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 8 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
Goldberg: Founder-led late-stage financing rounds like Front's Series C are aberrations
“At the same time, I think that's a bit of an aberration and many companies will decide to continue working with institutional leads where they get just a little bit more than you could handle from a single individual.”
Goldberg: Product-driven neobanks will win while performance-marketing reliant ones fail
“Oh, there's going to be a massive consolidation in this industry. So my belief is that this will be a tale of haves and have-nots, which the haves are the companies that use Product driven growth to get to massive scale and continue to find ways of just growin…”
Goldberg: 2020-2021 VC vintages will be challenged but exceed 1x
“What I would say is I don't think those funds will do very well. I mean, the vintage is going to be very, very challenged. Will it be a one X? I don't know. I think it'll be better than a one X. Maybe. You know, but it's, they're gonna be tough funds.”
Goldberg: Fintech is not in a bubble and will see explosive growth
“I think fintech is booming. I don't think we're in a bubble. I think we're on the precipice of an explosion in activity in the space, and I'm all in.”
Goldberg: Capital markets will innovate new secondary liquidity products
“First off, I think products will evolve to create liquidity for those late stage private companies that give liquidity options to early stage investors. So I think the market will evolve. So just because companies are staying private longer, doesn't mean I thi…”
Goldberg: Revolut is the closest candidate to a $100B neobank
“Actually, the last time I was on your show, I think I predicted a hundred billion dollar in Neobank coming out of, you know, somewhere. And I think we're a lot closer. I think Revolut's the closest we're gonna see to that.”