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.

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why aren't all 3 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 Not checkable as stated
Hsu: Tribe Capital will sacrifice ownership percentage to recruit top growth co-investors
“We don't necessarily think that we're the best growth investors out there. So part of our job is to help our portfolios get the best possible growth investors in their later rounds. So even if that means that we have to give up some ownership for it, because, …”
Jonathan Hsu Jun 17, 2019 ▶ 20:41 20VC: Why Historical Loss Ratios Are Simply Too High, Why Data Is The #1 Most Important Piece When Evaluating Effective Reserve Allocation & Why Nothing Is Truly Defensible Today with Jonathan Hsu, Co-Founder and General Partner @ Tribe Capital
Assertion Supported
Hsu: Slack and Carta didn't build dedicated data teams until Series C
“I just want to think back to Slack and Carter, two companies that we've worked with, you know, in the last couple of years, you know, both of them didn't really start investing in this Full bore, you know, well into about the series C, if I remember correctly.…”
Jonathan Hsu Jun 17, 2019 ▶ 16:34 20VC: Why Historical Loss Ratios Are Simply Too High, Why Data Is The #1 Most Important Piece When Evaluating Effective Reserve Allocation & Why Nothing Is Truly Defensible Today with Jonathan Hsu, Co-Founder and General Partner @ Tribe Capital
Assertion Supported
Hsu: Industry Venture Capital Loss Ratios Sit at 30% to 40%
“So historical loss ratios for venture at large tends to be in this 30 to 40% range”
Jonathan Hsu Jun 17, 2019 ▶ 18:37 20VC: Why Historical Loss Ratios Are Simply Too High, Why Data Is The #1 Most Important Piece When Evaluating Effective Reserve Allocation & Why Nothing Is Truly Defensible Today with Jonathan Hsu, Co-Founder and General Partner @ Tribe Capital
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