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.

2statements match

1resolved → 0open claims → 0supported → 0contradicted →

why aren't all 2 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

Chamath: Mega-Scale Investment Firms Must Maximize Fees Over Carried Interest

“But if you really want to get to mega scale and run hundreds of billions of dollars and make it a business, you have to over-orient and over-index on fees and not really focus that much on carried interest.”

Chamath Palihapitiya Dec 7, 2020 ▶ 10:05 Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)

Assertion Partly supported

Sullivan: Yale was an early backer of Sequoia, Kleiner Perkins, and Mayfield

“Yale was already an investor with some of the preeminent firms in Silicon Valley and Boston. Sequoia, Kleiner, Perkins, Mayfield, people like that.”

Tim Sullivan Jul 14, 2025 ▶ 8:26 Tim Sullivan – Yale's Private Portfolio (EP.456)

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The Ledger

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