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 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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 Open · timeframe Sep 2024
Harris: Software platforms' share of total payment spend will reach 80%
“To our earlier conversation, it's about eight percent of all payment spend goes through software companies. But our view is that that eight is going to 80.”
Matt Harris Sep 23, 2019 ▶ 31:58 20VC: Bain's Matt Harris on Why Valuation And Market Size Are Not The Most Important Thing At Series A, Why Backing Sociopaths Can Work & Late Cycle Momentum Investing & The Changes That Will Stay in Venture Forever
Prediction Not publicly verifiable
Matt Harris: Bain Capital Ventures targets $300M–$400M annual deployment
“Our goal has been to invest three or four hundred million dollars a year. Again, we do both venture and growth equity, so that seems like a lot of money, but many of those are large checks and later stage companies. Fully half of it is your classic five to twe…”
Matt Harris Sep 23, 2019 ▶ 12:24 20VC: Bain's Matt Harris on Why Valuation And Market Size Are Not The Most Important Thing At Series A, Why Backing Sociopaths Can Work & Late Cycle Momentum Investing & The Changes That Will Stay in Venture Forever
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