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 4 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
Dauber: Back 10x technical teams and figure out the market later
“If you're really, really, really honest, it's finding the 10 X teams, and you can kind of figure out the markets later, and so that's not like a very tweetable line, but I think it's the truth.”
Dauber: Technical founders very rarely understand the vertical markets they seek to disrupt
“If people know markets, they're somewhere over here, and people know the technology are somewhere over by that exit sign, and they very, very rarely run into each other. And so the number of companies you meet that truly understand the verticals that they're t…”
Startups without traction need a core market insight to raise venture capital
“A venture firm early on, if there's no data points, we have to have something that we can hold onto and say, Yeah, these guys haven't done this before, but, right, they have some core insight or some knowledge of the market where they've spent more time on thi…”
Completing the last mile of product execution kills many enterprise startups
“Creating feature functionality that goes across the board that works the enterprise scale, it actually proves to be pretty hard to do, and what happens, what ends up happening to a lot of startups is that, that last mile, if you will, proves to be the killer, …”