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 63 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Jerry Chen: Greylock aims to make one or two investments annually
“But the truth of the matter is our goal is to find one or two great investments a year, not five or 10 good investments a year.”
Volpi: Benchmark proves VC success doesn't require heavy firm services
“I do think that firms like Andreessen and Kleiner and Greylock have done a phenomenal job building services organizations. And there is no question that there is value in doing that. And then there are other firms like say benchmark who have done a terrific jo…”
Guo: Many startup founders cannot explain why customers buy their product
“And so, like, I, I'm always trying to ask the very direct question of, like, why do customers pay you, or why do people find and want your product? And a lot of founders can't answer that question.”
Guo: A founder's storytelling ability correlates directly with company success
“And so I am always surprised by how correlated the ability to describe why a company is important and good and winning is to sort of your ability to actually go be those things. Because if you tell the story right, you can get the highest quality people on you…”
Kim predicts SoftTech VC will build a multi-generational platform like Greylock
“And if you look at the absolute top tier VC funds, they've done a phenomenal job of generational shift, and, you know, the older generation handing off to the younger generation, certainly firms like Greylock, have transformed themselves, and I think that is t…”
VC Blogging Acts as a Freemium Model for Founders
“I think of blogging and doing all these types of things as essentially the equivalent of the VC freemium model. You know, we're trying, like, as much as we can, like, we're getting ourselves out there because otherwise, you know, founders should be making a de…”
Elman: Great founders treat fundraising as hiring an investor
“I see a lot of founders try to engineer a process instead of necessarily figure out who they really want to team up with and work with. And the great ones I think actually have in their mindset I'm going out to hire an investor.”
Motamedi: Greylock frequently scales $5M initial checks into $70M-$100M positions
“And so, as I said, it's not uncommon for us to start with a five million dollar position. It yields a 70, seventy, five hundred million dollar position.”
Motamedi: Greylock's 17th fund is $1B and targets 20-25%+ ownership
“For us, you know, we invest, you know, we're investing in our 17th fund. It's a billion dollar pool of capital. We are more ownership sensitive than price sensitive within a range, and so the lens we take on our kind of core early stage positions is how many o…”
Sze: New Greylock partners hold high relative power in firm decisions
“But I would say on average, on basis, someone who is new to the partnership on a relative basis has an incredible amount of power to say things. And so we really work as a team where we empower every partner to say what they mean, do what they say, and to own …”
Sze: Founders should prioritize long-term partner alignment over fast funding deals
“Be really careful that you get too wrapped up on the wedding because it's a long-term marriage.”
Common Room raises over $50M from Index, Greylock, and 20VC
“To date, Linda has raised over fifty million dollars with Common Room, from the likes of Danny Reimer at Index, Sarah Grew at Greylock, Dylan Field at Figma, Dick Costolo, and of course, TwentyVC Fund.”