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 8 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
Gurley: Mega VC Funds Hijacked Startups' High-Growth Years from Public Markets
“You look at the Stripe or the Databricks case, they're using those large funds to convince the companies to stay private longer, maybe forever that's just a very different world than the one that I grew up in.
I think they turn around and the people that do t…”
Randle: Databricks can make pre-revenue acquisitions that would crush Snowflake's stock
“The main one, or one of the main ones is that you can be a lot more aggressive on M&A. You know, Databricks, for example, you know, bought this company, Tabular. I think the reported valuation was two billion, and it was also reported that they were either pre…”
Randle: Top-tier scale startups can raise practically unlimited private capital
“And the asset class has grown so much that if you're an amazing company, Compounding your intrinsic value at 25, 30% a year at scale, you can raise practically unlimited capital.”
Secondary Liquidity for Seven Private Startups Surpassed All 2023-2024 Tech IPOs
“There was more money flowing into secondaries. For Figma, Rippling, Canva, Revolut, CoreWeave, Databricks, and Stripe, then all of the tech IPOs in twenty-twenty-three to twenty-twenty-four.”
Hays: Robinhood fund includes Databricks, Ramp, Stripe, and Revolut
“They have a new fund that has Databricks, Mercore, Revolut, Airwallex, Boom, Supersonic, Ramp, Aura, and Stripe, which is signed and pending, closed.”
Hays: Robinhood Ventures bought Databricks at $150 and Ramp at $90
“They bought Databricks at a 150 dollars per share. Now trading at 204 ramp at 90, now trading at 98. Airwallex 21 dollars. It's now trading at 18.8.”
Van Lancker: Free Agency Received Hundreds of Applicants from Top Tech Firms
“So we've had hundreds of applicants already. You know, these have been engineers and designers and companies like OpenAI and Databricks, SpaceX, Ramp, you know, like you name it. We have a Gen Z creator who has millions of followers more research focused peopl…”