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.
why aren't all 6 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
Lemkin: HubSpot and Salesforce must demonstrate AI revenue growth in 2026
“HubSpot and Salesforce got to deliver in 20, 26 because they're in play. They have the AI things they built, they ship the products, but they haven't seen the bump that data dog and Twilio and Mongo have”
MongoDB Lost $1B Over 10 Years Before Reaching Profitability
“Mongo, we lost a billion dollars before we had a profitable quarter. Over 10 years.”
Lemkin: Salesforce and MongoDB stock drops were justified by lowered growth guidance
“I think that the Salesforce crash was merited based on the projections, not on the miss, based on the projections. I think the Mongo crash was merited based on them saying, hey, we're only gonna grow in the teens.”
MongoDB Generated Zero Revenue in Its First Three Years
“We had no revenues after three years at Mongo.”
Kevin Ryan: Early MongoDB downloads grew in a straight line globally
“What you could see is that if I showed you one chart, which is how many people are downloading the Mongo database, that was just a straight line going up to the right. All over the world.”
New York City consistently produces billion-dollar tech exits like Etsy and Tumblr
“New York, we believe, has now shown that it consistently can produce billion plus dollar exits, and so that's companies like Etsy and Mongo and Tumblr and a bunch of others, you know, a bunch of e-commerce companies as well.”