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.
why aren't all 12 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
Casado: a16z portfolio includes four $100 billion companies
“Even in the Andreessen portfolio, I was just thinking off the top of my head, we have three companies that are at the 104 companies at the hundred billion dollar mark, right? I mean, there's Stripe, Databricks, Coinbase, OpenAI.”
Wang: AI-native companies reach $100M ARR faster than SaaS predecessors
“The first thing I'd call out that seems, that sort of just jumps off the page is that the AI native companies are far outpacing their SaaS counterparts and you can see it in terms of new companies blowing past this golden metric of time to a hundred million of…”
Ayrey: Most LLMs hardcode API keys when generating integration code
“The piece about, ah, like secrets in code was some interesting research we did. Basically, we just went out and asked all the LLMs, write me an integration with GitHub, write me an integration with Stripe, and the vast majority of them hard coded the API key d…”
Rampell: Durbin Amendment debit fee caps created financial tailwinds for Stripe and Square
“And if you actually look at some of the financial results of somebody like Stripe or Square, they have this great tailwind from the fact that debit interchange went down dramatically.”
Gaybrick: Stripe supports fiat in ~60 countries versus ~150 countries in stablecoins
“Right now you can be a Stripe user in, I can't remember what the exact number is, but around 60 countries in fiat, but you can be a Stripe user in Sablecoins and I think about a 150 countries.”
Simpson: SpaceX used Bridge for stablecoins prior to Stripe's acquisition
“Yeah, I believe they were using Bridge, which Stripe now acquired.”
Cordova: Shopify CEO admitted replacing Stripe would severely delay company goals
“Their CEO said it on, like, an earnings call. Fairly recently, that getting to a point where you say, like, we want to bring this in-house, like, sure, we could do that, definitely something that Shopify could do, but it would effectively require them to get a…”
Mariotti: Stripe pioneered the now-standard three-column API documentation layout
“I think Stripe did a great job back in like five, six years ago on documentations because they were, I think, the first one to innovate in such a simple thing. But it looks simple, but actually very complex to make it easy to digest by having a three column st…”
Collison: Lyft drivers use Stripe Express Pay for instant debit payouts
“We worked with Lyft back a couple months ago to roll at Express Pay, where rather than just kind of sending money to their drivers via bank transfer, they can send it instantaneously to their drivers kind of directly over debit card rails, and now almost half …”
George: Stripe's stablecoin company purchase was its largest acquisition ever
“Stripe had their big, you know, product conference, and one of the big things they talked about, they did their biggest acquisition ever, they bought a stablecoin company”
Cordova: Shopify chose Stripe over building end-to-end payments infrastructure
“Shopify, rather than, like, building their own payments infrastructure from end to end, said, rather than building it ourselves, we'd rather go down the path of working with Stripe and building on top all of the technology that we have to offer.”
Cordova: Lyft scaled via Google Maps, Twilio, and Stripe APIs
“Rather than having to build, like, mapping and logistic services, they're integrating with Google Maps. Rather than building out, like, a push notification or phone verification system, they're using Twilio. Rather than having to build their own payment servic…”