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

Assertion Partly supported
Pay-to-play provisions have returned to venture capital deal structures
“It doesn't come back. It is back. It's back. Pay to play is on the table.”
Mark Suster Apr 20, 2020 ▶ 24:10 20VC: Upfront's Mark Suster on COVID Redefining What A Great Company Looks Like and What Valuations Look Like, Why Pay-To-Play Is Back On The Table & Why We Will See The Death of Party Rounds
Assertion Partly supported
Suster: SpaceX spin-outs exceed 100 companies raising over $10B
“So there's been more than a hundred spin-outs now from SpaceX, more than a hundred. They've raised more than ten billion dollars, and the vast majority of them are in Los Angeles.”
Mark Suster May 1, 2024 ▶ 37:09 Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings
Assertion Partly supported
Zoom grew from 10M to 200M daily active users in three months
“I mean, look at zoom going from. Ten million monthly actives to two hundred million or daily actives, two hundred million in three months time.”
Mark Suster Apr 20, 2020 ▶ 11:05 20VC: Upfront's Mark Suster on COVID Redefining What A Great Company Looks Like and What Valuations Look Like, Why Pay-To-Play Is Back On The Table & Why We Will See The Death of Party Rounds
Assertion Partly supported
Venture capital industry average fund deployment cycle shortened to 2.2 years
“And the industry average right now is 2.2 years. And you have some firms coming back every 18 months.”
Mark Suster Apr 20, 2020 ▶ 26:02 20VC: Upfront's Mark Suster on COVID Redefining What A Great Company Looks Like and What Valuations Look Like, Why Pay-To-Play Is Back On The Table & Why We Will See The Death of Party Rounds
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