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

Opinion
Brown: The era of building DTC brands purely on paid ads is over
“I think we are in probably the end of the bubble of brands or direct-to-consumer businesses that are purely building their businesses off paid channels. And by paid channels, I mean mainly Facebook and mainly a little bit of Google. I think that era is done. T…”
Nick Brown Aug 6, 2018 ▶ 7:08 20VC: 3 Core Considerations When Investing In Physical Product Co's, Are We In A Direct-To-Consumer Bubble & Why Many Sub $100m Funds Are Moving Earlier and Earlier with Nick Brown, Managing Partner @ Imaginary
Opinion
Kaden: Everlane succeeds because shopping there functions as an identity statement
“One thing that I always say about Everlane is that it's become an identifier for a customer. A customer that says, I shop at Everlane, thinks that they're saying something about themselves, not only about what they wear, and I think that's really powerful.”
Rebecca Kaden Oct 1, 2018 ▶ 12:26 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
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