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.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 9 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
Lemkin: Shaun Maguire will leave Sequoia Capital in 2025
“I'll take the bet that he leaves this year.”
Cahn: ChatGPT Is Now a $3.4 Billion Revenue Business
“Definitely OpenAI. I mean, OpenAI has a brand, it has consumer distribution, it has product market fit with ChatGBT, which is a 3.4 billion dollar revenue business now. I think ChatGBT will definitely be around. Yeah, I think a bunch of the others will too for…”
Bek: Next trillion-dollar company will be software masquerading as services
“So the prediction was that the next trillion dollar company will be a software company that masquerades as a service business. It's very important the masquerading because they cannot be a service company.”
Stebbings: Multi-Billion Mega Seed Rounds Include Undisclosed Cheaper Tranches
“The one lesson that I've learned from a lot of these deals, whether it's Thinking Machines or this or some others, is that although it's 500 or five billion on the sticker price when it's announced, there's actually several rounds before that Sequoia and Andre…”
Sequoia still uses the lobby-waiting strategy to win competitive deals
“The classic Sequoia playbook, which literally happened to one of my portfolio companies a couple months ago, where they sit in the lobby and just wait, you know, with the term sheet. Sequoia still does it.”
Cahn: Harvey, Open Evidence, Clay, and Juicebox are reaching $100M ARR rapidly
“Companies that are on that trajectory or have crossed that trajectory are companies like Harvey and Open Evidence and I think, and Clay and Juicebox.”
Cahn: Sequoia Targets Only One or Two AI Investments Per Year
“I don't need to find 10 investment opportunities this year. I'd like to find one or two investment opportunities a year that I really love.”
Cahn: Sequoia will only invest in defense startups every couple years
“I mean, my objective, I probably invested in a dozen AI companies in my career. I hope to invest in 20 more. My objective is not to invest in 20 more defense companies throughout my career. I think it's going to be a very small handful of companies. Maybe we'l…”