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 Supported
Anish Acharya: Early AI market leaders from 2023-2024 have maintained their dominance
“In this product cycle, what's actually interesting is a bunch of the early leaders from 23 and 24 have maintained their lead. You know, we talked about Harvey. That's a really impressive company. You know, Gamma is a really impressive company. You know, Cursor…”
Anish Acharya Feb 9, 2026 ▶ 1:15:26 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Assertion Partly supported
Stebbings: Gamma Hit $100M ARR With 50 Employees
“Gamma raising a hundred million dollars at a 2.1 billion dollar valuation, having hit a hundred million in revenue with 50 people.”
Harry Stebbings Nov 13, 2025 ▶ 14:39 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Assertion Supported
Lemkin: Canva Built a Competitive Clone of AI Presentation Tool Gamma
“Canva actually has a Gamma clone now that's not bad.”
Jason Lemkin Nov 13, 2025 ▶ 23:20 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Assertion Partly supported
Lemkin: AI presentation tool Gamma grew from zero to $60M ARR in one year
“And Gamma, it's Gamma at sixty million this year. Gamma at sixty million, from like zero to sixty million this year. That's pretty good for slides.”
Jason Lemkin Sep 18, 2025 ▶ 54:35 Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
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