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 5 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
Yuppin: VCs are increasingly specializing rather than covering the broad market
“As we're seeing venture capitalists start to become more focused rather than covering the entire waterfront. And so focusing on cybersecurity and all of things around protecting the enterprise AI and machine led and algorithmic led kind of applications. Those …”
Yuppin: Early-stage VC funds outperform mature firms weighed down by fund size
“You're looking for earlier stage funds because you often see much higher performance when life is simple, fund size is smaller, and you have the singular mission of just investing. Things get really complicated by fund eight, nine. Firms are big. You're on Doz…”
Yuppin: Top CIOs target first-time VC funds and spinouts for outsized returns
“Today, you're seeing the real great CIOs are looking for first time funds, spin outs, where you've really identified talent and you want to be there early so you can gain greater capacity and you're more actively involved early and you're capturing some of tha…”