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.

clear all ✕

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

Prediction Not checkable as stated
Yuen: Southeast Asia SaaS excitement requires a massive IPO or M&A exit
“I believe that once if we have got a very strong exit via IPO or M&A and if people have indeed managed to sell the company at a way higher price tag, we will start seeing excitement in this vertical.”
Carmen Yuen Apr 13, 2023 ▶ 33:13 Top 10 Mistakes Founders Make with Series A with Black Mangroves, Square Peg, Vertex, and GGV
Assertion Not checkable as stated
Carmen Yuen: Most Vertex SaaS portfolio companies have services revenue
“Most of our SaaS companies have certain elements of services revenue.”
Carmen Yuen Apr 13, 2023 ▶ 39:21 Top 10 Mistakes Founders Make with Series A with Black Mangroves, Square Peg, Vertex, and GGV
Assertion Not checkable as stated
Yuen: PatSnap generates 50% of its revenue from China
“Now they have got 50% of their revenue coming from China, and to Jenny's point, China's playbook, totally different from everything outside China.”
Carmen Yuen Apr 13, 2023 ▶ 28:45 Top 10 Mistakes Founders Make with Series A with Black Mangroves, Square Peg, Vertex, and GGV
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.