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 8 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

Opinion
Calacanis: Y Combinator bullies rivals and falsely claims exclusive founder-friendliness
“Y Combinator does circle the wagons. They do bully people. And they do put out a presentation that we are the only people in Silicon Valley who are founder friendly, you know, even though they're getting seven percent for a 125 K like we do in our accelerator,…”
Jason Calacanis Jul 26, 2024 ▶ 1:18:46 Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
Insight
Palihapitiya: Sequoia and Y Combinator returns decay as they scale
“As with all things, when you're successful and you try to scale, returns decay. And this is not a slight on YC's returns, but it's what happens to everybody. So if you look at Blackstone's returns, they were incredible when they started, then they're Ok today.…”
Chamath Palihapitiya Jul 26, 2024 ▶ 1:16:20 Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
Disclosure
Buchheit: Concentrating tech power in a few large organizations harms freedom
“Our philosophy is that I don't want to see all of the power concentrated in a small number of large organizations. I think that's bad for everyone. It's bad for freedom.”
Paul Buchheit Jul 23, 2025 ▶ 1:04:07 Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
Assertion Partly supported
Buchheit: Y Combinator started OpenAI in 2015
“And so actually a lot of people don't know, we started OpenAI at Y Combinator 10 years ago in 2015.”
Paul Buchheit Jul 23, 2025 ▶ 1:09:44 Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
Assertion Partly supported
Calacanis: Only three YC top 50 companies post-date 2020
“Out of the 50 companies featured, only three are from the classes after 20 20, most of them being from the early 20 10 tens.”
Jason Calacanis Sep 20, 2024 ▶ 47:37 Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
Disclosure
Sacks denies asking his portfolio founders to defend him online
“No, I never asked anybody to do that, and a good reason why is I don't want to trouble my founders.”
David Sacks Jul 26, 2024 ▶ 1:25:21 Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
Assertion Supported
Altman: Results from five-year YC UBI study will be published soon
“Our results in that come out very soon. I just, it was a five-year study that wrapped up or started five years ago.”
Sam Altman May 10, 2024 ▶ 50:04 Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
Assertion Partly supported
Chamath: Y Combinator's unicorn hit rate is 6%
“I think the Y Combinator unicorn hit rate is six percent, right? So every hundred companies that come out of YC, which costs only about ten million dollars to seed. Right? Six of them become worth a billion dollars or more, and obviously some become worth much…”
Chamath Palihapitiya Mar 17, 2023 ▶ 57:24 E120: Banking crisis and the great VC reset
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