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 10 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
Alter: European VC funds beat North American funds in 10-year net IRR
“It's not surprising that when you, again, look at the numbers over a 10 and 15 year time horizon, European VC funds have yielded higher net IRR compared to North American ones.”
Alter: 2024 will be the third most active year for European VC
“You know, if the pace continues, I think twenty-twenty-four will become the third most active year ever for VC funding in Europe.”
Alter: Declining birth rates and onshoring will drive software-for-hardware investment
“You have things like global onshoring, declining birth rates, which has more of an impact than you would think. And the threat of Chinese competition as well. These factors have lit a fire underneath manufacturing teams to push themselves on efficiency. And so…”
Alter: Toyota, Boeing, and Samsung pay tens to hundreds of millions for legacy software
“Toyota we found pays Matlab, fifty million dollars a year. Boeing pays Simulink and MATLAB hundreds of millions. Samsung has an eight figure contract with Atlassian.”
Alter: AI will inevitably disrupt legacy engineering and simulation software tools
“Simulation tools are going to have a moment and AI Is and will continue to come for them.”
Alter: European VC funding hit $30 billion in H1 2024, up 12%
“VC funding in Europe reached about thirty billion the first half of 24. That's a 12% increase to twenty-twenty-three.”
Alter: Spotify and Klarna alumni founded 70 venture-backed startups in Stockholm
“Spotify and Klarna alums have spawned 70 venture backed companies in Stockholm from two companies.”
Alter: Public SaaS average revenue growth is projected at historically low 16%
“In 2024, the average growth rate for public SaaS companies is expected to be 16%, super low, like relative to history.”