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

Insight
Levine: Investors make the most money in a market's second or third inning
“And so a lot of markets, when people think, oh, that's new, it's interesting, that's actually not when you make the most money as an investor. You often make the most money in the second or third inning or later of a market, because all of a sudden the market …”
Daniel Levine Nov 12, 2020 ▶ 18:03 20VC: Accel's Dan Levine on The Current State of Seed & Series A, The Rise of Pre-Emptive Rounds, Solo Capitalists and Multi-Stage Funds Entering Seed & Market, People and Product; What To Prioritise?
Insight
Levine: Venture capitalists are not the difference makers in startup success
“I'm trying to do my marginal best, and the company's doing extremely well, and I like to think I'm helping somewhat, but I'm not the be-all, end-all. I'm not the difference maker.”
Daniel Levine Nov 12, 2020 ▶ 8:59 20VC: Accel's Dan Levine on The Current State of Seed & Series A, The Rise of Pre-Emptive Rounds, Solo Capitalists and Multi-Stage Funds Entering Seed & Market, People and Product; What To Prioritise?
Insight
Levine: Liquid, Fast-Moving VC Markets Favor Established Market Leaders
“A very liquid market where things move quick tends to bias towards market leaders over periods of time”
Daniel Levine Nov 12, 2020 ▶ 13:00 20VC: Accel's Dan Levine on The Current State of Seed & Series A, The Rise of Pre-Emptive Rounds, Solo Capitalists and Multi-Stage Funds Entering Seed & Market, People and Product; What To Prioritise?
Insight
Levine: Founders should deeply interview prospective board members
“Really interview the person you're working with. These people are going to be with you forever. You should really want to get to know them, and it doesn't mean you get to know them by telling them about your business. Ask them about theirs. Ask them about thei…”
Daniel Levine Nov 12, 2020 ▶ 37:58 20VC: Accel's Dan Levine on The Current State of Seed & Series A, The Rise of Pre-Emptive Rounds, Solo Capitalists and Multi-Stage Funds Entering Seed & Market, People and Product; What To Prioritise?
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