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

Assertion Open · timeframe Jun 2036
Stebbings: Menlo to make $10B carry on Anthropic, Founders Fund more on SpaceX
“Menlo will make ten billion dollars in carry Spot will too, plus Founders Fund will make more than that from SpaceX.”
Harry Stebbings Jun 4, 2026 ▶ 1:25:09 Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
Prediction Open · timeframe Nov 2028
Rabois: Founders Fund will not invest in remote-first startups
“We at Founders Fund have pretty much put a light in the sand that we won't invest in remote companies because we've just watched 50 years that there's almost no examples of people building companies that way.”
Keith Rabois Nov 27, 2023 ▶ 57:22 Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
Assertion Open
Singerman: In-person meetings were necessary to invest during COVID
“Brian Singerman at Founders Fund said on the show recently about how he was unable to do his job in COVID as he could not meet founders in person”
Harry Stebbings Dec 21, 2022 ▶ 17:18 20VC Special: How To Fundraise Like a Pro: How to Size and Price a Round, How to Create FOMO and Urgency in a Fundraise, How to Structure Angel Allocations, The 7 Deadly Sins of Fundraising Decks, The 3 Signs a Potential Investor is Bad News
Prediction Open · timeframe Apr 2029
Stephens: Founders Fund Will Always Stick to Traditional Series A Strategy
“Our core vision is we just want to invest in the best founders, building the best companies that are going to be category, category defining. And I think you can do that through a very traditional venture model of, can we get a check into the series A and can …”
Trae Stephens Apr 3, 2024 ▶ 31:27 Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
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