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 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

Disclosure
Clark: Only two venture firms gave OpenAI a term sheet in early 2023
“And so when we invested in open AI in that round, I think we were one of two firms that gave the company a term sheet.”
Philip Clark Nov 24, 2025 ▶ 40:32 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
Disclosure
Clark: Thrive Capital backs non-invasive neurotech startup Nudge
“Also investors in Nudge, like you mentioned, Jeremy, who used to help run engineering at Neuralink and Fred Ursum, who was one of the co-founders of Coinbase, who are working on these very unique missions.”
Philip Clark Nov 24, 2025 ▶ 28:45 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
Disclosure
Clark: Thrive's original OpenAI memo made no mention of ChatGPT
“We looked at our original investment memo. There was no mention of ChatGT in there.”
Philip Clark Nov 24, 2025 ▶ 40:57 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
Disclosure
Clark: Thrive Capital led the seed round for Mesh Optical
“Mesh is a pair of founders from SpaceX named Travis and Cameron, who I actually knew back from college and then went to work on the Starlink photonics team. So the team that uses lasers in space to pass data from one satellite to another to give us internet. A…”
Philip Clark Nov 24, 2025 ▶ 5:12 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
Disclosure
Clark: Thrive Capital invested in Cursor after a yearlong pursuit
“Myself and my partner, Miles spent the next year trying to see how we could ultimately partner with them. And fast forward to May of 20, 24, we finally convinced them that we were the right sorts of people to bring onto the cap table.”
Philip Clark Nov 24, 2025 ▶ 10:23 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
Disclosure
Clark: Thrive received a GPT-4 demo in November 2022
“We actually got a demo of GBT-IV in November of twenty-twenty-two before it was publicly released in March, and it was one of the most astounding pieces of technology we'd ever seen.”
Philip Clark Nov 24, 2025 ▶ 39:37 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
Disclosure
Clark: Thrive Capital is an investor in Isomorphic Labs
“There's isomorphic labs, Thrive is a very proud investor in which is alphabets, drug discovery And life sciences, AI portfolio.”
Philip Clark Nov 24, 2025 ▶ 56:42 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
Disclosure
Clark: Thrive Capital has not invested in chip companies
“So that's where we've invested in data centers thus far. No chip companies thus far.”
Philip Clark Nov 24, 2025 ▶ 5:37 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
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