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 6 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
Andreessen: Backtests suggest VC firms should hold winning public stocks in perpetuity
“You know, there is a theory afoot, and Sequoia is pursuing it that basically the venture firms and the RLPs have left enormous amounts of money on the table by distributing too soon. And that, you know, the best strategy over, over, if you backtest over 50 yea…”
Wu: Freezing AI models today leaves a decade of product progress
“I think you could freeze all the capabilities today and have no new models and no new research come out and there would still be like a whole decade of product progress to make.”
Handmer: Absence of German solar subsidies would have only delayed adoption 1-2 years
“In the kind of fact, Germany didn't do it, right? Well, Spain still did it a little bit, and Australia did it a little bit. You know, maybe it would have delayed things by a year or two. Yeah. But like, as soon as, say, China started to do it at scale, they wo…”
Ricks: Tirzepatide would be universally reimbursed if introduced in 1972
“If the first medicine we had to treat metabolic conditions was terzepatide in 1972, I have no doubt it would be reimbursed everywhere and broadly used in the system.”