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 11 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
Matt Ocko: Data Collective got 2x-3x cash returns on failed investments
“In three years, in very, very high risk investing, our worst case outcome was 95% return on capital. And in the failed companies, we got two X, three X cash on cash returns.”
Ocko: Verticals where people die are aggressive buyers of big data tech
“The verticals where people die, or vast amounts of money are lost, if the right answer is not arrived at in increasingly smaller windows of time, are, in fact, the most aggressive customers for some of these technologies.”
Matt Ocko: Data Collective backed ZenPayroll to gut legacy incumbent ADP
“We're investors in a company called Zen Payroll, ah, and we're investors there because they demonstrated in, on a very small amount Really, of their own money, that they could gut ADP. That customers deserted ADP in droves to have essentially single click, ove…”
Matt Ocko predicts billion-dollar startups will solve core Hadoop infrastructure limits
“In each one of these, kind of, criteria, or vectors, or themes, there's a handful of billion dollar startups Ah yet to be, ah, yet to be built.”
Ocko: Great design with okay tech beats great tech with poor design
“Pretty good tech with unbelievably good design actually will probably beat great tech with so-so design, and will definitely beat great tech with crappy design.”
Matt Ocko: Data privacy is a business opportunity, not a threat
“So I actually think privacy is not a threat. It's a business opportunity.”
Matt Ocko: Europe will rival US tech if it fixes its regulations
“Handle those three things, and Europe will easily be a rival of the U.S. In the next 20 years. In startups and tech. Don't handle them, and it stays a backwater.”
Matt Ocko: Data Collective had six failures out of ~60 companies
“In a portfolio of roughly 60 companies We've had six fail.”