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 5 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
Lessin: VC funds are cutting target sizes amid LP pullback
“They're funds, they're cutting fund sizes left and right, and they're combining funds to bulk them up.”
Cities will not allow scooter companies to be meaningfully profitable
“I don't think the cities are going to let the scooter companies be profitable or be meaningfully profitable.”
Lessin: The long tail of mobile apps has failed
“The long tail of apps has mostly failed, right? The real estate and time and attention has been taken up by a few head application publishers.”
Lessin: Exceptionally low startup mortality rates will inevitably rise
“We've looked at our portfolios recently and it's comical how low the mortality rates are. That's obviously shifting in real time, right? And will go up.”
Lessin: Muck Rack Raised Zero VC Money Until Late Private Equity Round
“By far, the most successful company come out of that is a company called Muckrack, right? Unbelievable success, right? And it was a team in the corner that actually took zero dollars of VC, Right? Until very, very late in the game when they did a private equit…”