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 5 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
McCall: Mutual funds writing $400M tech checks signals late-stage market excess
“Mutual funds coming in and paying outrageous prices and putting four hundred million into companies. These are all signs that were late on the stage.”
McCall: Capital-efficient startups historically outperform momentum-investing bets
“Right now we're in the middle of momentum investing, which is about pumping enormous amounts of money into companies with the hopes that someone else would pump even more money later on. But the strategy that has worked historically the best are those companie…”
McCall: Continuous random acts of kindness drive VC success and deal flow
“There's only one rule that I found and we've tried over 20 years, I've been in the business 20 years, we've tried everything under the sun to try and figure out what drives success and what doesn't you know, in terms of predicting, and it's, it really comes do…”
McCall: Applying tech to ugly industries creates strong competitive barriers
“One is an ugly industry where someone is bringing technology in. It's a huge competitive advantage and barrier to entry because in those industries, you either have the domain expertise or you're a technologist, right? But very few people have both.”