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.

2statements match

2resolved → 0open claims → 2supported → 0contradicted →

why aren't all 2 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

Assertion Supported

Suster says 20-percent growth software startups currently trade at 4x revenue

“But the twenty-year average is six X. And right now, if you're growing at 20%, you're probably trading at Forex.”

Mark Suster Jun 28, 2024 ▶ 40:56 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea

Assertion Supported

Mark Suster notes 2021 software multiples hit 25x against historical 10x

“So, people were paying in twenty-twenty-one 25 times next 12 month revenue, ok? Over the last 10 years, they were paying just under 10 times.”

Mark Suster Jun 28, 2024 ▶ 40:23 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea

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The Ledger

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