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 2 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

What-if
Sertoglu: Doubling UiPath's seed valuation would not have impacted fund returns
“For UiPath, if we'd done the seed round at twice the valuation, it wouldn't have really, you know, made a, made any difference. It would have still been a fantastic outcome.”
Cem Sertoglu Nov 20, 2024 ▶ 10:10 Cem Sertoglu: Lessons from the Greatest Venture Investment in European History | E1228 · 20VC with Harry Stebbings
What-if
Sertoglu: Earlybird should have participated in Sequoia's $3B UiPath round
“In hindsight, we should have participated in that three billion dollar round by Sequoia.”
Cem Sertoglu Nov 20, 2024 ▶ 52:12 Cem Sertoglu: Lessons from the Greatest Venture Investment in European History | E1228 · 20VC with Harry Stebbings
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