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 3 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 Open · timeframe Aug 2028
Lemkin: Cognition mandated 80-hour weeks and laid off 30% of acquired startup
“Well, I guess today, Cognition laid off 30% of the folks they bought, and they offered to buy out all the other 200 employees. They gave them a nine-month package. They told them they either had to work 80 hours a week, six days a week in the office, or they s…”
Jason Lemkin Aug 7, 2025 ▶ 1:08:15 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Prediction Open · timeframe Jun 2030
Mohan: Non-developer AI coding tools and developer AI IDEs will converge
“I think with time, they're going to need to build out more and more tunables, more and more ways to configure the product with time. But I think for us, if we can deeply understand code, like large code bases, it'll naturally follow that with very little effor…”
Varun Mohan Jun 2, 2025 ▶ 14:52 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Prediction Open · timeframe Jun 2030
Mohan: No AI model provider will hold an untouchable monopoly
“I don't think we're anywhere near the point in which you're going to have someone who's the defining leader of having a great model and no one else can touch it for years, right?”
Varun Mohan Jun 2, 2025 ▶ 51:37 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
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