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 3 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
Multi-stage VCs will abandon seed investing when the workload accumulates
“I think there's a chance that that may happen again, and as you know, these markets shift and twist and turn, and so I think there could be a chance that these guys, again, intercede, but aren't all that committed when they see how much work there is, where th…”
Seed investing requires concentrating on a few disruptive winners
“I'm focused on finding those few companies that can provide really disruptive returns in order to be able to keep funding the business.”
Dan Scheinman predicts a return to large-scale tech M&A
“So I have, for a variety of reasons, not Participated in secondaries so far, and I believe that there will be exits, that great companies eventually will exit, that we will see a return to some larger M&A in markets where it becomes so critical for some of the…”