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 → 0supported → 2contradicted →

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 Contradicted

Swartz: Revenue Multiples Are 3x to 5x Above Historical Peaks

“If you do a careful analysis of the multiples here in the marketplace, we're at three to five X where we've ever been in our lifetime, price to revenue of companies, three to five X where we were at the peak ever before.”

Jim Swartz Jun 29, 2022 ▶ 7:00 20VC: The Memo: Bill Gurley, Doug Leone, Keith Rabois; Investing Lessons from Prior Busts, How Their Investor Psychology Changed, What Can Be Applied To Today's Market

Assertion Contradicted

Swartz: Tech revenue multiples in 2021 are 3x to 5x historical peaks

“We're at three to five X where we've ever been in our lifetime in terms of price to revenue of companies, three to five X where we were at the peak ever before”

Jim Swartz Nov 8, 2021 ▶ 20:06 20VC Special: Accel Founders Arthur Patterson and Jim Swartz on Building Accel Into One of the Most Prominent Venture Firms Over Four Decades, How Today's Market Compares To The Dot Com Bubble, How To Do Generational Transition Well and Why Accel Will Nev

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