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 13 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
Kadavy: $50M in revenue is often too small for early-stage VC
“Building businesses that can do fifty million dollars in revenue. That is incredible, right? That is incredible. And it, and But unfortunately, it's not always a great fit for an early stage venture fund that is that, you know, the bar for success in a consume…”
Kadavy: Facebook and Google hold a massive data advantage in AI bots
“I absolutely believe that. I think that you look, you just look at this sheer scale of Facebook Messenger and Google specifically. And while I think that others may be able to compete, the scale is, is just so vast.”
Kadavy: Great consumer tech either mirrors offline behavior or gives superpowers
“Many of the greatest companies we know could fall into one or perhaps two buckets of In what they've enabled for consumers. One is that they have enabled them to behave more as we behave as humans offline... The second is piece of technology that Give someone …”
Kadavy: Top Midas List Investors Don't Fit Traditional Operator Mold
“And after I went and looked around, I found that many of the best investors out there, you know, if you look at the Midas list, which is one list that's put together that has a lot of extremely talented and successful investors on it, they by no means fit that…”
Kadavy: It takes ten years to know if you are a good VC
“It takes one person 10 years to know if they're good at this job or not, which is crazy when you think about it. I couldn't give you another example of a job that takes 10 years to give you that feedback.”
Kadavy: Marketplace success requires prioritizing empathy with supply side first
“To find success in a marketplace is, is to truly empathize specifically with the supply side first.”
Kadavy: Nearly all marketplaces derive defensibility through scale
“Marketplaces, almost all of them are defensible by scale.”
Kadavy: Craigslist's local liquidity makes it unseatably defensible despite terrible UX
“The Craigslist user experience is terrible. However, because they have such liquidity in local markets, They're incredibly difficult to unseat.”
Kadavy: Consumer-facing SaaS marketplaces will proliferate
“We'll see more of these kind of consumer, I think of them as consumer facing SaaS marketplaces.”
Kadavy: Conversational interfaces are the next wave of consumer technology
“The idea of a non-interface interface or a conversational interface being the next wave in the consumerization of technology is, is quite interesting.”
Kadavy: AI bots will exist everywhere across existing platforms, not standalone
“My hypothesis is that at least at the beginning for sure, and I think going forward, they will live everywhere. One bot, I should think of a bot like I think of a contact person. It should be in my contact list. It should be in my Facebook messenger. Maybe it'…”