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

Prediction Held up
Guy Podjarny: Mid-tier tech companies will acquire easier under Trump
“The very top layer, the top companies that Trump affiliates as liberal and anti-Trump will not have kind of a better life because of his administration, and the companies that are just the layer below, they will be able to acquire a lot more easily.”
Guy Podjarny Nov 29, 2024 ▶ 27:01 Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Assertion Supported
Guy Podjarny: Nvidia is building a cloud to leverage chip lead
“They know that the clouds, for instance, have distribution advantages, and so they're building a cloud. They're using their semiconductor advantage.”
Guy Podjarny Nov 29, 2024 ▶ 1:42 Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Assertion Partly supported
Podjarny: Quality assurance software was not a viable standalone market
“Nobody's paying anything in the world of QA. Like, there is, like, from a business perspective, it was just not at all compelling.”
Guy Podjarny May 24, 2023 ▶ 19:22 Guy Podjarney: $7.4B Startup Founder; How to Analyse Market Size; Good vs Great Messaging | E1018 · 20VC with Harry Stebbings
Assertion Supported
Podjarny: Snyk grew ARR from $100k to $4.5M in sixteen months
“This was still eight months before we got to a 100,000 ARR, but then four months after that, you know, instead of a 100,000, we were at six 50, and a year after that, we were at four and a half million”
Guy Podjarny May 24, 2023 ▶ 33:48 Guy Podjarney: $7.4B Startup Founder; How to Analyse Market Size; Good vs Great Messaging | E1018 · 20VC with Harry Stebbings
Assertion Supported
Podjarny: Snyk was not a first mover in application security
“Sneak wasn't first to the AppSec market. You know, it was very, very well established.”
Guy Podjarny May 24, 2023 ▶ 20:24 Guy Podjarney: $7.4B Startup Founder; How to Analyse Market Size; Good vs Great Messaging | E1018 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.