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 6 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
O'Shea: Carta data shows concentrated venture funds outperform broad portfolios
“Turns out highly concentrated funds, typically like 20 companies per portfolio. Outperforms spray and pray, but spray and pray looks pretty good.”
O'Shea: 50% of LPs have stopped allocating to venture capital
“Carta put out a report a couple months ago on different LP trends, and about 50% are not allocating into venture anymore, and so that, that's being cut away.”
O'Shea: Carta report shows 50% of LPs are exiting venture allocations
“Carta actually just put out a report, I covered it in Sorcery, that LPs are committing less to the category, about 50% are not going to be allocating to venture anymore.”
O'Shea: Carta data shows 41% of Series A startups are AI
“Carta has some, like, incredible data on this that 41% of companies seen in Serie A, Series A are all AI, quote, unquote, AI companies.”