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.

2statements match

0resolved → 2open claims → 0supported → 0contradicted →

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 2 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 Not yet assessed

Lemkin: Replit and Lovable achieve over 50% gross margins using cheap models

“Replit and Lovable, frankly, are using cheap models. Most people don't know or care, and they're well marked up. The margins are north of 50, the gross margins, okay?”

Jason Lemkin Nov 20, 2025 ▶ 12:53 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings

Prediction Open · timeframe Dec 2030

Lemkin: Vibe coding tools will eventually build $100M+ revenue B2B apps

“No one built a game changing B to B app with nine figures of revenue on lovable or replet. I do believe it will come.”

Jason Lemkin Dec 22, 2025 ▶ 28:06 Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings

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The Ledger

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