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 632 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
Mavrookas: Saronic's Port Alpha will support ships up to 1,200 feet
“We will certainly, so Port Alpha will initially support 850 foot ships, and we'll expand up to be able to support 1200 foot ships.”
Beck: Neutron uses nine first-stage engines because one matches landing thrust
“The upper stage engine produces a certain amount of thrust, and you have to, you know, manage that thrust for the acceleration of the upper stage. It just so happens that coincidentally is the ideal amount of thrust to land a rocket. So, you know, you need one…”
Beck: A 24-hour turnaround constraint forced Rocket Lab's Hungry Hippo fairing
“I said, look guys, we need to be able to turn this vehicle in 24 hours, which is, I'll admit, is a stupid constraint, but what that constraint did is it drove a whole bunch of really, really important design decisions like, you know, propellants, engine lights…”
Lamm: Colossal open-sources all of its technology for free for conservation
“And then lastly, we open source all of our technologies for conservation. So anybody can use any of our technologies for free for conservation.”
Colossal Biosciences targets thousands of multiplex gene edits simultaneously
“We're now pushing a new construct that we've designed and a new delivery mechanism that we think we can be doing thousands of edits at once.”
Lamm: Colossal will not work on humans or non-human primates
“So, so we won't work on humans here because we've been asked the Neanderthal question. And so non-human primates in over, we won't work on, right? Giant epithecus would be amazing to see, but we're not going to do that.”
Palo Alto Networks Can Deploy Zero-Day Patches Within Four Hours
“So this morning, actually, as part of Black Hat, we launched a capability Which allows us to deliver patches in four hours and deploy them to every one of our customers, which is huge from 55 days to four hours.”
AppLovin operates with almost no product managers, relying entirely on engineers
“One of the cultural philosophies we had is almost no product management and have engineers that are competent enough about business problems to just write their own architecture, write their own product to solve business problems that maybe not even a business…”
AppLovin strictly holds engineers accountable for any AI-generated code decisions
“You can use AI however you want.
But in the end of the day, you as a human is held accountable for every decision that your AI made for you.
So it is absolutely not acceptable when I come to an engineer and say, hey, why you did, why you implemented this syste…”
Gio: AppLovin is developing fully automated AI ad creative generation
“We have to create a tool that can fully automate everything. The other choice is you just create a tool that allows advertisers to interact with, to allow them to collaborate with the AI tool to create their own content. So right now we see that the second typ…”
Monroe-Anderson: Neros sized its facility to eventually build 1M drones annually
“Really we sized this facility to be able to do a million drones a year eventually.”
Neros Intends to Deploy Bandit Interceptors to Ukraine Before Year-End
“We intend to be deploying Bandit in Ukraine before the end of the year.”
Lopez: Base Power acts as a retail energy provider without requiring batteries
“So outside of batteries, and we offer this without a battery, you can sign up for our service and we sell you power. So if you use, you know, a thousand kilowatt hours in the month, we sell you a thousand kilowatt hours and that's what we bill you for. And on …”
Fox: Lawn care chains use Lovable and Cursor to build on AssemblyAI
“We saw this, like, small business, like, lawn care chain sign up, and, you know, we're like, what do they do with the API? And a lot of these small businesses are automating parts of their back office using Lovable, or Cloud Code, or Cursor, or whatever, Repli…”
Liang: SambaNova announces $1B Series F at an $11B valuation
“We're announcing the first close, our Series F is a one billion dollar raise at eleven billion valuation.”
Rodrigo Liang: SambaNova closes $1B round at $11B valuation
“We just did the first close of a billion dollar fund raise at an eleven billion valuation.”
Liang: SambaNova runs the largest models in full precision without quantizing
“We take the biggest models in the world and we run them in the original precision. We don't, you know, we don't quantize. We don't, you know, quantizing is, you know, you chop half the, you know, weights off. So, so we don't chop the model down. We just run or…”
Liang: SambaNova will not build proprietary cloud to compete with AWS
“Many of the chip companies have chosen to go build their own cloud. They compete with the AWSs of the world. We have chosen not to do that. What we decided that, you know, we want to do is focus our energy on creating technology that we can ship.”
Feldman: OpenAI Partnership Informs Cerebras's Chip Designs for Frontier AI
“One of the advantages of our relationship with open AI is we get to see exactly where the frontier is going and we get a chance to roll that into our designs.”
Banister: Protecting free speech is my number one investing cause
“A lot of what I do and what I invest in is For that purpose, which is I want to support free speech. Yeah, it's my number one cause.”
Mathew: Accel now regularly invests $500M to over $1B per company
“Our first growth fund was four hundred and eighty million when we first joined. It is not unusual for us to invest five hundred million dollars into a company, actually to invest over a billion dollars into a company.”
Coinbase Is Launching Tokenized Equities to Democratize Stock Access
“One of the big ones is tokenized equities. That's something we've been working on for a long time. So just like you know, stable coins got the tokenized money, you know, dollars. And it got democratized access for everybody. We're now doing that with stocks fo…”
Coinbase Built Infrastructure for AI Agents to Hold Financial Accounts
“We built out a lot of infrastructure for AI agents to actually get their own financial accounts and connect them into your own, you know, your Coinbase account.”
