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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 3 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
O'Driscoll: Chime will IPO around $10 billion, down 50% from peak
“I think if you end up plus or minus ten billion, you know, rough order of magnitude here, you are looking at a deal going public, you know, 50, 55% below the last round price.”
Rory O'Driscoll May 22, 2025 ▶ 7:53 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
Prediction Held up
O'Driscoll: Chime will expand into offering loans and cross-sell products
“They're going to add, you know, loans, which they don't really do a lot of today and all the other cross sell stuff that every financial services company does at scale.”
Rory O'Driscoll May 22, 2025 ▶ 3:56 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
Assertion Supported
Harry Stebbings: Chime is worth roughly a quarter of Revolut
“Chime, you know, is probably a quarter of the enterprise value of Revolut now.”
Harry Stebbings Oct 18, 2024 ▶ 40:57 Antoine Le Nel, CGO @Revolut: How Revolut Launch and Grow Products & Why CAC is a BS Metric | E1216 · 20VC with Harry Stebbings
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