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

Disclosure
Jeff Jordan: Top e-commerce investments like Fanatics generated uninspiring returns
“And I actually got two of the best e-commerce companies out there, fanatics and Zulu and it still is an uninspiring outcome.”
Jeff Jordan Jan 16, 2023 ▶ 28:20 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Disclosure
Maveron was Zulily's first investor, incubating the $6B company in-office
“I think Zulily a daily deal site for moms and kids, you know, IPO for about six billion dollars. We were the first investors in it. It actually started inside of our office in Seattle.”
Rebecca Kaden Mar 23, 2016 ▶ 16:43 20VC: Maveron's Rebecca Kaden on The Patterns Of Entrepreneurship and Taking A Consumer Product From Niche To Mass Market
Insight
Kaden: Top founders operate at extreme speed, like 'Zulily time'
“I think the best entrepreneurs have an ability to work at super speed, to go extra fast. Zulily is a great example of that. The founders the company used to call it Zulily time. They were able to do things faster than anyone predicted.”
Rebecca Kaden Mar 23, 2016 ▶ 6:22 20VC: Maveron's Rebecca Kaden on The Patterns Of Entrepreneurship and Taking A Consumer Product From Niche To Mass Market
Disclosure
Hornik: August Capital investments Ebates, Zulily, and Splunk were multi-billion-dollar exits
“Valuable investments that, that we have made in, you know, the Ebates or Zulily or Splunk were all multi-billion dollar outcomes.”
David Hornik Jan 18, 2015 ▶ 11:58 20 VC 004: David Hornik on the Magic of Stanford and Startups
Assertion Supported
Zulily grew from zero to $1B revenue in five years
“So I was lucky enough to be on the board of Zulily. It went zero to a billion in revenue in five years.”
Jason Stoffer Jul 23, 2018 ▶ 16:56 20VC: The Metrics That Matter In Early-Stage Consumer, Why Moats Matter More Than Brand Today and How VCs Deal with S*** Hit The Fan Moments with Jason Stoffer, Managing Partner @ Maveron
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