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.

3statements match

2resolved → 0open claims → 2supported → 0contradicted →

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 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 Not checkable as stated

Gabriele: Snowflake stock will perform extremely well over next three years

“I think over a three plus year time horizon, it can do extremely well. It is a play that summarizes the growth of data in the technology industry, which feels like a safe bet.”

Mario Gabriele May 12, 2022 ▶ 12:02 Arena Show Part I: Idea Dinner + YC Continuity · Acquired

Assertion Supported

Gabriele: Snowflake grew revenue 105% with 178% net retention

“Revenue's up about a 105% net retention is one 78. It was one 68 the year before.”

Mario Gabriele May 12, 2022 ▶ 11:18 Arena Show Part I: Idea Dinner + YC Continuity · Acquired

Assertion Supported

Gabriele: FTX headcount neared 200 employees by late 2021

“I think it is, you know, just pushing 200, and when I sort of wrote my pieces in, in summer it was closer to, I want to say, 70, 75.”

Mario Gabriele Dec 15, 2021 ▶ 3:24 FTX with Sam Bankman-Fried & Mario Gabriele (Extended Cut) · Acquired

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