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 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

Assertion Supported
Levchin: Affirm grew 35% last quarter, outpacing Klarna's 32%
“I think they announced that they grew 32% last quarter. I think we announced that we grew 35%.”
Max Levchin Feb 5, 2025 ▶ 42:11 Max Levchin, Founder & CEO @ Affirm:The Biggest Surprise Scaling to $18.7BN Market Cap · 20VC with Harry Stebbings
Assertion Supported
Rabois: VC investments take 10 to 20 years to reach profitability
“Actually some have, you know, like I'm sure Opendoor actually is profitable, a firm will be profitable, but usually it's a 10 to 15, 20 year journey by the time that happens.”
Keith Rabois May 30, 2022 ▶ 3:16 Keith Rabois: The End of Woke Capitalism; Time Allocation Tips; Silicon Valley vs Miami | 20VC #891 · 20VC with Harry Stebbings
Assertion Supported
Max Levchin includes a Big Lebowski quote in every Affirm shareholder letter
“If you are a careful student of my shareholder letters, of which I have now written on the order of, it cannot possibly be 16, but I think it's 16 or 15 you will see that every single one of them contains a reference to the movie Big Lebowski.”
Max Levchin Feb 5, 2025 ▶ 58:26 Max Levchin, Founder & CEO @ Affirm:The Biggest Surprise Scaling to $18.7BN Market Cap · 20VC with Harry Stebbings
Assertion Supported
Levchin: Affirm's 2023 layoff was company's lowest morale point
“We had to do a layoff in about two years ago and that was morale lowest point for me and I think everyone around me”
Max Levchin Feb 5, 2025 ▶ 37:13 Max Levchin, Founder & CEO @ Affirm:The Biggest Surprise Scaling to $18.7BN Market Cap · 20VC with Harry Stebbings
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