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.

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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

Disclosure
Greylock passed on Baidu at a $14M valuation over travel requirements
“I looked at Baidu at fourteen million pre. And because we had this rule of thumb that said we had to be boots on the ground all the time at that time, it was that narrow a definition again back in those days, I was told that I was going to be going to China ev…”
David Sze Apr 19, 2021 ▶ 34:08 20VC: Greylock's David Sze on His Biggest Lessons Working with Mark Zuckerberg and Reid Hoffman, The Rise of Pre-Emptive Rounds, How To Think Through Price Discipline Today and How Truly Strong Venture Partnerships Function
Disclosure
Sze: Bonding with Reid Hoffman in China led to LinkedIn investment
“We sat at the back of the bus each time on every stop on this tour through China, and we just mind melded. It was great. We got along so well. We were fast friends, and that led to the investment in LinkedIn and me inviting him to come to Greylock”
David Sze Apr 19, 2021 ▶ 38:18 20VC: Greylock's David Sze on His Biggest Lessons Working with Mark Zuckerberg and Reid Hoffman, The Rise of Pre-Emptive Rounds, How To Think Through Price Discipline Today and How Truly Strong Venture Partnerships Function
Disclosure
David Sze almost left Greylock in 2003 over consumer tech focus
“I almost left the firm in 2003.”
David Sze Apr 19, 2021 ▶ 6:21 20VC: Greylock's David Sze on His Biggest Lessons Working with Mark Zuckerberg and Reid Hoffman, The Rise of Pre-Emptive Rounds, How To Think Through Price Discipline Today and How Truly Strong Venture Partnerships Function
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