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 3 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
Lemkin: Figma and AI coding tools will compete within 12 months
“Today, they're great partners. It doesn't make sense that they will be great partners for prototyping in 12 months. It makes no sense.”
Jason Lemkin Jul 31, 2025 ▶ 1:12:43 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Assertion Contradicted
O'Driscoll: Figma's IPO involves only 6% primary share dilution
“I think they're only raising around six percent primary share dilution.”
Rory O'Driscoll Jul 24, 2025 ▶ 39:19 How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
Assertion Contradicted
Figma had no customer-facing employees when Kyle Parrish joined
“When I joined Figma, for example, there was nobody in a customer facing role.”
Kyle Parrish Dec 8, 2021 ▶ 20:52 20 Sales: When To Hire Your Head of Sales/ First Reps, What To Look for in 10x Sales Candidates, How To Structure The Hiring Process, How To Onboard New Reps Efficiently, How To Set First Quotas and more with Kyle Parrish, Figma's VP Sales
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