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 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

Opinion
Horowitz: SoftBank and Tiger Global created a mess by over-capitalizing
“As we saw, I think with both SoftBank and Tiger Global, if you try to change that demand supply imbalance, you just end up creating a mess.”
Ben Horowitz Aug 23, 2025 ▶ 6:59 Ben Horowitz Shares the a16z Origin Story & Plans for the Future
Opinion
Friedman: Abundant late-stage private capital is delaying tech IPOs
“Personally, I think, yes, the answer is yes, that is definitely having an impact.”
Adina Friedman Jan 2, 2019 ▶ 5:02 a16z Podcast | Market Shifts
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