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 6 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
Databricks rejected a $10M on-premise deal from JPMorgan to stay cloud-only
“They're like, we'll give you ten million bucks to put this, and at the time, we're less than a million, like our whole first-year target's like ten million, to put it on-prem. And Ali was like, no way, we're not doing anything on-prem.”
Ron Gabrisko Aug 4, 2025 ▶ 8:54 20Sales: $0-$3.7BN: The Databricks CRO's Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko
Assertion Partly supported
Wang: JP Morgan's internal data is 150 petabytes versus GPT-4's sub-petabyte dataset
“JP Morgan's proprietary internal data set is a 150 petabytes. The GPT-IV was trained on an internet data set that was less than one petabyte.”
Alex Wang Jun 12, 2024 ▶ 8:18 Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
Assertion Supported
Velez: Nubank's Brazilian market penetration exceeds JPMorgan's in the US
“I don't think JP Morgan can say that about customers of theirs in the US.”
David Vélez Sep 11, 2023 ▶ 17:56 David Velez: How AI Changes The Future of Finance | E1059 · 20VC with Harry Stebbings
Assertion Supported
Quattrone: Qatalyst Launched Two Days After Bear Stearns $2 Sale
“We started our firm in March of 2008 and it was two days after Bear Stearns was sold in a forced sale for two dollars a share to JP Morgan and Bear Stearns had been trading at a 150 bucks a share a year earlier.”
Frank Quattrone Mar 1, 2024 ▶ 51:27 Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
Assertion Partly supported
Destin: JP Morgan reported US small businesses have median 26 days working capital
“JP Morgan, I think, reported that SMBs in the US have a median working capital of 26 days”
Fred Destin Apr 8, 2020 ▶ 4:33 20VC: Are VCs Still "Open For Business", How VCs Attitude To Risk Has Changed & The 2 Most Valuable Assets To Founders Today with Fred Destin, Founding Partner @ Stride VC
Assertion Supported
Garg interned at JP Morgan during the 2008 Lehman Brothers collapse
“I was interning in the summer of 2008 and saw the Lehman Brothers collapse happen outside of the window from JP Morgan.”
Ooshma Garg Nov 9, 2018 ▶ 3:53 20VC: Being A Wartime Leader in a Time of Peace, Why Marketing Channel Diversification Is Like The Life of A Scientist and Why Small and Mighty Beats Loud and Weak with Ooshma Garg, Founder & CEO @ Gobble
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