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
Callaghan: Early-stage board meetings should spend 90% on strategy, 10% on reporting
“I would just say that the percentage of time devoted to strategy leadership versus reporting in an early stage company is kind of like 90% on the first two and 10% reporting.”
Jon Callaghan: Founders are the economy's most creative yet least supported people
“The most creative people in our economy today are the startup founders and the most daring and bold, and also frankly, the least supported are those startup founders.”
Callaghan: Great VCs target uncharted frontiers, not Rosewood networking
“If you're really, really good at early stage venture, that's where you want to be. You don't want to be at the Rosewood schmoozing with other VCs trying to figure out what they did and what, you know, what you can do to be a, you know, a little copy of that. Y…”
Jon Callaghan: Early-stage VCs must embolden founders to take major risks
“We think that the role of the early stage investor is to fully support and fully embolden those founders to take major, major risk and be bold and daring.”
Callaghan: Distraction is the main way early-stage boards harm startups
“Distraction. I think that's the easy, in the early stage. Of course, in the later stage, boards can do worse things, but I think it's distraction in the early stage. It's, you know, the board's job, again, in my view, in the early stage, is to really support a…”
Callaghan: Industrial robotics is underappreciated and generating real revenue
“I think that there's just incredible automation that's happening and it's backed up by software-based technologies, machine learning, and yeah, a little bit of AI and decision-making, that kind of thing, but in computer vision, but we're seeing a lot of very, …”