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
Newman: Investors should filter out founders seeking generic startup experience
“There's other first time founders that fall into a little bit of a thinking trap, which is they decided that they wanted to get startup experience. So rather than joining a startup led by someone fantastic, they decided that they had to do it on their own. And…”
Newman: Invest in startups once at least one risk vector is resolved
“We knew that the right time to get onto a cap table was when a company had solved at least one of the multiple vectors of risk.
There's team risk, there's market risk, there's product risk, regulatory risk in some domains, all these vectors of risk.”