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.

clear all ✕

why aren't all 2 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

Disclosure
Sequoia passed on DoorDash's seed round over student spending concerns
“It started on a, on, on a college campus, and the reason we pass on the seed round at Sequoia is we're concerned that the, this is, like, just something that college students did with their parents' money.”
Alfred Lin Jan 21, 2025 ▶ 28:12 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
Disclosure
Sequoia requires in-person meetings before investing to gauge a company's texture
“At Sequoia, I mean, we take a lot of first meetings over Zoom and during the pandemic when we were only doing meetings over Zoom, you just never got the right texture for the company, the cadence of the, how the company operated, and yeah, we might still take …”
Alfred Lin Jan 21, 2025 ▶ 1:35:38 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
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