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 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
AngelList's high-volume seed indexing strategy functions like buying lottery tickets
“Portfolio construction is an underappreciated yet important art, but a lot of the new entrants just want to buy lottery tickets, and then you, everybody bows at the altar of power law, and you've got AngelList putting out reports saying the secret is to invest…”
Grinda: AngelList study proves high-volume qualified investing increases fund IRR
“AngelList did a study of all of their different mini funds on AngelList to see which ones were the most successful. And their ultimate conclusion was The more qualified deals, and of course we need to define what qualified means, you invest in, the higher your…”
Formal venture training carries far more weight than an AngelList track record
“Everybody's got an angel-less track record today, but I'm talking like formal investor training. So I love introducing people like, I mentioned, you know, Ross Fabini, who spent, you know, years with Canaan Ventures, or Sunil Nagaraj, who launched Ubiquity aft…”