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 6 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 Held up
Armstrong: Frictionless crypto payments will exceed Visa volume by 10x
“I actually think if payments become as low friction as I think they will in the future, you know, you could be doing dozens of payments as you walk down the street, or your phone as you're browsing websites, or like, we'll actually see an order of magnitude in…”
Brian Armstrong Aug 4, 2017 ▶ 20:29 20VC: Coinbase's Brian Armstrong on The Rise & Short Term Correction in ICOs, The Regulatory Framework Required For Blockchain To Succeed & How The Rise of Blockchain Disrupts The VC Industry
Assertion Contradicted
Orloff: LendUp built the only direct Visa and MasterCard mobile integration
“We rebuilt the entire experience for credit card, and we're the only direct connection to Visa and MasterCard directly to your mobile phone.”
Sasha Orloff Jun 17, 2016 ▶ 16:58 20VC: Raising $150m, Meeting Yuri Milner & Revolutionising Mobile Finance with Sasha Orloff @ LendUp
Assertion Partly supported
Glyman: Ramp launched with Visa in 55 days using Marqeta
“Within 45 days, we were able to be live with our partner bank, within 55 with Visa, within 65 internally, we were able to go and start Doing internal transactions.”
Eric Glyman Jun 2, 2021 ▶ 13:50 20VC: Ramp's Eric Glyman on Why You Should Never Take The Highest Price, Working With Venture Funds vs Crossover Funds and How To Determine What To Buy vs Build as a Founder Today?
Assertion Supported
Perret: Plaid maximized employee secondary sales after the Visa deal collapsed
“When we did the sale to Visa that ultimately didn't go through, we raised a funding round afterwards. One of the most complex things to do in that funding round was I wanted to try to max the number of people that could participate in the secondary. We couldn'…”
Zach Perret Oct 16, 2024 ▶ 28:33 Zach Perret: Why ‘Founder Mode’ is the Most Dangerous Blog Post for Founders | E1215 · 20VC with Harry Stebbings
Assertion Supported
Hulme: Currencycloud sold to Visa for $1 billion
“We invested in CurrencyCloud. Mike Lavin, the founder, I think had 30 years experience in fintech. He was so well placed to understand actually what those buyers wanted and ultimately sold the business to Visa for a billion dollars.”
Tom Hulme May 8, 2024 ▶ 1:01:18 Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
Assertion Supported
NewView Capital's $1.35B debut fund yielded three major exits within two years
“Launched in 2018 with their 1.35 billion dollar debut fund, They've already set themselves as leaders in the world of growth funding, with three massive exits in less than two years, in the form of, check this out, Plaid sold to Visa for 5.3 billion dollars, A…”
Harry Stebbings Apr 6, 2020 ▶ 0:24 20VC: Raising A $1.35Bn Fund I, The Emerging Secondary Opportunity For Early Stage Managers and Founders & What It Takes To Win The Best Growth Deals Today with Ravi Viswanathan, Founder & Managing Partner @ NewView Capital
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