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 5 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 Aug 2029
Anthropic will IPO soon after pulling ahead of OpenAI's ChatGPT
“They will go public because this is peak brass ring moment, and you know, you could argue the trends in 27 are tougher. You've pulled ahead of ChatGPT, so just put a nail in the entropic pit, right? You've pulled ahead of ChatGPT comfortably, OpenAI, to a poin…”
Rory O'Driscoll Aug 12, 2026 ▶ 44:59 Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
Prediction Open · timeframe Apr 2030
Lemkin: Competitors will never catch ChatGPT's revenue lead
“ChatGPT has pulled away. You cannot catch it. No matter what anybody says, you will never catch that revenue.”
Jason Lemkin Apr 24, 2025 ▶ 3:37 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
Prediction Open · timeframe Aug 2034
Cahn: ChatGPT Is Now a $3.4 Billion Revenue Business
“Definitely OpenAI. I mean, OpenAI has a brand, it has consumer distribution, it has product market fit with ChatGBT, which is a 3.4 billion dollar revenue business now. I think ChatGBT will definitely be around. Yeah, I think a bunch of the others will too for…”
David Cahn Aug 5, 2024 ▶ 1:11:13 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
Assertion Open
Uber president's biggest fear is ChatGPT routing rides purely by price
“I just interviewed the president of Uber. What is his single biggest fear? It's actually the disaggregation of UI or the removal of UI where you say, I want a car, and ChatGPT automatically routes you to Lyft, Uber or another provider based on price.”
Harry Stebbings Aug 12, 2026 ▶ 13:56 Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
Prediction Open · timeframe May 2029
Levie: ChatGPT will not replace dedicated language tutoring apps like Duolingo
“I don't think ChatGPT itself is going to become a language tutor. I think it'll have the full capability to be a language tutor at the model level.”
Aaron Levie May 22, 2024 ▶ 28:00 Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.