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.

2statements match

2resolved → 0open claims → 1supported → 1contradicted →

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

Assertion Supported

Fenton: dotCloud was subscale and unviable due to Amazon competition

“When we were in the business model of dot cloud, that wasn't happening. We were subscale. Amazon was competitive in a way that I think it was clear to some of us that the business was no longer viable.”

Peter Fenton Jun 19, 2017 ▶ 12:26 20VC: Benchmark's Peter Fenton on How To Differentiate Between Good & Great VCs, Why Ownership Is A Bigger Determinant Of Returns Than Valuation & What Makes A Truly Exceptional Board Member

Assertion Contradicted

Fenton: New Relic is approaching $1 billion in revenue

“Now New Relic is approaching a billion.”

Peter Fenton Mar 29, 2021 ▶ 9:48 20VC: Benchmark's Peter Fenton on The Single Question That Defines The Art of Early Stage Venture, Marketing Timing Risk, Why The Oversupply of Capital Is Good & His Biggest Lessons from 12 Years On The New Relic Board

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