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 8 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
Oetting: Bonus depreciation tax incentives fail to help venture-backed startups
“Bonus depreciation is awesome. If you're Boeing, It's awesome if you're a real estate developer. And that's great, but it doesn't do anything for a startup because they're a C Corp. So it doesn't pass through their investors. They have plenty of net operating …”
Oetting: 'Build It And They Will Come' Is Bad Hardtech Strategy
“Well, like with resilience, one thing we learned, which is going to sound very obvious, but you know, early on, we took a little bit of like, if we build it, they'll come strategy. That's a bad idea. It's much better to buy or invest in a facility alongside a …”
Oetting: Reindustrialization Requires Unprecedented Government and Startup Collaboration
“And I think that it's probably the biggest reality of this reindustrialization concept, I think is that it's going to require the federal government and some state governments and startup companies to interact in a way that is probably hasn't happened in a lon…”
Oetting: Building a University Is a Startup Without Profit Upside
“Building a new university. It's like starting a super complex startup, but there's no like profit, you know, dream at the end of it.”
Oetting: Over-refining startup concepts makes them less appealing to top founders
“I think also top founders, like, they want to have They want an idea to be theirs, at least to some extent. And so if you over refine the idea, then it can become less interesting to a founder who wants to, you know, take it, you know, put their own, kind of p…”
Oetting: Combining investing and incubation fails without intentional culture and incentives
“I think the thing that's underappreciated is how much your organization has to be designed intentionally to make to balance this sort of dichotomy of starting companies and investing in them. There, there's definitely some overlap, but I think if you don't int…”
Oetting: Pharma companies resist new manufacturing tech to protect approved drugs
“Pharma companies are rationally incredibly averse to switching their process because they've already, you know, they make tons of investments or acquisitions across all these different sort of binary bets. You get one that works, you don't want to have to go d…”
Oetting: Life science GMP facilities carry immense fixed costs regardless of utilization
“In life science, these facilities are incredibly expensive. They require huge amounts of labor that needs to be there, whether there's a commercial project or not. Because you're a GMP manufacturing facility, you can't have, you know, mold accumulating. If you…”