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 13 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 AI startups get a 30% Series A premium
“Carta just put out recent data in their fund performance report, and series A's are getting a 30% premium. What do they attribute that to? AI. So, AI companies get a 30% premium versus non-AI companies.”
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.”
Molly O'Shea says seed-to-Series A graduation rates hit record 13% low
“I actually just read a Carta report today. I don't know if you saw it, but the graduation rate from seed to Series A is now at an all-time low, and before it was like in a normal year, they'd say like, 20 to 25% graduation rate. Now it's at 13.”
O'Shea: Carta report shows AI Series A rounds get 30% premium
“Carta put out a recent report that Series A's that are AI enabled, or AI in their name, are getting a 30% premium.”
Carta Data Shows 30% Valuation Premium for Series A AI Startups
“There's also data in Carta that 30, that series A companies get a 30% premium on them compared to if they're AI versus non AI.”
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.”
Carta data shows AI startups get larger valuation premiums at Series A
“There's some interesting Carta data around this cycle in AI, and there is a premium that AI native companies are getting, and it's more dramatic in the Series A and Series B.”
O'Shea: Carta data shows median Series B to C gap is 18-24 months
“Did you know, by the way, on Carta, like, the median time to raise for a Series B to a Series C is 18 to 24 months?”
Ward: Carta has 2,500 venture funds and 35,000 startups
“Yeah, about 2500 venture funds, about 35,000 startups.”