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 3 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
20-tab startup financial models are always poorly designed
“As a rule of thumb, I have never seen in my life an Excel plan or a Google Sheets plan that had dozens or maybe 20 pages or tabs where it actually made sense. None. I've seen a lot of these, but I think they are all just really poorly done. If anybody wants to…”
Liu: Google Sheets and Microsoft Excel break down earlier than Airtable
“Sheets and Excel break down much, much earlier than Airtable does because we actually have, you know, kind of the app platform foundations. We have a relational database. You can scale up you know, a more complex workflow”
Baer: VC and PE fund CFOs are underserved and rely on Excel
“We see fund CFOs for VC and for private equity as being incredibly underserved. They're still using Excel. They're still using single points of sale here with accountants. They use other vendors that are primarily service forward as opposed to software forward…”