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
Deep customer obsession is an innate trait that cannot be taught
“You cannot teach this behavior. This is something which is some founders are born with, right?”
Indian fintech credit products completely ignore all but the top 40M people
“All of the FinTech we see in India, Is really focused on improving, you know, credit access for the top 30, forty million people, three, four crores.”
Venture capital pressure forces founders to chase artificial growth prematurely
“We see expectations put a lot of pressure on that to artificially grow sometimes faster than the business or the customer need can be solved that. And so I think it's not just the founder's fault, frankly, it's investors play a big role in, in distorting that …”
Venture capitalists need optimism to avoid misery given long feedback cycles
“If you're not optimistic in this business, you will get miserable because it's a long game. The feedback cycles are very long.”
Founders starting companies in the 2022 to 2024 market will be fantastic
“And we actually think that people jumping into entrepreneurship in the next year or two are going to be the real fantastic founders, right?”
Once startups have product data, fundraising becomes purely a capital game
“When you've already started a company and have a product and have a date, have data, a lot of people you could talk to. And it becomes largely a capital game.”
Founders commonly stop talking to users as teams scale to 100 people
“One of the things that happens very commonly, I think is when founders go from that nucleus of one or two people to 10 and a hundred I've seen even with the best intentions, they stop talking to users because they rely on two or three other layers and it's, yo…”
Investors target space tech software and data over capital-intensive hardware
“We are very bullish on space tech. One of our team members is, is very deep into it. And we are actually publishing something on it soon. But of course there are, you know, we are trying to play, for example, in the software or the application or data side of …”