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 9 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
Chiu: Embracing high technical risk creates stronger startup moats
“We actually like Companies that have a high level of technical risk, because we believe strong engineering talent can overcome technical risks, and if it's actually a difficult technical problem to solve, it means there is a higher barrier to entry for this ma…”
Chiu: XSeed Capital frequently invests before startups have product or revenue
“Given our stage of investment at the seed stage, oftentimes we invest in companies before they have a product or before they have any meaningful revenue.”
Chiu: XSeed Capital prefers investing in startups built on unique technologies
“It's just when it comes to XE's investment focus, we have a preference for companies that are built on unique technologies. So that biases us towards companies that are founded by technical co-founders.”
Chiu: The best startup pivots follow organic traction on side projects
“The best pivots I've seen are the ones where the founders have noticed that something on the side, outside of their core business, is actually thriving, or might even be growing, getting more traction, more quickly than their core product. And they've been, th…”
Alan Chiu: Randomly testing new ideas after hitting a wall rarely works
“The worst pivots are the ones where the team has come to run into a wall in a core product. They have no idea what to do next. So they start testing randomly, and those pivots rarely pan out, because there's an infinite universe of possibilities to test, but v…”
Chiu: Market risk is XSeed Capital's primary concern in seed investments
“The third risk is market risk, and this is the biggest risk that we are concerned about.”
Alan Chiu: Tech startups without post-v1 roadmaps get overtaken quickly
“So, how important it is to have a product roadmap, I think, is critical. Because you, in, in the technology space, it, your competitive landscape is extremely dynamic. If you only have enough ideas for the initial version of the product, and then you don't hav…”
Chiu: Startup pivots should focus on testing unproven business assumptions
“If things are not going well as well as you expected, go back to your key assumptions underlying your business model, right? Some of the key, one or more of those key assumptions have not been proven out, and that's why things are not going well. So go back to…”