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 13 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
David protein bars will hit $100M revenue in first year
“And then with David, he's raised eighty-five million dollars from Green Oaks, Peter Atiyah, Andrew Huberman, and in their first year alone, they're gonna do a hundred million dollars in revenue.”
Stebbings: Multi-stage VC funds are crushing traditional seed managers
“The multi-stage fund product at seed is so good, so efficient, and their cost of capital is so low that they're just crushing everyone at seed. And this, for me, is another example. Green Oaks leading the seed, doubling down on the A. I think all of the multi-…”
Lacaillade: Founders Fund, a16z, Greenoaks, and Thrive proactively marked down valuations
“In my core relationships Founders Fund's the most extreme, because Peter Thiel's very contrarian and he wants to reset the mindset of his team. Which I think is great. But Andreessen Horowitz, Green Oaks Thrive, they've all proactively marked down their compan…”
Stebbings: Recent top breakout VC firms are all single-person led
“When you look at, Bundly, the best performing managers, or the breakout managers the last few years, I think you put probably Thrive, Green Oaks, Founders Fund, and Eli Gill definitely up there. And all four of them are one person led.”
O'Driscoll: Windsurf deal was amazing for Green Oaks, less so for others
“It was an amazing outcome for Green Oaks, and then increasingly less interesting thereafter.”
Stebbings: Thrive and Greenoaks made $500M+ buying distressed Carvana stock
“They made half a billion dollars plus from Carvana in the public markets buying when it was in the dumps and then writing that up.”
Lemkin: Greenoaks backed Codium before the team pivoted entirely to Windsurf
“When green Oaks doubled down on windsurf, it was codium, which essentially the company abandoned three months ago. Every, every engineer was repurposed to build a better version of cursor called windsurf.”
O'Driscoll: Green Oaks' seed success reflects deal-picking, not a systemic VC shift
“I'm not sure it says something systemic about seed versus non seed. I just think it says extraordinarily good picking from a very connected investor who just You know, most of whose stuff is working really well at a much higher level and to go from, you know, …”
Akkina: Green Oaks is one of MITIMCo's top fund relationships over 10 years
“And I remember actually, you know, my boss, Seth, and I decided, you know, let's, let's leave this and look at fund two or something. And the next, but I slept on it, and then the next day I decided to call my boss, Seth, back and say, you know, I think we sho…”
Rajaram: Green Oaks averages just 11 portfolio companies per fund
“Six, there's seven funds have basically what, 65 companies overall, or six funds are 65 companies, 11 companies per fund.”
MITIMCo backs Sequoia, Andreessen Horowitz, Green Oaks, Y Combinator, and Initialized Capital
“So we're lucky to be in a lot of the big names you would expect, you know, Sequoia, Kleiner Perkins, Andreessen, et cetera. And then, you know, there's some newer things as well that we've done in the past 10 or 15 years, like say, Green Oaks or Y Combinator i…”
Deliveroo raised over $1.7 billion prior to its 2021 IPO
“Prior to their IPO earlier this year, Will raised over 1.7 billion dollars for the company from some of the best in the business, including Excel, Index, General Catalyst, Green Oaks and more.”
Robinhood raised $5.6 billion total, including a $2.4 billion emergency round
“To date, Vlad has raised over 5.6 billion dollars with Robin Hood, including a 2.4 billion dollar raise just this month, and some of their investors include the likes of Ribbit, Sequoia, Green Oaks, Index, IVP, Thrive, GV, and more incredible names.”