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 3 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 Not checkable as stated
Giffon: Capital allocators realize they can only eat DPI, not IRR
“Gross IRR is, is all well and good, but eventually, you know, you can only eat the DPI and that's kind of, that's what the, you know, that's what the capital allocators are starting to demand.”
Jeremy Giffon Mar 9, 2025 ▶ 2:52 "There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC.
Opinion
Coogan: Future top capital allocators do not watch TikTok
“The next generation of successful capital allocators are really, really not watching, you know, TikToks.”
John Coogan Nov 19, 2024 ▶ 2:35:22 Who's Getting Rich Off Ozempic? (e12)
Opinion
Hays: Driving a Corvette ZR1 to investor meetings raises red flags
“CEO is driving a ZR one to a meeting with a major capital allocator is going to throw off some huge red flags. In my opinion.”
Jordi Hays Nov 15, 2024 ▶ 37:41 Fact-Checking The Information (ep10)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 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.