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 4 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
Zink: High demand is driving bubble-like valuations in fintech startups
“Yes. I, in many ways, I find it scary, but that's supply and demand speaking. I think we spoke about the cycle. I think we will see that changing as the cycle changes.”
Zink: Northzone intentionally turns over staff continuously to emulate startups
“Inside Northstone, we try to emulate the startup. So we make sure we never static. We always have people arriving and leaving. We make sure hunger is always present and getting new input.”
Zink: Second-wave fintech startups will soon disrupt first-wave pioneers
“I think if you look at the next five, 10 years, I think we're going to have a second wave of companies that say, compared to this first wave, isn't there a better way of doing it? And I think you will find much more sophisticated setups structurally within the…”
Zink: Northzone backed Spotify at bull peak and Avito in bear market
“And if I look at our current biggest winners Spotify and Avito, we invested in the A-round and Spotify just before the party finished in, in September of when the bull market was still very strong. And Avito reinvested in, in the deep bear market.”