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 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
West Coast tech hubs in NYC risk stifling local giants
“All the big companies from the West Coast have set up product offices here over the past five years, and I think that that might on one hand prevent the emergence of a standalone New York A monster, but it also brings more talent here, and so you've seen what …”
New breakout consumer mobile companies will emerge soon
“And I think you'll see new companies emerge. Is it going to happen this year? Is it going to happen next year? It's going to happen soon. It hasn't happened since Snapchat, right? They're the Snapchat, Tinder are the last big consumer companies to emerge. Thos…”
Tisch: BoxGroup will invest in and catalyze uncapped SAFEs
“We will do an uncap safe. We will catalyze an uncap safe.”
BoxGroup will make check-size exceptions to fund math for promising startups
“We truly hold to the idea that we want to invest in companies we're excited about, and if what we're able to invest is not in perfect alignment with the math, we're willing and able to make exceptions.”
Tisch: BoxGroup will not lead seed or Series A rounds
“We don't want to lead seed rounds. We don't want to lead series A rounds. We want to be sort of second or third biggest check on a cap table.”
Smartphones will not remain the primary remote controls for technology
“I don't believe the phone is your remote control. I think there's other input methods that are going to allow you to interact with technology.”
Tisch: BoxGroup refuses to compete directly with multi-stage VC firms
“No, I, we don't try to compete. I think if we tried to compete, we would lose our ability to work well with others. And I don't think our value proposition is to say, pick us instead of somebody.”
Tisch: Large VC firms will become larger and fewer by 2034
“I think 10 years from now, the bigger firms are bigger. There are In, in many ways, less big firms.”
Tisch: BoxGroup will not expand into leading Series A rounds
“We are we are going to run whether you like it or not, the same model for a long time. And I think what that does is it aligns us with founders who are also going to build their business for a long time. We are consistent. We're not going to suddenly be a Seri…”