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 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 Not checkable as stated
Hoggett: London Stock Exchange listing rules are now globally competitive
“We changed our rules last year. We are now on a par with anywhere else in the world in terms of the flexibility and usefulness of our listing rules. They hadn't actually been changed since the eighties in any material fashion.”
Julia Hoggett Mar 28, 2025 ▶ 8:53 Julia Hoggett, CEO @ LSEG plc: The Myths and the Reality of The London Stock Exchange · 20VC with Harry Stebbings
Opinion
Stebbings: The London Stock Exchange is a terrible place for tech listings
“They just wouldn't list in London because it's a shit place to list.”
Harry Stebbings Mar 19, 2025 ▶ 55:30 Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
Opinion
Singlehurst: LSE suffers from dual supply and demand crises
“I think it's a combination of there not being loads of amazing high growth companies in the UK, enlisted in the UK, so there's a supply problem, and I think there's a demand problem as well.”
Peter Singlehurst Mar 19, 2025 ▶ 54:25 Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
Opinion
Singlehurst: The London Stock Exchange is in a dire state
“Yeah, I do share the sentiment that we're in a dire state for the London Stock Exchange, and I think.”
Peter Singlehurst Mar 19, 2025 ▶ 54:17 Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
Assertion Partly supported
Kanji: Darktrace suffered severe LSE discount before $5B privatization
“I think it was trading at huge, a huge multiple discount. Seven hundred thirty-two million of revenue, like I said, trailing, trailing, got privatized at five billion.”
Hussein Kanji Jan 20, 2025 ▶ 59:15 Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings
Disclosure
Kanji: I tried to talk Wise co-founder Taavet Hinrikus out of LSE listing
“And then right after that, Tavit went public with Wise on the LSE, and I tried to talk him out of it. I said, go, go in America.”
Hussein Kanji Jan 20, 2025 ▶ 59:00 Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings
Opinion
Riparbelli: London Stock Exchange liquidity shortage is a disaster
“The London Stock Exchange, like, they need to fix that, like, they need to put some liquidity in the system. I don't know, I'm not a financier, so I don't know what they need to do to fix it, but I mean, that is a disaster, right?”
Victor Riparbelli Jan 15, 2025 ▶ 1:03:57 Victor Riparbelli, CEO @Synthesia: OpenAI vs Anthropic vs X.ai - Who Wins and Why | E1246 · 20VC with Harry Stebbings
Opinion
Hulme: Company HQ, employees, and IP create more value than listing location
“Given the choice between Picking where a company's HQ is, or where the bulk of the employees are, or where the IP is generated, or where it's listed, I'm taking the first three. They're way more valuable.”
Tom Hulme Apr 10, 2025 ▶ 39:41 Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
Assertion Supported
Boland: Sage is London's only tech company worth over $10B
“There's only one London listed tech company worth more than ten billion, and that is Sage.”
Stan Boland Apr 10, 2025 ▶ 36:50 Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
Assertion Supported
Hoggett: LSE briefly beat Nasdaq as world's top market by capital raised
“Capital market, you know, and this is the thing that is sort of forgotten in, for most of the first few weeks of January, we were the largest equity capital market in the world by capital raised, ahead of NASDAQ.”
Julia Hoggett Mar 28, 2025 ▶ 31:38 Julia Hoggett, CEO @ LSEG plc: The Myths and the Reality of The London Stock Exchange · 20VC with Harry Stebbings
Prediction Not checkable as stated
Solomou: London Stock Exchange reforms will revitalize UK market investment
“I believe some of the steps that they're putting in place will certainly revitalize and rebuild some of that UK investment that maybe isn't there right now, and that is going into US markets and other places.”
Solly Solomou Feb 14, 2025 ▶ 57:58 Solly Solomou, Founder & CEO @ LADbible Group: From Penniless Shop Offices to Public Company | E1259 · 20VC with Harry Stebbings
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