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 5 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
Halligan: Morgan Stanley and Fidelity aligned to lower HubSpot's IPO price
“I don't think there was collusion going on, but definitely Morgan Stanley and Fidelity were on the same side of the table trying to get us to sell at a lower price.”
Brian Halligan Aug 7, 2025 ▶ 4:26 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Assertion Partly supported
Mutual fund private startup valuation marks are based purely on sentiment
“We're more or less at the worst possible scenario right now. We have no information rights, no liquidity. Valuation committees at Fidelity and BlackRock basically get to mark things up and down with no information, so it's basically all sentiment.”
Garry Tan Dec 14, 2016 ▶ 26:49 20VC: Garry Tan on The Biggest Takeaways From Advising 700 Companies @ Y Combinator & Why Now Is The Golden Age For The Early Stage?
Assertion Supported
Bhatt: Robinhood users are 20 to 30 years younger than competitors'
“The consumers that use products like Fidelity, E-Trade, Scottrade, a lot of our competitors, our customers are on average, 20 to 30 years younger than those consumers.”
Baiju Bhatt Apr 1, 2016 ▶ 13:07 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Prediction Held up
Beim: Major financial platforms will offer social impact funds within five years
“And I, my strong bet is that these Types of metrics will evolve and that say in the next five years, many major institutional investors and every major consumer internet platform like Fidelity or personal capital will offer access to some kind of social impact…”
Nick Beim Aug 19, 2015 ▶ 16:29 20 VC 064: Finding Exceptional People with Big Ideas with Nick Beim, Partner @ Venrock
Prediction Didn’t hold up
Gil Penchina: Flight.vc aims to become a mainstream consumer retirement platform
“My dream is that we'd be buying a 32nd ad on your show talking about our family of funds, and, you know, we'd have, you know, ads in a magazine just like Fidelity and Vanguard do, and we would become one of those places where consumers invest to, help them, he…”
Gil Penchina Feb 8, 2016 ▶ 15:09 20VC: Gil Penchina on Building The World's Largest AngelList Syndicate with Flight.vc
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