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 16 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
Neil Young: VCs who slow roll founders waste time and lose deals
“I would most like to see VCs respecting the time of entrepreneurs. I can tell you that when I go spend time talking to a VC, there's three types of interaction I have. There's one interaction, which is like very exciting. Holy shit. We have to work together. T…”
Neil Young: Mike Maples provides pragmatic 'lizard brain' clarity on boards
“If Bing is the wizard brain, Mike is the lizard brain, or as probably he would like to be the thunder lizard brain, but the lizard brain in that Mike very expertly states the obvious. His instincts about what you should do at any given point in time are not pa…”
Neil Young: Consumer VR suffered from overhyped short-term expectations
“I think early stage consumer VR has been suffering from that now for the last couple of years, and in the long run, VR may be a very, very powerful platform, but it may not quite fulfill the potential that those early stage Contributors and developers thought …”
Neil Young: Lack of open distribution stifles long-term platform innovation
“I think the fact that we don't have free and open distribution in the long term stifles the rate of change.”
Neil Young: Relying solely on organic virality cannot yield a predictable business
“It's very difficult for me to imagine building a business with any predictability that relies on, as its sort of core premise, the idea of making things that are popular and viral solely.”
Neil Young: Paid user acquisition is mandatory for crowded app marketplaces
“My sense is that today, paid is the number one thing that you need to think about, especially if you're operating in a very dense or crowded marketplace like the app stores.”
Neil Young: ngmoco sold after hitting a peak valuation multiple
“We reached a point where we felt like the valuation that we could get for the company at that particular moment was at its peak, at least for the short term. This apex evaluation that it would be difficult for us to get back up to again on a multiple basis for…”
Neil Young: CEOs are likely wrong when trusted board members disagree
“If you've got a group of people that you believe in, and that you trust, and they're giving you advice in a vector that is different than the vector you're pursuing, you're actually more likely to be wrong than you are to be right.”
Neil Young: Mass market adoption requires capturing a hardcore audience first
“The path to the mass market goes through the hardcore, and so every audience that Has a hardcore, and it's something that you need to find and understand and cultivate and deliver a product to, because it gives you this sort of authentic foundation upon which …”
Neil Young: IP natural audience size dictates product performance ceilings
“Everything ultimately has a natural audience. So if you had two teams or two game teams, one game team is working on a game based on Star Wars, and another is working on a game based on Babylon five. They're both exactly the same team, exactly the same game. T…”
Neil Young: Evaluating platform shifts requires assessing timing and changed user behavior
“And so with each shift in platform, you need to ask yourself a couple of Really simple questions is, one, when will it be real? And two, what user behavior has changed, and how do I leverage that?”
Neil Young: Japanese mobile gaming led Western markets in LTV metrics
“The way the Japanese mobile market had developed, it really led the Western market in terms of audience engagement and monetization. And these ideas of LTV versus CAC, Were particularly mature in that market”
Neil Young: Boards should consist of complementary intelligences without overlap
“When you're assembling a board, the thing that you want around the table are a set of complementary intelligences. So what you'd want to try to avoid is too much overlap in terms of their ability to help, help guide you.”
Retail video games cost $5M to $100M to develop at EA
“Those games cost anywhere from five to a hundred million dollars to make.”