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 7 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
Altman: VC strategy matters less than backing special companies with meaningful ownership
“I'd also say that in general, I think in some ways, all of this strategy stuff is a little bit over determined. And on some level, you either invested in a great company with a meaningful size or you didn't. And I think that, you know, it's easy to get lost in…”
Altman: Founders pick specific partners over fund size, saving mid-sized VCs
“The part I'm least sure about with the framing is that the middle shouldn't exist. That I don't know if I have clarity on that yet. The reason is I still think that a series A or B or C founder, for the most part, is going to pick a partner that they really li…”
Altman: Corporate employment of unproductive workers is already a form of UBI
“My hot take is there's already a reasonable amount of UBI, and it's just in the form of, you know, companies employing people that the job is either zero productive or counterproductive. And so like, that's actually like a form of it that, that already happens…”
Jack Altman: Board members outlast employees and hear things staff cannot
“It turns out though that what you're picking is somebody who's going to be there with you longer than most of your employees are going to be with you. And you're going to talk to them about stuff that you're not going to talk to your employees about because yo…”
Altman: Vertical AI enables low-tech industries to leapfrog software adoption
“We really like AI for sort of verticals that we think don't have, you know, as much technology in the first place where you can actually kind of leapfrog and get into, you know, a whole new echelon of productivity for like law firms, like we invested in Lagora…”
Altman: Podcasting allows questions that would be too awkward for coffee
“This is like a good excuse to get to learn from people who do venture, and I'll be able to ask them a bunch of questions that would be, Super awkward for me to ask them if I was like seeing them for coffee, but now because the cameras are on, I get to just lik…”