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
Deeter: Venture Capital Index Will Underperform S&P 500 Again
“Historically, it has underperformed the S&P and probably will again in this case but you'll make money.”
Feldman: S&P 500 Investors Face Heavy Tech Concentration Risk, Not True Diversification
“If people continue to think the S&P is sort of an index of the global economy or, and it's not, It's 30% or 50%, seven companies. Then they're exposed to sector risk that they weren't signing up for. They thought they were diversified. And in fact, they're hea…”
Weissman: Traditional VC works near-perfectly for software, but nothing else
“I believe on one point that early stage software technology based venture capital is a near perfect craft for what it does. And by that, I mean, it is a near perfect allocation of a certain type of capital, risk capital, into endeavors that are focused on retu…”