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 5 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
Stebbings: Benchmark AI portfolio companies HeyGen, Sierra, and Fireworks hit $100M+ ARR
“McCaw over a hundred million in ARR. Hey Jen hitting a hundred million in ARR. Fireworks a hundred and forty million in ARR. Sierra with Brett Taylor over a hundred million in ARR.”
Lazarte: Ten trillion-dollar companies will be created in the next decade
“There's going to be 10 trillion dollar companies created in the next decade.”
Fenton: Benchmark Won't Exist in 50 to 75 Years
“Benchmark won't be around in 50 to 75 years, nor will most of the companies we work with”
O'Driscoll: Historically, a16z captured 10% of top VC outcomes, Benchmark 6%
“In a less competitive time, the best firm in terms of percentage of total outcomes was Andreessen. They got 10% of the good outcomes. Benchmark got six, and everyone else bunches in the two, three, four, five percent rate, right? In other words, when there was…”