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 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 Contradicted
Clements: 90% of Cursor users are daily active agent users
“90% of cursor users are daily active users of the agent product.”
Miles Clements Mar 9, 2026 ▶ 5:02 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Assertion Contradicted
Stebbings: Cursor Hit $4B Valuation, Targets $6B By Year-End
“Cursor has hit four billion, and it's targeting six billion at the end of the year.”
Harry Stebbings Jun 11, 2026 ▶ 40:04 SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
Assertion Contradicted
Tunguz: AI coding assistant Cursor operates with just 30 total employees
“You don't have a lot of ESOP dilution because total employee count is 30.”
Tomasz Tunguz Nov 20, 2025 ▶ 2:47 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
Assertion Contradicted
Stebbings: Cursor recently raised funding at a $9.6 billion valuation
“Cursor obviously just raised, I think it was a 9.6 billion dollar valuation.”
Harry Stebbings Apr 3, 2025 ▶ 8:53 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
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