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
Beisel: Bridge rounds usually mean a startup missed its Series A metrics
“I would say only sometimes, but most often. I mean, I think other times you can see things that other investors don't see, or the metrics weren't there. You might actually have hit the right metrics, but the market moved on you.”
David Beisel Aug 16, 2017 ▶ 17:20 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures
Insight
Beisel: Solving distribution solves most other problems for B2B and B2C startups
“I think if you can solve distribution and get your product out there, whether it's a B to C company or B to B company, lots of other problems go away, right?”
David Beisel Aug 16, 2017 ▶ 8:06 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures
Insight
Beisel: Voice computing's primary bottlenecks are monetization and distribution
“The challenges right now with voice computing are really around monetization and distribution, right?”
David Beisel Aug 16, 2017 ▶ 12:30 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures
Insight
Beisel: First-generation apps on new platforms merely replicate older platforms
“Yeah, so the idea is that, like, when you have a new platform shift, right, so if you go from PCs to mobile and Or mobile to, you know, hopefully here voice computing. The first kind of love application just replicates what the other one was, what happened in …”
David Beisel Aug 16, 2017 ▶ 14:55 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures
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