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 5 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

Prediction Not checkable as stated
SaaS business models will transform the manufacturing industry
“So you can actually employ this software-like, SaaS software-like business model. As we know, totally transformed the software world over the past two decades, and I think can now have an effect on the manufacturing world.”
Dayna Grayson Apr 8, 2019 ▶ 8:18 20VC: NEA Partner, Dayna Grayson on Sourcing, Picking, Winning, Gut vs Data in Investment Decision-Making & The Evolution of Entrepreneurial Expectations of Venture
Assertion Not checkable as stated
NEA's Scott Sandell decides on investments within 15 minutes
“I've seen some of the greatest investors Do just that. Meet with an entrepreneur. Within the 1:15 minutes, they're either excited or they're not. If they're excited, they're investing. Scott Sandell at NEA is a great example of that. It's very much his style.”
Dayna Grayson Apr 8, 2019 ▶ 14:31 20VC: NEA Partner, Dayna Grayson on Sourcing, Picking, Winning, Gut vs Data in Investment Decision-Making & The Evolution of Entrepreneurial Expectations of Venture
Assertion Not checkable as stated
First Round Capital pioneered the institutional seed fund movement
“I credit Josh Koppelman and First Round Capital for really starting that movement, and that's gone from 20 to 50 to a hundred million dollar size funds, and then we've also seen the advent of the larger funds, such as NEA, and I think what you've really seen i…”
Dayna Grayson Apr 8, 2019 ▶ 28:22 20VC: NEA Partner, Dayna Grayson on Sourcing, Picking, Winning, Gut vs Data in Investment Decision-Making & The Evolution of Entrepreneurial Expectations of Venture
Prediction Not checkable as stated
Smaller venture funds will increasingly be expected to provide full-service support
“And I think it's incumbent, and it will be more and more incumbent on these funds and perhaps the size requirement will come down. Even as smaller funds, you really should be expected to be more full service.”
Dayna Grayson Apr 8, 2019 ▶ 29:30 20VC: NEA Partner, Dayna Grayson on Sourcing, Picking, Winning, Gut vs Data in Investment Decision-Making & The Evolution of Entrepreneurial Expectations of Venture
Assertion Supported
Formlabs 3D printers cost $3,000 versus $100,000 legacy hardware
“You can buy a three D printer in the case of Formlabs for 3000 dollars that otherwise would have cost you almost a 100,000 dollars.”
Dayna Grayson Apr 8, 2019 ▶ 7:54 20VC: NEA Partner, Dayna Grayson on Sourcing, Picking, Winning, Gut vs Data in Investment Decision-Making & The Evolution of Entrepreneurial Expectations of Venture
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