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

Prediction Not checkable as stated
Bitcoin will succeed, but adoption will take longer than expected
“Fly, but it's going to take a lot longer than people think.”
Rob Moffat Jun 22, 2015 ▶ 21:57 20 VC 047: 4 Ways Investors Find Great Startups with Rob Moffat, Principal @ Balderton Capital
Assertion Supported
Zendesk disproved the $1,000/month minimum pricing rule for enterprise software
“Five years ago, it used to be the case that You enterprise products had to be something you could sell for at least a thousand dollars a month. Otherwise you couldn't sell them economically. And then Zendesk comes along and completely rips that apart.”
Rob Moffat Jun 22, 2015 ▶ 5:29 20 VC 047: 4 Ways Investors Find Great Startups with Rob Moffat, Principal @ Balderton Capital
Assertion Not checkable as stated
Moffat: Startups are being funded earlier and with less data
“And what you're now seeing is good companies are getting chased by VCs. They're getting funded before they were thinking about doing a funding round. They're getting funded on less sort of traction, less data than would have been the case a few years ago.”
Rob Moffat Jun 22, 2015 ▶ 10:51 20 VC 047: 4 Ways Investors Find Great Startups with Rob Moffat, Principal @ Balderton Capital
Prediction Not checkable as stated
VCs will launch separate seed arms to leverage AngelList
“I think a lot of this will be VCs probably having some sort of separate Seed funding arm, which probably uses AngelList alongside to help to do that early stage investing.”
Rob Moffat Jun 22, 2015 ▶ 18:17 20 VC 047: 4 Ways Investors Find Great Startups with Rob Moffat, Principal @ Balderton Capital
Assertion Not checkable as stated
Rob Moffat: Most venture capital recruits are headhunted
“Most people who get recruited into BC get headhunted so sort of chasing it is unlikely to work”
Rob Moffat Jun 22, 2015 ▶ 19:54 20 VC 047: 4 Ways Investors Find Great Startups with Rob Moffat, Principal @ Balderton Capital
Assertion Not publicly verifiable
Google doubled its London headcount from 250 to 500 in 2006
“So when I interviewed in 2006, they had 250 people in London. And when I joined three months later, it was more like 500.”
Rob Moffat Jun 22, 2015 ▶ 2:38 20 VC 047: 4 Ways Investors Find Great Startups with Rob Moffat, Principal @ Balderton Capital
Assertion Not checkable as stated
Portfolio support grows from 10% to 50% of a VC's time
“The longer you spend in VC, I've been doing it for six years now, and started off with probably 10% of my time on portfolio companies and now it's probably more like 50%,”
Rob Moffat Jun 22, 2015 ▶ 6:48 20 VC 047: 4 Ways Investors Find Great Startups with Rob Moffat, Principal @ Balderton Capital
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