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 10 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
Domkundwar: The best early-stage distribution strategy is having no distribution strategy
“The best distribution strategy is no distribution strategy, which is, you know, let your users tell you what they love, and then build that product for that love.”
Domkundwar: Better Capital prioritizes market opportunity over founder teams
“So we are a very market first investor. And that's not to say that I think we are not team first investor. I think the teams have to all clear a certain bar. Before, ah, you know, they qualify, ah, for something that would be interesting for us. But we are ver…”
Domkundwar: US visa policies pose systemic risks for Indian global founders
“We recently figured out number of Indian founders who are building global companies and moving to the U S visa is a very systemic risk, right?”
Domkundwar: Neobank Open will become a massive company by mirroring Intuit
“So, you know, the way I mean the way I look at open is that it's almost like Intuit with a bank under it, correct? And that could be a large, large, large company, right? Considering we don't have an Intuit and we have a banking system that is great, but could…”
Domkundwar: Warm introductions from portfolio founders get the quickest investor attention
“So I think the best founders, ah, would find portfolio founders to make introductions, because that essentially gets the quickest attention and it's highly inefficient, I understand, but I think that that works the best in general.”
Domkundwar: Setting rigid annual investment themes restricts venture capital returns
“What I have personally seen is that if I go into a new year of investing saying that these are the teams that I want to invest in and find companies who are doing that it is a little restrictive, right? So I don't try to form those themes, right?”
Kamath: Smallest AI raised initial pre-seed checks at a $3M valuation
“Upsparks was like, not much like a hundred K if I am not wrong. Better was another two 50 or so. The total round was three 50 K and then couple of angels of 400 or something like that. This is at like a three million post money sort of around, right?”
Boris Wertz has backed five emerging Indian VC funds, including Better Capital
“So there's in total five, there is Better Capital. There is Boldcap, there's Grayscale, there's Shilov in 1947, and then Utsav with IC. So that's the five emergent managers I backed.”
Domkundwar: Better Capital discovered ShopKirana because of its founder's prolific writing
“In fact, that's the way I first talked to Tejas at Shopkerana, right? I think Tejas is one of the most prolific content writers in the founder community, and he writes with a lot of passion, which, you know, you will pay attention to. And that's how I got intr…”