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.

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why aren't all 159 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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

Prediction Not checkable as stated
Shaun Maguire: Equal outcome equity is communism and will destroy the West
“And the definition of equity Or like the widely accepted definition is, is not creating equal opportunities. It's to have equal outcomes. That is insane. Like the idea that, that like, no matter what someone's work ethic is, or no matter like what their talent…”
Shaun Maguire Aug 12, 2024 ▶ 46:09 Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
Assertion Partly supported
San Diego Persian Jewish dentist was killed without media coverage
“A Persian Jewish dentist who my family knows in San Diego was literally stabbed to death by a former patient named Mohammed, like just randomly, like it was not reported and it was not reported as a hate crime, et cetera.”
Shaun Maguire Aug 12, 2024 ▶ 53:12 Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
Opinion
Maguire: Ukraine should agree to ceasefire and cede territory to Russia
“So I actually think that the thing that's in Ukraine's interest is to have a ceasefire and unfortunately seed some of the Eastern territory You know, and, but have some, there needs to be some security guarantee with teeth that is not NATO, but it's something …”
Shaun Maguire Aug 12, 2024 ▶ 1:04:16 Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Asparouhov: Western Europe will eventually look like a third-world region
“Western Europe is going to look like a third world.”
Delian Asparouhov Jul 29, 2024 ▶ 4:38 Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
Opinion
Asparouhov: Western Europe is in societal collapse from socialism and regulation
“When you look at United Kingdom, France, Spain, Germany, et cetera, they're all just like completely, you know, sort of falling into societal collapse all for, you know, sort of slightly different reasons, but it comes down to a complete lack of, you know, sor…”
Delian Asparouhov Jul 29, 2024 ▶ 3:57 Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
Opinion
Asparouhov: Bill Gurley's firing of Travis Kalanick was morally depraved
“I wish that, you know, Bill Gurley's, you know, firing of Travis, you know, was, you know, sort of talked about more publicly about how morally depraved that entire basically situation was so that people can choose to opt into.”
Delian Asparouhov Jul 29, 2024 ▶ 42:16 Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
Opinion
Asparouhov: ServiceTitan is closer to LVMH than Tesla
“Service Titan is actually closer to LVMH than it is to Tesla. And that's fine. People should, you know, sort of invest in, you know, sort of brands that have, you know, sort of great distribution. Clearly returns can be made there, but let's, you know, sort of…”
Delian Asparouhov Jul 29, 2024 ▶ 59:34 Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
Prediction Held up
ByteDance Will Delay TikTok Action Until After the US Presidential Election
“Likely, and I have no inside information here, I think ByteDance waits for the election, because they presume that Trump could get bought off by investors since, you know, he's a coin-operated person in his entire life, not just as in his presidency.”
Reid Hoffman Jun 10, 2024 ▶ 59:28 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Opinion
Bryan Johnson: Humans are no longer qualified to manage their own affairs
“I'm fundamentally proposing that the human race is no longer qualified to manage our affairs.”
Bryan Johnson Mar 22, 2024 ▶ 21:47 Bryan Johnson: Why Humans are No Longer Qualified to Manage Our Own Affairs | E1130 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Lonsdale: Israel Will Keep Fighting and Completely Wipe Out Hamas
“The way it stands now is, is we're going to keep fighting. We're going to wipe out Hamas and hopefully we can work with others to have a government there. That's not, you know, does not allow terrorism.”
Joe Lonsdale Mar 11, 2024 ▶ 34:38 Joe Lonsdale: The Future of TikTok; Is it a Danger to US National Security? | E1125 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Lonsdale: Anti-Israel Hatred in Gaza Stems From School Indoctrination
“I think basically what creates a generation of civilians that hate Israel is you have the schools in that area have been run by people who teach people that Jews are pigs and Jews are wrong and our religion hates Jews.”
