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 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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 Open · timeframe Jun 2036
Stebbings: Menlo to make $10B carry on Anthropic, Founders Fund more on SpaceX
“Menlo will make ten billion dollars in carry Spot will too, plus Founders Fund will make more than that from SpaceX.”
Harry Stebbings Jun 4, 2026 ▶ 1:25:09 Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
Prediction Open · timeframe Jul 2031
Menlo Ventures does not aspire to raise a $10B+ fund
“We don't have a 10 or twenty billion dollar fund, nor do we aspire to have that.”
Matt Murphy Jul 27, 2026 ▶ 8:33 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Assertion Open
Pishevar: Closed Uber, Warby Parker, Tumblr, and Machine Zone in 90 days
“In my first 90 days, I closed Uber, Warby Parker Tumblr, and Machine Zone.”
Shervin Pishevar Jan 13, 2025 ▶ 6:26 Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
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