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 124 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
O'Driscoll: Apple generates $2.6M revenue per employee, Google generates $2.1M
“Apple's about 2.6 million revenue per employee. You know, Google is 2.1.”
Rory O'Driscoll Mar 5, 2026 ▶ 59:49 Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
Assertion Supported
Calacanis: Google almost bailed out Tesla when it faced bankruptcy
“Google almost bailed out Tesla at the last hour when it almost went bankrupt.”
Jason Lemkin Dec 18, 2025 ▶ 1:13:48 Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
Assertion Contradicted
Google and Facebook user monetization grew sevenfold over the last decade
“10 years ago, Google and Facebook were monetizing their users at like one-seventh of what they are today.”
David George Dec 15, 2025 ▶ 50:44 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Assertion Supported
Lemkin: Replit updated platform to dynamically rotate LLM providers automatically
“Now with Replit, you don't pick your model anymore. It's all dynamic. It's all gone. You don't pick a lot. You don't pick high reasoning. You don't pick short reasoning. You don't pick anything. It just, and it rotates Google and others”
Jason Lemkin Dec 11, 2025 ▶ 56:19 SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
Assertion Supported
Rory O'Driscoll: Google is spending $90 billion on CapEx this year
“Google is spending ninety billion this year on CapEx.”
Rory O'Driscoll Nov 27, 2025 ▶ 6:57 Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
Assertion Contradicted
Stebbings: Google owns 10% of SpaceX
“They have also 10% of SpaceX.”
Harry Stebbings Oct 17, 2025 ▶ 9:30 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
Assertion Partly supported
Big Four Tech Giants Generate $600B in Annual Operating Cash Flow
“You look at Google, Microsoft, Amazon, and Meta combined, I mean, they're doing six hundred billion of operating cash flow, just cash coming off the company every single year”
Miles Dieffenbach Aug 4, 2025 ▶ 1:11:57 Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
Assertion Supported
Pishevar: Uber's Series D valuation was negotiated up to $17B from $10B
“So that Series D, like a year after the Series C, which Google and TPG did, that was at three billion. This was at seventeen billion, and we started off at 10. So, Emil was able to negotiate from, like, 10, eleven billion valuation to 17, because there was so …”
Shervin Pishevar Jan 13, 2025 ▶ 31:04 Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
Assertion Partly supported
Hoffman: DeepMind algorithms reduced Google data center electricity usage by 15%
“It was, I think, five, seven, eight years ago, DeepMind ran their algorithms on Google's data centers and figured out how to save 15% of the electricity.”
Reid Hoffman Dec 16, 2024 ▶ 26:31 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Assertion Partly supported
Dmitry Gurski: Flo team achieved six startup exits including Google and Facebook
“We had six exits up to this moment. We had exit to Google, exit to Facebook, ah, we started several companies, ah which have has revenue in a 100,000,050 million.”
Dmitry Gurski Sep 23, 2024 ▶ 6:44 Dmitry Gurski: From Potato Farm to $200M in Revenue: The Never-Before-Told Story of Flo Health|E1205 · 20VC with Harry Stebbings
Assertion Supported
Google allocated product roadmaps 70/20/10 across incremental, growth, and moonshots
“They used to have this model, they called it the 70, 20, 10 model. And it's actually a pretty fascinating way of thinking about just a product roadmap and the distribution within it. So, 70% of the product Teams were focused on what are things that are known v…”
Noah Weiss Jun 16, 2023 ▶ 0:50 Noah Weiss: How to Master Product-Led Growth; Scaling PLG to Enterprise at Google & Slack | E1026 · 20VC with Harry Stebbings
Assertion Supported
Lauren Schwartz: Google used double-crediting sales commissions for parental leave
“When I was at Google, there was a double conch policy. So everyone wins and everyone's incentivized around the same thing.”
