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 1 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 Jan 2029
Kellogg: Founder replacements will increase and favor GTM executives
“If and when you replace a founder, which was extremely unpopular for the last five years, but I think will get more popular going forward, you will tend to replace them with a GTM person.”
Dave Kellogg Jan 31, 2024 ▶ 1:02:02 Dave Kellogg: How to Forecast in 2024 & Why CaC Payback is Flawed and CAC Ratio is Better | E1110 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Dave Kellogg: AI sales tools will reduce sales support headcount by 30%
“Well, you know, battery came up with a famous slide well now famous slide, but they basically said, I'm going to get the, I think to support 30 sellers, they argued that today it takes a 110 personal organization and that tomorrow it'll take 75. So they're say…”
Dave Kellogg Jan 31, 2024 ▶ 1:06:51 Dave Kellogg: How to Forecast in 2024 & Why CaC Payback is Flawed and CAC Ratio is Better | E1110 · 20VC with Harry Stebbings
Prediction Held up
Dave Kellogg: AI sales tools market will consolidate within 18 months
“So if I were a founder of one of these companies, I'd be very aggressive right now to get myself known and established in the market, because this market will organize, right? We're in the chaos phase of the market, and so from the vendor side, this will organ…”
Dave Kellogg Jan 31, 2024 ▶ 1:05:32 Dave Kellogg: How to Forecast in 2024 & Why CaC Payback is Flawed and CAC Ratio is Better | E1110 · 20VC with Harry Stebbings
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