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 6 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
Rohan: Seed and venture capital face major disruption within two years
“So I think in, like, two years, like, you mush that all together, it's, yeah, it's ripe for incredible disruption, or I'd say there's a lot of opportunity there for funds and managers to really take leadership positions because it's, there's just so much chang…”
Rohan: Initial seed funding rounds will permanently remain essential for startups
“I think the seed round is like, if there's one round, and I think this is like an interesting topic, like how funding dynamics and whether you need BC, but I think if there's one round that is Will be essential for forever. It is that first round, right? And i…”
Rohan: Will invest in uncapped SAFEs with time-bound conversion provisions
“Yes. I put certain provisions around them that they, if they don't raise at a certain point, that, that, that, that it would, like, convert at something at some point, but I generally, generally would do it.”
Rohan: Secondaries will become a robust liquidity option if M&A contracts
“I do believe the secondaries are going to be a really robust option.”