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 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Gutwein: DTC Has Not Figured Out How to Scale Post-Adpocalypse
“I think that overall DTC as an industry has not figured out how to scale like the new channels now that they can't spend VC dollars on Facebook and Google spend.”
Gutwein: Modern Picnic Is Too Niche to Become a Billion-Dollar Brand
“But I also worry about the long, like the long plan for market size, just because this feels more niche than what I've seen from other brands that have gotten to that kind of billion dollar mark. I think the archetypes, I think are a little too narrow for me t…”
Gutwein: Modern Picnic will sell for $50 million in two to three years
“Two or three years, she sells this for fifty million to, and then she's on to her next thing.”
Victor Gutwein passes on The Pitch citing lack of unicorn comps
“As a venture capitalist, I don't really get excited about the potential for the more ad and subscription based revenue streams because I just haven't seen a lot of comps that have done really well. As far as, like, unicorn potential, which is, like, really whi…”