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 6 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
Brian Singerman says fantasy and betting ecosystems put the NFL ahead
“Fantasy does not really work well for other sports, and it works so well perfectly for football that it just gets people entertained and jazzed about the NFL who even otherwise wouldn't care about watching it, right? And I do think that, you know, the betting …”
Brian Singerman says esports business models only work for game publishers
“And that's why a lot of these esports things are pretty challenging other than for the game developers themselves, because they can sell a lot of copies of their games because parents buy kids games, right? But any other model in terms of the esports portion o…”
Brian Singerman says headsets need multi-user presence to be transformative
“For this to truly be transformative, it will have to start working in a way where you're either interacting with multiple people over a network who are wearing one, or even next to you and you're just watching different movies”
Brian Singerman says VC fundamentals don't change because few companies matter
“What we see though is no matter what the era, there's just very few companies that matter. And this is what all venture capitalists kind of have to try and figure out and make sure they see, pick and get into the very few companies that matter.”
Brian Singerman says founders are moving past the AI company label
“For a while, I think the pendulum was already being on the shift, but for a while, it was close to 100% Of companies would say AI or LLM by, you know, minute two of the pitch or page one of the deck. And I think that that's changed. It's now just you know, a t…”
Brian Singerman says early pitches were mostly social, local, and mobile
“It's not a category. I mean, I, I've said this stat a couple of times, but you know, when I first started doing venture capital, everything was social, local, mobile. It was like over 60% of the companies that I looked at, yeah, looked at in the first year wer…”