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
Kolicich: More VCs are active today than in 2019
“I think the trend of headcount is lowered, but there's still way more venture calculus today than there were in 2019.”
Oetting: 8VC has co-founded over two dozen companies over past decade
“And I think Joe and I and the rest of the EPC crew have probably done over two dozen at this point over the last, you know, decade or so.”
Public software multiples have normalized to roughly 6.5x forward revenue
“I publish our internal software benchmark and you see forward revenue on a software company six and a half times. That's about where it was for the last I don't know before five years ago, the last decade. So, you know, five years back, it's the 10 year averag…”