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 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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 Dec 2027
Katz: ClickHouse will surpass $1B in ARR before December 2027
“Well, I'd put the over under at December, 20, 27. And I would take the under.”
Aaron Katz Aug 31, 2026 ▶ 39:09 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
Assertion Open · timeframe Aug 2027
Katz: ClickHouse extended its financing despite having $1B on its balance sheet
“And so we did a financing earlier this year, and then we extended it and brought in some strategic investors like yourself and David Sachs and Michael Dell and JP Morgan. We didn't need the capital. We had a billion dollars on the balance sheet.”
Aaron Katz Aug 31, 2026 ▶ 32:34 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
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