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 10 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
O'Driscoll: 90% of Kalshi's prediction market activity is actually sports betting
“90% of what they do is sports betting.”
Rory O'Driscoll Jun 25, 2026 ▶ 58:55 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Assertion Partly supported
Mansour: Kalshi resolves election outcomes 5-7 hours faster than news networks
“You go on the traditional news networks and like, You don't know who won until five, 6:07 hours after Kalshi, right?”
Tarek Mansour Dec 8, 2025 ▶ 23:31 Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
Assertion Partly supported
O'Driscoll: 90% of Prediction Market Business Is Sports Betting
“This is two non-sports betting companies who are doing quote prediction markets where all we talk about is the 10% of the revenue that's political, and 90% of their business is sports betting, but we're not calling it that, and they're just killing it because …”
Rory O'Driscoll Oct 16, 2025 ▶ 49:36 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
Assertion Supported
O'Driscoll: Multiple US states are actively suing prediction market Kalshi
“There are currently some states suing Kalshi, saying you really are doing betting, so we should regulate you.”
Rory O'Driscoll Jun 25, 2026 ▶ 1:03:08 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Assertion Partly supported
Mansour: Kalshi sued the CFTC and won in October 2024
“So in 24, we won the fight against the government. We won that, that we sued the government and then we won that fight in October seven, 24.”
Tarek Mansour Dec 8, 2025 ▶ 7:04 Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
Assertion Contradicted
Randle: Prediction markets show 70% odds of Tesla-SpaceX merger in two years
“If you look at the poly market Calci odds on a Tesla SpaceX merger, again, you know, not, not that those markets are so big that they're that indicative, but I think the probability that they have on there is something like 70% in the next two years or somethi…”
Everett Randle Jun 18, 2026 ▶ 19:07 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
Assertion Supported
Stebbings: Kalshi announced a $1B raise at an $11B valuation
“In the last week, they announced their one billion dollar raise and an eleven billion dollar valuation.”
Harry Stebbings Dec 8, 2025 ▶ 0:06 Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
Assertion Supported
Mansour: Kalshi secured exclusive media partnerships with CNN and CNBC
“So this week we've announced well, we found the first and then the second large scale news network partnership with the prediction market. So we announced CNN exclusive partnership and then CNBC, the same thing the next day.”
Tarek Mansour Dec 8, 2025 ▶ 13:40 Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
Assertion Supported
Mansour: Kalshi currently has 110 employees
“A hundred and change. A 110.”
Tarek Mansour Dec 8, 2025 ▶ 44:50 Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
Assertion Partly supported
Mansour: Kalshi's first hire was former CFTC official Jeff Bandman
“The first person on the company was Jeff Bandman who's, who's actually pretty publicized now, which was really cool. I love that. But Jeff, you know, is the only lawyer that basically took up our kind of like gays at the time. And he was ex CFTC.”
Tarek Mansour Oct 1, 2022 ▶ 16:34 Kalshi CEO Tarek Mansour: How to Build Moats Against Incumbents; How to Hire Engineers | 20VC #931 · 20VC with Harry Stebbings
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