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
Levy predicts cross-stage firms will scale companies from Series A to take-private
“In 10 years from now, it may be sooner than that, that you're going to have a handful of investment firms that are cross-stage, and you're going to show up at the Series A investor meeting, and you're going to say to the entrepreneur, I'm going to scale with y…”
General Atlantic is moving earlier stage to build relationships with winning founders
“We're moving earlier stage to get to know and build relationships with entrepreneurs so we can continue to press our winners.”
General Atlantic scales top winning investments up to $500 million checks
“Somewhere in the middle, we make a hundred investments for a vintage, somewhere between the 10 and 300, but it's still going to be only 10 to 15 or 20 that matter at the end of the day, because we're going to press those. So if we do a bunch of 25, 50, and sev…”
Levy: The five largest global companies are tech firms under 35
“Basically, the five largest companies in the world, these are all technology companies that didn't exist 35 years ago.”
Levy predicts the current tech market cycle will end with a recession
“But I will tell you the thing that will ultimately cause this cycle to move into the next will be a recession.”