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 5 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
Morgan: Relying on secondaries will reduce overall VC industry returns
“It's going to cut off the long tail. And if you look at the Ubers and the Roblox's and so on, it's that long tail where you make the giant returns. And so if you keep squashing it down, then the overall industry returns are going to, are, there's no question t…”
Uber and Meta Cap Employee AI Coding Spending at 1500 Monthly
“Uber famously just put a 1500 dollar per employee cap on vibe coding per month. Meta's been reported to do the same.”
Benton: Cheap Money Made Power-Law Venture Investing Relatively Easy
“Money was so cheap that power law investing was relatively easy to do. Right. Make 20 bets, and if one becomes a unicorn, it lifts, it's the rising tide, you know, and if you were lucky enough to be an Uber or Tesla or Facebook or whomever, right, at the right…”