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 3 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 Contradicted
Ed Sim: Enterprise IT spending is re-accelerating
“Enterprise IT spending is re-fucking accelerating right now.”
Ed Sim Oct 27, 2023 ▶ 20:07 Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
Assertion Partly supported
Sim: Boldstart funded Snyk through three pre-Series A capital rounds
“You know, guy from sneak, Harry, do you know how many rounds he raised before? He raised his A three rounds of capital before his A. Guess who gave him all three rounds?”
Ed Sim Oct 27, 2023 ▶ 16:16 Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
Assertion Partly supported
Sim: Meta's acquisition of Kustomer took 16 months due to antitrust regulations
“I sat through the customer thing. It took us 16 months from signing to sell to Meta because of antitrust regulations, right?”
Ed Sim Jan 10, 2024 ▶ 27:20 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
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