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 7 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
Gurley: Circular AI cloud deals heighten correction risk while delaying it
“Some of the, these quote circular deals that people are talking about enhance the probability that we'll have a correction, but also extend the time before we have one.”
Gurley: Equal VC partnerships eliminate political overhead and align partner incentives
“The second one is, it really encourages development of the new people that come in, because I'm gonna take an equal part of their success when they start delivering, and so I'm not, I want them to be super successful, and I'm gonna spend time, and I, boy, on m…”
Gurley: The venture capital industry structurally bends towards youth
“I think
The whole industry bends towards youth for that reason and because it's a hustle business.
Like, there, there's always a rock you haven't looked under.
And, you know, age brings children and homes and other requirements you get tied to and responsibili…”
Gurley: VCs Must Understand Wall Street Because It Buys Their Startups
“I've always thought of Wall Street as the buyer of the product that venture capitalists create because of the eventual liquidity is either an M&A or an IPO. And now the price is being set by that group and that institution. So if I know what they value, even i…”
Gurley: Tokenizing unregulated assets invites severe speculation and manipulation
“There's a risk with tokenization, especially if it happens on assets that don't have regulation around financial disclosures that you get a ton of speculation and even worse manipulation.”
Gurley: 5% or fewer of non-product people can develop product instincts
“It probably took my whole career for me to fully understand how hard it is to hire someone who's not a product first individual, and then get them to be good at it. I'm sure there are examples, but it's got to be five percent or less of the use case.”
Gurley: Outlier founders differentiate through obsessive learning on the technological edge
“I would say that, that a more common trait that's related in the entrepreneurial world is obsessive learning, like constant learning, because the disruptions that allow for the technology waves that allow for companies to be disruptive and take market share fr…”