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

Prediction Didn’t hold up
Stebbings: Threads will stall at 5M DAU while Twitter grows
“I would say threads does not work. Maybe it teases along at five million DAU with hardcore small numbers. And I would say Twitter has modest growth to Two 75, 300 with election spikes.”
Harry Stebbings Aug 16, 2023 ▶ 1:03:47 Brian Balfour: Startup Growth Secrets from HubSpot; Distribution Stratagies; Impact of AI | E1049 · 20VC with Harry Stebbings
Prediction Didn’t hold up
Vlad Magdalin: Users will build full software products on Webflow within five years
“So I can imagine five years from now, people building the next, not just MVPs, but entire software products on top of Webflow, like the next Airbnb, whatever that idea is, the next Twitter, the next product hunt, all of it.”
Vlad Magdalin Nov 1, 2019 ▶ 37:03 20VC: Webflow's Vlad Magdalin on The Journey To Breakeven and Raising A Monster $72m Series A, The Single Most Important Question To Ask When Determining Which Investor To Select & The Challenges of Founders Angel Investing
Prediction Didn’t hold up
Shillo: AI messaging will enable direct transactions in Twitter and Messenger
“This technology will, through artificial intelligence, will allow those companies to be able to communicate on those platforms using, ah, transactional cards, which will be really exciting. So you could actually transact right there in Twitter and Facebook Mes…”
Kate Shillo Jan 13, 2016 ▶ 28:22 20 VC: Investing in Hardware and The Future of IOT with Kate Shillo, Director @ Galvanize Ventures
Assertion Contradicted
Seibert: Twitter acquires an average of one to two companies a month
“Twitter on average acquires one to two companies a month. They have for years.”
Jeff Seibert Jan 29, 2016 ▶ 15:53 20 VC FF 032: Jeff Seibert on Lessons From Being Acquired By Twitter & Box and Now Leading Twitter's Consumer Product
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