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 4 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 Jun 2028
A New AI Paradigm Will Displace Notion and Google Docs
“It probably something will come and destroy Notion and Google Docs and all of them with a totally new paradigm that is made possible by AI, and certainly these incumbents won't do it.”
Alex Lebrun Jun 19, 2023 ▶ 24:46 Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027 · 20VC with Harry Stebbings
Prediction Open · timeframe Sep 2028
Alex LeBrun: AI Paradigms Will Eventually Displace Notion and Google Docs
“Probably something will Come and destroy Notion and Google Docs and all of them with a totally new paradigm that is made possible by AI.”
Alex LeBrun Sep 15, 2023 ▶ 24:12 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
Prediction Open · timeframe Nov 2028
Seibert: OpenAI won't build direct Notion or Salesforce competitors
“I would doubt if opening eye goes and builds like an ocean competitor or an HR or Salesforce competitor or so on, they probably want to stay at the more generic level”
Jeff Seibert Nov 22, 2023 ▶ 27:49 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Prediction Open · timeframe Dec 2026
Lemkin: Slack will achieve Notion-like ARPU growth from AI in 2026
“I suspect as the year goes on, we're gonna see the same thing at Slack, because most folks haven't used it, we're on it. The AI version of Slack for certain use cases is so much better. I don't love that they're not just charging another four bucks a month, bu…”
Jason Lemkin Mar 26, 2026 ▶ 58:33 Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
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