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 3 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 Supported
Hommels: Skype lacked a business model when he invested
“So at the time when I invested in Skype, there was no business model, because with Skype out wasn't even invented.”
Klaus Hommels Nov 27, 2024 ▶ 53:17 Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
Assertion Partly supported
Silverman: Pivoting Skype to video calling dramatically altered its growth curve
“Pivoting Skype from audio calls to video calls was probably the most powerful way to drive engagement. And so we made video calling the centerpiece of Skype for that out, changed Skype's brand, really, and mission to be about video. Shipped an amazing product …”
Josh Silverman Jan 18, 2021 ▶ 23:31 20VC: Etsy CEO, Josh Silverman on 2 Defining Traits of Great Leadership, The Danger of Attaching Happiness To Milestones, How To Structure Teams To Optimise for Experimentation and Agility &Whether You Learn More From Success Than Failure
Assertion Partly supported
Lemkin: Andreessen Horowitz tripled its money on Skype in 12-14 months
“And the reason it was a structurally weird deal where they got a good deal. Now they took risks. Skype was a aging platform, but they bought it from eBay, right? Is that eBay needed to divest it? They had enough of it. There was no synergy and Andreessen went …”
Jason Lemkin Jan 29, 2026 ▶ 16:58 Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
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