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.

3statements match

3resolved → 0open claims → 1supported → 1contradicted →

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

Bravo: Increased fund size directly correlates with reduced investment performance

“The LP community is really, really smart. And there is a direct correlation between that, that we cannot argue with. And it is there.”

Orlando Bravo Feb 6, 2023 ▶ 34:56 Orlando Bravo: Raising Kids as a Billionaire; VC vs PE; Is Warren Buffet Wrong? | 20VC #974 · 20VC with Harry Stebbings

Assertion Contradicted

Lemkin: Thoma Bravo generated $30 billion in distributions last year

“Tom O'Bravo had, had thirty billion dollars in distributions last year. Thirty billion dollars. I think that exceeds most guests, right? Thirty billion in distributions, not paper markups, but distributions.”

Jason Lemkin Jun 5, 2025 ▶ 1:43 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings

Assertion Partly supported

Jason Lemkin: Thoma Bravo raised $35B fund for B2B acquisitions

“I know we glossed over it in the beginning, but I do think Tom O'Bravo raising a record fund this week is a good sign too. That's thirty-five billion dollars to buy B to B companies, almost entirely B to B, right?”

Jason Lemkin Jun 5, 2025 ▶ 1:16:56 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings

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