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 7 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: 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: 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.”