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 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Palihapitiya: Reddit mods and users are the most unqualified retail buyer pool
“A more unqualified retail buyer pool does not exist in the Reddit mods, except maybe the Reddit participants themselves.”
Loeb: Solely valuation-based shorting is risky due to retail squeezes
“I think one thing that we've avoided is kind of evaluation, a solely valuation based approach. There's a, I've just seen I've seen too many people get run over by shorts that have dumb valuations, but they get captured on, you know, Reddit or one of these othe…”
Calacanis: Reddit, Quora, and Stack Overflow will be acquired for AI data
“Reddit, Quora, Stack Overflow, they're gonna just get taken out.”
Friedberg: Reddit is worth $2B to $3B in a best-case scenario
“I mean, you could argue it's probably worth in the best, best case in the two to three billion dollar kind of valuation range.”
Calacanis: Training data owners will be 2024's biggest business winners
“I am gonna go with, for my biggest winner in twenty-twenty-four, training data owners like the New York Times, Reddit, X, Twitter, YouTube, et cetera.”
Chamath Palihapitiya predicts internet value will shift to creators and moderators
“I think in this current version of the internet, The value is going to go and again, further, further, further erode away from the centralized apps and more towards the individual people, or in this case, these hubbid spokes, these mods, and not to the central…”
David Friedberg says user-generated networks gain no structural value from third-party apps
“That works well in some contexts, like an Apple app store context, but in the context where there is a network unto itself, like Facebook, Twitter, and Reddit, meaning that there is already a user network that is generating value in the form of the content tha…”
David Friedberg predicts the Reddit revolt will chill social network venture investing
“So I think it'll, it'll have a lasting effect in terms of investing in social network or social media type businesses where the users are generating so much of the value and have the ability to kind of communicate with one another and control Where value ultim…”
Sacks: Twitter's plane-tracking ban will prove futile
“I think this policy with regard to planes specifically is going to be futile. It's going to be at best harm reduction because as long as there's many ways to publish this information on Reddit, it's on Facebook.”
Chamath: Section 230 claims are harder to bring against Reddit
“I think it's very hard to pin a section two 30 claim on Reddit as easy as it is YouTube, Facebook, and Twitter.”
Williamson: Reddit succeeds by serving people lacking local niche discussion communities
“Reddit is a website filled with people who couldn't find others to have that discussion with in their hometown.”
Palihapitiya: Average small website will earn only hundreds from AI licensing
“What Google will be able to pay you will probably be pretty de minimisly small if you're small right now. So, you know, to your point, if the upper bound is sixty million for Reddit, then the average website is going to get a few hundred bucks”