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 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
Claure: SoftBank tests founder execution, not business models, in LATAM
“And to be fair, we have a competitive advantage. And that's the fact that we have seen these business models being deployed in China and India and the US. So when companies shop in Latin America with a similar business model, we don't need to test whether the …”
Claure: VCs should provide full capital upfront to avoid continuous fundraising
“We're believers in you have to provide an entrepreneur the right amount of capital on day one. Entrepreneurs should not be focused half their time trying to raise money and half the time trying to run a business. So why not provide the right amount of capital …”
Claure: Great Founders Are 90% Right When Trusting Their Gut
“At the end, a great founder, well, you know what they'll do? They're gonna listen to all of us, but at the end, they're gonna trust their God. And their God is 90, or our founder is 90% right. And when you go back to them and say, look at the last 10 decisions…”
Claure: Entry valuation is irrelevant for companies targeting massive addressable markets
“The key is to determine in advance if it's a company where price matters or it doesn't. For some companies with an immense opportunity, think of Alibaba, think of Facebook, think of Google, think of Amazon, whatever. It was worth coming in at almost any price …”