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

Insight
Unger: Outcome-focused AI businesses will out-invest software-only competitors
“I'm bullish on AI for professional services, but I'm also bullish on what I said as a thesis, right, to sell the outcome, not the software, because the more revenue you can generate as a company, the more you can invest in growth, and I think that's, unless yo…”
Pascal Unger May 15, 2024 ▶ 22:25 $1.5M on the Line! Raising Venture Capital for the Future of Podcast Automation Software!
Opinion
Unger: Image generation is commoditizing too rapidly for startups to succeed
“And I'm a bit skeptical in the image generation space as a whole. I do worry about that there's just way too much happening and that it gets commoditized too quickly for them to get off the ground in a meaningful way.”
Pascal Unger May 1, 2024 ▶ 19:41 Startup Funding Competition: Will VCs Invest in AI-Powered Fashion Models Disrupting E-Commerce?
Insight
Unger: 98% automated service businesses can achieve software-level margins
“If you can sell a service and under the hood it's 98% automated, you can actually sell a service at the margin of a software business.”
Pascal Unger May 15, 2024 ▶ 11:40 $1.5M on the Line! Raising Venture Capital for the Future of Podcast Automation Software!
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