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 4 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 Not checkable as stated
Lemkin: MCP is an existential threat to B2B SaaS within 12 months
“I think MCP is an existential threat within 12 months to every B to B company.”
Jason Lemkin Jun 26, 2025 ▶ 1:02:25 Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
Opinion
Lemkin: Model Context Protocol is an existential threat to SaaS applications
“I think that it's early, but it's, I think MCP is an existential threat to almost every SaaS app.”
Jason Lemkin Jun 5, 2025 ▶ 58:05 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
Prediction Not checkable as stated
Lemkin: MCP will reduce major SaaS applications to vulnerable databases
“If I can put my own AI and my own agents on top of these apps, all these ones that we think are so great because they're databases, I think they instantly become vulnerable because they just become databases.”
Jason Lemkin May 22, 2025 ▶ 1:16:22 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
Prediction Not checkable as stated
Lemkin: The next generation will not use files or traditional software interfaces
“I think what I do know is that this generation will not use the Internet remotely like we do. They will not use lead contacts and opportunities. They will not use files. Files are disappearing overnight. Kids do not know what a file is. It does not matter. And…”
Jason Lemkin Jun 5, 2025 ▶ 55:20 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
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