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
Evans: A software company's moat is go-to-market, not writing code
“I don't feel like the reason it's hard to compete with X or Y or Z company is how long it would take you to write the code to replicate the product. It's almost never the problem. It's the problem. The hard part is everything else. It's working out what the pr…”
Evans says he would not have invested in Adam Neumann's Flow
“Meanwhile, meanwhile, I still wouldn't have done the deal, but hey, that, that's why I'm, that's, maybe that's why I'm not taking this call on my goal stream between Santa Monica and Miami Beach, my Santa Monica and Miami Beach offices, as I run my venture fir…”
Evans: Andreessen's take on renting sounds like someone who hasn't rented in 25 years
“I'm radically unimpressed by Marc Andreessen saying renting is a soulless experience and nobody would ever want to do that because I've spoken like a man who hasn't rented a home in 25 years.”
Evans: a16z Never Passed on Deals Fearing Big Tech Competition
“When I worked at Andreessen Horowitz, we saw three or 4000 companies a year. You know, I don't think we ever said, you know, what if Google does this? Or, you know, you can't invest in that because Microsoft might do that or because Amazon might do that.”
Evans: a16z invested $300M-$400M in Adam Neumann, its largest check ever
“And Andreessen Horowitz has given him, I think, the largest check they've ever written at a So three or four hundred million dollars to back this.”
Evans: a16z and Sequoia are RIAs buying public equities like Block
“Andreessen Horowitz is now a registered advisor, so is Sequoia, which means they can own public stocks. They own public stocks. I've read that Andreessen Horowitz bought stocks in Square, which is now in, which is now called Block. They bought it in the stock …”