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 10 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
Ibrahim: Container technology will replace VMware and traditional virtual machines
“In my area in particular containers are now the new thing. So you see companies like Mesosphere and Docker and CoreOS coming up and really Trying to supplement, but truly the, what they're trying to do is completely replace very, very large companies like VMwa…”
Maha Ibrahim: Accelerate growth spend only after securing product-market fit
“I believe in getting to profitability and having a business plan that gets you to profitability. But having said that, if there's truly a market there that you feel, sorry, let me step back. If there's a product market fit that you feel is dead on and you're s…”
Ibrahim: Mobile gaming is a consolidated winner-takes-all market of 10-12 players
“If I were to do it today, it would be very hard for me to make an investment in the mobile gaming space for a variety of reasons. The biggest reason is that it is a winners, and I say that plural, take all market. The market has consolidated into, let's say, 1…”
Ibrahim: The market size for mobile gaming is virtually infinite
“The size and scope of the mobile gaming market is, is just almost infinite at this point.”
The RealReal grew sales from $10M to $105M and aims to double again
“They've grown from first year, ten million in sales to fifty million in sales to last year, about a hundred and five million in sales, and they're looking to double this year, which there's no reason they can't, given the quality of merchandise on the site.”
Ibrahim: Domain specialization is the best way for new VCs to differentiate
“So what I advise new entrants into the VC market or junior people to do Is really to differentiate based on a franchise. So pick an area, and it need not be a niche area. It could be a pretty broad area, and really develop a thesis in that area for where the w…”
Maha Ibrahim: Market size and timing cause most VC losses
“We lose money as VCs, large, as early stage VCs, largely because we've gotten the market timing or the market size wrong. The market size just isn't big enough, or the market hasn't evolved as quickly as we suspected it would.”
Ibrahim: Startup burn rates became secondary during 2009–2015 tech growth
“It was a very slow five years but on the other hand, I got to see what it meant to have companies close down, and companies really have to concern themselves with expenses, and burn rates, and all of that yummy stuff that Is less of a concern these days as thi…”
The RealReal reached 10% international sales in 4 months without marketing
“Yes, so we just started shipping internationally about four months ago, and that has been an exceptional, it was, it started out as an experiment, it's become an exceptional success for us. Without any bit of marketing, we've already reached 10% of our sales c…”