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

Insight
Lemkin: Traditional 10-year VC fund lives fail to fit liquidity realities
“17 years for liquidity. How long is the nominal fund life? 10 years. It doesn't match up. Doesn't match up. Yeah, you get two one year extensions.”
Jason Lemkin Jul 24, 2024 ▶ 35:25 Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
Assertion Supported
Lemkin: Legal Tech Company Clio Reached a $5B Valuation
“And the other one was Clio, which Raised it five billion in legal tech. It attached to AI in a different way. This is a company founded in 2008 that found its way in the AI era, right? It added FinTech payments, got up to three billion now at five billion.”
Jason Lemkin Nov 13, 2025 ▶ 1:02:04 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Assertion Supported
Lemkin: Clio reached $200M ARR prior to $900M raise
“And they're at two hundred million in revenue and accelerating, two hundred million ARR. So it's a 10 X ARR deal, two billion-ish pre, right? Two something B. High for today's world, but not, not out of line.”
Jason Lemkin Jul 24, 2024 ▶ 33:27 Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
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