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
Sam Lessin: SoftBank is probably the worst investor in history
“Probably the worst investors in history. We've lost so much money in valuable companies because of SoftBank.”
Sam Lessin: Seed investors must sell the second SoftBank buys in
“One of my number one rules of seed investing is that the second SoftBank buys, you must sell. I've learned this the hard way several times.”
Jessica Lessin: Mega AI investors act like fee-collecting Vision Fund clones
“These financial institutions are really Playing a business of collecting assets and collecting fees, and we'll find out how the returns look, but we've seen this show before with the Vision Fund, like things and other things, and we're still in that moment in …”
Sam Lessin: SoftBank destroys good companies by overfunding them
“I have a long list of grievances against SoftBank destroying otherwise good companies by overfunding them.”
Sam Lessin: SoftBank is the worst investor ever and Masa Son is crazy
“The funny thing is I got a lot of notes from, I made some like snarky comments about how soft bank is like the worst investor ever. And Moss is crazy.”
SoftBank Will Drive One-Third of OpenAI's Revenue Growth This Year
“The information had an important story last week, which was inside OpenAI's revenue forecasts, and the biggest revelation is that SoftBank is expected to contribute a third of their revenue growth this year by paying them for their product.”