Lauren Schwartz May 10, 2023 ▶ 49:45 20Sales: How to Scale a Career While Scaling a Family; Work-Life Balance; Parental Leave | E1012 · 20VC with Harry Stebbings
Assertion Partly supported
Mullenweg: Early Google survey showed WordPress on 0.8% of websites
“And shortly after that, maybe a year or two after that, we started to see WordPress show up in like whole internet numbers. And I remember the first time Google did a survey and they found this weird header in HTTP responses that they were like, we're not sure…”
Matt Mullenweg Jul 11, 2022 ▶ 3:49 Matt Mullenweg: How I Founded WordPress; Storytelling Tips; How to Give Feedback | 20VC #905 · 20VC with Harry Stebbings
Assertion Supported
Jain: Android Grew From Under 1M Total Users To 1M Daily New Users
“We had less than a million total users on Android at the time. It was a phenomenal journey for me to kind of see Android grow from less than a million total users to about a million new users a day.”
Gaurav Jain Jan 6, 2020 ▶ 5:20 20VC: Why Now Is The Hardest Time To Raise an Institutional Pre-Seed in the Last Decade, What To Do When The Founder and VC Interests Do Not Align & The Rise of Pre-Emptive Rounds with Gaurav Jain, Founder & Managing Partner @ Afore Capital
Assertion Partly supported
Hamid: Kleiner Perkins invested $10M for 10% in Google's Series A
“I think the Kleiner check was Ten million dollars for like 10% in the Google series A.”
Mamoon Hamid May 13, 2019 ▶ 11:52 20VC: Kleiner Perkins' Mamoon Hamid on The Strategy Behind The New $600m "Back To The Future" Fund, The Truth To Price Sensitivity at Series A & Why Venture Team Building Is Like Basketball Team Building
Assertion Partly supported
Gil: Android had 11 to 12 employees when acquired by Google
“Andy Rubin was acquired when Android was, I think, about 11, 12 people, and then obviously that led to this amazing handset OS and sort of platform for the world.”
Elad Gil Jul 17, 2018 ▶ 35:53 20VC: Elad Gil's High Growth Handbook on The Commonalities of The Truly Great CEOs, How To Hire The Very Best Execs, Why Cash is A Defensible Moat Today & The Pros and Cons of M&A and IPOs
Assertion Supported
Marissa Mayer invested as an angel in Adrian Aoun's startup Wavy
“So one of the angel investors in Wavy was Marissa Mayer. Now, Wavy was a search company, and Marissa at the time ran search at Google.”
Adrian Aoun May 25, 2018 ▶ 22:25 20VC: The Core Lessons From Building a 150 Startup Angel Portfolio, Why Founders Who Angel Invest Have Such Strong Advantages and Why The Lean Startup Makes Less and Less Sense Today with Adrian Aoun, Founder & CEO @ Forward
Assertion Partly supported
Google Search Ad Clicks for Life Insurance Cost $50 to $100
“If you go to Google and you search life insurance, the click is 50 dollars or a hundred dollars.”
Alex Rampell Nov 13, 2017 ▶ 17:58 20VC: a16z's Alex Rampell on The Struggle Between Innovation vs Distribution, When How To Determine Whether An Application is Optimised Through Centralised or Decentralised Networks & Why Most ICOs Today Are Ridiculous
Assertion Contradicted
Kimball: Google replaced all sharded MySQL with Spanner and Bigtable
“Spanner is the database technology that Google has used to consolidate all of their various applications on top of. So they no longer use Sharded MySQL. Everything's on Spanner or on Bigtable.”
Spencer Kimball Apr 14, 2017 ▶ 4:22 20VC: How Investors Can Get Into The Best Deals & Why Founders First Point Of Contact Should Be With The Investment Decision-Maker with Spencer Kimball, Founder & CEO @ Cockroach Labs
Assertion Supported
Tunguz: Google AdSense was neck-and-neck with Yahoo in early 2005
“Early 2005, we were neck and neck with Yahoo, which was the big competitor trying to run ads on other people's websites.”
