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 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

Disclosure
Gerstner: Altimeter pushed to sell Lacework despite having hundreds of millions remaining
“We had a company that wasn't performing at the levels that you know, it previously had been. It had been priced at many billions of dollars in, you know, at the peak of Zurb in 20, 21, a company called Lacework. And we ultimately, you know, we pushed to sell t…”
Brad Gerstner Sep 25, 2024 ▶ 51:21 Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Disclosure
Gerstner: Altimeter Lost Money Investing in Cloud Security Startup Lacework
“Altimeter was an investor with Sutter Hill in a company called Lacework. Right. Right. And it was competing in a very, very similar space. This was the thesis of Lacework. Lacework raised a lot of money, too much money, I would argue, you know, at the ti…”
Brad Gerstner Mar 21, 2025 ▶ 31:27 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
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