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 18 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Singerman predicts proposed wealth taxes will go national across the US
“Oh, that's definitely going national.”
Singerman says no single Anduril founder could have built the company alone
“The Andurl founding team are all so complimentary to each other and different, but respect each other so much and are good in different ways that Not any one of them, not any one of the four of them could have, like, pulled this off, but I do think that the co…”
Singerman never read a financial report during his venture capital career
“I didn't read a financial report ever. I still don't know how to read financial reports, right? The one time I ever had to do a spreadsheet, my wife had to do it for me, right?”
Singerman argues wealth taxes hurt the middle class more than billionaires
“This is going to impact the middle class way more than it's going to affect mobile billionaires.”
Singerman claims a 12-year 3x venture fund loses to Vanguard
“A venture fund, like, three X's over the course of, like, 10 to 12 years, I don't even think that that beats the S&P. I'm pretty sure it, like, loses to a Vanguard no-load index fund.”
Singerman argues arts education is more important than math programs today
“Like, I would almost say that, like, having an awesome music department or an awesome art department is even more important than Having an awesome math program right now.”
Singerman calls Peter Thiel the greatest venture capitalist in history
“There's a reason why Peter Thiel is the greatest venture capitalist in history, right?”
Singerman says only Elon Musk could have successfully built SpaceX
“When I did get to meet Elon and learn more about SpaceX, it was extremely clear That there was nobody else like him on the planet who could actually pull something like SpaceX off”
Singerman argues venture capital should ignore portfolio management and reserve calculations
“Venture capital to me has put the most money into the best companies possible at the best price possible. Nowhere in that is like portfolio management and reserve calculations and ownership percentages and all that nonsense.”
Singerman admits Founders Fund would not exist if SpaceX had failed
“If SpaceX didn't work, Founders Fund would not exist. Like, we bet our careers, essentially, on SpaceX”
Singerman reveals Founders Fund invested over 30% of a fund into Palantir
“You know, we put a lot of money into it. I think we put like 30 something percent of.”
Singerman calls Peter Thiel the best global macro thinker he knows
“Peter's usually pretty right on the macro things at the end of the day. Timing, timing does come into this stuff, and he's not always exactly right on timing, but at the end of the day, he's pretty good at being correct on, especially on, on macro Global macro…”
Singerman believes space launch applications like telecom hold the real value
“Launch is like, you know, I'm bullish on launch going forward, but like, the applications of launch are where the, where everything is at, right? And like, telecom and global telecom, I mean, it's pretty huge.”
Singerman backs emerging managers only if they could beat him
“What I'm actually looking for is, hey, is there some chance this person could have beaten me in my prime? Right, as a game, like playing their game. Their game is not going to be the same as mine. You're not going to beat me at my game, but playing their game,…”
Singerman was the first investor in Oculus
“So I was the first investor in, in Oculus and Oculus was a company that I invested in, not just on the street. I mean, I obviously Brennan Palmer great, but like, I was like, try the actual product and I'm not a product person, but I tried the actual product a…”
Singerman predicts human artifacts will become more valuable in the AI era
“Like, I think the true human, like, iconic things are just going to be more and more valuable from, not just from a monetary perspective, but from a, Mindshare perspective, from like a you know, from an emotional perspective, right?”