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 1 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 Feb 2029
Lemkin: Shopify and Monday will be killed by vertical AI startups
“So they're going to get killed by the startup that does it. They're going to get killed. Killed.”
Jason Lemkin Feb 26, 2026 ▶ 16:39 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Opinion
Lemkin: Atlassian and Monday threatened as AI agents bypass project tools
“The public markets have the right idea, but the wrong direction. The public markets think vibe coding and Claude are their threat. No, the threat is what the agents pick. And actually, if you look at overall, the markets are, they almost get it right. They're …”
Jason Lemkin Apr 30, 2026 ▶ 9:00 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
Assertion Not checkable as stated
Zinman: Monday.com spends 60-70% on headcount versus 7-8% on software
“A company like Monday, let's say we have like one billion in expenses, a company like Monday will probably spend, you know, 60, 70% of the budget on headcount and then seven, eight percent on software.”
Eran Zinman Mar 2, 2026 ▶ 17:36 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
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