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 17 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
OpenBazaar Could Drive Marketplace Take Rates to Zero
“You could drive that all the way down to zero if you're using something like Open Bazaar.”
SMS Will Not Become a Primary Interface for Mobile Services
“I do also think that in in a variety of cases, I, you know, I'm not a believer. That SMS is going to, because there are people who are quite a bit more optimistic than I am that SMS is going to be one of the primary ways that we interact with services on our p…”
Twitter Provides Smarter Sports Analysis Than Mainstream ESPN Commentary
“There's a lot of great content on Twitter, and about Pro football and sports in general, and as someone who's very into Twitter, it's easy for me to curate you know, a timeline or lists of people who have smart things to say about football beyond the kind of b…”
USV Operates as a Thesis-Driven Firm Rather Than Deal-Flow Driven
“We're thesis driven, which means that we operate, we look out at what's happening based upon are sort of core beliefs about the internet and how to grow a business on the internet. So in contrast to some firms, which I which are more, I think, deal flow orient…”
Polling Shows Most Uber Drivers Prefer Independent Status Over Employee Status
“If you actually look at some of the polls, it's actually not the case. I mean, if you even talk to a lot of Uber drivers, they're not even aware of it, and if you ask them if they prefer to be W-II or T-Nine-I mean, not necessarily in those terms, they say tha…”
Network Effects Are the Primary Defensible Quality of Internet Businesses
“I think they had a real belief that networks would be the defensible quality of the internet, or the defensible thing about building a business on the internet. Whereas, let's say, In prior businesses like, ah, Microsoft Office or Windows or any other software…”
Writing Publicly Forces Deep Thinking and Drives Self-Learning
“When you're formulating it for a blog post and something that's meant to be consumed, you really need to think deeply and figure out every single angle so that you're, you know, you're communicating something which is coherent and clear and powerful. And I thi…”
SMS Is Becoming More Relevant on Mobile, Not Dying
“I certainly don't believe SMS is dead, and in some ways you could argue that it's relevance, it's becoming ever more relevant as we move from the desktop to mobile.”
Sports Tech Is Tough for VCs Due to IP Lockup
“And a tough one for VCs just because a lot of that industry is locked down by intellectual property and things like that, which actually is something that we had to deal with 50.”
Kuhn's Paradigm Shift Concepts Directly Apply to Venture Investing
“And I think that's actually, you know, I hate to sound too grandiose, I think some of those ideas are actually applicable in investing, where, you know, you bring with you a certain framework for looking at the world and then the, then that framework breaks do…”
Apple Music's Sterile Design Gives Reason for Pessimism
“That's actually the exact analogy that I made, and it's sort of, that's one reason to be not so optimistic about Apple Music. As soon as, I mean, it just, that struck me immediately as not at all the way that I think about music, you know, just choosing betwee…”
Uber Is Capitalized Well Enough to Adapt to Worker Classification Rules
“I think they're so well capitalized that they can figure out a way to make their model work with W-II's or ten-ninety-nines.”
USV Evaluates Startup Pitches Using Broad Historical Network Frameworks
“When the term network comes up, we're talking in the most, let's say, Literally talking about networks of all types. I mean, it could be, it could go back to the railroad, railroad network. It could be actual social networks. And that gives you a real sort of …”
Visual Win-Probability Graphs Convey Game Dynamics Better Than Box Scores
“If you look particularly like at the past Super Bowl, which had a lot of wild swings, you get a visual graph of the game Which really tells the story of the game in a way that the score, the box score doesn't. You actually get a really quick visual snapshot of…”
USV Required Short Video Submissions for Analyst Applicants
“Well, the initial screening involved, ah, recording two two-minute videos. I think the questions were, ah, what aspects of tech most inspire you, or what are your greatest inspirations? And the other question was, ah, I think just to tell you, tell them a litt…”