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 6 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
Wilson: USV will not invest in porn, spying, or gambling
“I won't invest in porn. I won't invest in spying. I won't invest in gambling. Those would be three things I wouldn't do.”
Wilson: User value and team quality matter more than early business models
“I don't care about the business model because we can tweak the business model. We can get the business model right. What I care about are do you have users and are they getting value out of your product and how much value they're getting out of your product an…”
Wilson: USV avoids investing in 'pitchforks and shovels' big data infrastructure
“We are not investors in companies that are providing the pitchforks and shovels for the big data business.”
Wilson discloses USV's early investment in crypto exchange Coinbase
“We're invested in a company, Coinbase, that does that stuff, and they're great, and I love it”
Wilson: USV thesis targets developer platforms like Twilio and MongoDB
“We have started to have a thesis around platforms that developers build on top of. Twilio SIF Science Firebase, and MongoDB. So we do like to invest in platforms for developers.”
Wilson: USV studied education for three years before investing in Duolingo
“We looked at education for about three years before we made our first education investment, and then we quickly made about five or six. So we have Edmodo, Duolingo, Codecademy, Skillshare, Stack Exchange, if you want to call that education.”