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
O'Driscoll: Late-stage startups staying private is a massive public policy failure
“And it's a massive public policy failure because what's happened here is this. It is more attractive for companies to stay private and access capital from GPs who are paid two and 20 plus to make those investments than it is for those same companies to go publ…”
Rory O'Driscoll Apr 17, 2025 ▶ 1:05:31 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Opinion
O'Driscoll: Late-Stage Companies Should Go Public Rather Than Use Retail Funds
“These companies should be public, and then Fidelity Growth Fund could do them at 70, 50 bips, instead of, you know, KOTU doing them.”
Rory O'Driscoll May 15, 2025 ▶ 24:52 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
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