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 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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

Prediction Open · timeframe Feb 2027
Wolfe: The Sahel and Maghreb Will Become Europe's Next Afghanistan
“I believe that that will be the next Afghanistan, particularly for Europe. I think that you will have Mali pulling France in. You will have Belgium being pulled in, you will have the UK and other EU countries adjacently being pulled in, the US being pulled in,…”
Josh Wolfe Feb 21, 2022 ▶ 1:04:02 Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
Prediction Open · timeframe Dec 2030
Wolfe: At least 50% of subscale VC funds will go out of business
“The long tail of funds that are subscale, I have predicted that you would see a 50% involuntary exit or extinction rate, that they would go out of business, and why? Because they're under-reserved, they've over-invested, they have too many portfolio companies,…”
Josh Wolfe Dec 8, 2025 ▶ 7:42 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Prediction Open · timeframe Dec 2030
Wolfe: General Atlantic, General Catalyst, and a16z will go public
“And I believe that at least General Atlantic, General Catalyst, Andreessen, maybe Insight, maybe Lightspeed, go public.”
Josh Wolfe Dec 8, 2025 ▶ 8:48 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Prediction Open · timeframe Dec 2030
Wolfe: 50% of AI Inference Will Run Locally On-Device
“I'm of the belief that 50% of your inference and your queries will be on device. They will not be on device going to the cloud. They will be on device. Locally hosted on models that are either etched into the silicon or using flash memory.”
Josh Wolfe Dec 8, 2025 ▶ 38:41 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
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