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 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

Prediction Held up
Shear predicts Twitch will expand into non-gaming live streaming over five years
“For Twitch, I think the next five years is all about growing the base of the kinds of content that you can live stream. And interact around and making that really easy.”
Emmett Shear Feb 21, 2020 ▶ 32:19 20VC: Twitch Founder & CEO Emmett Shear on When To Persist vs When To Give Up For Entrepreneurs, The Fundamental Tension When Scaling Orgs and How To Optimise Them & How The Role of CEO Fundamentally Changes with Scale
Assertion Supported
Amazon's Twitch Acquisition Exceeded $1 Billion After Employee Retention Packages
“We ended up selling to Twitch To Amazon for nine or seventy million dollars. Does that annoy you that it's not a billion? I think they specifically did that, but you know, it's after retention, it was over a billion”
Justin Kan Aug 1, 2016 ▶ 6:48 20VC: YC's Justin Kan on The 3 Qualities All Successful Investors Have & Why 'VCs Don't Really Do Any Real Work'?
Assertion Supported
Allebest: Chess.com was live streaming on Justin.tv before Twitch existed
“We were doing live streaming back when it was justin.tv long before it was Twitch.”
Erik Allebest Feb 7, 2024 ▶ 32:35 Erik Allebest: Scaling to $100M Revenue, 150M Members and 700 People, All with No Vc Funding | E1113 · 20VC with Harry Stebbings
Assertion Partly supported
Felicis Ventures backs an average of two unicorns per year
“Backing, and I cannot believe I'm saying this, Dad, but an incredible two unicorns per year since founding, including Shopify, Opendoor, Flexport, Adyen, Twitch, Fitbit, and many more incredible companies.”
Harry Stebbings Mar 11, 2019 ▶ 0:28 20VC: What It Takes To Be The Most Effective Coach To Startup Founders, The Biggest Surprises and Challenges About Transitioning To Venture From Operations & 3 Trends Shaking The World of Consumer Today with Victoria Treyger, General Partner @ Felicis Ven
Assertion Supported
Paik: Twitch was my first board seat at age 25
“The first board I ever sat on was Twitch. I was 2005 or 26.”
Chris Paik May 9, 2023 ▶ 6:31 Chris Paik: How I Raised $400M; Substack's Broken Business Model; Music on TikTok vs IG | E1011 · 20VC with Harry Stebbings
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