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 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
Hays: Most VCs Claim Contrarian Power-Law Focus but Fund Routine SaaS
“Most investors will say, oh, we're contrarian. We're only investing in power law, monopoly companies, but then they'll do like a, Run-of-the-mill, like, B-to-B SaaS companies still. And so they're not actually, like, fully embodying that approach.”
Coogan: Do Not Raise Capital Unless Business Has Monopoly Power
“A lot of the good takeaway from zero to one is understanding how important monopoly power is for raising money. And if you love a business and you're destined to build some business, Actually understand, does this have monopoly power? And if it doesn't, don't …”