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 5 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

Insight
Boyle: Aerospace and defense startups consolidate finite talent into early holding companies
“These companies usually become holding companies pretty quickly and attract all of the talent. There's finite talent around things like aerospace. There's finite talent around things like defense. So you don't see as many competitors. And as I said, they are h…”
Katherine Boyle Jun 6, 2022 ▶ 12:56 American Dynamism (with Katherine Boyle) · Acquired
Insight
Boyle: Silicon Valley is positive-sum, while Washington D.C. is zero-sum
“Silicon Valley is the most peculiar place in the world, because it's the only place where incentives are aligned with that sort of positive sum mentality. Whereas in places like DC, no one ever turns down talking to the press because it's information trading. …”
Katherine Boyle Jun 6, 2022 ▶ 32:19 American Dynamism (with Katherine Boyle) · Acquired
Insight
Boyle: Venture capitalists and journalists both hunt fringe internet shifts
“The sort of similarity of what I saw in my colleagues and what I did is it's like trying to get at the forefront of cultural shifts, even if you don't know what they mean, just trying to see, okay, are these like these weird movements that are happening in soc…”
Katherine Boyle Jun 6, 2022 ▶ 36:53 American Dynamism (with Katherine Boyle) · Acquired
Insight
Boyle: Individual journalists are more powerful than legacy media institutions
“The kind of biggest trend in media, and I can talk about another one of our investments, Substack, which I think has sort of benefited from this trend, is that people are now brands. They are identities. And the individual journalist is ultimately more powerfu…”
Katherine Boyle Jun 6, 2022 ▶ 39:29 American Dynamism (with Katherine Boyle) · Acquired
Insight
Boyle: Physical-world startups have a deeper J-curve and struggle at Series A
“And I think these companies are just harder to build. As we like to say, like these companies go deeper down the J curve. They often don't look that good at series A.”
Katherine Boyle Jun 6, 2022 ▶ 11:54 American Dynamism (with Katherine Boyle) · Acquired
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