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 11 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
Halligan: The SaaS market recession ended in Q3 2024
“Sass was in a downturn. There's a Sass. And it started, I don't know when it started, but I think it ended in Q three. If you look at the SaaS company's numbers, see it through Sequoia, see it through all my HubSpot dashboards where I see our customers. It fel…”
Smith: Accel and Sequoia totally underestimated Qualtrics' TAM
“And I think Excel and Sequoia totally shorted our TAM.”
Lee: Sequoia Redesigned Fund Structure After Realizing Selling Early Sacrificed Returns
“Well, that's, I mean, that's why Sequoia went to this new fund structure, is because they did the analysis, and they showed that by selling too early, they had left a lot on the table.”
Lemkin: Multi-stage seed without Series A preemption is a severe negative signal
“It's a huge signaling problem. Of course, if Sequoia or Accelerant recent or Lightspeed has two years of data and they don't preempt the A, of course it's a problem. Of course it's a bad signal.”
Lemkin: Failing to raise quickly out of top accelerators creates negative signaling
“I think if you are in a top tier accelerator and you don't get funded quickly, there is a bit of a black star, a scarlet mark. It's not huge, but if you're, it's not just YC, but if you're in a top program, there's an assumption that Bessemer has an army of an…”
Halligan: Executive Hires Fail Without an Internal Sponsor Committed to Them
“It needs to be at least one person around the table. That is, I put up, I gave this person a four, five. I'm going to make this person successful. And if it's all threes, everyone's like, ah, Somebody else will worry about them.”
Sequoia built a custom Lego set to pitch Mathilde Collin
“What Sequoia did is they built a Lego, a custom Lego with the front logo and the Sequoia logo and then an FL tower cause I'm French and the Golden Gate Bridge, and they brought it to the office”
Lacher: Multi-Stage VC Funds in London Increased Fivefold Over Five Years
“What happened in the last three years is that there have been a tons of multi-stage funds entering Europe, building a new office. So five years ago, it was Excel index, Atomico, Boulder, and a few competing, and now you have Sequoia. NEA, you have Iconic, you …”
Lemkin: ZoomInfo scaled via private equity rather than mega VC rounds
“The company did not raise 11, a hundred million dollar rounds from Sequoia and Andreessen and had its own sort of path through private equity and other things.”