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

3resolved → 0open claims → 0supported → 3contradicted →

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

Prediction Didn’t hold up

Lemkin predicts Klaviyo will surpass Shopify in SaaS revenue in years

“They will cross, they will be doing more SaaS revenue than Shopify in a couple years.”

Jason Lemkin May 27, 2024 ▶ 1:13:59 Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings

Prediction Didn’t hold up

Hoffman: Recent tech IPOs will not hold IPO prices by Halloween 2024

“If you're saying, are they all up? I would say, I will say no. I say the chance that they're all up would be very, very would be very low.”

Auren Hoffman Nov 3, 2023 ▶ 56:15 Roundtable #5 with Jack Altman, Auren Hoffman, Jason Lemkin, Harry Stebbings | E1077 · 20VC with Harry Stebbings

Prediction Didn’t hold up

Jason Lemkin bets $10,000 that Klaviyo stock will rise 20% within 12 months

“I'll bet 10 grand to anyone that takes it that Klaviyo, 12 months from when this episode goes out or today, whatever Harry says, trades at 20% or higher from where it is today. I'll bet 10 grand it's 20% or higher.”

Jason Lemkin Oct 11, 2023 ▶ 52:53 Roundtable #4 with Jason Lemkin, Woody Marshall, Deven Parekh, Harry Stebbings | E1071 · 20VC with Harry Stebbings

The Ledger

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