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 3 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
Laffont: Regulatory blocks on tech M&A diminish startup valuations
“One of the byproducts of constraining big companies from buying small companies is it hurts small companies. First of all, it makes them less valuable because if an investor you think that big companies can't buy small companies anymore, you may adjust what yo…”
Thomas Laffont Sep 26, 2024 ▶ 4:21 Thomas Laffont | All-In Summit 2024
Insight
Laffont: Active public stock picking has been a terrible business
“Being an active investor in the public market over 20 years has been a really bad business. We are fighting the machines, first of all, right? So Ken Griffin, Citadel, Renaissance, you know, all of these, you know, quants and algorithms, and that's number one.…”
Thomas Laffont Sep 26, 2024 ▶ 33:47 Thomas Laffont | All-In Summit 2024
Insight
Lafont: Democracies self-correct while dictatorships double down, keeping America great
“Democracy self-correct and dictatorships double down and to watch in real time, a country of our scale and a democracy, you know, decide to make a change. I think that's why we've been great for, you know, 250 plus years and will remain great.”
Thomas Laffont Jan 25, 2025 ▶ 6:42 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
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