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.
why aren't all 5 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
Software market expansion to $10B outcomes justifies higher early-stage entry valuations
“Software markets are much larger than anyone thought. The billion dollar companies are now ten billion dollar companies. And so what that means is the entry valuations can actually be much higher than before.”
Traditional venture funds give late-entering LPs an unfair information advantage
“I'm actually an LP in many traditional funds where they've made a bunch of investments. And they're still raising. Portfolio's been marked up, and I'm like, hey, what's going on? Like, the new LPs actually have an information advantage, and they're able to inv…”
Venture funds would naturally be rolling funds in a software-first era
“Is rolling funds are what a venture fund would have just looked like in an age of software.”
Employees accept executive decisions they oppose if they feel heard
“What people really want to feel is that they've been heard, that their opinion and perspectives were considered, and that with all of that, the right decision is made. It doesn't need to be. The right decision is a decision they agree with. It's just their opi…”