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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 ✕
3statements match
3resolved → 0open claims → 3supported → 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

Assertion Supported
Calacanis: Most late-stage Instacart investors were underwater at IPO
“Most of the late stage investors in Instacart are underwater. The early stage folks absolutely crushed it.”
Jason Calacanis Sep 22, 2023 ▶ 25:36 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Assertion Supported
Sacks: Instacart investors in 2020 and 2021 lost money at IPO
“Series F broke even. And then everybody who invested in 20, 20 and 20, 21 actually lost money.”
David Sacks Sep 22, 2023 ▶ 45:53 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Assertion Supported
Calacanis: Instacart, Klaviyo, and Arm floated under 10% in IPOs
“Instacart's float was 6.7%, and Klaviyo's float 7.6. Arms float almost hit the 10%, 9.4”
Jason Calacanis Sep 22, 2023 ▶ 30:04 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
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