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 4 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

Opinion
Kumar: Multi-stage firms use seed checks as training wheels for new partners
“In a lot of cases, I feel that some of the multi-stage firms coming in and investing at the seed stage is not a function of a calculated strategy, but more of essentially providing a safe playground and training wheels for some of the new folks who are there.”
Manu Kumar Mar 23, 2020 ▶ 9:40 20VC: Multi-Stage Funds Investing At Seed Are Option Value Investing, Why The Biggest Enemy For Venture Firms Is Group Think and How Running Companies Changes Your Investment Mentality with Manu Kumar, Founder @ K9 Ventures
Opinion
Kumar: Early-stage startups should embrace remote teams
“And so now I, when I'm talking to companies that I would invest in, I'm totally comfortable with them having remote teams. And in fact, I advocate that they should have remote teams.”
Manu Kumar Mar 23, 2020 ▶ 24:22 20VC: Multi-Stage Funds Investing At Seed Are Option Value Investing, Why The Biggest Enemy For Venture Firms Is Group Think and How Running Companies Changes Your Investment Mentality with Manu Kumar, Founder @ K9 Ventures
Opinion
Kumar: Late-stage mega rounds create unhealthy startups
“The mega funding rounds, the hundreds of millions of dollars coming into companies in the late stage. I think in a lot of cases, those lead to unhealthy companies”
Manu Kumar Mar 23, 2020 ▶ 29:25 20VC: Multi-Stage Funds Investing At Seed Are Option Value Investing, Why The Biggest Enemy For Venture Firms Is Group Think and How Running Companies Changes Your Investment Mentality with Manu Kumar, Founder @ K9 Ventures
Opinion
Kumar: Carnegie Mellon's academics are as rigorous as or superior to Stanford
“Academically, I would say that CMU is absolutely at par, and if not, maybe in some cases, more rigorous than Stanford.”
Manu Kumar May 23, 2016 ▶ 20:08 20VC: K9's Manu Kumar on His Approach To Risk, Valuation & Believing What Other People Don't
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