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
Insight
Morrill: Overhyped equity options create severe retention crises during repricings
“It's almost like we've taken stock options and we've hyped them up more than we should have, because then you do have this trust problem where if you do have to do something for the survival of the company, Now you're telling a couple thousand people, hey, we …”
Opinion
Morrill: Young founders build consumer tech because they lack real-world experience
“I think there's just a ton of people who work on consumer products because they don't know anything about the world.”
Opinion
Morrill: Hopping between mid-stage startups is a smart career tactic
“Actually, you can find people that just hop from, you know, mid-stage startup to mid-stage startup as pretty much a career tactic, which I think is pretty smart, actually.”
Assertion Not checkable as stated
Morrill: Investor Competition for Rare Unicorns Drives Up Startup Valuations
“And then I think you're also seeing these really massive rounds because what I'm seeing is really competitive deals where investors feel like there's not that many super Unicorn potential startups. They want to pile into those, and so that drives up valuation …”
Insight
Morrill: Late-Stage Investors Push $100M Rounds to Deploy Excess Capital
“What I'm seeing is a lot of the pressure is coming from that side. It's like, well, we don't want to deploy thirty million dollars, we want to deploy a hundred million dollars, because We don't have another, enough places to deploy its capital.”
Disclosure
Morrill: Mattermark operates without a board of directors
“Raising these big seed rounds, so we don't have boards for a really long time. Like, I don't have any board members, so I go to my advisors, and I'm trying to work with them and think through a lot of these questions with them”
Opinion
Morrill: Public markets do not know how to value low-friction SaaS
“I think the public market doesn't even know how to value it, really.”