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
Stebbings: ChatGPT usage dropped 22% after Google released new Gemini models
“Since the new Gemini models came out, you've had a 22% drop in ChatGPT usage.”
Harry Stebbings Jan 15, 2026 ▶ 24:28 Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
Assertion Supported
ElevenLabs speech-to-text beats OpenAI and Gemini on benchmarks
“Then speech to text is beating open AI, Gemini on benchmarks.”
Mati Staniszewski Sep 8, 2025 ▶ 14:06 ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
Assertion Supported
Lemkin: WSJ data shows Claude enterprise share jumped to 48%
“The wall street journal today published the market shares in the enterprise for open AI, Claude, Gemini and Grok. Grok is a rounding error going to the prior conversation, right? It's not making any progress. But everything is so multimodal that it said Gemini…”
Jason Lemkin May 14, 2026 ▶ 15:14 Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
Assertion Supported
Levie: AI context windows grew 500x in 18 months
“The token context window was more or less, I think, 4000 tokens. So you kind of give it like a blog post to analyze just in the past, you know, week at Google IO Sundar announced a two million token window model or version of Gemini. So think about that. That'…”
Aaron Levie May 22, 2024 ▶ 8:00 Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
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