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
Shah: Future Haystack funds will remain capped under $100 million
“Our next funds, by the way, will modestly grow, but I still think, you know, for what we do, it's gotta be under a hundred million dollars.”
Semil Shah Nov 21, 2022 ▶ 4:27 Semil Shah: Lessons Learned Scaling from a $1M to a $50M Fund | 20VC #951 · 20VC with Harry Stebbings
Assertion Supported
Shah: Pre-seed startup round sizes doubled over the last decade
“Over the last 10 years, just simply because of inflation, those are all doubled, you know?”
Semil Shah Nov 21, 2022 ▶ 5:06 Semil Shah: Lessons Learned Scaling from a $1M to a $50M Fund | 20VC #951 · 20VC with Harry Stebbings
Prediction Partly held up
Shah: Haystack Fund V will deploy $50M over at least three years
“Disclosed fund five a few months ago. We haven't opened it yet. It's going to be a fifty million dollar vehicle. You know, I told everyone, and I hope you can hold me accountable to this, Harry. You know, it'll be at least a three-year fund”
Semil Shah Sep 16, 2019 ▶ 18:48 20VC: Haystack's Semil Shah on Whether Founders Are Bypassing Seed Funds in Favour Of Less Dilutive Multi-Stage Funds, How Fund Strategy Changes With Fund Scaling & Why The Hardest Challenge is Price Discipline
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