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

Opinion
Sequoia Was an Unsophisticated Investor Duped by FTX
“FTX was selling Wall Street to non-Wall Street people. In this case, it's an, it's a funny, you could almost say it's an increase at Sequoia with the unsophisticated investors who got taken to the cleaners by some clown from hedge fund land.”
Benedict Evans Nov 18, 2022 ▶ 5:36 The FTX face-palm
Assertion Supported
Sequoia Invested $150M in FTX Without a Board Seat
“Silicon Valley people kind of raise an eyebrow that Sequoia put a hundred and fifty million into this thing without taking a board seat, although those same Silicon Valley people would probably have done the same if they could have got into it, and they were n…”
Benedict Evans Nov 18, 2022 ▶ 3:26 The FTX face-palm
Assertion Supported
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 …”
Benedict Evans Aug 23, 2022 ▶ 13:24 A new wave of company creation
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