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

Prediction Held up
Liu: Airtable Will Evolve Beyond Spreadsheets Into Full Custom App Platform
“And I think the next five years are really about us Taking that starting point and really further bolstering and extending what you can build on top of Airtable. And namely, I think to offer more layers of customization into the platform itself so that when it…”
Howie Liu Apr 27, 2020 ▶ 27:27 20VC: Airtable's Howie Liu on Potential Consolidation In The Collaboration Tools Market, The Transition From Peacetime To Wartime CEO & How To Make The Move To Remote Work Successful; The Process Beyond The Tools
Prediction Held up
Liu: Airtable plans to build a third-party developer ecosystem
“We certainly have plans from a platform standpoint to enable even more extensibility of our product and create an ecosystem of application developers on top of Airtable that help add that kind of final mile of solution specific functionality to Airtable so tha…”
Howie Liu Apr 27, 2020 ▶ 19:10 20VC: Airtable's Howie Liu on Potential Consolidation In The Collaboration Tools Market, The Transition From Peacetime To Wartime CEO & How To Make The Move To Remote Work Successful; The Process Beyond The Tools
Assertion Supported
Stebbings: Airtable acquired by Bending Spoons for $1.285B at $485M ARR
“The company was doing four hundred and eighty five million ARR, growing 20% year on year, ultimately at a 1.285 billion dollar acquisition price.”
Harry Stebbings Aug 5, 2026 ▶ 1:58 Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
Assertion Supported
Liu: Airtable serves users ranging from dentists and cattle farmers to Nike
“Dentists are using Airtable today to manage their operations. I mean, we see lawyers using Airtable for case mapping. We see cattle farmers using Airtable to actually like keep track of literal cattle and inventory. And then all the way up to large enterprises…”
Howie Liu Apr 27, 2020 ▶ 18:34 20VC: Airtable's Howie Liu on Potential Consolidation In The Collaboration Tools Market, The Transition From Peacetime To Wartime CEO & How To Make The Move To Remote Work Successful; The Process Beyond The Tools
Assertion Supported
Howie Liu: Airtable Spent 2.5 Years Building Its Product Prior to Launch
“AirTable took two and a half years to build the product before we even launched.”
Howie Liu Aug 25, 2023 ▶ 50:45 Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings
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