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 6 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 Partly held up
Sacks: Coatue forecasts that venture capital availability will drop 75%
“They're predicting, they're forecasting that capital availability will It's going to decline about 75%. The amount of money that's venture money that's available to the ecosystem down by three quarters.”
David Sacks Jun 24, 2022 ▶ 48:05 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Assertion Supported
Sachs: Crossover investors like Tiger and Coatue have paused venture spending
“What I've heard is that the crossover investors like Tiger, like Kotu, who are deploying all this money, they've really slowed down now. I think they're all kind of licking their wounds. And so like all of this money that was flooding into the venture space is…”
David Sacks Jan 29, 2022 ▶ 7:44 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
Assertion Supported
Laffont: Bezos and Dell families provided $1B to launch Coatue fund
“So I went to see the family offices. I didn't quite see the founders directly, but the family offices for both the Bezos family and then the Dell family. And I sort of pitched them the idea. They liked the idea. Then we pitched it to the founders and then we g…”
Philippe Laffont May 9, 2025 ▶ 1:23:28 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Assertion Partly supported
Stability AI raised $101M at a $1B valuation with no commercial product
“A hundred and one million dollar funding led by KOTU Lightspeed Venture Partners. At a one billion dollar valuation for stability AI this is a for-profit company built off the backs of the open source project, stable diffusion. They have no revenue. They have …”
Jason Calacanis Oct 22, 2022 ▶ 42:08 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
Assertion Supported
Laffont: Coatue counts roughly 1,500 private companies valued over $1B
“There's about 1500 companies, by our count, that are private companies with a last round of greater than a billion.”
Thomas Laffont Sep 26, 2024 ▶ 6:16 Thomas Laffont | All-In Summit 2024
Assertion Supported
Calacanis: OpenSea raised $300M at $13.3B valuation led by Coatue and Paradigm
“If you remember, OpenSea raised three hundred million at a 13.3 billion dollar valuation December in a round led by KOTU and Paradigm.”
Jason Calacanis Sep 1, 2022 ▶ 4:53 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
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