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 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 Partly held up
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 Apr 27, 2015 ▶ 18:58 20 VC 031: Investing in Gaming, Luxury Goods and Disruption with Maha Ibrahim, General Partner @ Canaan Partners
Assertion Supported
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.”
Maha Ibrahim Apr 27, 2015 ▶ 10:36 20 VC 031: Investing in Gaming, Luxury Goods and Disruption with Maha Ibrahim, General Partner @ Canaan Partners
Prediction Didn’t hold up
The RealReal plans to open outposts in Asia within two years
“The plan is in the next year or two to expand and put an outpost somewhere in Asia, if not two outposts in Asia, just because the demand for luxury goods there is so exceptional.”
Maha Ibrahim Apr 27, 2015 ▶ 11:20 20 VC 031: Investing in Gaming, Luxury Goods and Disruption with Maha Ibrahim, General Partner @ Canaan Partners
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