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 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

Opinion
Mark Suster argues Series A is VC's most overvalued funding round
“And so I think that a round is the single most overvalued round in venture capital.”
Mark Suster Jun 28, 2024 ▶ 20:26 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Opinion
Mark Suster calls Anduril the most important private company besides SpaceX
“So you look recently at Anduril, probably the most important company In the private markets behind SpaceX.”
Mark Suster Jun 28, 2024 ▶ 37:56 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Opinion
Suster: Defense tech startups like Anduril are critical for future warfare
“I would argue that's why companies like Anduril are so important, because the future battleground are going to require a new type of weapon, a new type of defense system, that if we don't develop it, the Russians will, the Chinese will, the Koreans will, and I…”
Mark Suster Jun 28, 2024 ▶ 51:14 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Opinion
Suster: There are too many cheerleader VCs
“I think there are too many cheerleader VCs.”
Mark Suster Jun 28, 2024 ▶ 23:34 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Opinion
Suster: Pure software-only VC investing strategy is not realistic for the future
“So, I think VCs just got a little too comfortable that every investment they were gonna do was software only, and I just don't think that's realistic for the future.”
Mark Suster Jun 28, 2024 ▶ 39:52 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Opinion
Suster: Tech entrepreneurs in 2024 are more patriotic than ever before
“I think entrepreneurs In 20, 24 are way more patriotic than they've ever been. And, you know, there's sort of a pride in helping America and capitalism.”
Mark Suster Jun 28, 2024 ▶ 51:39 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 160 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.