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 1 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
David Sacks: Glorifying 'Doing Things That Don't Scale' Leads to Unscalable Startups
“I strongly disagree with that mantra, and I think it's one of the chivalests that gets startups in trouble. The whole point of technology is to find the elegant, scalable approach and the sooner you do that, the better off you're going to be. When you start to…”
Lemkin: Craft Ventures Allocating 80% of $3.3B Fund to B2B AI
“David Sachs did an opener with me. He said of crafts, 3.3 billion, they said, 80% is going into B to B AI.”
David Sacks: A Startup Burn Multiple Under 1.0 Is Amazingly Efficient
“If the burn multiple is less than one, which means, like, let's say you've got an early stage startup, and we've seen a few like this, where they're able to burn a million dollars or less to achieve a million dollars or more of net new ARR, I would qualify tha…”
Craft Ventures Backed Bird for Its Ability to Build Durable Scooters
“Certainly in the case of Bird, what we saw in the early days It was a explosively growing service, and the thing that we gave them credit for was the ability to develop a higher quality scooter, because the original scooters were kind of these retail scooters …”