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 7 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
Lessin: Startups take strategic and hedge fund money when real VCs pass
“Then you have a bunch of strategics and family offices because no smart people would invest in this, right? Like that's like how you end up with strategics and like hedge funds is when like the serious venture people are like, absolutely not.”
Morin: Apple-style product launches cannot work in the social media era
“You can't do Apple style launches in the social media era.”
Lessin: Current generation of AI hardware startups will go to zero
“This whole generation is going to get wiped out. Everyone's going to zero. Dave, you're losing money. I'm losing money by proxy sucks, whatever.”
Lessin: Humane was the most predictable startup failure imaginable
“It was the most predictable startup failure you could imagine.”
Morin: Humane's ex-Apple team is arguably tech's most valuable talent pool
“One of the things that they have done is they've recruited an enormously talented team of many, many, many, many, many ex Apple people, probably arguably one of the most valuable teams out there right now.”