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
Lenehan: China will very shortly become the world's largest economy
“But from our perspective, we actually think that China's going to be the largest economy very shortly. It will grow. It'll continue to grow. At a rate higher than any other developed country kind of post COVID.”
Summit Partners and TA Associates pioneered private equity cold-calling
“This was the cold call model was being implemented, but by, you know, a handful of the summit and TA type folks, they were the pioneers. Now it seems like it's complete commonplace for any group, you know, almost any size, they have some element of kind of rea…”
Rockefeller University operates with an aggressive 5.5% annual endowment spend rate
“So we're now today at 5.5%, which is still high, still aggressive, plus inflation.”
Information technology venture capital has outperformed healthcare venture over 30 years
“A student of venture capital going back, you know, 2030 years would say, you can have, you know, IT and healthcare, and IT won. There are times where healthcare does fine, and in the last couple years, it's actually done great, but for the most part, on the wh…”
Rockefeller withdrew an extra year of spending for historical scientist lawsuits
“Rockefeller had a very unfortunate circumstance with one of their scientists, and there were a lot of lawsuits that came through. That we had to basically take an extra year's worth of spend out of the endowment at Rockefeller to help pay for a lot of these la…”
Vista Equity Partners launched with a single captive investor, bypassing traditional fundraising
“They had just been around for a little bit, and they had one investor who provided all the capital. And so there wasn't fundraising involved. They actually had captive sources of money, which I thought was always a good thing.”