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 2 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
Roberts: LP denominator effect will constrain VC liquidity for 1-2 years
“I think that denominator effect is probably more pronounced than I've ever seen it in my venture career, and that's going to cause the longer term liquidity issues you're talking about, Jordy, in terms of kind of how, what the funding cycles look like over the…”
Roberts: Non-exceptional startups will struggle to raise funding for 18 months
“Counting on either support from your existing investors or a next round materializing over the next 18 months if you aren't just like absolutely crushing it and putting up insane numbers like I'm sure most of your audience does. But in that case, unless you're…”