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 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Corlett: Spotify and Square can grow revenue 20-30%+ for 10 years
“Take a couple of the companies we own at the moment, a Spotify or a Square, which we think can continue to grow revenue at 20, 30% plus for the next 10 years.”
a16z Missed Square After Anchoring to Early Funding Valuations
“Square is a company that we saw as early as the very, very first round, and for a variety of reasons just didn't make the decision to invest, and as often happens with these companies that are successful, every round always feels expensive after that”