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 4 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
Collison: Cursor reached over $100M ARR in just three years
“Cursor, the AI-powered coding assistant, raced to over one hundred million dollars in recurring revenue in just three years.”
John Collison Feb 24, 2026 ▶ 6:37 Stripe’s 2024 annual letter
Assertion Supported
Collison: Stripe partnered with OpenAI for ChatGPT shopping experience
“And we partnered with OpenAI to power the first shopping experience inside ChatGPT.”
John Collison Feb 24, 2026 ▶ 23:18 Stripe’s 2025 annual letter
Assertion Supported
Collison: Stripe partnered with Shopify to roll out stablecoin checkout payments
“We just worked with Shopify to, like they now offer a stablecoin Payments on all of their checkouts, or they're rolling that out on all of their checkouts. That's just not a thing that would have made sense even three or four years ago.”
John Collison Oct 1, 2025 ▶ 1:23:15 Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
Assertion Supported
Collison: Stripe had paying customers before raising venture capital
“We got our first paying customer way before we raised any money for the business.”
John Collison Jul 9, 2025 ▶ 5:04 A Cheeky Pint with serial entrepreneur Pieter Levels (@levelsio)
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