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 3 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

Insight
Max Simkoff: Admitting Uncertainty to Staff is Comforting During Crises
“In times of crisis, people like to assume that leaders Have a very specific strategy and they've mapped everything out and they know what to do. And the reality is like, we're just winging it. And sometimes when you tell people that that's what you're doing, t…”
Max Simkoff Feb 18, 2021 ▶ 22:39 20VC Special: The Real Estate Fintech OGs on Why This Is Not The End For The Bay Area and What Can Be Done To Solve It, The Pros and Cons of Working with Corporate Investors and How Leading Their Teams Has Fundamentally Changed in a COVID World
Insight
Simkoff: Naivete is a founder's most dangerously powerful skill
“The more you know about an industry, the more reasons you have not to start a company or grow a business, right? It's too hard. Did you like understand the competitive landscape? I don't know if you remember this conversation, but we talked about how like naiv…”
Max Simkoff Feb 18, 2021 ▶ 6:11 20VC Special: The Real Estate Fintech OGs on Why This Is Not The End For The Bay Area and What Can Be Done To Solve It, The Pros and Cons of Working with Corporate Investors and How Leading Their Teams Has Fundamentally Changed in a COVID World
Insight
Simkoff: VCs resist specialization because they hate extinguishing option value
“The one thing VCs hate is extinguishing option value. So, like, when you're in a meeting with them, you're like, what's your typical investment size? Well, we do Series B and C. You're like, oh, we're looking for And they're like, oh, we do seed investments to…”
Max Simkoff Feb 18, 2021 ▶ 6:51 20VC Special: The Real Estate Fintech OGs on Why This Is Not The End For The Bay Area and What Can Be Done To Solve It, The Pros and Cons of Working with Corporate Investors and How Leading Their Teams Has Fundamentally Changed in a COVID World
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