Joe Lonsdale Mar 11, 2024 ▶ 34:58 Joe Lonsdale: The Future of TikTok; Is it a Danger to US National Security? | E1125 · 20VC with Harry Stebbings
Opinion
Plantenga: Predatory seed term sheets in small European markets handicap startups
“Like if you look what kind of like seed stage term sheets get to the table of like people I know building companies and I get like in these small markets in Europe, but it's like financial rape and it does a lot of damage. It's, it does a lot of damage because…”
Thomas Plantenga Feb 12, 2024 ▶ 58:06 Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
Opinion
Samani: Bitcoin has no productive value and produces no economic utility
“Bitcoin is a strictly financial construct. Bitcoin has no economic value. It has, it is no, it's not productive. Excuse me. Bitcoin is no productive value because it doesn't do anything. It's an asset. There are some interesting properties of that asset, but i…”
Kyle Samani Jan 8, 2024 ▶ 22:51 Crypto Roundtable with Nick Tomaino & Kyle Samani: US Elections, NFTs, and Trump | E1100 · 20VC with Harry Stebbings
Opinion
Tomaino: Taylor Swift exemplifies soulless greed for money and attention
“To me, she's kind of the definition of someone that has this, like, soulless greed for attention and money, and is not authentic at all.”
Nick Tomaino Jan 8, 2024 ▶ 30:30 Crypto Roundtable with Nick Tomaino & Kyle Samani: US Elections, NFTs, and Trump | E1100 · 20VC with Harry Stebbings
Opinion
Samani: XRP, Cardano, Litecoin, and Bitcoin Cash are garbage lacking substance
“I mean, look, there's a lot of assets in the top 10 that most people who are sophisticated retail market participants view as, you know, garbage, XRP, Cardano, Litecoin, Bitcoin Cash, etc. I cannot explain to you how those assets are trading nine, 10 figures a…”
Kyle Samani Jan 8, 2024 ▶ 48:27 Crypto Roundtable with Nick Tomaino & Kyle Samani: US Elections, NFTs, and Trump | E1100 · 20VC with Harry Stebbings
Assertion Contradicted
Rabois: No $100 billion European tech company has been created since 1990
“There hasn't been a hundred billion dollar European company created since 1990.”
Keith Rabois Nov 27, 2023 ▶ 20:37 Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
Opinion
Rabois: LinkedIn developed a mediocre culture because early engineers wanted 35-hour weeks
“Yeah, we didn't have an Olympic work ethic. We had a bunch of French engineers that wanted to work 35 hours a week. At the time, In 2003 to five, when the company was really founded, most people thought the internet was dead, so we didn't, Reid Hoffman, who fo…”
Keith Rabois Nov 27, 2023 ▶ 35:20 Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
Opinion
Petersen: Chinese believe in China, while half of Americans hate America
“Chinese people believe in China. Half of Americans hate America.”
Ryan Petersen Nov 13, 2023 ▶ 44:17 Ryan Petersen: Why Velocity not Speed is Most Important in Company Building | E1081 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Petersen: Remote US workers will lose jobs to offshore talent arbitrage
“By the way, I think remote work can really work, but it's not going to benefit the people who think like, it's not going to be people making 250,000 dollars a year hanging out in Jackson Hole. It's going to be geniuses in the developing world Making, you know,…”
Ryan Petersen Nov 13, 2023 ▶ 56:59 Ryan Petersen: Why Velocity not Speed is Most Important in Company Building | E1081 · 20VC with Harry Stebbings
Opinion
Tomaino: Silicon Valley is driven by soulless greed, citing Sequoia Capital
“My sentiment in a lot of Silicon Valley is that it's very, there, there's a lot of soulless greed, and just this desire to create these kind of you know, massive funds create massive attention, and I think, again, Sequoia is the best example of this, and 1789,…”
Nick Tomaino Oct 30, 2023 ▶ 1:07:55 Nick Tomaino: The Future of NFTs, What Will Happen with FTX & Who Should be Held to Account | E1076 · 20VC with Harry Stebbings
Opinion
Eisenberg Claims Woke Anti-Semitic Left Has Taken Over American Universities
“The kind of progressive, woke, anti-Semitic left has taken over a lot of American universities. And they don't like Jews, and that's just the truth.”
