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.

3statements match

1resolved → 0open claims → 1supported → 0contradicted →

why aren't all 3 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: AI data providers Handshake, Mercor, and Surge each surpass $1B revenue

“There's so many providers at a billion dollars plus in revenue. Handshake's over a billion. McCaw's over a billion. Serge is over a billion.”

Harry Stebbings Aug 2, 2026 ▶ 43:26 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market

Assertion Not checkable as stated

Foody: Handshake did not gain revenue from Meta shifting spend from Mercor

“That's not true.”

Brendan Foody Jun 1, 2026 ▶ 8:33 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings

Disclosure

Astro sourced its last two hires via Hired.com and Handshake

“Hiring services like hired.com and handshake. Our last two hires each came from those two services that previously we would have had to work through recruiter under a different and more expensive paid model.”

Andy Pflaum Feb 2, 2018 ▶ 14:10 20VC: The Biggest Growth Opportunities for Young People in Tech Today, Why Distributed Workforces Are The Secret To Beating Incumbents & Why It Has Never Been Easier To Operate A Company Than Today with Andy Pflaum, Founder & CEO @ Astro

The Ledger

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