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 10 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
Gil: Marquee companies like Stripe and SpaceX may stay forever private
“There may be a subset of companies that are forever private, because they can afford to be. That may be Stripe, that may be SpaceX, that may be some other companies.”
Gil: 90% of people in the AI wave are in doomed companies
“Definitionally, most startups are going to fail. And this wave is going to be just like every other one. And the place where every founder and investor think they are is in the right companies, right? And the reality is most people aren't, right? 90% of people…”
Gil: Our COVID data scraping prompted White House and UK government calls
“And then a few months later, my chief of staff pulled all the data off of the government websites. And it was very clear the demographics that were actually impacted by COVID. And that had very deep policy implications in terms of what you should be doing soci…”
Gil: US has built no large-scale monuments since Mount Rushmore
“I think the last time we built a large scale monument was Mount Rushmore, which was initiated in the twenties and was built up until the early forties. And then since that time, we really haven't done anything, societally, at least in the U.S.”
Gil: Gil Capital has led multiple funding rounds of $500M+
“So I think we've now led a few rounds that are a half billion plus each.”
Gil: More people die yearly from solar installs than nuclear accidents
“And if you compare that to stats of people dying, installing solar by falling off of roofs, more people per year die from solar installs.”
Gil: AI training data centers will concentrate in US and Gulf
“So all the training will probably go to places that have the cheapest, densest energy, and then a proper fiber optic cable in for the data transfer. And so that's probably parts of the US. That's probably the Gulf, like the Gulf.”
Gil: Costco and Home Depot adopt HR software faster than most startups
“So for example, if you're selling HR software, I think it's Costco and Home Depot and a few others are great at adopting new benefits, new HR software, et cetera, which you wouldn't expect, right? These are big you know, impressive enterprises, but they often …”
Gil: Pharma distribution is locked up by dominant players via 3-7 year contracts
“So for example, in the medical distribution world McKesson and that sort of world, all the pharma distribution people end up in these like three to seven year contracts. So the entire industry is effectively locked up between a handful of players because they …”