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
Volpi: Younger VCs ignore diversity and fund people who look like them
“Younger VCs will tend to ignore all those issues and just say, how do I get my hands on the best company? I don't care. Like, and generally they tend to fund people that look like them. I think generally more experienced VCs will have a little more open-minded…”
Volpi: Open source communities replace product management, not engineering
“So the community is still very important, but it's gone from basically substituting for your engineering org to substituting for your product management organization.”
Volpi: Machine learning experience over a decade old is mostly obsolete
“A lot of people will say they did machine learning, but if they did it more than 10 years ago, they did it in a pretty obsolete way.”
Volpi: Consumer investments help VCs discover winning enterprise infrastructure tools
“So by being in consumer companies, you learn how infrastructural tools get used. And you often find the good ones, and so that's super relevant, and oftentimes whether they're using good or bad tools can also be an indicator of whether they're going to be a su…”
Volpi: Enterprise software is sold by developers, not executive slideware
“Whereas software was once sold through slideware to executives, software is now sold by developers who self-discover and evangelize that software.”
Volpi: Open-source startups must build proprietary features to survive
“Big lesson there, definitely have proprietary software, and understand where that boundary condition should be between free and commercial.”
Volpi: Practical AI startups should focus on simple ML on tabular data
“So if you want to be really practical in modern use cases, focus on tabular data with schemas that do really simple machine learning, like do fraud detection, do inventory forecasting do simple, straightforward predictions, and just about every business in the…”