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 18 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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

Opinion
O'Driscoll: GitHub is now a trailing edge product
“And the fact that they've lost that connection with developers, that GitHub is now a trailing edge product, is to me, over the medium term, a pretty significant loss.”
Rory O'Driscoll Aug 20, 2026 ▶ 13:51 Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
Prediction Not checkable as stated
Lemkin: Cursor's Origin Will Replace GitHub's Workflow Within Months
“I mean, cursor launched origin, right? Which would bought graphite or whatever. It's going to become a GitHub entire workflow replacement in a couple months, right?”
Jason Lemkin Aug 20, 2026 ▶ 1:04:07 Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
Opinion
Lemkin: Destroying Cursor and Windsurf is existential for Microsoft's GitHub
“Co-pilot versus Cursor and WinServe is number friggin' one on their gotta kill list for Microsoft, number one. It's all over. It is existential for that, for GitHub to destroy them.”
Jason Lemkin May 1, 2025 ▶ 55:09 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
Prediction Not checkable as stated
Podjarny: Platforms like GitHub and Vercel will dominate AI software development
“I think there is a pretty high chance that we're going towards this path. Ease of use of software development is already, you know, amazing, and you're seeing platforms like, ah, Vercel, for instance, you know, make it very easy to generate applications and go…”
Guy Podjarny Nov 29, 2024 ▶ 20:48 Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Assertion Supported
Kant: Neither OpenAI nor Poolside is allowed to train on private code
“But private code, no one's allowed to train on. Not us, not OpenAI. So all of us have access to the same public data.”
Eiso Kant Oct 7, 2024 ▶ 27:10 Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
Assertion Supported
Nejatian: Shopify requires marketers to use GitHub and salespeople to write SQL
“We don't have that at Shopify. At Shopify, if a marketer wants to create a new landing page, they have to go into GitHub. They have to know how to write some code. They have, like, this is a real thing, and our, so our marketers learn how to write some code. L…”
Kaz Nejatian Aug 14, 2024 ▶ 19:55 Kaz Nejatian: How Shopify Built a $90BN Business to Last 100 Years | E1189 · 20VC with Harry Stebbings
Prediction Open · timeframe Jul 2028
O'Driscoll: 100% of developers will buy AI coding assistants
“A hundred percent of developers are going to buy a tool like Cursor, like Winsor, because that's how development is done now, like GitHub.”
Rory O'Driscoll Jul 17, 2025 ▶ 39:51 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Opinion
Gross: Dropbox, GitHub, and Heroku fell into cultural growth plateaus
“And, you know, arguably, you know, even Dropbox and GitHub and in Heroku have fallen into this in different times.”
Adam Gross Apr 26, 2024 ▶ 27:45 Adam Gross: Why Startups Doing Paid Under $100M ARR are not PLG | E1145 · 20VC with Harry Stebbings
Disclosure
Kant: Rejecting GitHub's all-stock acquisition offer was my worst financial decision
“It was probably the dumbest financial decision of my life, considering it was an all stock offer and GitHub sold to Microsoft, I think, less than a year later.”
Eiso Kant Oct 7, 2024 ▶ 1:07:14 Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
Disclosure
Adam Gross Takes Credit for Naming GitHub Actions
“And, you know, there are a bunch of names being kicked around like flows and workflows or stuff like that. And now and I'm happy to take credit for this. It's of course called GitHub actions.”
Adam Gross Apr 26, 2024 ▶ 32:14 Adam Gross: Why Startups Doing Paid Under $100M ARR are not PLG | E1145 · 20VC with Harry Stebbings
Assertion Supported
Söderström: There is no GitHub equivalent for music collaboration
“There isn't anything like that in music. There is no GitHub for music.”
Gustav Söderström Oct 13, 2022 ▶ 1:07:19 Spotify CTO Gustav Söderström: TikTok's Music; How Olivia Rodrigo Gamed the Algo | 20VC #936 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Alan documented over 4,000 company decisions in written GitHub issues
“One of the things that we did is that we have a lot of written discussion, and most of our decisions are taken, not in meetings, but in written forums and GitHub issues, and that base of knowledge helps every newcomer to see all the decisions we have made, and…”
Jean-Charles Samoulian Apr 3, 2020 ▶ 14:30 20VC: The Framework to Scale A Team From 20 to 190 in 24 Months, How To Structure The Perfect Investor Updates & How To Create A Culture of Distributed Ownership with Radical Transparency with Jean-Charles Samulian, Co-Founder & CEO @ Alan
Assertion Not checkable as stated
Sijbrandij: GitLab has evolved to have ten times the scope of GitHub
“GitLab started off as a being inspired by GitHub, and it's now evolved into a product that has a scope that is 10 times the scope that GitHub has.”
Sid Sijbrandij Jul 19, 2019 ▶ 11:58 20VC: Gitlab Founder, Sid Sijbrandji on Lessons From Scaling from 400 to 1,000 People in 1 Year, Why You Have To Have A Low Level Of Shame On The Product You Release & The Secret To Making Remote Work So Effectively At Scale
Disclosure
Grimshaw names GitHub, Segment, Benchling, and Monzo as top investment returns
“I think if you looked at Realized, it would probably GitHub or Segment. If you look at Unrealized, maybe Benchling or Monzo,”
Miles Grimshaw Sep 18, 2023 ▶ 43:46 Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
Assertion Supported
Segment's Hacker News launch drove thousands of GitHub stars and signups
“We just went straight to the top of Hacker News, got hundreds of upvotes, thousands of stars on GitHub, thousands of email signups.”
Peter Reinhardt Apr 22, 2021 ▶ 4:53 20VC: Segment Founder Peter Reinhardt on His Learning Process, How Great Leaders Listen and Encourage Debate within Their Organisation & How To Use Data Intelligently To Improve Decision-Making
Disclosure
Bloomberg Beta published its fund operating manual publicly on GitHub
“We published our manual to GitHub and released it under an open source license”
Roy Bahat Apr 13, 2016 ▶ 14:19 20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
Assertion Partly supported
Linda Lian: AWS launched its developer community programs around 2017
“This was around 2017 when we really started building all of the developer community engagement programs that AWS still has today, including our developer Slack, our Reddit engagement, our Stack Overflow engagement, open sourcing product roadmaps on GitHub.”
Linda Lian Apr 1, 2021 ▶ 5:50 20VC: How To Deliver Feedback with Compassion and Clarity, WTF Are Values Really and How To Instill Them & Raising $50M+ From Index and Greylock but Remaining in Stealth for 12 Months with Linda Lian, Co-Founder & CEO @ CommonRoom
Assertion Supported
Wang created open-source seed financing documents used by thousands globally
“And Ted also created The Series C documents, a set of open source financing documents posted on GitHub, and still used today by thousands around the world.”
Harry Stebbings Dec 17, 2018 ▶ 0:53 20VC: A Framework For Approaching Risk and How It Affects Portfolio Construction | Lessons and Advice From Working with Dropbox's Drew Houston | Why Being A Learning Animal Is The Most Important Factor For Success with Ted Wang, Partner @ Cowboy Ventures
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