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

Assertion Partly supported
O'Driscoll: 90% of Prediction Market Business Is Sports Betting
“This is two non-sports betting companies who are doing quote prediction markets where all we talk about is the 10% of the revenue that's political, and 90% of their business is sports betting, but we're not calling it that, and they're just killing it because …”
Rory O'Driscoll Oct 16, 2025 ▶ 49:36 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
Assertion Supported
O'Driscoll: Intercontinental Exchange owns ~20% stake in Polymarket
“ICE as in the owners of NASDAQ, the, I think, Intercontinental Exchange has a big ownership stake in Polymarket. Why that's relevant is that's a company that runs ICE that runs stock trading and, you know, real financial markets taking a significant, I think, …”
Rory O'Driscoll Jul 2, 2026 ▶ 40:22 Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
Assertion Contradicted
Randle: Prediction markets show 70% odds of Tesla-SpaceX merger in two years
“If you look at the poly market Calci odds on a Tesla SpaceX merger, again, you know, not, not that those markets are so big that they're that indicative, but I think the probability that they have on there is something like 70% in the next two years or somethi…”
Everett Randle Jun 18, 2026 ▶ 19:07 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
Assertion Supported
O'Driscoll: Polymarket pricing gave SpaceX a 50-60% chance at $2T IPO
“Polymarket said the probability of SpaceX being worth two trillion dollars on the IPO went up to 50, 60%, right? From a lower number, right?”
Rory O'Driscoll Mar 26, 2026 ▶ 17:12 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
Assertion Partly supported
O'Driscoll: Sports betting accounts for 70%-80% of prediction market volume
“I think, you know, the interesting thing about those businesses is if you look at the volume, and I didn't check, I think I checked, it's still 70, 80% sports betting, right?”
Rory O'Driscoll Oct 9, 2025 ▶ 1:24:14 OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
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