Michael Eisenberg Oct 12, 2023 ▶ 25:44 Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
Opinion
Eisenberg: College Is A Waste Of Money And Brainwashes Kids
“Not sending kids to college. It's a waste of time and money. I think it's worse than that. You send kids to these places, they are brainwashed with immorality.”
Michael Eisenberg Oct 12, 2023 ▶ 34:06 Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
Opinion
Eisenberg: Attackers Of Human Values Must Be Eradicated For Progress
“It's a human aspiration, except there are some barbarians that don't believe in this. And they need to be eradicated. And that's our job right now. And our job of our children is to go eradicate them so that we can have more weddings, more children, more grand…”
Michael Eisenberg Oct 12, 2023 ▶ 43:48 Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
Opinion
Lemkin: B2B SaaS CEOs should be embarrassed to conduct layoffs
“If you're a great SAS CEO, you should never have a RIF. It's called recurring revenue. You should have the ability to, I get it in B to C or D to C or X and Y and Z to C. I don't think good SAS CEO should, I think it's an utter failing to ever have a RIF unles…”
Jason Lemkin Aug 23, 2023 ▶ 12:03 Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Huber: Wealth redistribution would revert to 80/20 inequality within five years
“You could take all the money in the United States right now. You take all the money and you could divide it equally among everybody. Take all the money and divide it equally. And in five, 10, 15 years, you could argue about the timeframe. In five years, at lea…”
Nick Huber Aug 21, 2023 ▶ 33:09 Nick Huber: Biggest Lies of Silicon Valley; Lost Art of Delegation; How to Grow Your Network | E1051 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Huber: Poorest Americans today live better than wealthiest Americans 50 years ago
“Today the poorest people in America have a better life than the wealthiest people in America 50 years ago. They have better access to healthcare. They have better living situations. They have more amenities. They have better food. It trickles down massively, a…”
Nick Huber Aug 21, 2023 ▶ 33:52 Nick Huber: Biggest Lies of Silicon Valley; Lost Art of Delegation; How to Grow Your Network | E1051 · 20VC with Harry Stebbings
Opinion
Huber: Prevailing victim culture gives accountable families a competitive advantage
“I think this woke mindset and virus is a tremendous advantage for me and my family. The people who buy into it, Our victims, the people who buy into it are blaming other people, the people who buy into it are focusing on things that are totally outside of thei…”
Nick Huber Aug 21, 2023 ▶ 50:04 Nick Huber: Biggest Lies of Silicon Valley; Lost Art of Delegation; How to Grow Your Network | E1051 · 20VC with Harry Stebbings
Opinion
Lessin: Founders who ask VCs for help are weak
“Because I, if you're coming to me for help, my view is you're almost by definition, or you're saying, I need help or whatever I want help. I think you're a weak founder.”
Sam Lessin Aug 11, 2023 ▶ 44:28 DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings
Opinion
Lemkin: Startups should not hire tech workers who lack pre-boom experience
“I almost think We shouldn't hire any of these people in startups today. You have to have had some adversity or have worked before the boom or have, or you just need to flush through this and have a fresh perspective.”
