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 13 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
Martin: Heavily diluted $100M ARR founders often net same as early exit
“I meet a lot of entrepreneurs that have built great businesses, a hundred million AR businesses, but they've been at it for 10 years, and they've taken so many rounds and deluded themselves so many times that they would have probably had the same outcome if th…”
Robinson: E-commerce would not exist without Visa and Mastercard brands
“And so the Visa brand and MasterCard brands are much more than just a payment rail. They're this consumer warm blanket that created e-commerce. Without those brands, you'd never enter your dark card and have Amazon ship your product.”
Marini: FTX would probably be world's largest exchange without Alameda scandal
“Now, if they had never done that FTX would still be around and they'd probably be the biggest exchange in the world.”
Johnson: Early-Stage Startups Should Hire Fewer, Higher-Paid People
“If I were to start over, that those first five, 10 people that I brought into the company, I would spend more and hire less. Versus hiring more and spending less per person. So if I had a million dollar budget, instead of trying to hire 10 people who can, I ca…”
Katial: Without Vipassana in the early 2000s, I might not be alive
“I got really lucky that somebody introduced me to Vipassana. In the early 2000 when I was at my peak of success. And if they hadn't done that, I would possibly be not here today.”
Anselm: Osyte could not have been built in Europe, India, or China
“If I were sitting in, say, in, in, in Europe, somewhere in France or in India or China, I don't think I'll be able to do this at all, right? So regardless of how entrepreneurial I am.”
Falvey: Dave Would Not Be as Strong if It Hadn't Gone Public
“And I think that if that company hadn't gone public, I don't think it'd be as strong a position it is now. I think it brought a lot of discipline to it.”
Metcalf: In hindsight, I would not have raised venture capital
“If I could go back in time, if I had the money, I would actually not raise money because raising capital, I think makes sense in certain environments when you're trying to like move things forward at a quick pace.”
Dawber: Canary Wharf should have added residential earlier and expanded globally
“With hindsight, I think we probably could have gone into residential a little bit earlier, and we should have Gone and done Canary Wharf in other cities.”
Investors Told Rubenstein a CFO Would Have Boosted Valuation by 50%
“This happened to us in our prior company, that we were very slow to get a CFO or a fractional CFO into our company, and we did do a big raise. We raised the money, and Later after this had been concluded, they came to us and said, you know, we told you should …”
Kozak: Citus Health may not have succeeded without clinical domain expertise
“They needed someone who walked in their own shoes, that knew what it was like to only have the phone to connect with each other, that knew what it was like for patients to be re-hospitalized because they couldn't reach someone soon enough, and they, and I buil…”
Toeman: Remote startups should cluster hiring around two hub cities
“The only thing I would do different from that perspective is I would have loved to have created a, you know, maybe only have like two cities that we recruited in, like You know, Mike, like JT and I've talked about this. Like if we had hired everybody be where …”