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 2 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
Gurley: Low-growth $50M–$100M companies must increase risk rather than protect multiples
“One of the big thing, problems I think they have is having, you survive to this point, and having succeeded, let's say they have revenue of 50 to a hundred million dollars, they feel like they need to protect something, and it puts them on the back foot, not t…”
Bill Gurley Jun 20, 2025 ▶ 59:06 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
Disclosure
Gurley Confirms He Was Not Involved in Benchmark's Manus AI Investment
“I'm no longer A GP on the new funds at Benchmark, which means I'm not involved in new investment decisions. So I didn't, I wasn't part of the decision to invest in Manus and I, you know, found out about it after the fact.”
Bill Gurley May 22, 2025 ▶ 1:10:40 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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