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.

3statements match

3resolved → 0open claims → 0supported → 3contradicted →

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

Prediction Didn’t hold up

Mohnot: A severe startup valuation drop is coming due to market overhang

“I think there's this overhang of valuations and we haven't yet seen the drop that is going to come and it's going to be so severe.”

Sheel Mohnot Jul 17, 2023 ▶ 1:12:51 Sheel Mohnot: How I Got Married in the Metaverse; Founder vs Product vs Market | E1035 · 20VC with Harry Stebbings

Prediction Didn’t hold up

Mohnot: VC funds will not return uninvested capital this cycle

“I don't think so. I know that that's happened in the past. I don't just, I just don't see it happening this cycle. And probably if it were to happen, it would have already happened.”

Sheel Mohnot Jul 17, 2023 ▶ 7:04 Sheel Mohnot: How I Got Married in the Metaverse; Founder vs Product vs Market | E1035 · 20VC with Harry Stebbings

Assertion Contradicted

Mohnot: BTV portfolio Series A rounds hit $100M-$125M valuations in late 2021

“Particularly second half of last year, all of the series A's in our portfolio, like we were doing them at the price that, you know, we invest that, and then they were getting done at the hundred to 125 range.”

Sheel Mohnot Aug 15, 2022 ▶ 27:23 Sheel Mohnot: Lessons from Investing in Flexport and Missing on Robinhood | 20VC #917 · 20VC with Harry Stebbings

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