Jason Lemkin Aug 9, 2023 ▶ 1:12:39 Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
Opinion
Batchu: Hiring from portfolio companies is not a conflict for angels
“I, I'm pretty ruthless about that. I think that there's absolutely no conflict. I think it's extremely anti-competitive from a labor market perspective for you to think that I won't hire the best people from your company. And so you, it's your job to retain yo…”
Sri Batchu Jul 26, 2023 ▶ 54:59 Sri Batchu: Biggest Growth Lesson from Instacart & Opendoor; 70% of Experiments Should Fail | E1040 · 20VC with Harry Stebbings
Opinion
Douwe Kiela: Incumbent AI firms promote existential risk to entrench regulatory advantage
“So the people who are pushing this narrative are really the people who are benefiting from this being the narrative. So these are the incumbent AI companies who are, who want to have either the market regulated. Right. Because then they benefit because they ca…”
Douwe Kiela Jun 30, 2023 ▶ 35:01 Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
Opinion
Stebbings: The younger generation of workers is lazy and expects high compensation
“I think this generation is fucking lazy. They do not work, sorry, I'm on a rant now. They do not want to work hard, they do not want to come into the office, they get paid top dollar, and actually, they want great package, they want all of this, and they don't…”
Harry Stebbings Jun 26, 2023 ▶ 59:28 Akin Babayigit: How Tripledot Studios Became #1 Fastest-Growing Company in Europe | E1030 · 20VC with Harry Stebbings
Opinion
AI Existential Risk Warnings Are Driven by Publicity Seekers
“I fully agree with Jan and not just because he was my boss at Meta, but I think if you really understand how machine learning works and you're not looking for free publicity, I don't see why you would say something like that, that, that getting more intelligen…”
Alex Lebrun Jun 19, 2023 ▶ 31:56 Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027 · 20VC with Harry Stebbings
Opinion
Parker Conrad: David Sacks made wrong decisions across the board at Zenefits
“David was not really interested in making Zenefits successful. You know, almost every decision he made at the company was wrong. The decisions he made from a product perspective, from a strategy perspective, the people he. Fired the people he promoted, like al…”
Parker Conrad Jun 9, 2023 ▶ 12:07 20VC: What are the World's Tech Leaders Running From? Fear? Insecurity? Poverty? What Drives the Best with Orlando Bravo, Bill Ackman, Dara Khosrowshahi, Parker Conrad, Tobi Luttke, Brian Armstrong and more..
Opinion
Paik: Taxing carried interest as ordinary income would redistribute tech talent
“You probably should tax carried interest like income tax. That would write, that would like break that structurally different incentive mechanism, and then it would defuse talent elsewhere.”
Chris Paik May 9, 2023 ▶ 1:21:50 Chris Paik: How I Raised $400M; Substack's Broken Business Model; Music on TikTok vs IG | E1011 · 20VC with Harry Stebbings
Opinion
Stebbings: Remote Work Is One of the Most Poisonous Things
“I don't buy remote by the way. I think remote is one of the most poisonous things.”
Harry Stebbings Apr 7, 2023 ▶ 45:11 Rob Lacher: How I Scaled to $600M AUM; Hiring Tips for VCs; Venture Capital in Europe vs USA | E999 · 20VC with Harry Stebbings
Opinion
Tobi Lütke: Viewing wealth inequality as inherently bad is a bad faith take
“It's also like a bad faith take that wealth inequality is a bad thing by itself”
Tobi L–tke Apr 3, 2023 ▶ 55:00 Shopify CEO Tobi Lütke: Remote Work vs In-Person; The Benefit of Setting Constraints | E997 · 20VC with Harry Stebbings
Opinion
Tobi Lütke: The belief that micromanagement is bad destroyed massive business value
“I think there's probably no singular idea that has destroyed more business value on planet Earth than the idea that Micromanagement is a bad thing.”
Tobi L–tke Apr 3, 2023 ▶ 1:07:44 Shopify CEO Tobi Lütke: Remote Work vs In-Person; The Benefit of Setting Constraints | E997 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Ackman: Biden wealth tax will bankrupt every startup in America
“You know, the Biden wealth tax, which is like, 25% of the appreciation of things that you own privately, it's going to bankrupt every startup. No one will ever start a business in America anymore, right?”
