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 7 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
Hoggett: Only 1% of Arm's post-IPO investors were UK-based
“In the first period of time after they listed only one percent of the investor base in Arm, which is a great British company based in Cambridge, coming out of our ecosystem, was owned by UK investors. Not one of our major pension funds had them as one of their…”
Julia Hoggett Mar 28, 2025 ▶ 20:54 Julia Hoggett, CEO @ LSEG plc: The Myths and the Reality of The London Stock Exchange · 20VC with Harry Stebbings
Prediction Held up
Lemkin wagers $2,000 that recent tech IPOs stay above IPO price
“I'll say all three are up. I'll go two grand on this one.”
Jason Lemkin Nov 3, 2023 ▶ 56:28 Roundtable #5 with Jack Altman, Auren Hoffman, Jason Lemkin, Harry Stebbings | E1077 · 20VC with Harry Stebbings
Assertion Supported
Haas: Arm evaluates employee performance by output, not mandatory office days
“Just to back away from hybrid working versus working at home versus everyone in the office. Our policy is it's all about outputs. It's really not about I need you in the office Tuesday, Wednesday, and Friday, or we're going to be hybrid. It's really all about …”
René Haas Sep 2, 2022 ▶ 19:58 20VC: Arm CEO Rene Haas on How The Best Leaders Make Decisions and The Trade-Off Between Speed and Quality | Leadership Lessons from 7 Years at Nvidia | How Companies Can Retain Speed, Innovation and Agility at Scale
Prediction Didn’t hold up
Hoffman: Recent tech IPOs will not hold IPO prices by Halloween 2024
“If you're saying, are they all up? I would say, I will say no. I say the chance that they're all up would be very, very would be very low.”
Auren Hoffman Nov 3, 2023 ▶ 56:15 Roundtable #5 with Jack Altman, Auren Hoffman, Jason Lemkin, Harry Stebbings | E1077 · 20VC with Harry Stebbings
Assertion Supported
Arm technologies are used in over 230 billion devices
“Arm technologies are used in over Two hundred and thirty billion devices, with everything from sensors, to smartphones, to servers”
Harry Stebbings Sep 2, 2022 ▶ 0:22 20VC: Arm CEO Rene Haas on How The Best Leaders Make Decisions and The Trade-Off Between Speed and Quality | Leadership Lessons from 7 Years at Nvidia | How Companies Can Retain Speed, Innovation and Agility at Scale
Assertion Partly supported
Haas: Masayoshi Son lost 90% of his net worth and recovered it
“Arm is owned by SoftBank. So, Masayoshi-san, who's, I think, in the top 50 most wealthy people in the world, in the year 2000, he was the wealthiest man in the world, I think, for, he likes the joke, for about 20 nanoseconds when the SoftBank stock was higher …”
René Haas Sep 2, 2022 ▶ 26:02 20VC: Arm CEO Rene Haas on How The Best Leaders Make Decisions and The Trade-Off Between Speed and Quality | Leadership Lessons from 7 Years at Nvidia | How Companies Can Retain Speed, Innovation and Agility at Scale
Assertion Supported
SoftBank acquired Arm for $32 billion in 2016
“In 2016, SoftBank made Arm its largest ever acquisition, with a reported price of thirty two billion dollars.”
Harry Stebbings Sep 2, 2022 ▶ 0:27 20VC: Arm CEO Rene Haas on How The Best Leaders Make Decisions and The Trade-Off Between Speed and Quality | Leadership Lessons from 7 Years at Nvidia | How Companies Can Retain Speed, Innovation and Agility at Scale
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