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

Assertion Supported
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.”
Molly Alter Sep 20, 2024 ▶ 31:21 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
Prediction Didn’t hold up
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.”
Molly Alter Sep 20, 2024 ▶ 29:37 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
Assertion Supported
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.”
Molly Alter Sep 20, 2024 ▶ 29:30 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
Assertion Supported
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.”
Molly Alter Sep 20, 2024 ▶ 4:57:15 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
Assertion Supported
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.”
Molly Alter Sep 20, 2024 ▶ 45:14 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
Assertion Supported
Alter: Government spending accounts for 36% of US GDP
“36% of U.S. GDP is spent on government spend.”
Molly Alter Sep 20, 2024 ▶ 47:46 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
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