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 4 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
Chirls: 75% of 2020-2021 vintage VC funds won't return principal
“If you think about the twenty-twenty-one vintage, I think a one X fund will be top quartile. I think returning your money is, I think returning your LP's money on almost any timeframe will be top quartile. So in that sense, probably 70, I would guess 75% of th…”
Chirls: Non-institutional VCs will win more founders over next decade
“I believe actually the less institutional and banker-like you can look to founders over the next decade, the more likely you are to win. So I think that the most of venture is deeply focused on becoming institutional. It feels more professional. I think the mo…”