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
Lessin: Andreessen Horowitz structurally hates capital-efficient, single-round startups
“The problem is, you're A-sixteen Z, you fucking hate that shit. That doesn't do anything for you. Because you need to own more of the company. You need them to need your capital, right? And like to finance them over and over so you can own enough of it at enou…”
DOJ is investigating Andreessen Horowitz for board conflicts of interest
“The Department of Justice of the United States of America is investigating Andreessen Horowitz for conflicts of interest.”
Brit Morin: Andreessen Horowitz and Thrive are raising from the Middle East, not universities
“Andreessen Horowitz and Thrive are raising from, like, the Middle East, and not necessarily, like, universities at this point.”
DOJ investigation into Andreessen Horowitz is unlikely to prompt regulatory action
“I gotta say, I don't think this is going anywhere.”
Dave Morin: Andreessen Horowitz Is No Longer a Venture Capital Firm
“They don't have, they're not a venture firm anymore.”
Brit Morin: LPs Must Diversify Beyond Sequoia and Andreessen
“For LPs to do the work, I think is really important because even if you just continue to put your money into Sequoia and Andreessen, Like, they're not getting the lion's share sometimes of these bigger companies, and a lot of these younger firms are still perf…”
Jessica Lessin says Cadre is selling for $100M after $800M valuation
“Jared Kushner, I think Andreessen Horowitz was going to let anyone invest in commercial, commercial real estate, eight hundred million dollar valuation, likely selling the Yieldstreet according to the information team for around 100, if that.”