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
Calacanis: Government paid for 35,855 ServiceNow licenses used by 84 people
“35,855, according to Doge, breaking news, ServiceNow licenses on three products only being used by 84 people in our government. 11,000 Acrobat licenses with zero point zero users.”
Jason Calacanis Mar 8, 2025 ▶ 26:32 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Opinion
Chamath: Nvidia is unbelievably accretive despite being mispriced like SaaS
“Except Nvidia. Which is the most unbelievably accretive, well-run company, highest margins, you know, making two hundred billion dollars. And they're treating it like they're treating ServiceNow and Snowflake.”
Chamath Palihapitiya Mar 27, 2026 ▶ 32:49 Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Assertion Supported
Botha: Palo Alto, ServiceNow, HubSpot, and MongoDB scaled 10x post-IPO
“And by the way, even in more recent memory, if you look at the last ten-ish years, Palo Alto, ServiceNow, HubSpot, MongoDB, these companies have all been 10 Xers as public companies.”
Roelof Botha Oct 9, 2025 ▶ 16:44 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
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