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 4 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

Opinion
Gerstner: Silicon Valley Investors Are Driven by FOMO Over Independent Work
“People love to take signal, follow others into deals because others did deals. It is very hard to resist. And I would say young analyst associates partners in Silicon Valley are filled with FOMO and follow too many others rather than doing their own work.”
Brad Gerstner Oct 10, 2022 ▶ 1:20:37 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Opinion
Gerstner: Unchecked VC valuation frenzy severely damaged founders
“What has happened over the last 24 months has been a great disservice to founders and is the worst example, I think, of lack of discipline.”
Brad Gerstner Feb 9, 2024 ▶ 21:26 20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
Opinion
Gerstner: Series C, D, and E Venture Valuations Remain Overvalued
“I still think that valuations are full. I think valuations in venture and CD&E are still overvalued.”
Brad Gerstner Oct 10, 2022 ▶ 35:12 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Opinion
Gerstner: Becoming a 500-person 'Blackstone of VC' would be a failure
“If we were a 500 person organization and look like the Blackstone of venture capital, I think we probably would have failed in that journey. That's not our North Star. It's not where we're headed.”
Brad Gerstner Oct 10, 2022 ▶ 1:25:45 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
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