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 4 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
Stebbings: Snyk has $300M ARR growing at 15% at $7B valuation
“Your sneaks. Amazing security business that's got great customers who love it, But it was valued at seven billion dollars, and it's now three hundred million ARR growing 15%.”
Harry Stebbings Mar 16, 2026 ▶ 28:25 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Assertion Partly supported
Sim: Snyk took nearly three years to reach $1M in ARR
“It took him two and a half years to kind of get out there and get his first, you know, two and a half to three to get his first million of ARR.”
Ed Sim Oct 27, 2023 ▶ 44:10 Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
Assertion Partly supported
Sim: Boldstart funded Snyk through three pre-Series A capital rounds
“You know, guy from sneak, Harry, do you know how many rounds he raised before? He raised his A three rounds of capital before his A. Guess who gave him all three rounds?”
Ed Sim Oct 27, 2023 ▶ 16:16 Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
Assertion Supported
Podjarny: Snyk grew ARR from $100k to $4.5M in sixteen months
“This was still eight months before we got to a 100,000 ARR, but then four months after that, you know, instead of a 100,000, we were at six 50, and a year after that, we were at four and a half million”
Guy Podjarny May 24, 2023 ▶ 33:48 Guy Podjarney: $7.4B Startup Founder; How to Analyse Market Size; Good vs Great Messaging | E1018 · 20VC with Harry Stebbings
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