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.

2statements match

2resolved → 0open claims → 0supported → 2contradicted →

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

Assertion Contradicted

Lemkin: Founders Fund intentionally avoids investing in B2B software

“Founders Fund doesn't do B to B intentionally. They make exceptions, but they don't believe in B to B. They don't believe the outcomes justify it. It's explicitly, they don't do it.”

Jason Lemkin Apr 17, 2025 ▶ 56:19 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings

Assertion Contradicted

No other Silicon Valley company was innovating in defense before Anduril

“At the time when we did this, there was no other company in Silicon Valley innovating in defense.”

Brian Singerman Nov 11, 2021 ▶ 22:56 20VC: The Anduril Memo: Founders Fund's Brian Singerman on What Makes Palmer Luckey One of the Greatest Innovators in History, Why It Is BS The DOD Do Not Want To Work With Silicon Valley & Why in Venture You Have To Play A Different Game to the Hedge Fun

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The Ledger

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