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 3 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 Open · timeframe Jun 2030
Mohan: Non-developer AI coding tools and developer AI IDEs will converge
“I think with time, they're going to need to build out more and more tunables, more and more ways to configure the product with time. But I think for us, if we can deeply understand code, like large code bases, it'll naturally follow that with very little effor…”
Varun Mohan Jun 2, 2025 ▶ 14:52 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Prediction Open · timeframe Nov 2034
Villig: Bolt will reinvest cashflow into expansion for next decade
“So our priority for sure is still growth. A hundred percent. So there's no intention for us anytime soon to become a profitable company that would be paying dividends or anything like that. Absolutely the focus is growth. However we have a set of markets where…”
Markus Villig Nov 13, 2024 ▶ 1:16:24 Markus Villig, Founder @Bolt: The Most Insane Story in Startups & The Future of Self-Driving| E1225 · 20VC with Harry Stebbings
Prediction Not yet assessed · timeframe Nov 2029
Villig: Car rental will be a multi-billion dollar category for Bolt
“A lot of conviction that long-term that's going to be a multi-billion dollar category for us.”
Markus Villig Nov 13, 2024 ▶ 1:17:27 Markus Villig, Founder @Bolt: The Most Insane Story in Startups & The Future of Self-Driving| E1225 · 20VC with Harry Stebbings
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