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 5 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
Rountree: Khosla took market risk by investing in Impossible Foods
“Yeah, but he invested in impossible foods, forgetting that there was market risk there.”
Ian Rountree Jan 8, 2026 ▶ 40:34 The VC case for 'full stack deeptech'
Assertion Supported
Plant-based meat sales fell before reaching expected market penetration levels.
“They were offered at fast food chains, companies went public, et cetera, and then the traditional curve bent downward, which is to say that sales have actually declined, and we're not nearly yet at the level of penetration where that's what you would expect.”
Shayle Kann Sep 28, 2023 ▶ 3:59 Reviving the stagnant plant based meat market
Assertion Supported
Beyond Meat's fast-food pilots failed to stick, unlike Impossible at Burger King.
“I think Impossible has made some of the, you know, the stickiest gains, you know, with Burger King there. You know, I think Beyond Meat's been, it's been more disappointing, you know, in the sense that there were a couple of trials with you know, A&W up in Can…”
John Baumgartner Sep 28, 2023 ▶ 9:26 Reviving the stagnant plant based meat market
Assertion Supported
Morningstar Farms lost 10% market share as Impossible Foods entered retail.
“The bulk of that share has come at the expense of Morningstar, which is owned by Kellogg. You've seen Morningstar's share go from, you know, 30% leading the category to about 20% now.”
John Baumgartner Sep 28, 2023 ▶ 16:46 Reviving the stagnant plant based meat market
Assertion Supported
Impossible Foods captured 11% of the retail plant-based meat market by 2023.
“I mean, you've seen impossible go from not even in the retail market, you know, three, four years ago to about a, you know, 10 or 11% share of the market right now.”
John Baumgartner Sep 28, 2023 ▶ 16:29 Reviving the stagnant plant based meat market
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