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.
why aren't all 6 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
Lonsdale: Top 100 AI Startups Grow 3.6x Faster Than Legacy SaaS
“If you take the top hundred SaaS companies, And the top hundred of these new AI companies, and you look at the median, ah, the median rate of growth, I guess, I saw the Stripe report was like, 3.6 times faster as of a few months ago.”
Lessin: SPACs ruined public market trust by dumping VC trash
“I'd argue SPACs also kind of screwed things up because basically the private markets handed the public markets all their trash, right? And the public markets are like, screw you guys. You give, give us Stripe. Why are you giving us all these terrible companies…”
Gil: Golden age tech companies concentrate talent that later fuels Silicon Valley
“And I feel like at any given moment in time, there's one or two companies that are going through this kind of golden age period where you're expanding rapidly. You're soaking in all the best talent. You're launching multiple product lines. You have this, Diver…”
Lonsdale: Stripe could reach a $1 trillion valuation
“I think they could get to a trillion dollars.”
Balaji Srinivasan: Ethereum will be more valuable than Stripe
“Ethereum will be you know, like it's more valuable than Stripe, for example.”
Scriven: Wife Faith was among Stripe's first three employees
“My wife Faith she's a pretty low key person, but she was actually it's a debate whether she was the first or second or maybe, maybe third, we'll see, but employee of Stripe, you know, and she was, you know there with John and Patrick in their apartment, you kn…”