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.

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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 Partly supported
Mutual fund private startup valuation marks are based purely on sentiment
“We're more or less at the worst possible scenario right now. We have no information rights, no liquidity. Valuation committees at Fidelity and BlackRock basically get to mark things up and down with no information, so it's basically all sentiment.”
Garry Tan Dec 14, 2016 ▶ 26:49 20VC: Garry Tan on The Biggest Takeaways From Advising 700 Companies @ Y Combinator & Why Now Is The Golden Age For The Early Stage?
Assertion Partly supported
Weitzman: NVIDIA guarantees 25% GPU buybacks with Wall Street lenders
“So I believe earlier this month, NVIDIA did a huge deal with Blackstone, BlackRock, Apollo, and Goldman Sachs. And they said, listen, we want more people to buy more GPUs. We're going to underwrite for you up to 25% the value of a GPU. That if you lend money t…”
Cliff Weitzman Sep 5, 2026 ▶ 11:19 How to Build Your Own Data Center & Why Every Startup Should Do It
Assertion Supported
Odoo completed a €500M secondary deal at a €5B valuation
“So it was five hundred millions of euros at a five billion valuation. It was Summit Partners, one of our earlier investors who sold to Sequoia Capital, BlackRock, Mubadala, and Capital G.”
Fabien Pinckaers Feb 12, 2025 ▶ 51:05 Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
Assertion Supported
Coinbase public status unlocked deals with BlackRock and Meta
“We've been able to close deals with, you know, BlackRock, the largest asset manager in the world, and, you know, Meta, formerly Facebook, like we're now, especially with our Coinbase cloud business and things like that, we're now able to power things with Fort…”
Brian Armstrong Nov 7, 2022 ▶ 23:12 Brian Armstrong: Coinbase’s Failed NFT Launch, Thoughts on SBF & FTX, Crypto Winter | 20VC #946 · 20VC with Harry Stebbings
Assertion Partly supported
Frankel: Coupang raised from BlackRock at a $4B valuation
“So I remember, I think of Coupang, and, you know, Coupang came, went to Sequoia and said, look, it's a four billion pre BlackRock will put in a billion, right?”
David Frankel Oct 14, 2024 ▶ 19:25 David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
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