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 6 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
Max Gazor notes corporate acquirers heavily prioritize co-located startup teams
“Geography is important, making sure that folks are kind of in the same room to the extent possible and, you know, working well and collaboratively. Those are the types of important things that buyers look for, and it's really not emphasized enough, I would say…”
Max Gazor advises seed-stage startups to avoid formal boards and decks
“In the very, very early days, we advise against it, especially at the seed stage, because it just doesn't feel like a useful way to spend time for a CEO.”
CRV's early Airtable investment thesis was the unbundling of Microsoft Excel
“The investment thesis that we got excited about was this concept of the unbundling of Excel, and we felt like Airtable could become the all-in-one collaboration platform that could kind of redefine how consumers think about productivity software.”
Max Gazor notes VC apprentice model time constraints limit firm hiring
“In general, I think because they are small teams and it's an apprentice model and you spend and invest a lot of time in people, you really want to make sure that the people that you bring on are strong fits internally. And I think that that's The key barrier i…”