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
Ben Lerer: Legacy retail and media will heavily acquire DTC startups
“The last few weeks in retail, I mean, just look at the jet and dollar shave acquisitions. You're seeing, these are the first dominoes in what will be a bunch of dominoes falling. I believe in consolidation where the traditional guys in retail, the traditional …”
Ben Lerer Sep 5, 2016 ▶ 19:22 20VC: Lerer Hippeau's Ben Lerer on 'Investing With Imagination', Strategies To Avoid Fomo & Develop Pattern Recognition As An Investor and Why We Have Seen The Rise of Direct To Consumer Business & Will This Continue With Further M&A
Assertion Supported
Forerunner Ventures is sole firm invested in both Jet.com and Dollar Shave Club
“Fun fact, they're the only firm to have investments in both Jet.com and Dollar Shave Club, two of the biggest and highest profile e-commerce exits in recent years.”
Harry Stebbings Jan 22, 2018 ▶ 0:27 20VC: Why Brands Can Have The Same Revenue Multiples As Enterprise Companies & The Right Way To Think About Amazon In Today's World of Commerce with Eurie Kim, General Partner @ Forerunner Ventures
Assertion Supported
Forerunner is the only VC in Dollar Shave Club and Jet.com
“Forerunner Ventures is the only VC firm to invest in both Dollar Shave Club and Jet.com, two of the biggest and highest profile e-commerce exits in recent years”
Harry Stebbings Jul 17, 2017 ▶ 0:37 20VC: VC of The Year: Forerunner's Kirsten Green on 2 $Bn+ Exits in 1 Year, Why We Are In The Very Early Innings For Commerce & How Brand Has Fundamentally Changed Over The Last Decade
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