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 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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

Prediction Open · timeframe Jun 2028
A New AI Paradigm Will Displace Notion and Google Docs
“It probably something will come and destroy Notion and Google Docs and all of them with a totally new paradigm that is made possible by AI, and certainly these incumbents won't do it.”
Alex Lebrun Jun 19, 2023 ▶ 24:46 Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027 · 20VC with Harry Stebbings
Prediction Open · timeframe Sep 2028
Alex LeBrun: AI Paradigms Will Eventually Displace Notion and Google Docs
“Probably something will Come and destroy Notion and Google Docs and all of them with a totally new paradigm that is made possible by AI.”
Alex LeBrun Sep 15, 2023 ▶ 24:12 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
Insight
Des Traynor: Turning glorified Google Docs into SaaS apps is never viable
“Turning spreadsheets into SaaS apps has been a good idea forever. Turning glorified Google Docs into SaaS apps, I think, has never been a good idea.”
Des Traynor Jul 18, 2022 ▶ 49:30 Des Traynor: How I Founded Intercom; Product Marketing Tips; Feature Creep | 20VC #907 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Emberikos: AI agents gain enterprise stickiness by connecting to external systems
“As agents start to do work that is not writing code, but more general work, again, for software engineers or beyond for any builder, they're gonna need to start interfacing with other systems. Right? So as they start, maybe your agent is talking to Sentry, rig…”
Alexander Emberikos Feb 21, 2026 ▶ 24:21 OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
Insight
Stebbings: Word docs yield truer board feedback than Google Docs
“I really like it when they send, not slide decks, because they can just be used as like crutches, but like a doc, and then I say send it in a Word doc, not a Google doc, because if you send it in a Word doc, you write in isolation, because if, you know, you're…”
Harry Stebbings Nov 19, 2022 ▶ 21:17 Oana Olteanu: Why Founders Should Expect More From Their VCs | 20VC #950 · 20VC with Harry Stebbings
Insight
Stebbings: Collect feedback on Word docs to ensure unencumbered team opinions
“I make people comment on Word docs, not on Google docs, because then they send them back to me the night before, and then I can pick on them in the meeting and say, hey, in the Word doc you said this, and their opinion is unencumbered by others, where it would…”
Harry Stebbings Jun 24, 2022 ▶ 33:04 Henri Pierre-Jacques: How I Founded Harlem Capital; Our $134M Fund | 20VC #901 · 20VC with Harry Stebbings
Disclosure
Stebbings uses isolated Word documents for committee feedback to prevent groupthink
“So the way I do it is I send out actually a Word doc, not a Google doc, because that's obviously collaborative. I sent out a Word doc the night before. So it's all in isolation. No one sees what other people put. And then they have this kind of free space to r…”
Harry Stebbings Nov 4, 2022 ▶ 17:41 Michael Mauboussin: The Single Biggest Mistake Investors Make In Decision-Making | 20VC #945 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Multicoin Capital IC begins with seven minutes of silent Google Doc commenting
“Once, you know, we are talking about a new asset in investment committee, the subsequent six or seven minutes are silent. It's everyone having a bunch of Google doc comment conversations concurrently.”
Kyle Samani Jul 22, 2022 ▶ 21:47 Kyle Samani: Why Bitcoin is Not a Hedge Against Inflation | 20VC #909 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Coinbase logs all internal decisions and key conversations in Google Docs
“We do everything in Google Docs. If you and I have a conversation and make a decision about something, we document it in Google Docs”
Emilie Choi Aug 23, 2021 ▶ 15:42 20VC: Coinbase President & COO Emilie Choi on Building Coinbase Ventures into One of the Best Performing Funds with 0 Employees, How Coinbase Thinks Through Internal Resource Allocation and Prioritisation & Why, When and How To Hire Your COO and Head of C
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