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 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
Feldman: CoreWeave pioneered borrowing against GPUs as debt collateral
“Many of their innovations are in the financing structure. They were among the first to use the type of debt that they're using to recognize that you could borrow against GPUs and use their access to leverage advantage.”
Andrew Feldman Apr 3, 2025 ▶ 1:00:55 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Prediction Held up
David Cahn: Expect More Deals Like Blackstone's CoreWeave Debt Financing
“And so you know, Blackstone did this core weave deal. They were one of the first and Blackstone are generally very good at structuring these type of creative deals. Good on them. And I think we'll see more of that type of deals going forward.”
David Cahn Aug 5, 2024 ▶ 45:44 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
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