The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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a16z Assertion Contradicted
Rowan: 30% of private equity capital went to enterprise software last decade
“30% of the private equity industry over the past decade has been devoted to enterprise software.”
Marc Rowan May 27, 2026 ▶ 33:41 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
a16z Assertion Contradicted
Rowan: Top 10 stocks account for nearly 50% of S&P 500
“10 stocks right now in the US are nearly 50% of the S&P, and they're all levered to the same trend.”
Marc Rowan May 27, 2026 ▶ 10:44 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
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