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 9 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
Botha: Sequoia-backed companies account for over 30% of NASDAQ value
“The companies in which we were private investors when they were little companies today account for over 30% of the total value of the Nasdaq.”
Roelof Botha Oct 9, 2025 ▶ 16:07 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Assertion Partly supported
Chamath: Sequoia documented its $215M FTX investment on its website
“This was a two hundred and fifteen million dollar decision, and Sequoia documented it and put it on their own website.”
Chamath Palihapitiya Nov 12, 2022 ▶ 51:10 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Assertion Supported
Sam Altman and Jason Calacanis sourced Stripe and Uber for Sequoia
“You helped us with the investment in Uber. Sam Altman was in that group as well. He helped with an investment in a little company called Stripe.”
Roelof Botha Oct 9, 2025 ▶ 2:51 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Assertion Supported
Sequoia's seed, venture, and growth funds haven't grown in 5-7 years
“Our seed venture and growth funds today are no bigger than they were five, six, seven years ago.”
Roelof Botha Oct 9, 2025 ▶ 11:53 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Assertion Supported
Palihapitiya: Sequoia was the sole VC to release 'RIP Good Times'
“There's a reason why in during the great financial crisis, there was only one organization that even had the courage, forget whether it was right or wrong at the time to even write the RIP Good Times deck, right? It was Sequoia.”
Chamath Palihapitiya Apr 9, 2022 ▶ 23:41 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
Assertion Contradicted
Calacanis: Sequoia's $517M Stripe investment is worth $10B
“Sequoia Capital has invested five hundred seventeen million in Stripe. That's currently worth about ten billion.”
Jason Calacanis Jul 19, 2024 ▶ 1:00:29 Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
Assertion Partly supported
Calacanis: Sequoia Capital led four consecutive preemptive rounds in WhatsApp
“Well, everybody learned from WhatsApp. And you know, shout out to the Sequoia team. Doug Leone, I think. And they did every round. Jim gets to know. Yeah. They did every round. So it was an internal round for, I think, four rounds in a row. So they just made p…”
Jason Calacanis Sep 22, 2023 ▶ 44:58 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Assertion Partly supported
Calacanis: Sequoia's top recent portfolio exits exceed $300B combined valuation
“Over the past two years, they've had DoorDash, Airbnb, Snowflake, Unity, all these incredible companies worth over three hundred billion dollars combined.”
Jason Calacanis Dec 23, 2021 ▶ 54:11 E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
Assertion Partly supported
Friedberg: Sequoia Heritage Fund was funded exclusively by GP capital
“They set up the Heritage Fund, and they set it up with only GP's money. It's got billions under management, and it's been making late stage private, but mostly public equity investing.”
David Friedberg Nov 6, 2021 ▶ 24:28 E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
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