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 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
Raboy: No other active VC can invest on just a keynote deck
“If I meet a founder and there's a keynote deck, there's no product, there's no metrics, that's my sweet spot. Because I also know nobody else in venture is good at that. Nobody else is still active in venture.”
Rabois: Apple missed the AI wave but thrives through vertical integration
“The performance is absolutely miserable on the most important technology through the last 70 years, but the company is still alive and still worth trillions of dollars because it's vertically integrated.”
Raboy: Apple faces structural disadvantages in consumer AI over next five years
“There are advantages Apple has in AI. But there's some significant organizational structural disadvantages, and that's the field that people are going to be competing on for the next five years from a consumer perspective, and they're playing on a field where …”