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.

clear all ✕

why aren't all 4 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

Disclosure
Weisburd sells his positions when SoftBank invests in his portfolio companies
“As a general rule, when SoftBank would invest in one of my companies, I would sell my position or a lot of the position.”
David Weisburd Mar 8, 2024 ▶ 28:02 David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
Disclosure
Weisburd: 10X Capital sold heavily in 2021 due to crazy valuations
“We sold a lot of stuff in 20, 21. We didn't time the market perfectly, but we did sell a lot just because we thought pricing were crazy.”
David Weisburd Mar 8, 2024 ▶ 27:40 David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
Disclosure
Weisburd: 10X Capital is an investor in Anthropic
“So first you, it seems like we're in the infrastructure phase where you have open AI and thropic, which were investor and other Google, you know, Facebook's going with the open source.”
David Weisburd Mar 8, 2024 ▶ 17:28 David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
Disclosure
Weisburd: 10X Capital invested very early in Sam Altman's Worldcoin
“We're very proud to be in the first round, I believe, or very early in WorldCoin, one of his other AI companies.”
David Weisburd Mar 8, 2024 ▶ 18:23 David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
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