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 9 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
Evans: Sell existing products to matching buyers before building new features
“You built the thing. People are buying the thing, find more people that will buy that thing. Because the insight there is that a lot of times what we tend to do is we tend to look past the people that are already paying us. Right. And you go and you look and y…”
Evans: The term 'agentic' AI is currently more hype than reality
“I think, unfortunately, I think the phrase agentic has become overused, and it really is more hype than reality, but I do think there, the core of the shift to agentic is, is really enterprises are looking for demonstrable ROI.”
Evans: Vertical AI requires marrying proprietary data with public models
“The interesting opportunity for most of our companies is to be able to marry that sort of private data that's behind the scenes or that proprietary data. With these public models.”
Evans: Sentiero mandates founders have direct vertical market experience
“So for our thesis and our profile, it's always mandatory that founders have experienced In the vertical market that they serve.”
Evans: Founders Remain Part of Sales into Perpetuity
“So I think I would agree with that founders are going to be a part of sales essentially into perpetuity.”
Evans: Building deep vertical AI is difficult due to public training data
“Building deep vertical solutions is still really difficult because if you think about the data that's been used to train chat GPT, it's largely data that's available on the internet.”
Evans: Sentiero ignores CAC and LTV metrics for early-stage startups
“So we don't use a lot of metrics. You don't have a clearly defined customer acquisition cost or lifetime value yet just because of the age of the company. But we do look for is exactly one of the things that you described is we want to see customers voting wit…”
Evans: Sentiero targets AI investments in under-resourced compliance and HR functions
“So we tend to like the, we call it the jobs not being done. You know, it's the, it's places where they've historically been under-resourced and under-invested. So think about things like compliance and human resources.”