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 5 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
Lemkin spent 24 months relearning that sociopath CEOs can build unicorns
“I've spent the last 24 months relearning the unicorn lessons. Re-learning that companies I thought would never be unicorns became unicorns. That sociopath CEOs became unicorns. That bullshit artists became unicorns. That folks that did not have an extremely st…”
Lemkin: 100% of SaaStr's unicorn portfolio companies experienced a plateau year
“Every single The company I've invested in every unit, true unicorn, a hundred million more revenue or billion more cash exit. All of them have had a plateau year all a hundred percent”
Lemkin admits to wasting investment shots during the recent venture boom
“I think we all wasted a few shots the last couple years. I know I wasted one or two. I wish I could get them back. I didn't waste 20, but times were so good I wasted shots.”