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 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
Monk: Permanent allocator monopolies remove organizational survival pressure to innovate
“Most of these organizations have monopolies over the asset base, which means Stanford management company isn't going away. CalPERS isn't going away, but the people in those organizations can be fired. And so you as an employee of these organizations, and I'm n…”
Ashby Monk May 24, 2021 ▶ 21:42 Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
Assertion Not checkable as stated
Quintini: AWS and distribution made starting startups 10x cheaper
“And venture going through a big transformation on the other side of the house and this transformation of seed and product market fit changing, right? The 10 X cheaper to start with AWS, global distribution channels, et cetera. And all of a sudden the instituti…”
Renata Quintini Mar 21, 2022 ▶ 8:15 Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
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