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 Partly supported
Weitzman: NVIDIA guarantees 25% GPU buybacks with Wall Street lenders
“So I believe earlier this month, NVIDIA did a huge deal with Blackstone, BlackRock, Apollo, and Goldman Sachs. And they said, listen, we want more people to buy more GPUs. We're going to underwrite for you up to 25% the value of a GPU. That if you lend money t…”
Cliff Weitzman Sep 5, 2026 ▶ 11:19 How to Build Your Own Data Center & Why Every Startup Should Do It
Assertion Supported
PayPal and Square surpassed Bank of America and Goldman Sachs in 2020
“Last year, you probably know this, but you know, you've heard some of these stats, like PayPal became more valuable than Bank of America and Square became more valuable than Goldman.”
Nick Shalek Jul 26, 2021 ▶ 23:38 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Assertion Supported
O'Driscoll: Industry Ventures Sold at Roughly 10% of AUM
“This thing traded at roughly 10% of AUM, right?”
Rory O'Driscoll Oct 16, 2025 ▶ 6:34 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
Assertion Supported
Hult: Tradeweb is the electronic interface connecting Citadel and Goldman
“Like we're the, you know, we're the electronic interface that connects like Citadel and Goldman.”
Billy Hult Mar 29, 2024 ▶ 22:40 Billy Hult: 27 Years of Compounding Growth Leading to the Market Leader with $1.4BN in Revenue|E1134 · 20VC with Harry Stebbings
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