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 7 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
Rampell: Slow corporate decision-making guarantees adverse selection in venture deals
“If you take nine weeks to make a decision and like, you know, we'll decide within a day or Sequoia or Benchmark or some other great venture capital firm, we'll decide within a day, like you're not going to get good deals if you take nine weeks.”
Andreessen: Sequoia prioritized market size over founding team quality
“Sequoia was legendary in prioritizing market over team, right? And so Don Valentine has, if you go online and Google Don Valentine's talks, he talks a lot about how the key to success of a startup is to land yourself in a giant market. Like, Land yourself in a…”
Benioff: Sequoia and USVP rejected Salesforce three times in 1999
“No venture capitalist would give us money. We raised all the money privately. I was thrown out of, you know, Sequoia three times, US venture capital, three times.”
Montana: Sequoia's Doug Leone is a better investor than baseball coach
“Doug Leone, who obviously from Sequoia Capital was, coached my kids in baseball, and, ah, Better investor than coach, I'll say that.”
Top venture capital firm rankings rarely change
“If you have paid any attention, the ranking of VC firms doesn't usually shift. Around a lot. It's, you know, it's Sequoia and it's Kleiner and this and that, and this is not really, it's not easy to break into.”
Horowitz: Sequoia successfully handed off leadership across two generations
“Sequoia transitioned it from Don Valentine to, you know, Mike Moritz and Doug Leone and Jim Goetz, and that worked, you know, that transition worked well, so they were able To kind of take the original culture and build on it and kind of grow it, you know, 20 …”