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 3 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 Supported
Barth: General Atlantic uses an AI bot on its investment committee
“I mean, I think what GA is doing is really cool in terms of having an AI bot on their investment committee, thinking about investment decisions they made in the past and having that institutional memory in a bot.”
Brett Barth Jun 30, 2025 ▶ 41:08 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Assertion Supported
Salem: Private equity giant General Atlantic originated inside the Atlantic Foundation
“General Atlantic, that now massive global private equity firm, began its life as a folder in the file cabinet of the Bermuda-based Atlantic Foundation, later doing business as the Atlantic Philanthropies.”
David Salem Sep 30, 2024 ▶ 48:25 David Salem - Investment Wisdom from the Owner's Box (EP.409)
Assertion Supported
Lemkau, Robert Smith, and Mark McMorris launched Goldman's West Coast tech M&A
“It was a guy named Mark McMorris, who went on to go work at General Atlantic for a long time, and then Robert Smith, who eventually went on to go found Vista Equity, and me, the three of us went out there, all the same associate class, like three musketeers st…”
Gregg Lemkau Jan 9, 2023 ▶ 8:31 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
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