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 6 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 Supported
Lemkin: ZoomInfo's market growth was stolen by Clay and competing tools
“Zoom Info's growth was stolen from it from Clay and friends, and it's a brutal case study.”
Jason Lemkin May 14, 2026 ▶ 43:28 Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
Assertion Partly supported
Lemkin: Clay requires a multi-month deployment and $50k agency fee
“Clay is like a six, you know, multi-month deployment period with an agency that you pay 50 grand to, right?”
Jason Lemkin Jun 26, 2025 ▶ 55:27 Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
Assertion Supported
Clay Reportedly Raising at $7B Valuation Led by Wellington
“Clay raising at seven billion by Wellington.”
Harry Stebbings Sep 3, 2026 ▶ 1:06:16 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
Assertion Supported
Stebbings: Clay Completed $1.5B Employee Secondary Transaction Led by Sequoia
“Clay obviously did this kind of billion and a half dollar priced transaction. I think it was employees secondaries with Sequoia.”
Harry Stebbings May 15, 2025 ▶ 1:06:45 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
Assertion Supported
Lemkin: Clay raised $100M at a $3B valuation
“Clay just did around at three billion, which is a stunning growth too, right? But they sold a hundred million, right?”
Jason Lemkin Aug 7, 2025 ▶ 1:14:07 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Assertion Supported
Moore: Clay experienced 5-6 years of stagnant growth before taking off
“Clay is this company that's growing very, very fast on the sales tech side. And if I'm not mistaken, it was like five or six years of very little to no growth before before it took off.”
Bucky Moore May 5, 2025 ▶ 26:40 Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
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