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Brandon Lipman

CEO & Founder, OffDeck · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveauthorjournalist@lipmanb ↗offdeck.com ↗

Brandon Lipman co-founded 3DLT, a 3D-printing marketplace that competed in TechCrunch Disrupt Battlefield, and later founded the growth consultancies Redwhale and OffDeck. He was a contributor for TechCrunch analyzing venture trends and authored the children’s book My Puzzling Smile.

9statements → 6claims → 4claims resolved → 50%fully supported → 3.33/5average certainty → 1.78/5average debate potential → 4.1/5argument clarity · the sources →

2 supported 2 partly supported 0 contradicted 2 not checkable as stated how the 6 claims stand · each chip opens the sources

2 predictions · 4 assertions · 1 opinion · 2 insights · every statement was checked. The predictions and assertions are the 6 claims: statements the public record can support or contradict. 4 are resolved, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Brandon argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Lipman: Seed round volume is dropping while average round sizes grow
“I think it's, the amount of seed seed rounds are decreasing, but the amount of seed funding in the rounds themselves is increasing.”
Brandon Lipman Apr 20, 2015 ▶ 5:52 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
67% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

Argument clarity: do they answer the question? how? →

4.1 / 5 directness 4.6 · coherence 4.1 · precision 3.6 · compression 3.4

redirected or did not address 1 of 12 assessed questions (8%). Watch them ▸

This is a score against a rubric. It is not a rank. Every host question → answer exchange is scored with names hidden on directness, coherence, precision and compression, 1–5 each, on meaning alone: disfluencies are ignored, and only raw unedited episodes count. This is the score that measures thought. Every scored exchange, scores shown → · The rubric and its checks →

How they sound: speaking style how? →

227 words/min while actually speaking · 22.7 um and uh per 1k words

Measured by listening to the audio itself: 2,251 words across 1 episode of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

How the interview went all their pushback → series average →

Across 1 rated episode:

host pushback ▾ 3/10
pushed back at the host ▾ 2/10
setup questions received 27%

Everything Brandon Lipman said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Lipman: Tech market bubbles yield long-term benefits and valuable lessons
“A lot of people are looking at it through a negative lens, but there are lots of benefits to a potential bubble, and I think that in the long-term perspective, if we look from 2000 to now, I think that the 2000 bubble, or the, you know, dot-com bubble, has giv…”
Brandon Lipman Apr 20, 2015 ▶ 3:37 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman
Assertion Supported
Lipman: Seed round volume is dropping while average round sizes grow
“I think it's, the amount of seed seed rounds are decreasing, but the amount of seed funding in the rounds themselves is increasing.”
Brandon Lipman Apr 20, 2015 ▶ 5:52 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman
Insight
Lipman: VCs are reducing deal volume to provide better portfolio support
“And I think that investors are starting to recognize that. And that's why they might be also scaling back on the number of deals they're making, so they can make sure they're adding enough value to the companies that are in their portfolios.”
Brandon Lipman Apr 20, 2015 ▶ 9:03 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman
Prediction Not checkable as stated
Lipman: SaaS companies will thrive through market downturns on steady enterprise demand
“I think SaaS companies, I see them progressing through a bubble I think that companies that are the large companies that get enough funding, they'll continue to need the same amount of software that they need now, and I think that's going to continue to grow, …”
Brandon Lipman Apr 20, 2015 ▶ 12:12 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman
Prediction Not checkable as stated
Lipman: Consumer tech startups face high bubble risk due to premature scaling
“I see consumer tech as an area where, I mean, from a service level, I see there being a potential fluctuation or a difficulty because a lot of these consumer tech startups are starting or making assumptions too early and potentially not having the product mark…”
Brandon Lipman Apr 20, 2015 ▶ 12:44 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman
Assertion Partly supported
Lipman: Uber raised $4.9B at $41B valuation versus Lyft's $862M at $2B
“I think the last time I looked, when I was online here Uber raised 4.9 billion at a forty one billion dollar valuation. Better lift. That's in total. And, Lyft has raised, you know, 862 and a half million at two billion dollar valuation.”
Brandon Lipman Apr 20, 2015 ▶ 13:51 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman
Assertion Supported
Lipman: Two-year-old Slack valued at $2.8B compared to Etsy's $3.5B IPO
“And when you look at, like, the recent IPO this week of Etsy you know, they're a ten-year-old company, and Slack, You know, is a, you know, two-year-old company, and they, Slack is valued at a two-point-eight billion dollar valuation, where Etsy is, you know, …”
Brandon Lipman Apr 20, 2015 ▶ 14:35 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman
Opinion
Lipman: Periscope holds a significant growth advantage over Meerkat
“I think Periscope, they have a advantage in regards to growth with, you know, being able to piggyback off of Twitter and using, having such a strong relationship with them, and now actually being acquired by them, but I think that they both can win, but at thi…”
Brandon Lipman Apr 20, 2015 ▶ 16:22 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman
Assertion Partly supported
Lipman: Series B funding round counts have increased by 49 percent
“I look at B rounds as well, you know, they're increasing. By 49%”
Brandon Lipman Apr 20, 2015 ▶ 7:20 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman

Appearances (1)

EpisodeDateSpeaking time
20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman Apr 20, 2015 12m
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