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 5 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

Prediction Not checkable as stated
O'Driscoll: Adobe faces major AI disruption risk over the next five years
“So I think the disruption risk on those guys versus Intuit is a lot higher. Five years from now, there will be some disruption into, but we'll still be moving money around. We'll still be producing quarterly accounts, and I tell you, we'll still be paying taxe…”
Rory O'Driscoll Mar 19, 2026 ▶ 1:17:01 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
Insight
Belsky: AI hallucination is a feature, not a bug, in creative tools
“In, in some ways, listen, for some practices hallucination, hallucination is a bug, but in some areas it's also a feature, right? So if I'm trying to discover some cool new music, I mean, I can imagine that might be a feature as opposed to a bug. You know, whe…”
Scott Belsky Dec 20, 2023 ▶ 8:08 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
Insight
Democratizing expert software increases a company's total addressable market by 100x
“And by the way, it also increases your market by an order of a hundred extra more, right? You know, we're You know, Adobe's building Photoshop for probably hundreds of thousands of people who want to, who are skilled or want to make design their profession, an…”
Wesley Chan Jun 29, 2016 ▶ 16:48 20VC: Felicis' Wesley Chan on The Rise of IoT, Getting Recruited by Larry Page & Creating Google's Biggest Success Disaster
Assertion Supported
Obrecht's team manually recreated 100,000 pages in Photoshop after software failed
“So we had to, I think, recreate over a 100,000 pages with like Photoshop and InDesign where we had to hire a team of designers on Upwork yet again. To essentially like eyeball these pages and redesign them in Photoshop and InDesign, and then we had to convert …”
Cliff Obrecht Jan 27, 2023 ▶ 26:20 Canva's Cliff Obrecht: How We Turned Our Yearbook Company to $40B Business | 20VC #971 · 20VC with Harry Stebbings
Assertion Supported
Belsky: Adobe replaced Photoshop's blank start page with templates and tutorials
“When I came back to Adobe four years ago in this chief product officer role, I looked at products like Photoshop that literally opened up with a blank black page of, you know, just nothingness, right? And it's like, there was no orientation of what to do now o…”
Scott Belsky Feb 9, 2022 ▶ 10:30 20 Product: Scott Belsky on How to Hire Your Product Leader and Team, 3 Questions All Great Product Leaders Ask, How To Structure and Run Effective Product Reviews & Is Product More Art or Science?
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