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.

clear all ✕

why aren't all 4 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

Opinion
Thiel: The financial bubble is in government bonds, not tech
“My candidate for where the bubble is today is it's the government printing money, it's the government bonds it's minus two percent real interest rates, and so the things that are bubble-like are the things that are most like government bonds. So that's corpora…”
Peter Thiel Jan 2, 2019 ▶ 36:01 a16z Podcast | The (Definite) Optimism of Peter Thiel
Opinion
Thiel: Legacy tech giants like Microsoft and Oracle bet against innovation
“There's a whole set of companies in the Nasdaq 100 that are actually bets against technological innovation. So Microsoft is a bet that there will never be anything like Linux. It's a bet that there will be that the operating system won't shift to mobile platfo…”
Peter Thiel Jan 2, 2019 ▶ 38:03 a16z Podcast | The (Definite) Optimism of Peter Thiel
Opinion
Thiel: Most tech M&A deals fail due to lack of synergies
“I think most tech M&A deals don't make sense because most of the time there's no, there are no synergies.”
Peter Thiel Jan 2, 2019 ▶ 21:18 a16z Podcast | The (Definite) Optimism of Peter Thiel
Opinion
Thiel: Modern Tech Frenzy Is Nothing Compared to March 2000
“I don't think we are, but I think compared it's nothing compared to what it was at that time.”
Peter Thiel Jan 2, 2019 ▶ 6:01 a16z Podcast | The (Definite) Optimism of Peter Thiel
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