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.

2statements match

2resolved → 0open claims → 1supported → 0contradicted →

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

Assertion Partly supported

Sethi: Early-stage angel rounds typically see an 80% failure rate

“The same loss ratio that you see typically at the early, early stage angel rounds, which is 80% of the stuff you invest in fails.”

Arjun Sethi Mar 14, 2022 ▶ 16:51 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Assertion Supported

Sethi: Top 5% venture funds can have a 60% loss ratio

“Typical firms across early and mid would have up to, let's say a really, really good firm. It's 30% loss ratio, but on average, even as it's publicly available data, you can have up to 60% loss ratio, but you can be a top five percent firm.”

Arjun Sethi Mar 14, 2022 ▶ 36:32 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

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