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 4 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 Open · timeframe Mar 2031
Raanan: Within five years, a startup will make Wiz's growth look slow
“I'm, Confident that five years from now, I, I'll be able to show you, I'll be able to demonstrate another team that, you know, showing that actually wheeze was a slog and they can move much faster and they've done whatever it is.”
Gili Raanan Mar 28, 2026 ▶ 31:06 Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
Prediction Open · timeframe Dec 2028
Wiz's marketing team stopped growing headcount because AI 50x'd designer output
“I don't need to grow anymore in people. Cause like what the designer can do now, one designer can do 10 X more output, if not 50 X more output.”
Raz Herzberg Dec 12, 2025 ▶ 1:07:51 20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
Prediction Open · timeframe May 2030
O'Driscoll: Jeff Horing won't be fired over $100M Builder.ai loss
“I think Jeff Hoering himself, the founder was involved, who's made scads of money. I think he was a big investor, an early investor in Wiz. I don't think Jeff is going to lose his job for dropping a hundred million dollars when he's returned a couple of billio…”
Rory O'Driscoll May 29, 2025 ▶ 2:37 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
Assertion Open
Hulme: Wiz's $32B acquisition valuation is ~7% of Israel's GDP
“The Wiz Acquisition, thirty two billion. That's like seven percent of Israel's GDP.”
Tom Hulme Apr 10, 2025 ▶ 19:42 Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
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