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 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

Prediction Held up
Grinda: Major Late-Stage Startup Repricing Coming Within 12 Months
“Where I'm most excited about opportunities to deploy a lot of capital at good prices in the coming 12 months, yes, it is the B and beyond, or C and beyond, because I think we're going to see major repricing.”
Fabrice Grinda May 9, 2022 ▶ 44:34 20VC: WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture & Why Catastrophe is More Likely Than Ever and Switzerland Could Be a "H
Prediction Held up
Fabrice Grinda predicts major Series B and C repricing within 12 months
“Where I'm most excited about opportunities to deploy a lot of capital at good prices in the coming 12 months. Yes, it is the B and beyond or C and beyond, because I think we're going to see major repricing”
Fabrice Grinda May 21, 2022 ▶ 53:28 Fabrice Grinda: The First Person to Predict the Collapse of Credit Suisse? | 20VC #886 · 20VC with Harry Stebbings
Assertion Supported
Fabrice Grinda warned of an 'everything bubble' across asset classes in 2021
“A year ago, I wrote a piece called Welcome to the Everything Bubble, and I made the argument, and so that was in March 20, 21, that a combination of extraordinarily low, loose monetary and fiscal policy was fueling an asset bubble in every asset class simultan…”
Fabrice Grinda May 21, 2022 ▶ 8:48 Fabrice Grinda: The First Person to Predict the Collapse of Credit Suisse? | 20VC #886 · 20VC with Harry Stebbings
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