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 7 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

Assertion Contradicted
Gupta: Sequoia Capital requires unanimous partner approval for all investments
“This is reinforced by things like unanimous decision-making, which means we all need to be bought in when we decide to partner with a company.”
Ravi Gupta Sep 14, 2020 ▶ 16:34 20VC: Sequoia's Ravi Gupta on His Lessons From The Hyper-Growth of Instacart, The Key Question To Ask When Building or Evaluating Teams & The Importance of Investing In and Detecting Slopes Rather Than Intercepts
Assertion Not publicly verifiable
Gupta: Sequoia allows founders to choose which partner joins their board
“When entrepreneurs ask somebody at Sequoia, hey, if I work with Sequoia, who will my board member be? And the answer is always the same, which is whoever you want. You get to choose.”
Ravi Gupta Sep 14, 2020 ▶ 16:41 20VC: Sequoia's Ravi Gupta on His Lessons From The Hyper-Growth of Instacart, The Key Question To Ask When Building or Evaluating Teams & The Importance of Investing In and Detecting Slopes Rather Than Intercepts
Assertion Contradicted
Gupta: Sequoia backed Stripe founders before they wrote any code
“At the time, Patrick and John at Stripe, when all they had was an idea and not a single line of code, because they were remarkable and they were daring.”
Ravi Gupta Sep 14, 2020 ▶ 15:32 20VC: Sequoia's Ravi Gupta on His Lessons From The Hyper-Growth of Instacart, The Key Question To Ask When Building or Evaluating Teams & The Importance of Investing In and Detecting Slopes Rather Than Intercepts
Assertion Partly supported
Gupta: Instacart lost $20 on every order during its early operations
“When we were losing 20 dollars on every order at Instacart, which we were at the beginning”
Ravi Gupta Sep 14, 2020 ▶ 31:44 20VC: Sequoia's Ravi Gupta on His Lessons From The Hyper-Growth of Instacart, The Key Question To Ask When Building or Evaluating Teams & The Importance of Investing In and Detecting Slopes Rather Than Intercepts
Assertion Supported
Gupta: Carl Eschenbach scaled VMware's revenue from $40 million to $6 billion
“Carl talk to you, who's scaled VMware from forty million in revenue to six billion.”
Ravi Gupta Sep 14, 2020 ▶ 16:55 20VC: Sequoia's Ravi Gupta on His Lessons From The Hyper-Growth of Instacart, The Key Question To Ask When Building or Evaluating Teams & The Importance of Investing In and Detecting Slopes Rather Than Intercepts
Assertion Not checkable as stated
Gupta: Instacart's execution stalled when attempting six priorities in one quarter
“And so I remember this time at Instacart where we had six company priorities in a quarter and a month into the quarter or halfway into the quarter, we weren't moving nearly as fast as we wanted on any of them.”
Ravi Gupta Sep 14, 2020 ▶ 18:07 20VC: Sequoia's Ravi Gupta on His Lessons From The Hyper-Growth of Instacart, The Key Question To Ask When Building or Evaluating Teams & The Importance of Investing In and Detecting Slopes Rather Than Intercepts
Assertion Supported
Gupta: Sequoia made a Series A investment in two 19-year-old founders
“And so with Samir and Runik, who are very young, I mean, I think we made our series A investment when they were both 19 years old.”
Ravi Gupta Sep 14, 2020 ▶ 29:49 20VC: Sequoia's Ravi Gupta on His Lessons From The Hyper-Growth of Instacart, The Key Question To Ask When Building or Evaluating Teams & The Importance of Investing In and Detecting Slopes Rather Than Intercepts
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