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.

2statements match

2resolved → 0open claims → 0supported → 0contradicted →

why aren't all 2 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 Partly supported

Friedberg: Square issued a third of its stock for 4% revenue growth

“They issued a third of their stock to buy this company. So basically, Square is a public company. They issued shares to Afterpay shareholders. And Afterpay only represents about four percent of Square's revenue.”

David Friedberg Aug 6, 2021 ▶ 1:11:15 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more

Assertion Partly supported

Botha: Half of Square's revenue comes from Cash App

“A company like Square, half the revenue today comes from a product called Cash App that hadn't launched for the first five years in the company's life.”

Roelof Botha Oct 9, 2025 ▶ 18:54 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

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The Ledger

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