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 2 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
O'Driscoll: Palantir Is the Only Public Software Company Growing Over 30%
“There is literally only one public company growing more than 30%, and that's Palantir.”
Rory O'Driscoll Dec 4, 2025 ▶ 6:23 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
Assertion Contradicted
Rory O'Driscoll: Palantir trades at 70x forward sales with 45% growth
“You could have also cited, at Palantir, at 70 times forward sales, right, for a 45% grower”
Rory O'Driscoll Jan 22, 2026 ▶ 2:22 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
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