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 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

Assertion Supported
Sacks: Anthropic CPO resigned from Figma board days before rival launch
“Anthropic's chief product officer had actually even served on Figma's board and didn't resign until three days before the launch of Claude Design.”
David Sacks Jul 3, 2026 ▶ 6:10 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
Assertion Supported
Calacanis cites Figma's S-1 metrics: $228M Q1 revenue, $1.5B cash, zero debt
“Figma filed their S one Q one revenues, two hundred and twenty eight million. You remember they were going to get bought by Adobe before, before it got stopped. And they have thirteen million monthly active users, a billion and a half in cash, no debt.”
Jason Calacanis Jul 4, 2025 ▶ 1:09:51 Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
Assertion Supported
Friedberg: Figma generated $95M free cash flow in Q1 with 130% NRR
“They ran a 43% operating cash flow margin in Q-one. So in Q-one of this year, Figma generated ninety-five million dollars of free cash flow. They've got net revenue retention of like a 130%.”
David Friedberg Jul 4, 2025 ▶ 1:15:50 Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
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