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 2 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
Kothari: AI makes previously uninvestable legacy industries viable venture bets
“AI has actually made most industries that were uninvestable, suddenly investable. For example, like any industry that's collecting large amounts of data was like, you know, priorly prior, like you wouldn't invest in them because you were like, oh, there's no c…”
Nikunj Kothari Aug 29, 2025 ▶ 19:37 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Insight
Kothari: AI data labelers are becoming the new outsourcing BPOs
“The new BPOs are these labelers who will be basically getting data that these large language model companies need to help make the models better. It's just the next natural transition.”
Nikunj Kothari Aug 29, 2025 ▶ 36:50 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
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