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 5 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

Assertion Supported
Lemkin: ZoomInfo's market growth was stolen by Clay and competing tools
“Zoom Info's growth was stolen from it from Clay and friends, and it's a brutal case study.”
Jason Lemkin May 14, 2026 ▶ 43:28 Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
Assertion Partly supported
Lemkin: Zoom and ZoomInfo are still cutting tech spend to the bone
“Tech companies are just continuing app layoffs. We thought it would be over. They're still cutting, cutting, cutting, cutting, cutting, cutting to the bone, right? We see it at Zoom Info. We see it at Zoom. We see it at so many others. They're still cutting, a…”
Jason Lemkin Jun 3, 2024 ▶ 4:42 Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
Assertion Supported
Henry Schuck: ZoomInfo was third highest-valued software company on relative basis
“Going into that earnings report on a relative basis, we were the third most valuable software company in the world. From evaluation purposes, snowflake, cloud flare, us”
Henry Schuck Jan 9, 2023 ▶ 43:12 ZoomInfo CEO Henry Schuck: Sales Cycle Elongation; Gratitude Journaling; Sales Layoffs | E964 · 20VC with Harry Stebbings
Assertion Supported
Lemkin: ZoomInfo trades at 1x revenue with 35% operating margin
“It's trading at one time revenue with 35% adjusted operating income.”
Jason Lemkin May 14, 2026 ▶ 45:10 Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
Assertion Supported
Henry Schuck: ZoomInfo achieved 46% growth with 41% operating margins
“We grew 46% with 41% operating margins.”
Henry Schuck Jan 9, 2023 ▶ 43:30 ZoomInfo CEO Henry Schuck: Sales Cycle Elongation; Gratitude Journaling; Sales Layoffs | E964 · 20VC with Harry Stebbings
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