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
Lessin: Whenever SoftBank buys, you sell; they are the worst investors
“Whenever SoftBank buys, you sell. Right. Like they are the worst investors in the history of the world. Right. And so it's just like, I've watched them crush so many companies by over capitalizing them by get, they're like, you know, they, it's hilarious. I lo…”
Lessin: AI leverage will create one-person billion-dollar companies
“I totally buy the thesis that you're going to see individuals that have a lot of trust and brand and community and deeply understand a niche. Do things you haven't seen before. Like, I buy the one person billion dollar company thing. Like, I think that's real …”
Lessin: AI is not a defensible moat for startups
“And the tagline is AI is not your mode. And it's just like, we were just driving on the one-on-one and every fucking billboard is like AI this, AI that. And we're like, this is just like piles of money burning on the one-on-one. So we decided to burn a little …”
Lessin: Seed venture is less consistently profitable for GPs than mega-platforms
“The seed business model we run is definitely less consistently and meaningfully profitable than like being a, in a platform. There's no question, right?”
Lessin: Slow Ventures launches $65M vehicle investing in seed creators
“We just announced this sixty five million dollar vehicle, which is pretty groundbreaking, right? What we invest in is not C corps. We invest in seed creators.”
Hays: Metropolis Bought a Major Garage Operator to Monetize Parking SaaS
“So Yoni and Slow's big bet was Metropolis. Which was a SAS company for parking garages. And they sort of realized that they realized that there was sort of like a terminal sort of value for their business. And they were like, why don't we just become an operat…”
Coogan: Lessin uses snarky posts to drive engagement
“Sam's the master of, like, throwing in some kind of, like, snarky little bit to his, like, screenshot essay just to kind of get people's hackles up, and that actually drives engagement, so good content marketing.”
Rosenberg: Lessin rented a billboard declaring AI is not your moat
“He actually took out a physical billboard on the one-on-one like with all, like amongst all of these like advertisements for AI companies that says, AI is not your moat. Like love slow kind of thing.”
Lessin: Slow Ventures invested $400k for 10% in Teamshares at inception
“One is team shares. We see that from zero. I bought four, I bought tempers on the company originally for 400,000 dollars, right? We've kind of bought up from there. They've acquired well over a hundred small businesses.”
Hays: Cornell reply guy gained follows from Marc Andreessen and major VCs
“So Baldo less than two weeks ago, relatively unknown Cornell student starts aggressively replying to our posts. And last time I checked, he was followed by Mark Andreessen, Turner, Novak, Yoni at slow. So many major Fund managers.”