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.

clear all ✕

why aren't all 5 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

Assertion Supported
Elon Musk and Tesla Failed at Building Wafer-Scale Chips for Dojo
“And after we did it Elon tried Dojo and they failed.”
Andrew Feldman Oct 6, 2025 ▶ 23:29 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
Assertion Supported
Feldman: Nvidia Has Zero CUDA Software Lock-In for AI Inference
“In inference, it's not real at all. There's no CUDA lock-in in inference. None. Well, you can move from OpenAI on an NVIDIA GPU to Cerebrus to Fireworks Service on something else to Together to perplexity with 10 keystrokes. I mean, anybody who actually uses A…”
Andrew Feldman Mar 24, 2025 ▶ 42:10 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
Assertion Supported
Tenev denies Robinhood colluded with hedge funds to restrict meme stock trading
“The idea that somehow the most wrong thing was this allegation of collusion that we're somehow colluding with hedge funds that we have no business relationship with to somehow restrict buying of these stocks. Yeah, I think that was just wrong.”
Vlad Tenev Mar 4, 2021 ▶ 9:15 20VC: Robinhood Founder Vlad Tenev on His Biggest Lessons Managing Through A Crisis, The Events of The Congressional Committee, Raising $2.4Bn Fast and Why It Was Necessary & Why It Is Ludicrous To Suggest Robinhood Put The Business Ahead of it's Customer
Prediction Held up
Laqua: Employees taking weekends off have no place at Corgi
“If your days off happen to be Saturday and Sunday every week, then you will not have a place at Corgi.”
Nico Laqua May 30, 2026 ▶ 8:43 The Hardest Working Startup in America | Nico Laqua, Co-founder & CEO @ Corgi · 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
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