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.

clear all ✕

why aren't all 7 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

Assertion Not checkable as stated
Harrison: Venture capitalists are avoiding self-criticism following the market crash
“I thought that it would be more humbling for more people I think that there's been this sort of, like, suspension of criticism. Like, people are desperately trying to avoid having to come to grips with what they did, basically, like, with what a lot of people …”
Kyle Harrison Oct 21, 2022 ▶ 43:38 Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Harrison: Venture fund economic models will crumble under market pressures
“Like there are economic models that are going to crumble under the pressure of the market that we're going into now.”
Kyle Harrison Oct 21, 2022 ▶ 15:06 Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Harrison: The failure rate of venture capital funds will accelerate
“So maybe it took multiple decades for a firm to die in the sixties and seventies and whatever eighties, maybe it took it, maybe it's taking a decade, you know, nowadays or last few years, I think that that pace is going to increase. Like information gets disse…”
Kyle Harrison Oct 21, 2022 ▶ 19:04 Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Harrison: Andreessen Horowitz actively recruits individuals with large Twitter followings
“I think it's one of the reasons why you know, anybody with a Reasonably sized Twitter following probably gets a at least job interest, if not a job offer from Andreessen, right? Like they recognize that sort of micro celebrity appeal of being able to hire anyb…”
Kyle Harrison Oct 21, 2022 ▶ 30:35 Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Harrison: Excess capital will remain in venture capital despite market correction
“I don't think that people are just going to say, oh, nevermind. Venture is actually not that great of an asset class, you know, back to bonds and real estate. Like, I think that people recognize that there are still large outcomes to be had here. And so there'…”
Kyle Harrison Oct 21, 2022 ▶ 42:46 Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Harrison: Venture capital scout networks will see progressive dilution in quality
“I think that you're going to see a lot of dilution in the value and quality of those scout networks progressively over time.”
Kyle Harrison Oct 21, 2022 ▶ 32:33 Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Harrison: Only 200 to 300 startups in history have reached $1B revenue
“How many of them have scaled to over a billion dollars of revenue, like 203 hundred or something, right? Like it's a tiny fraction of companies that have truly gotten to that massive Scale.”
Kyle Harrison Oct 21, 2022 ▶ 48:27 Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
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