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 2 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

Prediction Didn’t hold up
Ward: Carta projects $600M base ARR up to $10B revenue by 2025
“Our base case, if none of our bets work out, we think we'll be around six hundred million in ARR, growing 50 to 70% year over year as a software business. If some of our more financial products that we're working on hit, We have a broad spectrum. These are hig…”
Henry Ward Apr 12, 2019 ▶ 38:32 20VC: Carta Founder Henry Ward on Why The Best Companies Are Not Product Led But Distribution Led, 3 Requirements Needed For A New Market/Investment To Be Exciting and Why Small Markets Are So Attractive
Assertion Contradicted
Sim: Seed valuations were the only startup stage to increase since 2021
“There's data from Carta that shows you that if you look at priced rounds from Q one of 20, 21 compared to, let's say Q four of last year, the only round that increased in valuation Was the seed round”
Ed Sim Jan 10, 2024 ▶ 8:48 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
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