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.

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why aren't all 8 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

Insight
Schroeder: Emerging markets share more similarities with each other than Silicon Valley
“I think one of the big theses that I have learned in this traveling is that which is happening among emerging markets among themselves is more shared in many cases than their compatriots in Silicon Valley or even Beijing.”
Chris Schroeder Apr 19, 2023 ▶ 1:46 Global Investing in Tech: Pattern Recognition, Founder Traits, Momentum | Field Notes by Connie Chan
Insight
Schroeder: Emerging market founders must actively educate new consumers
“So many of the best entrepreneurs I meet are spending a fair amount of their time literally educating a consumer base that moves very quickly and rapidly, but it is still an element of something that happens there and doesn't happen with many of the companies …”
Chris Schroeder Apr 19, 2023 ▶ 3:22 Global Investing in Tech: Pattern Recognition, Founder Traits, Momentum | Field Notes by Connie Chan
Insight
Schroeder: Engaging trusted community leaders is critical for go-to-market in emerging markets
“One of the things that you see in emerging markets, and I see this in Africa in particularly is trust is the most important thing to be able to light up people who are the trusted community leaders. Become something which is really quite unique to these areas …”
Chris Schroeder Apr 19, 2023 ▶ 3:51 Global Investing in Tech: Pattern Recognition, Founder Traits, Momentum | Field Notes by Connie Chan
Insight
Schroeder: Regional Tech Platforms Scale as Aggregations of Local Businesses
“Even the big juggernauts in some of these regions have learned that they are as much an aggregation of local companies as they are just one stop shop in terms of what they offer.”
Chris Schroeder Apr 19, 2023 ▶ 6:50 Global Investing in Tech: Pattern Recognition, Founder Traits, Momentum | Field Notes by Connie Chan
Insight
Schroeder: Super apps only need four right services, not twenty
“You don't necessarily have to offer 20 things, but if you can offer four of the right things, you got a hell of a business and maybe another day you can fight to do it.”
Chris Schroeder Apr 19, 2023 ▶ 13:01 Global Investing in Tech: Pattern Recognition, Founder Traits, Momentum | Field Notes by Connie Chan
Insight
Schroeder: Global startup culture has become a permanent shared language
“People, they come at problems the same way, they're undaunted in the same way, they're constantly looking for the next new idea in the same way, ah, they support each other in the same way, they think about culture in very similar ways, ah, it really is a ling…”
Chris Schroeder Jan 2, 2019 ▶ 25:42 a16z Podcast | How Innovation Ecosystems Grow Around the Globe
Insight
Schroeder: Global social platforms dominate worldwide, but e-commerce requires local adaptations
“The LinkedIn of India is LinkedIn. The Facebook of India is fundamentally Facebook. The Twitter of India is fundamentally LinkedIn. This is not true in e-commerce.”
Chris Schroeder Jan 2, 2019 ▶ 27:25 a16z Podcast | How Innovation Ecosystems Grow Around the Globe
Insight
Schroeder: Silicon Valley thrives primarily on talent network effects
“One of the things that we didn't quite touch on about Silicon Valley here, and it's odd to me that people often don't focus about it, which is just simply the network effect of talent that's there, that the more better, the more the excellent people are there,…”
Chris Schroeder Jan 2, 2019 ▶ 33:02 a16z Podcast | How Innovation Ecosystems Grow Around the Globe
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