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

Assertion Contradicted
Stebbings: Brazil has failed to show scaled tech liquidity over 20 years
“Brazil has not shown pathways to liquidity at scale. They've shown new bank and everyone says new bank. It's one in 20 years.”
Harry Stebbings Mar 19, 2025 ▶ 28:54 Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
Assertion Contradicted
Nubank has reached 100 million active users
“I think they have like a hundred million active users nowadays.”
Val Scholz Jun 21, 2024 ▶ 57:31 Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
Assertion Contradicted
Nubank is currently outscaling Revolut's growth rate
“Revolut is growing fast, but Nubank is growing even faster.”
Val Scholz Jun 21, 2024 ▶ 58:02 Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
Assertion Contradicted
Nubank maintains a 90% customer retention rate over 24 months
“They have like a 90% retention rate, like over 24 months.”
Val Scholz Jun 21, 2024 ▶ 56:25 Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.