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 7 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 Held up
Doerr: The planet will never be cooler than it is today
“This is a new abnormal, and it's going to get worse In the best of all possible cases. The planet will never be cooler tomorrow than it is today.”
John Doerr Feb 21, 2022 ▶ 11:05 How I Bought 12% of Google for $12M; How VC is Fixing Climate Change | John Doerr Full Interview · 20VC with Harry Stebbings
Disclosure
Jurvetson Evaluates His Market Timing on SpaceX and Planet Labs
“I think I was also early in synthetic biology, but I was probably just right on electric vehicles, probably just right on space with both SpaceX and Planet Labs and smallsats in general. And with what I call seller agriculture again, like growing meat in a bat…”
Steve Jurvetson Aug 3, 2020 ▶ 15:41 20VC: Steve Jurvetson on 20 Years of Friendship with Elon Musk, How To Analyse Market Timing, Why Venture Does Not Scale & Why He Has Never Sold A Share in Any Company He Holds
Assertion Contradicted
Planet Labs is the world's second or third largest space power
“Planet Labs is delivering massive informatics advantage to its customers by virtue of having become the second or third largest space power in the world measured in satellites.”
Matt Ocko Aug 8, 2016 ▶ 15:46 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Assertion Contradicted
O'Driscoll: Planet Labs, Bloom, Opendoor, Oklo, and Seagate topped 2025 tech stocks
“Literally if you rank every stock in the U S and vaguely defined as tech and don't put a market cap filter, you know, a very small one cut out to on and below planet labs, bloom energy, open door, Oclo and Seagate top five performing stocks this year.”
Rory O'Driscoll Dec 22, 2025 ▶ 36:51 Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
Opinion
Weil: Peter Fenton, David Rosenblatt, and Carl Bass are top board members
“I'll give you three, actually. Peter Fenton, David Rosenblatt, and Carl Bass. Peter and David are on our board at Twitter. Carl's on the board at Planet. Because every single one of them, they are available whenever you need them. They're dedicated. They're ju…”
Kevin Weil Oct 7, 2022 ▶ 53:48 Kevin Weil: Lessons from Leading Product at Instagram & Twitter | 20VC #934 · 20VC with Harry Stebbings
Assertion Supported
SpaceX and Planet's 2015 Fundraising Doubled All Prior Space VC
“So we invested in two, exactly two space companies, Planet and SpaceX. They raised 1.1 billion dollars in 2015, and that alone was double all venture capital in the space sector combined forever, meaning prior.”
Steve Jurvetson Aug 3, 2020 ▶ 20:23 20VC: Steve Jurvetson on 20 Years of Friendship with Elon Musk, How To Analyse Market Timing, Why Venture Does Not Scale & Why He Has Never Sold A Share in Any Company He Holds
Assertion Supported
Wolfe: Planet operates history's largest Earth-imaging satellite constellation
“They would end up buying Google satellite imagery, which was something Google acquired called Skybox, and they now have the largest constellation of Earth imaging satellites in history up in space.”
Josh Wolfe May 10, 2017 ▶ 12:24 20VC: The 3 Forms Of Edge A Founder Can Have, Lessons From Being on A Board With Bill Gates & Why There Are A Lot Of Tourist VCs Who Are Going To Lose A Lot Of Money, with Josh Wolfe, Co-Founder @ Lux Capital
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