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

Prediction Partly held up
Gerstner: Snowflake will grow free cash flow over 100% in 2022
“Snowflake this year will grow its free cash flow at over a hundred percent a year. Next year, probably, you know, 80 or 90%. Free cash flow. Not just revenue. Free cash flow.”
Brad Gerstner Mar 26, 2022 ▶ 23:35 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Assertion Supported
Sacks: Frank Slootman issued apology following uproar over diversity comments
“The whole Frank Slootman thing last week where he puts out a pretty Mild statement about supporting diversity, but not to the point where it's, it jeopardizes merit. You know, there was a giant uproar over that. He has to walk it back and issue an apology.”
David Sacks Jun 25, 2021 ▶ 12:48 E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
Assertion Contradicted
Gerstner: Warren Buffett has only bought two tech stocks: Apple and Snowflake
“What are the two technology companies Buffett bought in the public markets? Apple. Apple and Snowflake.”
Brad Gerstner Mar 26, 2022 ▶ 48:01 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
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
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