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
Ferrari: Zero-to-one startup success depends on luck, not talent or work ethic
“We saw almost no correlation between the teams we considered more talented and more hardworking and those who came out on top, and so we concluded probably, I mean, it's not a huge sample, but probably to go from zero to one, Luck plays a huge role. There are …”
Luca Ferrari Nov 4, 2025 ▶ 14:01 The Playbook on Buying and Running Companies Forever · Invest Like The Best
Assertion Not checkable as stated
Ferrari: Bending Spoons was seeded with €40k leftover from failed startup Evertail
“We had about 40,000 euros left. The, that money belonged to the VC because of liquidation preferences, but it was too little for the size of that fund, and they told us, look, it's just too much hassle and legal cost for us to go through this administrative pr…”
Luca Ferrari Nov 4, 2025 ▶ 7:53 The Playbook on Buying and Running Companies Forever · Invest Like The Best
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