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
Kanji: European Investment Fund is too dominant and should be split into five
“I think if you have someone like the EIF where there's 30% of the aggregate capital of the LP commits, it's too big. What you should really have is what happened with AT&T in the US where they broke it down into the bells. You had five different bells kind of …”
Hussein Kanji Jan 20, 2025 ▶ 37:10 Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings
What-if
Openwave could have built Skype or Twitter by diversifying beyond telecom carriers
“If we had taken the time to think carefully about who our customer base should be, you know, we could have built technologies like Skype, like Twitter as opposed to just continuing to build technology, selling to Orange or Singular or Nextel or AT&T, the custo…”
Rich Wong Dec 4, 2017 ▶ 17:38 20VC: Accel GP, Rich Wong on When Is The Right Time To Scale A Startup, Optimising Initial vs Follow-On Investment Decision-Making & The Globalisation of VC In Recent Years
Insight
Ittycheria: Superior products could not easily overcome 1990s enterprise account control
“In the early nineties, the large companies had an enormous amount of account control. With customers. And so even though if you have the best mousetrap, it was still not easy to win business because these companies have such good account control. They take the…”
Dev Ittycheria Aug 10, 2020 ▶ 4:42 20VC: MongoDB CEO, Dev Ittycheria on Why Sometimes You Have To Be Inefficient To Be Effective, The 2 Different Types of Decisions and How Great Leaders Respond To Each & Why Value To Overhead Ratio Is The Metric To Use When Selecting Investors
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