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 3 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

Prediction Didn’t hold up
Alter: 2024 will be the third most active year for European VC
“You know, if the pace continues, I think twenty-twenty-four will become the third most active year ever for VC funding in Europe.”
Molly Alter Sep 20, 2024 ▶ 29:37 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Alter: Declining birth rates and onshoring will drive software-for-hardware investment
“You have things like global onshoring, declining birth rates, which has more of an impact than you would think. And the threat of Chinese competition as well. These factors have lit a fire underneath manufacturing teams to push themselves on efficiency. And so…”
Molly Alter Sep 20, 2024 ▶ 37:14 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Alter: AI will inevitably disrupt legacy engineering and simulation software tools
“Simulation tools are going to have a moment and AI Is and will continue to come for them.”
Molly Alter Sep 20, 2024 ▶ 43:01 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
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