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 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

Opinion
Lawee: Venture capital is overly clubby and white male-oriented
“It's incredibly clubby. And white male oriented. And I don't think that's helping the entrepreneurial world. It's kind of not helping the venture world decision making. So that's the biggest thing. It's also the hardest thing, but it's kind of the biggest thin…”
David Lawee Oct 8, 2020 ▶ 21:00 20VC: CapitalG Founder David Lawee on Why People Overvalue Diversification in Venture, Why Investment Clubs Are More Successful Than Investment Partnerships & How Growth Funds Think About Portfolio Construction, Loss Ratio & Reserves
Opinion
Lawee: Public market swings irrationally distort Series B and C valuations
“People are very impacted by short-term gyrations in the public markets. So we have kind of frothy public markets or fully valued public markets right now, and that affects B rounds, C rounds. Kind of makes no sense.”
David Lawee Oct 8, 2020 ▶ 7:49 20VC: CapitalG Founder David Lawee on Why People Overvalue Diversification in Venture, Why Investment Clubs Are More Successful Than Investment Partnerships & How Growth Funds Think About Portfolio Construction, Loss Ratio & Reserves
Opinion
Lawee: Ben Horowitz's granular operational knowledge makes a real difference for CEOs
“I was always struck with how much detail he has around the functionings of a business. Like he could explain in detail how the planning group of The finance team versus the accounting group thinks, and the challenges of having someone who's doing one role doin…”
David Lawee Oct 8, 2020 ▶ 21:17 20VC: CapitalG Founder David Lawee on Why People Overvalue Diversification in Venture, Why Investment Clubs Are More Successful Than Investment Partnerships & How Growth Funds Think About Portfolio Construction, Loss Ratio & Reserves
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