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 10 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
Lonsdale: Cutting bottom 20% to 30% of staff boosts company productivity
“We're seeing a lot of our companies, productivity is going up when you actually cut the bottom 20%, bottom 30%.”
Lonsdale: Apps and services layer companies are safer than infrastructure
“This tends to happen in every cycle where the infrastructure gets overdone at some point. So that, but I think this, well, this is again, speaking to our book is I think some of the apps and services layer companies are a lot safer when that happens”
Lonsdale: Application layer companies are safer than overbuilt infrastructure in tech cycles
“This tends to happen in every cycle where the infrastructure gets overdone at some point. So that, but I think this is, again, speaking to our book, is I think some of the apps and services layer companies are a lot safer when that happens, but I don't know.”
Lonsdale: 8VC Application Startups Regularly Swap Underlying AI Models
“A lot of our level five companies, whether they're doing healthcare billing or work, logistics workflows, or gosh, there's a whole lot of lists of them we can go through. Like they're using whatever models are best at the time, but they're swapping between mod…”
Moskovich: Paid industry experts frequently mislead investors on research calls
“You know, we have a weird version of this in investing, where our research is called expert calls, And we run into this all the time, where you're talking to this expert who's actually being paid money to teach you something about a product or an industry, and…”
Moskovich: AI combines survey scale with qualitative interview fidelity
“In this case, you either had large scale surveys, which were low fidelity, or manual interviews, which were lower scale, but higher fidelity. And now that you can have computers talk to people, you can have
The scale of the survey with the fidelity of the manu…”
Lonsdale: 8VC Focuses Most AI Investing on End-User Applications
“Obviously we have some bets in different parts of the stack. I'd say we're probably Most focus on level five.”
Lonsdale: Roughly 200 institutional LPs invested in 8VC Fund V
“I had like, 200 different LPs giving me the money, so you think, I guess I'm not that controversial amongst the institutions, but I am amongst the media people.”
Gimenez: Resilience Bio raised $800M in five months
“We were able to basically put together eight hundred million dollars in the span of like, what, five months.”
Lonsdale: People have built conversational AI models that mimic me
“Someone has built these models in me. Have you seen these things? It's really weird, and they send them to me, And it's them having a conversation with me, and it's, like, kind of annoying to listen to yourself already, but it's even more annoying if it's, lik…”