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 16 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
Cyan Bannister: The US is currently at war with China
“We are at war with China, whether we like to admit it or not, in my opinion, and so this is very strategic.”
Banister: Long Journey secures seed deals at $5M to $10M post-money
“I'm getting deals anywhere from like five to 10 posts while all of my peers are playing in the 20 to 30 range.”
Bannister: California bans insurers from using forward-looking weather models for pricing
“So you're not allowed to use a weather model To price in, you know, your decision making for insurance in the state.”
Bannister: 2025 leaks will reveal government coerced Zuckerberg into censoring Meta
“And after January, we're going to find out some interesting stuff and we'll get to the bottom of, you know, how did the government pressure him to censor things? And I think he's getting in front of that because it is going to come out. And I think that is a h…”
Bannister: Tesla should acquire Uber if it enters the robotaxi market
“If they enter the robo taxi market, I actually think they should buy Uber.”
Bannister: Autonomous vehicles will be largest robotics breakout in history
“This is going to be the largest breakout in robotics we've ever seen if Waymo's any indicator.”
Bannister: AI will cause a product explosion, making seed investing harder
“I actually think we're going to see a Cambrian explosion of creativity and development of different things. And some of them are going to be stupid ideas and some of them are going to be great, but I think it's going to make our job, especially at the seed sta…”
Banister: Promoting homeownership is flawed as it pushes buyers into debt
“Selling the American dream of home ownership I actually think is flawed. In many ways. We're putting people into debt, and for things they can't afford, and they get screwed”
Banister: US lost an 8-to-10-year advantage to China in education
“We have a gap of about eight to 10 years where we lost that advantage.”
Bannister: I am skipping AI app hype to invest in lithography
“I tend to set out a lot of hype cycles, so I invested in power and compute, lithography, kind of all of the things that are going to be underneath all of this, and so I'm not sure how much of it I'm going to participate in until it starts to get to a steady st…”
Cyan Bannister claims China operates and controls both ends of Panama Canal
“If you look at the Panama Canal, I believe either end is operated and controlled by China.”
Bannister: Extraterrestrials or an advanced ancient civilization may have visited Earth
“I do think there is a possibility that there was a more advanced civilization here or we were visited”
Cyan Banister: Maximum venture returns occur before a category is defined
“Getting in early is where all the alpha is. You know, before the thing is defined as a category.”
Cyan Banister: Shein and Temu prices have increased by 27%
“If you look at Sheehan and Timo before this podcast, I went and looked up that their prices are up by 27% or something like that, and so when you used to be able to get a garment for 18 dollars, you're now paying 37 dollars, and Zara is like 75 for an equivale…”