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.

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why aren't all 11 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
Anish Acharya: Early AI market leaders from 2023-2024 have maintained their dominance
“In this product cycle, what's actually interesting is a bunch of the early leaders from 23 and 24 have maintained their lead. You know, we talked about Harvey. That's a really impressive company. You know, Gamma is a really impressive company. You know, Cursor…”
Anish Acharya Feb 9, 2026 ▶ 1:15:26 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Assertion Supported
Junestrand: Legora beats Harvey as top UK law firm AI tool
“I was on Bloomberg a couple of weeks back and they had a big infographic that said that the most deployed generative AI tool in the top 200 law firms in the UK outside of Microsoft Copilot is Legora. Number two was Harvey.”
Max Junestrand Jan 26, 2026 ▶ 3:15 Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings
Assertion Supported
Stebbings: Harvey hit $150M ARR with 170% net dollar retention
“A little insider at Harvey one of that not so quiet investors shared with me that they're at a hundred and fifty million in ARR. Their DAU to MAU ratio is 40%, which I thought was astounding. Like, usage-wise, phenomenal. GRR, 98%. NDR, a 170%.”
Harry Stebbings Nov 6, 2025 ▶ 21:03 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
Assertion Supported
Lemkin: AI legal startup Harvey costs $150k annually per law firm
“Now what does Harvey cost on average? 150,000 dollars a year per law firm.”
Jason Lemkin May 14, 2026 ▶ 30:18 Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
Assertion Supported
Legora raised $120M compared to legal AI competitor Harvey's $800M
“He's scaled the firm with one-sixth of the capital of his closest competitor, Harvey, who've raised a reported eight hundred million dollars, while Legora has raised just a hundred and twenty million.”
Harry Stebbings Aug 15, 2025 ▶ 0:29 20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From Stockholm with Max Junestrand
Assertion Supported
Angelopoulos: Harvey's CEO views model labs as his biggest competitive worry
“Harvey, the CEO of Harvey himself is saying that, you know, his biggest competitive worry is the model labs.”
Anastasios Angelopoulos Aug 2, 2026 ▶ 56:44 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
Assertion Supported
Harvey users utilizing four or more products reach 74% DAU/MAU
“Our DAU over MAU for people that use four plus product lines is 74%.”
Winston Weinberg Jan 19, 2026 ▶ 1:12:17 Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
Assertion Supported
Harvey deployed a 4,000-person enterprise rollout with just four employees
“I mean, we were like, when we signed Anno Sherman, which was our first customer, we had four people. So we did a 4000 person enterprise grade rollout with four people.”
Winston Weinberg Jan 19, 2026 ▶ 30:22 Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
Assertion Supported
Ironclad built an AI product named Jurist that competes with Harvey
“And in addition to contract management, which is a much, you know, bigger thing, we also have this AI product that we've built. It's called Jurist, which is a Harvey competitor. It's pretty cool. And it's grown real quick.”
Jake Saper Mar 10, 2025 ▶ 1:24:39 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Assertion Supported
Harvey CEO Winston Weinberg says Harvey operates in 60 countries
“We're in 60 countries now.”
Winston Weinberg Jan 19, 2026 ▶ 3:44 Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
Assertion Supported
Weinberg: Harvey was valued at $1.5 billion in its Series C
“I think we were, it was 1.5 is what we were valued at, and our revenue was definitely lower.”
Winston Weinberg Jan 19, 2026 ▶ 10:22 Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
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