Bill Ackman Mar 20, 2023 ▶ 1:02:23 Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Emil Michael predicts Benchmark's fixed $435M fund model will fail
“That's why I think Benchmark ultimately is going to, is, has no innovation. Forget the reputation, which most entrepreneurs, if they do their deals, will find out about, but just not innovating stuck at four hundred thirty-five million for the next 10 years is…”
Emil Michael Oct 25, 2022 ▶ 59:40 Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
Opinion
Mansour: The overinflated B2B SaaS ecosystem resembles a VC Ponzi scheme
“It's just the ecosystem is very hyper overinflated through a mechanism that is not too dissimilar to Ponzi schemes.”
Tarek Mansour Oct 1, 2022 ▶ 31:10 Kalshi CEO Tarek Mansour: How to Build Moats Against Incumbents; How to Hire Engineers | 20VC #931 · 20VC with Harry Stebbings
Opinion
Rabois: Building a tech company in Silicon Valley is an active disadvantage
“And I now believe Silicon Valley is a disadvantage not even neutral, it's an actual disadvantage.”
Keith Rabois May 30, 2022 ▶ 27:48 Keith Rabois: The End of Woke Capitalism; Time Allocation Tips; Silicon Valley vs Miami | 20VC #891 · 20VC with Harry Stebbings
Opinion
Harry Stebbings: Most retail investors on Robinhood are incompetent
“I think most of the people who invest in there are incompetent and shouldn't be given dollars. This will definitely be taken out, no doubt. I think this is like, you know, you're empowering people who should not be investing. They do not understand public mark…”
Harry Stebbings Jan 28, 2022 ▶ 22:57 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Opinion
Chris Sacca calls Facebook a "cancer" and claims its leadership knows it
“Yeah, I think Facebook is a cancer, and they know it.”
Chris Sacca Jan 20, 2022 ▶ 1:14:57 Chris Sacca's True Unfiltered Opinion on Facebook and Softbank | Full Interview · 20VC with Harry Stebbings
Opinion
Sacca considers Facebook to be a cancer
“Yeah, I think Facebook is a cancer”
Chris Sacca Oct 11, 2021 ▶ 1:06:05 20VC: Chris Sacca on Coming Out of Retirement To Unf**k The Planet with Lowercarbon, How Chris Evaluates His Relationship To Money Today, Why We Have Bred a Generation of Ass**** Kids, Do VCs Provide Any Real Value and The True Unfiltered Opinion on Faceb
Opinion
Weinberg: Keith Rabois is a "giant doofus" regarding healthcare
“I think the guy is a giant doofus, and I would continue to hold my belief that he's a giant doofus, and I'll be very specific about why. I think Keith Raboy is probably a phenomenal technical investor, software company investor. It seems to me to be an amazing…”
Zach Weinberg Nov 6, 2020 ▶ 31:29 20VC: Zach Weinberg on Whether A Company is a Democracy, The Importance of Ownership, The Rise of Pre-Emptive Rounds, Multi-Stage Funds Entering Seed and How he Approaches Both Risk and Personal Capital Allocation
Assertion Contradicted
Cyan Banister: San Francisco DA Chesa Boudin refuses to prosecute crimes
“We have a DA, Chesta, who will not prosecute crimes. I just found out yesterday a friend of mine whose house was burglarized. The perpetrators were let out of San Quentin for COVID. They robbed his house, almost kicked in the door of his neighbor who had a chi…”
Cyan Banister Oct 19, 2020 ▶ 39:02 20VC: Cyan Banister on Her Relationship To Money, Risk, Her Investment Decision-Making Process, Why We Will See A Reckoning in the Early Stage Market, Her Biggest Takeaways from HQ Trivia & The Future of Silicon Valley
Opinion
Stebbings: Society No Longer Fundamentally Operates as a Democracy
“I don't think we fundamentally live in a democracy anymore, because I know I don't, and I know that pretty much everyone around me is too afraid to say how they truly feel.”
Harry Stebbings Oct 1, 2020 ▶ 33:19 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
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