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 5 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
Vasavada: Sub-2% of $83T Retail Wealth Is in Alternatives
“There's 83 trillion dollars and sub three percent of it, sub two percent of it is like less than, you know, two trillion dollars is in kind of what you would call alternative assets today, which means there's a massive, massive opportunity to sell alternatives…”
Vasavada: 60% chance of a recession in late 2025 or early 2026
“If it's not this year, it would be late, like Q-three, Q-four it'll probably be early next year.
What do you think the current odds are on that?
I would say, 60% chance of a recession.”
Vasavada: Capital is moving out of Hong Kong into Singapore
“It's the same thing in Hong Kong. Everyone's moving money from out of Hong Kong into Singapore.”
Vasavada: Vise went from seed to unicorn in 18 months via Sequoia
“So we went from seed to unicorn in like 18 months, which was kind of insane. Now it's happened a couple of times with, you know, these AI companies, but at the time it was kind of unheard of, especially for one company to raise continuous back to back financin…”
Vasavada: Vise scaled to around 150 employees before downsizing
“So we actually scaled the company to like a 150 people or something. It was way more than 70 people, but we hired a lot of managers, like senior executives, people that had come from companies like Meta or Dropbox or others where they'd been used to having 102…”