The Ledger

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why aren't all 2 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

Disclosure

Rajaram: Passed on Quince at $100M valuation before $10B raise

“Quince recently raised a ten billion. I saw Quince four years ago when it was at a hundred million valuation. And I was like a D to C company. D to C companies are kind of on the downswing. How, how good can this company be? What do you know, so I literally ju…”

Gokul Rajaram Mar 16, 2026 ▶ 1:05:46 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings

Assertion Not checkable as stated

Quince achieved a 35% to 40% repeat purchase rate at $100M valuation

“Quince, for example, had an incredible 35 to 40% repeat purchase rate, which was like higher retention than most consumer apps, and so I should have paid more attention to that versus dismissing it.”

Gokul Rajaram Mar 16, 2026 ▶ 1:06:26 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings

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