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 9 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
Ryan: Multi-Stage Seed Signaling Risk Kills Startups
“If a huge fund puts a million dollars into your initial round, and if they don't lead the next round, your company's dead.”
Kevin Ryan: Tech hub success depends on graduate preferences, not tax policy
“It has nothing to do with tax policy, has nothing to do with anything. I say people who went to the top 20 universities in your country, where do they want to live? Where are they going to move? That's going to be your tech center.”
Kevin Ryan: The best CEOs are usually the best fundraisers
“Generally, yes, because if you can raise a lot of money, it increases your odds of doing well dramatically and allows you to make some mistakes.”
Kevin Ryan: Speed is not the most important factor in product-market fit
“No, no, I don't think that speed is the most important thing. You do need to get out your product, you know, pretty quickly. But it has to be pretty good.”
Ryan: Companies cannot easily go public merely by taking price cuts
“That is wrong. If your company's growing at 60% and profitable, yes, you can always go public. But at the margin, it is not easy to take companies public. There's not a lot of appetite.”
Stalled $50M Revenue Startups Are Worth $200M, Not 10x Revenue
“So one, if they've plateaued their growth, they're not worth 500. You know, they're not at all. I mean, 10 times revenue for a company that's not growing that much is, is not going to fly in today's market. That company's worth, you know, maybe 200 if they're …”
Kevin Ryan: Billion-dollar founders consistently display prior track records of success
“Is a surfer for five years, and then at 26, all of a sudden launches a billion dollar company. That doesn't happen as much. They showed drive and focus and success before.”