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

Prediction Didn’t hold up
Stebbings: CrowdStrike market cap will only reach $75B by Christmas 2024
“So I would go I'm gonna go for 75. I don't think it'll take such a rebound. I don't think it's gonna take such a rebound, but I think legals and fines are gonna be real, and I think it's gonna be an interesting enough story. It's touched enough consumer lives …”
Harry Stebbings Jul 24, 2024 ▶ 30:48 Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
Assertion Contradicted
CrowdStrike was the third fastest-growing enterprise software company to IPO
“I think we were the third fastest growth company to ever IPO behind like Zoom and Salesforce.”
George Kurtz Oct 14, 2021 ▶ 11:09 20VC: Crowdstrike Founder, George Kurtz on Scaling to a $60Bn Market Cap, How to Acquire and Retain the World's Best Talent & The Right Way to View Competition in Today's Market?
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