The Ledger
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why aren't all 6 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
Ehrenberg: Peak market fear will cut seed valuation caps under $10M
“When the fear really hits, the really smart seed stage investors are going to go in hard. Because that's when you get the best opportunities. You get great founders, and you get great businesses at prices that are a half. Of what companies were getting, you kn…”
Ehrenberg: IA Ventures limits portfolios to 25 companies per fund
“Our adaptation of that is, you know, we're a very small firm taking an artisanal approach to venture investing where, you know, Brad, Jesse, and I, we have no junior people. We each do our own work. That by going deep in two to three companies a year each over…”
Ehrenberg: The Trade Desk raised multiple extensions before its Series A
“Some of our best companies have actually raised kind of extension rounds. The Trade Desk, you know, which is now, you know, trading at well over a billion dollars, they needed a few extensions before they were able to kind of raise their Series A.”
Ehrenberg: Seed fund deployment timelines will extend beyond 18 months
“If you're talking about seed, I think that 12 to 18 month time horizons will be extended.”