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 8 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
Zoom Succeeded by Brute Force Rather Than Harnessing Technological Inflections
“So I looked at Zoom, and I was like, I can't convince myself that this thing harnessed inflections. I think Eric just had a bunch of guys in China and throughout the world, and anytime there was something that didn't work or wasn't efficient, he just put that …”
Lenehan: Diligencing a new fund manager from scratch cannot be done over Zoom
“Otherwise, if we were meeting a group from scratch, it's great that we can certainly meet them on Zoom, but until we actually get on the ground, walk the floor, meet the people, meet the team in person, one-on-ones, you can't do it.”
Housenbold: SoftBank passed on investing in Zoom at a $6 billion valuation
“I could tell you how I passed on Zoom at six billion dollars because I thought that was too expensive, or I passed on Procore.”
Rice Mandates Four Office Days Because Zoom Halted Casual Information Sharing
“We are four days a week in the office because at the end of the day, we did not find that we could share the casual information. We shared the nine one and we did not share four one. We shared the emergency. Everyone has to know this information during COVID o…”
Kuruvilla: True diligence requires in-person meals with founders and their associates
“If you really want to diligence somebody well, learn how to go out to lunch and dinner with not just that person, but the associates of those people to really understand who they are. It's amazing what you can learn over a meal that you wouldn't learn over Zoo…”
Dowling: Allocators should conduct virtual due diligence individually to read dynamics
“Do calls individually. It's really difficult to do a group Zoom or Teams call in terms of due diligence because you might have people talking over each other. You can't pick up on individual Brady Bunch boxes that when the senior PM talks, the number two rolls…”
Visser: Asset managers not adopting video and data visualization are missing out
“If you haven't changed your marketing approach at this point to incorporate the power of technology, the power of zoom and the visualization, as opposed to a conference call, you're missing out.”
Foard: Showing hand gestures on video calls boosts speaker presence and dynamism
“Number one thing that I've learned about video is that there's a power in gestures. When you are on screen, it sometimes helps to pull your hands up higher in the image so they can see your hands and you're explaining. And this dynamism of the gestures creates…”