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

Disclosure
Hubble holds online private-label contact lens exclusivity in most markets
“For example, Hubble has a proprietary back end. They have a exclusive ability to sell Private label contact lenses on the internet in most countries. And by being able to do that, you're not competing with Harry and Rick's contact lens company. You're not comp…”
Rick Heitzmann Nov 11, 2019 ▶ 29:48 20VC: Firstmark's Rick Heitzmann on The Rise of Pre-Emptive Rounds, His Biggest Learnings From The Pinterest Board, 2 Things VCs Can Do To Prepare Their Companies For The Downturn and Why Now Is A Good Time to Be Contrarian and Invest In Consumer
Disclosure
FirstMark re-evaluates portfolio board time allocation bi-annually
“So we go through, and my partners and I think about on a biannual basis, where are you spending your time on boards, and how do you prioritize your boards, and how do you prioritize the companies in the portfolio, and that's not a purely quantitative exercise.”
Rick Heitzmann Nov 11, 2019 ▶ 19:49 20VC: Firstmark's Rick Heitzmann on The Rise of Pre-Emptive Rounds, His Biggest Learnings From The Pinterest Board, 2 Things VCs Can Do To Prepare Their Companies For The Downturn and Why Now Is A Good Time to Be Contrarian and Invest In Consumer
Disclosure
FirstMark Capital led the seed round for Pinterest
“We were excited to be the lead investor in the seed round for Pinterest.”
Rick Heitzmann Nov 11, 2019 ▶ 31:38 20VC: Firstmark's Rick Heitzmann on The Rise of Pre-Emptive Rounds, His Biggest Learnings From The Pinterest Board, 2 Things VCs Can Do To Prepare Their Companies For The Downturn and Why Now Is A Good Time to Be Contrarian and Invest In Consumer
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