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
Quintini: Series A-C startups cannot compete for scarce Chief People Officers
“You're seeing companies that are billion plus valuations that are searching for those very rare talents and they can't afford it. And we know that early stage companies Have this very latent need. And you know, if a big unicorn can't afford it or find it, let …”
Quintini: High capital velocity harms company, employee, and LP returns
“The abundance of capital and the velocity of capital makes investing companies, you know, for certain funds and certain dynamics, almost like cheap options. And for founders, that's their one shot. That's a career. That's a livelihood and their employees lives…”
Quintini: AWS and distribution made starting startups 10x cheaper
“And venture going through a big transformation on the other side of the house and this transformation of seed and product market fit changing, right? The 10 X cheaper to start with AWS, global distribution channels, et cetera. And all of a sudden the instituti…”
Quintini: Felicis participated in an Angry Birds round exceeding its fund size
“And the round that we participated in Angry Birds was bigger than the fund size that we were investing at the time. The check size was order of magnitudes bigger than the check size we've written before.”
Quintini: Series B Headcount and Mean Round Sizes Doubled Between 2016 and 2021
“We actually ran an analysis of companies that raise money from 2016 to 20 21. Company Series A, Series B, Series C. On the mean round size has gone up about twice. They're raising twice as more money, but also the number of people that they have by the time th…”