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 8 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
Mega-fund VCs are just lottery ticket buyers lacking company-building skills
“And I think a lot of my contemporaries are lottery ticket buyers. And, you know, you have a three billion dollar fund, and you're just buying lottery tickets, and because you don't know how to build companies, your only value is paying more.”
Big data infrastructure startups launching in 2014 will lack successful exits
“If you're coming out as a Vertica today, you're not going to have a happy ending.”
Tech startup valuations in mid-2014 are unwarranted and unsustainable
“There's gonna be a lot of you know, broken hearts and tears are gonna fall, because I don't think that, that those valuations are warranted, are sustainable and that's too bad.”
Zynga is an analytics company masquerading as a gaming company
“Zynga is really an analytics company masquerading as a gaming company.”
Telecoms will eventually offer free service in exchange for consumer data
“I think the day will come shortly where, you know, I've got the Verizon family plan, and I pay, you know, a lot of money for my cell phone. And they use my information, my family's information. They monetize that. I think the day will come that if Verizon and …”
Atlas Venture will not fund startups rebuilding existing software platforms
“So for my money, I don't want you to spend my money rebuilding, even if it's a little bit better, something that's been built. I want you to spend my money taking something that's been built that's good and disintermediating those guys.”