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 9 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
Safe and calm entrepreneurs rarely profoundly change the world
“Because if you're in that meeting, and the entrepreneur makes you feel safe and calm, and, ah, you know, kind of, ah, very much in the linear mindset, ah, they're not likely to, you know, profoundly change the world.”
Investors should follow top founders rather than set sector theses
“We had to actually follow, in many ways, follow the instincts of the best people of their generation, because they're chasing the things that have the highest rate of change, that are at the intersection of a collision of different sectors and segments”
OpenCore monetization fails on developer tools
“Doing open core on a developer tool is not going to get you very far.”
Premature open source monetization invites competition
“If you try and monetize and constrain adoption, you're just gonna open the door for another company to come in and compete with you”
Machine learning is a 'game of kings' favoring big tech
“And machine learning is the game of kings.”
Open source licenses cannot protect startups from Amazon's cloud competition
“Unless there's something proprietary in the open source, which by definition it's sort of already out there and open I think it's very difficult for a license to protect you from Amazon coming up with good enough in a competing service.”
Great entrepreneurs prefer dealing directly with senior VC partners
“The premise of Benchmark was that the great entrepreneurs don't want to talk to that junior associate. They want to talk to the decision-making senior partner.”