why aren't all 14 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
Opinion
Gunderson: Most Silicon Valley VCs have no understanding of tech
“When I first came out, I was like, holy shit, most of these VCs have no, you know, no idea in regards to tech”
Insight
Gunderson: Complexity is the new moat for tech platforms
“Complexity is the new moat.”
Disclosure
Gunderson: Mapbox prioritized cash reserves over higher valuations
“And I've, what I always did was I optimized to have cash on hand. I didn't try to optimize valuation.”
Assertion Not checkable as stated
Gunderson: Only three full global mapping datasets exist worldwide
“There are three full global data sets in the world.”
Insight
Gunderson: Timing matters more than team, product, or culture
“The most important thing is obviously timing, right? Team, product... Timing, timing, timing. I mean, the culture stuff gets, gets sorted with team and timing.”
Insight
Gunderson: Without owning your data, you cannot control real-time updates
“If you don't own the data, you don't have control to update it.”
Prediction Not checkable as stated
Gunderson: AR and VR will become bigger than mobile and browsers
“I personally think, ah, the, ah, the AR and VR space is going to be bigger, bigger than the browser, and, ah, and bigger than the mobile.”
Assertion Not checkable as stated
Gunderson: Mapbox uses Snapchat data to improve car navigation
“The reality is we, ah, we power better turn-by-turn directions for car companies. Because of Snapchat.”
Assertion Not checkable as stated
Gunderson: Over 300 million people interact with Mapbox maps monthly
“So we're touching over three hundred million people a month right now, or better said, three hundred million people a month are touching our maps.”
Opinion
Gunderson: Mapbox is the default location platform like Stripe for payments
“When a developer goes out and is gonna build something, they're gonna go get a cloud provider, like, Amazon, or if you're going to use Payments, you might use Stripe, or if you're going to use Notifications, Twilio. But if you're going to use Locations, you're…”
Insight
Gunderson: Consulting keeps founders close enough to customers to build products
“The good news about consulting is you stay close enough to your customer, so you really know what's needed.”
Assertion Partly supported
Gunderson: Mapbox took no outside funding between 2008 and 2013
“Literally I bought Mapbox and the domain name in 2008, and we didn't take any outside funding until 2014, 20 13.”
Disclosure
Gunderson: Mapbox grew to 35 people profitably before raising venture capital
“We grew it to 35 people profitably.”
Assertion Contradicted
Gunderson: Nine of Apple's 13 acquisitions in 2013 were geo-related
“I think that, that, that, that year Apple bought, of their 13 acquisitions, nine of them were geo-related.”