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.

4statements match

4resolved → 0open predictions → 3held up → 1didn’t hold up →

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

Prediction Held up

Liaw: Growth stage startups will be hit hardest by market correction

“I think growth will be hit the hardest, because there, the universe of alternatives, particularly for some of the largest investors, is Private company A at multiple X or public company B at multiple Y.”

Eric Liaw Apr 8, 2022 ▶ 13:19 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP

Prediction Held up

Liaw: 2022 public listings and SPAC activity will decline from 2021

“I think there will still obviously be new listings and direct listings and probably not as many SPACs. That's a different topic. I do think you'll still have some activity, but not like last year.”

Eric Liaw Apr 8, 2022 ▶ 11:30 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP

Prediction Didn’t hold up

Liaw: 2022 tech M&A volume will slightly exceed 2021

“I expect maybe a little bit more M&A this year than last year, just because last year there wasn't that much of it.”

Eric Liaw Apr 8, 2022 ▶ 11:49 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP

Prediction Held up

Liaw: Salesforce will pause major M&A while digesting Slack

“Now, I think Salesforce is probably going to be quiet for a little bit as they digest Slack.”

Eric Liaw Apr 8, 2022 ▶ 12:27 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP

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