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 Contradicted
Green: Only three $100B+ companies were created post-iPhone
“You know, since the iPhone came out in 2007, 2006, whatever it was, there's only been three companies built that did not exist before. That were a hundred billion dollar companies. ByteDance, Pindo Doe, and Uber.”
Mitchell Green Mar 26, 2025 ▶ 7:49 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Prediction Didn’t hold up
Lemkin: Apple will announce US iPhone assembly operations within the year
“I think, listen, I don't, I would have to do more analysis to see if, it's not possible, right? If it's close to impossible, but announcing it and beginning a process, you might have to do it. You just might have to do it. I'm going to go yes.”
Jason Lemkin Jun 19, 2025 ▶ 1:03:03 Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
Assertion Contradicted
Lemkin: iPhone and App Store drive 75% of Apple revenue
“25% of the revenue is from the App Store, 40% of its profit, right? And 75% of its revenue is iPhone and App Store.”
Jason Lemkin Jul 31, 2025 ▶ 55:38 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Assertion Contradicted
Lazarte: Brex co-founder Pedro Franceschi discovered early iPhone jailbreak
“That, like, back in the day, he was the first person to find one of the jail breaks for the iPhone, right?”
Victor Lazarte Apr 14, 2025 ▶ 21:00 Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
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