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 6 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
Cahn: Joining Sequoia Did Not Increase Personal Deal Flow
“I think my deal flow basically didn't change at all.”
Cahn: Sequoia Capital was late to investing in defense tech
“So I do think, look, there's no way around it. Skoya was late to defense.”
Cahn: Sequoia has invested in defense startups Kela and Stark
“So the other two national champions that I've invested in, one is a company called Kella, which we think is going to be a national champion. It's based in Israel. The thesis is that Israel has the best people in the world for this, and they can help defend the…”
Cahn: Led Sequoia's investment in Clay at $1B+ valuation after long pivot
“Sequoia invested at the Series A in, I think, 2019. The company spent three or four years in the wilderness really figuring it out. I look at Kareem, I think the man is, like, enlightened from this experience. Like, a super painful experience. Varun ended up j…”
Sequoia Capital invested in AI voice startup Sesame
“We just, I think today right before this podcast, we announced our investment in a company called Sesame, which is an AI voice company, an AI conversation company.”
David Cahn: Missing Datadog deal to Dragoneer was major financial loss
“One big financial miss is Datadog, and I worked on this before joining Sequoia, but I remember, you know, Datadog was this amazing company. The numbers were incredible. It was proper. Like, it was one of these businesses where you just, like, your mouth waters…”