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

Opinion
Consumer tech is in a fallow period lacking viral distribution channels
“I think so, yes, but I can change quickly. You know, I think about Alexa or Google Home, those could all, you know, emerge or become an important new distribution channel. We don't know yet. Too early to tell. But yes, we are in a period where we lack new and …”
Paul Hsiao Apr 9, 2018 ▶ 20:27 20VC: Why You Have To Raise $100m+ If You Want To Go Big Today, The 5 Fundamentals To Starting and Scaling A Successful Marketplace & Why Female Founders Under-Promise and Over-Deliver with Paul Hsiao, Founding Partner @ Canvas Ventures
Insight
Eurie Kim: Voice commerce commoditizes unbranded products, increasing DTC brand value
“Voice is a new platform and many products are going to run the risk of getting commoditized. So when you say, Alexa, I want toilet paper, does it care what brand of toilet paper you get? You know, probably not. It's probably a circumstance where you're just go…”
Eurie Kim Jan 22, 2018 ▶ 25:22 20VC: Why Brands Can Have The Same Revenue Multiples As Enterprise Companies & The Right Way To Think About Amazon In Today's World of Commerce with Eurie Kim, General Partner @ Forerunner Ventures
Assertion Supported
Quintini: Amazon employs psychologists alongside engineers on the Alexa team
“If you look at what Amazon is doing with Alexa, they have not only for females working on it, but they have also a psychologist working on it.”
Renata Quintini Aug 9, 2017 ▶ 23:21 20VC: The 7 Requirements For Startup Scaling, Why VCs Must Approach Every Conversation with A Yes Mentality & Why We Will See The Humanisation of Technology with Renata Quintini, Partner @ Lux Capital
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