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

Assertion Supported
Greylock's $500M Facebook valuation check faced intense internal and external criticism
“Facebook was very controversial, both internally and externally at Greylock when it was announced, because we invested at a five hundred million plus pre and wrote one of the biggest Checks that Gerlach had ever written at that time, and that was considered in…”
David Sze Apr 19, 2021 ▶ 9:24 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
Assertion Partly supported
LinkedIn, Facebook, and Roblox took between 8 and 17 years to IPO
“LinkedIn was eight to 10 years to going public. Facebook was 10 to 12. You know, Roblox, 17 years.”
David Sze Apr 19, 2021 ▶ 14:41 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
Assertion Supported
Sze: Nextdoor originally launched as Fanbase, an amateur sports data company
“Take Nextdoor. It started out as a company called Fanbase that was going to do sort of like ESG SPN and data for amateur sports, and it pivoted.”
David Sze Apr 19, 2021 ▶ 31:32 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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