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.

4statements match

4resolved → 0open claims → 3supported → 0contradicted →

why aren't all 4 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 Supported

Rosenthal: Andreessen Horowitz made $11 billion on its Coinbase investment

“Well, it turns out they invested in Coinbase and made eleven billion dollars on it.”

David Rosenthal Jan 3, 2022 ▶ 49:13 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)

Assertion Supported

Rosenthal: Solo investor Elad Gil has deployed over a billion dollars

“I don't know the exact figures, but I guess he's probably deployed hundreds of millions, if not billion plus of capital over the last few years, and it's just him.”

David Rosenthal Jan 3, 2022 ▶ 39:51 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)

Assertion Partly supported

Rosenthal: Sequoia Capital bought 40% of Cisco for roughly $2 million

“You look at some of the rounds that they were doing, you know, they were putting like Two million bucks into Cisco for, like, 40% of the company.”

David Rosenthal Jan 3, 2022 ▶ 18:57 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)

Assertion Supported

Rosenthal: Modern Treasury processed over $2 billion monthly in under four years

“This company's three and a half years old, and they're doing over two billion dollars of payment volume a month on the platform.”

David Rosenthal Jan 3, 2022 ▶ 49:22 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)

The Ledger

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