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 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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 Feb 2029
Rory O'Driscoll: CrowdStrike will not be obviated by Anthropic's security launch
“I don't think CrowdStrike's obviated by this. I think it will totally be fine. It'll continue to be a business.”
Rory O'Driscoll Feb 26, 2026 ▶ 5:14 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Prediction Open · timeframe Dec 2026
Lemkin: Three of today's top six B2B stocks will retain 2026 leadership
“My Pekumumusukus, Pekumumusukus, Palantir, Cloudflare, Mongo, Shopify, CrowdStrike, Snowflake, I'll bet you 10 grand, three of them are in the top six of this cohort at the end of next year.”
Jason Lemkin Dec 22, 2025 ▶ 40:01 Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
Prediction Open · timeframe Jul 2027
Lemkin: July 2024 global outage will not destroy CrowdStrike
“It's, it has, it is a service and we'll give them one pass. I don't think it will bring them down.”
Jason Lemkin Jul 24, 2024 ▶ 29:04 Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
Prediction Open · timeframe Mar 2027
O'Driscoll: CrowdStrike Will Beat 23% Growth Guidance by Two Points
“Slight deacceleration, 27 to guidance of 23, 27% revenue growth, guidance of 23, they'll probably beat that by two.”
Rory O'Driscoll Mar 12, 2026 ▶ 53:49 Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
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