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 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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 Open · timeframe Jul 2031
Lemkin: Adobe's Marketo is in terminal decay and heading to zero revenue
“It is going to zero. It is, but it is one of the slowest decays you can get, right? Because moving off a marketing automation system in the enterprise is very slow, but it is without question going to zero. There are no net new logos and everyone hates it.”
Jason Lemkin Jul 16, 2026 ▶ 1:19:37 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Prediction Open · timeframe Jul 2031
Lemkin: B2B SaaS will see Bending Spoons-style roll-ups revive legacy software
“And I think there's also going to be another bending spoons in B to B that's going to nail this. They're going to buy these horrific products like Marketo and others, put a few smart people in it and just boost the NRR.”
Jason Lemkin Jul 2, 2026 ▶ 47:07 Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
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