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
Gupta: VC Deal Volume Won't Drop by Half in 9 Months
“I'm not sure the, you know, in nine months time, we will be doing only half the deals that we did before. We'll be doing probably better than that.”
Deepak Gupta: High-volume seed dealmaking does not yield good companies
“We also do not think that just doing large numbers of deals is the answer to get to good companies.”
Gupta: Lower Post-COVID Costs Mean Seed Startups Need $700K, Not $1M
“I think if the companies at seed stage have adequate runway, then that runway should last them longer because the cost of doing business should go down, right? So the cost of hiring will go down. Also rental should go down. So, you know, if you needed a millio…”
Gupta: Half of WEH Ventures Portfolio Outperformed Due to COVID-19 Tailwinds
“I mean, if I look at our portfolio, I would say at least half the companies are actually doing better than maybe they would have if this had not come.”
Gupta: Startups on weaker footing during prolonged crises should pursue M&A
“I would actively urge companies who are slightly in a weaker footing to think through potential M&A possibilities. Because, ah, you know, if raising capital is going to be difficult, and they will lose some competitive advantage during the, if this crisis is s…”
Gupta: Investors Should Keep Deploying in Downturns Rather Than Withdrawing
“A downturn is not necessarily a crisis. So, if you can hold your conviction and invest, you should do that. It may be harder to invest at the same rate, and it's probably foolish to do that, but I don't think a complete withdrawal is something that I would pur…”
Gupta: Startups With Crisis Tailwinds Should Play Offense, Not Just Survive
“So if you are in the tailwind sector, many of our companies are, especially those who have content, or even small case and you have the capital, then you should be, what I call, semi-aggressive. Because if you see the general advice, it is survive. I think sur…”