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
Corwin: Sustainable hedge funds require at least $500M to $1B AUM
“The minimum you need five hundred million to a billion to make it a long-term business, sustainable business”
Robert Corwin Aug 23, 2022 ▶ 2:28 He shut down his $50m quant fund to launch AI agency. I bet big SaaS is next.
Insight
Corwin: AI frameworks cannot solve enterprise data problems without skilled personnel
“A lot of companies we've talked to have installed these spent, you know, seven figures or multiple seven figures on these frameworks and they do unify things and they add a layer of abstraction, you know, so the whole company is kind of centralized, but they d…”
Robert Corwin Aug 23, 2022 ▶ 4:54 He shut down his $50m quant fund to launch AI agency. I bet big SaaS is next.
Disclosure
Corwin's prior hedge fund managed $50M to $100M before shutting down
“So we had somewhere between 50 and a hundred million, but that's not sufficient in a long, you know,”
Robert Corwin Aug 23, 2022 ▶ 2:23 He shut down his $50m quant fund to launch AI agency. I bet big SaaS is next.
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