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 6 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
Venture capital operated in Word until hedge funds brought Excel modeling
“And that was an industry that was really done in Word, and we were Excel thinkers. So that was kind of a very different kind of mindset that we were bringing to the table.”
Enterprises should delete meeting transcripts and retain only key decisions
“In an ideal world, I would recommend, well, you can delete the transcript. The transcript's not that relevant, because maybe you batted an idea back and forth three times, and you said something that turned out not to be true, but you figured that out later. S…”
Excluding the public from frontier AI equity upside carries severe societal costs
“And I think what we're learning as a society is the cost of not having broad participation is incredibly high. And we'll be. Right. If you have a whole generation of young people that don't own their house and have student debt and don't feel like they're econ…”
Coatue views its limited partners as its true customers, not founders
“LPs are not talked a lot about in venture, which is kind of interesting. Like we talked a lot about the founder. We talked a lot about the companies, but I would say for us, we are pretty clear that our customer at the end of the day is our LPs.”
Laffont: Meta and Alibaba Sparked Structural Shift by Staying Private Longer
“I think what really changed for us in the early 2010 was meta. Then Facebook and Alibaba staying private for longer. We just never seen companies of that scale who were that important to our research and our market not go public.”