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 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
Bahat: Very few multi-stage VCs historically produce top seed-stage winners
“We did an analysis looking at the top company performers. And what you see is that since the era that seed funds have existed and who funded them at the seed. And what you see is that some of them were funded by seed funds, first round true others funded some …”
James Cham: ML SaaS will enable cross-company insights without sharing raw data
“There's going to be something, some similar insight and some similar buzzword about the separation of models and the ability to share insights of models between companies while at the same time not actually sharing data.”
Bahat: Bloomberg Beta Will Never Back a Portfolio Company's Competitor
“The competitive lanes issue, which is if I back you, I'm not going to back your competitors. And so that means that every time we write a check, we're giving up the opportunity cost of serving another customer and of backing other companies in that space.”