Coinbase Launches Native AI Advisor for Trading and Tax-Loss Harvesting
“So we launched this thing, Coinbase Advisor, it's built right into the Coinbase app, and you can talk to it in plain English, and it can do research, but it can also conduct trades, do tax loss harvesting strategies, like, it can do financial literacy or educa…”
Armstrong: Coinbase deploys Base app globally, focuses custodial business on 10 markets
“The Base app, which is our self-custodial wallet, has an easier time spreading, like, you can launch that in hundreds of countries around the world, because if you're not taking possession of customer funds, it's not treated as a regulated financial service bu…”
Coinbase Plans to Offer Tokenized and Traditional Equities for Trading
“From a Coinbase point of view, we're like, great, if that's what people want to trade, guess what? We have pre-IPO perps, right? We're gonna, you can get exposure to these things before they go live, and then once they're live and trading we're gonna have toke…”
Coinbase is Implementing Recursive AI Workflows to Draft and Review Code
“One of the next big things we're reaching for to get in place is, is recursive self-improvement, right? So we're actually using our apps to collect feedback from customers. Whether that's bugs, bugs they're encountering or even new feature requests. And we're …”
Pincus: Team warned him against writing about Elon Musk
“I have a book coauthor and a publisher and a chief of staff, and they all kept coming back to Mark. Don't go there. Elon's controversial, and you shouldn't just call him Elon.”
Pincus originally funded Napster because Sean Parker interned for him
“I put up all the original money for Napster because Sean Parker worked for me as an intern when he was 16.”
Harvey plans to open-source general AI and monetize private enterprise infrastructure
“We think of our strategy as we want to open source the general stuff and work with all of the providers to make these models as good as possible at general legal. And then we want to build infrastructure for these law firms and enterprises that help them own t…”
Zhao: Lightspeed media strategy targets pre-founders for future seed deals
“I think of really my role as building that massive wide net top of funnel into the Lightspeed community. How do we get people even when they're a college kid thinking about AI and tech? How do we get Stanford PhDs who might not have ever been exposed to, like,…”
Ding: Merge evaluates AI adoption as part of employee performance reviews
“Like, our whole team is really encouraged to do it, and if you don't do it does, it is a part of your performance.”
Tandon: Commure Uses General Catalyst's CVF to Fund GTM Expansion
“We've extensively used CBF, which is General Catalyst's non-dilutive customer value fund to fund our go-to-market expansion without needing to dilute shareholders.”
Khosrowshahi: Uber will integrate with OpenAI so AI agents can book rides
“We will work with an open AI so that an open AI agent can essentially get an Uber for you as well.”
Adcock: Figure Helix AI trained on under one million hours of data
“We've probably had in Helix, like the, like, in, like, kind of base, pre, and mid-training Helix models that we're working on now have maybe, like, maybe, like, a little under a million hours of total data. And then we also do from mid-training and pre-trainin…”
Adcock: Figure will ship humanoids onto its production line this year
“We're, we will be shipping robots, human, our humanoid robots into the production lines here this year”
Adcock: Figure will build thousands of robots this year, has parts in-house
“We'll make thousands of robots Over the, like here, like basically as fast as we can this year. So we're ramping Bocu, like, lines up as fast as we can. We had record production in March, and we're gonna try to three X that by May, and we'll build thousands of…”
Bry: Skydio is charting a roadmap toward flying agentic AI drones
“From a product perspective, I think the course that we're charting is towards Our drones being like flying agentic AI, just like you have an, you know, an agent that you interact with on your computer or in the cloud, this thing is an agent that can move and d…”
Taneja: General Catalyst is buying cheap private equity software for AI arbitrage
“If you look at, you know, a lot of what Mark and Madhu and our team is doing in creation, we're buying some of these things from PE firms. We're buying them for not a lot, and we'll arb them into AI transformation, and maybe there's a way to create outfalls.”
Abraham: Public abandoned its democratization mission to focus on top-quartile investors
“When we launched the company, we were much more on this mindset of like democratization, public for everyone, you know, no, no, no. Then we were, as we then built through it and kind of made our learnings and we're like, you know what, we've got to focus on th…”
Abraham: Public plans to launch prediction markets and event contracts
“No, I think prediction markets or event contracts, but as I said are a very powerful tool. We're going to go into that at some point ourselves”
Ludwig: Applied Intuition provides data collection kits to US Navy
“With the Navy, we do this thing called the data edge collection kit. So it's, Basically a system to enable the Navy to do modern data collection for training their own AI models.”
Younis: Applied Intuition does not use raised capital for payroll
“Yeah, we use some for M&A, but then we make money, and it kind of, like, that's the, you know, but yeah, roughly, that's roughly the truth, and we're not using our capital to, like, pay payroll and things like that.”
Baszucki: Roblox aims to capture 10% of the global gaming market
“The external goal is 10% of global gaming.”
Miller: Fundrise acquired secondary tech holdings from distressed funds in 2023
“Some of the companies you named, and I'm not supposed to say which ones we bought from distressed funds who were having to sell in early to mid-twenty-twenty-three.”
Andreessen and Horowitz founded Perennial finding traditional wealth management underwhelming
“The principles here, Mark and Ben included had been served by more traditional wealth management firms. And they looked to the LPs of A-sixteen Z and saw, you know, the big sovereign wealth funds, the big pensions have very high end professional investment tea…”
Del Buono: a16z Perennial buys liquidated assets from dissolved family offices
“When the patriarch or matriarch passes away, very often the family office falls apart. Either the investments are completely turned around and things are liquidated in a hurry that results in large losses. By the way, we're the beneficiaries of that. Sometimes…”