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 4 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
Consumer Tech Startups Are Binary; Entry Valuation Does Not Matter
“Consumer companies are binary. They work or they don't work. And when they work, it just really doesn't matter what your entry price is.”
Consumer Distribution Channels Are Now Clogged and Pay-to-Play
“If you're social companies, you could grow off the backs of Facebook distribution and Twitter distribution, but all of those channels are now clogged down. They're now incredibly optimized and they're largely pay to play. So it's very difficult for a startup t…”
Solving Low-Hanging Mobile Problems Is No Longer Enough
“Most of those low hanging problems, they are solved. You're not walking around every day with a very broken experience. So the bar to actually create something that can provide meaningful value that consumers really appreciate and that's memorable and that's s…”
Ad-Supported Business Models Are Unsuitable for Early-Stage Startups
“Advertising just takes an immense amount of scale, and you get incredibly low ARPUs because It just requires hundreds of millions of users to actually build a meaningful ad business these days. So that's really hard for a startup to have to rely on that as the…”