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 6 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
Oetting: Deal-By-Deal Carry Is Poisonous To Internal VC Fund Culture
“Most venture funds are set up to be highly internally competitive, which I think is crazy in a market that's as externally competitive as venture. So things like deal by deal carry, things like giving credit based off sourcing deals or serving on a board, thes…”
Oetting: Functional AI Requires Vertical Enterprise Data Structures First
“In order for functional AI to exist in applications, especially in the business world, we need there to be data in software systems, which means we need enterprise software with highly complex and vertically focused data structures before AI can have very much…”
Oetting: Deep focus early in a career generates exponential returns over preserving optionality
“The reality is doubling into something you, especially early on in career, you get exponential return to your time. So focusing on one thing, you're going to get an exponential return on that.”
Oetting: Business Growth Creates Value Only With Operating Leverage
“Growth creates value when there's an argument or there is evidence of operating leverage, because then it creates more profitability.”
Oetting: Young VCs Have An Advantage Because Incumbents Aren't Threatened
“The real benefit of being young, and I'm sure that you've experienced this, is that people are really willing to help you. Partially, that's because they probably don't see you as that competitive. And so they don't see you as threatening, which is probably tr…”