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.

2statements match

2resolved → 0open claims → 0supported → 2contradicted →

why aren't all 2 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

Lemkin: Wiz must IPO within 18 months after rejecting Google bid

“When the CEOs in, in, in, in the letter to the team says, we're going to go public instead, you got to do it in the next 18 months or so.”

Jason Lemkin Jul 24, 2024 ▶ 20:08 Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings

Prediction Didn’t hold up

Lemkin: Wiz will reach $1B ARR within 12 months

“This company will be at a billion in a blink of an eye, so let's, let's just value it at a billion. It's gonna be there in 12 months, 14 months, nine months, it's a billion forward.”

Jason Lemkin Jul 24, 2024 ▶ 1:34 Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings

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The Ledger

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