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 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 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 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
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