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

Insight
Lemkin: Stalled $70M ARR SaaS companies are now worth only 1x revenue
“It's a clean look of what's eight percent, six percent growth with deteriorating market share at seventy million ARR, where you're not reigning cash worth, it's worth one X.”
Jason Lemkin Jul 16, 2026 ▶ 1:16:00 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Prediction Not checkable as stated
Lemkin: More Stalled SaaS Unicorns Will Be Wiped Out By Debt
“There's going to be a lot more of these stories coming in the coming years.”
Jason Lemkin Jul 16, 2026 ▶ 1:15:07 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Assertion Supported
Lemkin: OMERS Ventures recovered only $2M from its $100M TouchBistro investment
“I think Omer's made two million on its hundred million.”
Jason Lemkin Jul 16, 2026 ▶ 1:15:34 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
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