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 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 Not checkable as stated
Stebbings: Claude Design is starting to eat away at Figma
“We see Claude Design has actually really started to eat away at Figma.”
Harry Stebbings Aug 2, 2026 ▶ 55:15 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
Prediction Not checkable as stated
Lemkin: Claude Design will maim Figma's growth within 4 to 8 quarters
“Those both can be true that we won't see it in Figma's numbers next quarter. And that over four, six, eight quarters, it will maim its growth.”
Jason Lemkin Apr 23, 2026 ▶ 57:23 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Insight
Atallah: Anthropic launched Claude Design to hook enterprise design teams
“This is my theory behind why like Claude design was strategic. While it's not like a massive amount of revenue for Anthropic, like not probably not a significant amount of revenue. It does get the design team to really care about Anthropic models. And so the c…”
Alex Atallah Aug 9, 2026 ▶ 26:53 OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
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