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 2 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
Prabhakar: Family offices only back VC funds after attempting direct investing
“To also kind of assess during those early conversations, where are they in their learning curve? Are they at that denial point or are they at that point where they say, look, I know this works. I have tried my hand myself, but I think it's best done by somebod…”
Prabhakar: Pitch prospective LPs for the fund after next, not immediate fund
“Whenever you're talking to anybody in my own mind, I'm thinking that I'm pitching to this person, not for the next fund, but for the next to next fund. And if something converts in this fund, great, because you're not you're not selling a product. You're actua…”