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 9 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
Ehrenberg: Permissive 'founder friendly' VCs are actually doing founders a disservice
“Founder friendly has Become identified or associated with being permissive and being loose as it relates to documentation, as it relates to founder expectations, as it relates to founder egos. I think that is actually being very founder unfriendly”
Ehrenberg: Graduate schools fail to teach practical data hacking skills
“You need someone who's applied and skilled and who can hack code and try a bunch of things to actually see signal in data, and that is a very specific competency, and they do not teach that in graduate school.”
Ehrenberg: Querying domain experts often beats large crowdsourced datasets
“Wisdom of crowds and large data don't give you better answers. In fact, it's much more valuable to go to a few extremely knowledgeable people to get a particular answer.”
Ehrenberg: Content creation business models do not scale well
“A business like Veri, where the actual, actually creating content to deliver to customers is a core part of their original value prop, that's, that just does not, that does not scale well.”
Ehrenberg: Social graph data and alternative scoring can transform insurance pricing
“Using things like social graph and other, other kind of non-conventional behaviors to score somebody and to more accurately price insurance. So whether, you know, you look at things like LendUp, or Wonga, or Betfair, you know, similar, or Prosper, similar prin…”
Ehrenberg: Contributory databases trigger non-linear network effects
“There's a whole new wave of businesses around this notion of, ah, contributory databases, where users will actually put their data in, so they, let's say they contribute X, but then they actually get X plus one back because they receive back intelligence from …”
Ehrenberg: Data cleansing and normalization are valuable, non-commodity skills
“The sheer act of pulling together these disparate data sets and then putting the data in a form where they can play nicely with one another is really, really hard. I mean, that itself is not a commodity. The skills and efforts to do that are very valuable”
Ehrenberg: Most tech startups rely on heavy services initially
“I think almost every tech company that I've been involved with has a heavy service, service component at the beginning, because the bottom line is you're engaging in hand-to-hand combat with that customer, and you're trying to get as much feedback as you possi…”
Ehrenberg: AWS and modern CPUs eliminate need for big iron architecture
“On the one hand, you've got, you know, things like, you know, EC-II and AWS, which facilitate, you know, the storage of massive amounts of data without your own your own big iron architecture, and at the same time, the CPUs to be able to process that magnitude…”