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 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
Zimmerman: VC firms are undifferentiated parity products like laundry detergent
“Really began to develop an appreciation for how spectacular the business is, but frankly, undifferentiated firms are from one another. And it, I worked in a lot of parity categories, including laundry detergent and credit cards and everything in between. And I…”
Zimmerman: In VC, LP engagement is sales and CMO is marketing
“If you think about LP engagement as being the head of sales, and if you think about being a CMO as the head of marketing, we were very aligned, you know, and I think worked very closely to sort of make sure the narrative that we were developing and telling in …”
Zimmerman: Early-stage startup founders lack creative capability to build brands
“Began to realize there was a pretty significant opportunity gap for many of those early stage founders who have a need to tell their story and build some foundational assets, but have none of that capability or acts of that capability. In their company or in t…”
Dye: Mega-VC firms now operate more like institutional asset managers
“If you look at where Andreessen, General Catalyst, a lot of those firms have kind of taken their model, it starts to look much more like an asset management firm than the Artisanal craft, you know, two hundred million dollar fund venture capital of the kind of…”