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 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 Not checkable as stated
Weinberg: Operator Partners almost never sells equity in secondary transactions
“So to be clear, we won't sell. It's just sometimes we may not buy. The prorata. But we're basically never selling in a secondary.”
Zach Weinberg Nov 6, 2020 ▶ 21:16 20VC: Zach Weinberg on Whether A Company is a Democracy, The Importance of Ownership, The Rise of Pre-Emptive Rounds, Multi-Stage Funds Entering Seed and How he Approaches Both Risk and Personal Capital Allocation
Prediction Not checkable as stated
Weinberg: Multi-stage seed strategy will only work for top-tier funds
“And my guess, and I haven't modeled this, but my guess is, as with all of these things, there will be a subset of these funds where it works. Because they catch the five companies that they can continue to plow money into and end up putting five hundred millio…”
Zach Weinberg Nov 6, 2020 ▶ 22:58 20VC: Zach Weinberg on Whether A Company is a Democracy, The Importance of Ownership, The Rise of Pre-Emptive Rounds, Multi-Stage Funds Entering Seed and How he Approaches Both Risk and Personal Capital Allocation
Prediction Not checkable as stated
Weinberg targets allocating 30% to 40% of his capital to startups
“This time around, we're looking closer to, like, 30 or 40% over time.”
Zach Weinberg Nov 6, 2020 ▶ 5:50 20VC: Zach Weinberg on Whether A Company is a Democracy, The Importance of Ownership, The Rise of Pre-Emptive Rounds, Multi-Stage Funds Entering Seed and How he Approaches Both Risk and Personal Capital Allocation
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