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 4 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

Assertion Contradicted
GGV Capital and Wellington were the only firms in both Peloton and Affirm
“And I think the only other firm that did that was Matt at Wellington. So both of us only went and invested in both companies.”
Hans Tung Sep 20, 2021 ▶ 14:14 20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
Assertion Supported
GGV Capital invested in Alibaba in 2003 at a $200M valuation
“GGB was an early investor in Alibaba Group, and back in 2003, the two hundred million dollar valuation.”
Jeff Richards Mar 4, 2019 ▶ 22:25 20VC: The Transition From Founder To CEO, How To Determine When To Stretch On Price in Venture & The Benefits of Attribution for Partnership Dynamics with Jeff Richards, Managing Partner @ GGV Capital
Assertion Supported
JOKR has raised over $170M from GGV, Balderton, SoftBank, and Kaszek
“To date, Ralph has raised over a hundred and seventy million dollars for the company, from the likes of GGV, Balderton, Soft SoftBank and Kazak, to name a few.”
Harry Stebbings Sep 27, 2021 ▶ 0:24 20VC: The Rise of Quick Commerce and Why CPGs ARe Misaligned Being Powered By Ad Spend, The 5 Core Components Consumers Care About When Ordering Today & Why Amazon and Alibaba Will Not Be The Big Players in 10 Years with Ralf Wenzel, Founder & CEO @ JOKR
Assertion Supported
GGV Capital's AUM expanded from $1B to $8B in its second decade
“And in our AUM for GGV, the first 10 years was a billion. The second 10 years is eight billion.”
Hans Tung Sep 20, 2021 ▶ 16:22 20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
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