband tipping and social sharing
“I think the two big moves that That made YouTube successful, whereas all the people who tried YouTube before YouTube were broadband, that's like, 80 to 90% of it, and also social sharing.”
Wilson: Enterprise software markets are not winner-take-all like consumer
“They're also not winner take all markets, right? So the, it probably still a power law distribution in the outcomes, but maybe it's not as severe. Maybe it's not, maybe the winner's not 10 times bigger than number two, who's then 10 times bigger than number th…”