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 4 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 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
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