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 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
Walker: Go-to-market distribution is the new moat in software
“So, so I think like, yeah, so I think GTM is like the new moat, you know, like if I had a squad of, you know, 200 sellers selling our product, I don't care how good your product is. It's hard to beat us”
Walker: Companies that don't execute like Frank Slootman's 'Amp It Up' will die
“I think we're in an amp it up era right now. You know, like all the stuff that they did it in an era that it, I mean, it helped them become who they are. But I think now if you don't do what they're talking about in that book, you're dead, you know? You're gon…”
Walker: Early-Stage Investors Avoid Priced Rounds as VCs Move Upmarket
“Obviously like the people who do Price rounds or really like to do those price rounds are all moving up market. You know, the old A is a B now and, or I'm sorry, the old B is an A now. And so, yeah, I think a lot of the earlier stage investors don't like to pr…”
Walker: Founders should focus on share price over percentage ownership
“Great advice, you know, is, is think about your share price instead of your percent ownership. And, you know, if we can get this round done, our share price, our value of our equity rises and our, the odds of us living goes up.”