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 4 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
Kanji: A $10M seed round doubles outlier odds versus $5M
“And there is a statistical, like, correlation between if a seed round raises, like, a hundred K, the probability of it becoming an outlier is very, very, very, very small. Kind of makes sense. If that seed round goes up to, like, ten million, the odds between …”
Kanji: Public SaaS companies outside top decile are growing and profitable
“If you look at the public markets today, and you go look at all the SaaS companies, between the first decile all the way up to the 10th decile, if you break it up, everything other than the first decile is both growing and profitable.”
Kanji: Brexit's Article 50 wiped out EIF commitments to UK venture funds
“Article 50 got invoked, and everyone who had a check or a commitment from EIF at that point felt it. Seedcamp got one of the first calls, they tore up the document, and all of us lost the EIF commitment because they were no longer able to invest in the UK.”
Kanji: I plan to hand over Hoxton Ventures leadership within a decade
“I would love for us to have built a partnership, and I'm thinking actively about this, and I can hand the reins over where I'm just one of a few, and someone else is running the firm. If I can do that successfully over the next decade, I know I have a durable …”