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 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
Only a very small percentage of VCs add value beyond capital
“A very small percentage do. Don't believe most add any value beyond capital, but I'm partial because I think my investors do a stellar job of that.”
Denehy: Excessive startup valuations will trap tech companies
“Lower valuations. Just think a lot of companies are getting themselves into situations that are going to be very hard to get out of. So I think hip checking the valuations probably wouldn't hurt.”
Denehy: Startups spending years in beta are usually uncompelling businesses
“And so some of these companies that have effectively been in beta and I'm using air quotes, you know, for years, they might be successful to the extent that they have an elegant product that many people like to use, but as businesses, they're probably not all …”