Tomasz Tunguz Sep 12, 2016 ▶ 3:47 20VC: Redpoint's Tom Tunguz on Winning with Data: How To Gain A Competitive Advantage & Dominate Markets with Data and 5 Steps To Create A Data Driven Company
Assertion Supported
Tunguz: Google required product manager candidates to score 3.5 out of 4.0
“I remember at Google, when we were interviewing product managers, we would take these packets and we would have all these different, we were doing structured interviews at the time. It was on a four point O scale. You need to score above a 3.5.”
Tomasz Tunguz Sep 12, 2016 ▶ 14:28 20VC: Redpoint's Tom Tunguz on Winning with Data: How To Gain A Competitive Advantage & Dominate Markets with Data and 5 Steps To Create A Data Driven Company
Assertion Partly supported
Google Analytics' launch exhausted server capacity and slowed down Google's infrastructure
“So we had literally crashed Google, and we had slowed Google down and sort of broken Google by launching Google Analytics.”
Wesley Chan Jun 29, 2016 ▶ 19:16 20VC: Felicis' Wesley Chan on The Rise of IoT, Getting Recruited by Larry Page & Creating Google's Biggest Success Disaster
Assertion Supported
Y Combinator classes were only 10 to 15 companies in 2006
“When I started 10 years ago, Google and Facebook were still buying a lot of small companies. YC classes were only 10, 15 companies.”
Aydin Senkut Apr 11, 2016 ▶ 11:56 20VC: Felicis' Aydin Senkut on Scaling Felicis From $4m to $120m, Doing Venture Differently and Why Being A VC Is Like A Jamaican Bobsled Team!
Assertion Supported
Google acquired Invite Media for $81 million
“Before Flatiron, Zatco founded Invite Media, acquired by Google for eighty-one million dollars.”
Harry Stebbings Nov 6, 2020 ▶ 0:26 20VC: Zach Weinberg on Whether A Company is a Democracy, The Importance of Ownership, The Rise of Pre-Emptive Rounds, Multi-Stage Funds Entering Seed and How he Approaches Both Risk and Personal Capital Allocation
Assertion Supported
Twitter Acquired Crashlytics for Nine Figures Before Selling to Google
“Prior to Digits, Wayne and Jeff co-founded Crashlytics, which was acquired by Twitter for a nine-figure sum in January, and then acquired from Twitter by Google in 2017.”
Harry Stebbings May 1, 2020 ▶ 0:43 20VC: Framework For Hiring The Best Talent 100% Remotely, Raising $32M From Benchmark and GV Pre-Launch and How To Think Through Capital Efficiency and Runway Today with Jeff Seibert and Wayne Chang, Co-Founders @ Digits
Assertion Supported
Gmail grew to 200 million users during Todd Jackson's tenure
“And we grew Gmail to over two hundred million users during my time there.”
Todd Jackson Feb 4, 2020 ▶ 4:52 Breaking News: Meet First Round Capital's Newest Partner, How To Approach Generational Transition as a Venture Firm & The Dangers of Attribution In Venture
Assertion Supported
Swift Navigation spun out of airborne wind turbine startup acquired by Google
“That company ultimately merged with another company in the space, sold to Google, and we spun out the technology ahead of the Google acquisition.”
Tim Harris Sep 1, 2017 ▶ 2:46 20VC: What Is The Big Lie To Silicon Valley, Why Silicon Valley Is No Longer Optimised For Deep Tech Investing & Why AI Will Lead To More Business Model Innovation Than Technology Innovation with Tim Harris, Founder & CEO @ Swift Navigation
Assertion Supported
Lieb: Bump pivoted to photo sharing before being acquired by Google
“We pivoted a few times with bump and ultimately decided to work on photo sharing and then got acquired by Google. And then I was there for nine years.”
David Lieb Sep 21, 2022 ▶ 2:03 David Lieb: How I Founded Google Photos & Bump; Why I Left Google | 20VC #927 · 20VC with Harry Stebbings
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