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 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

Prediction Held up
Liemandt: Alpha will launch a homeschool product delivering 2x learning next year
“And so I believe next year we will have a homeschool version that somebody will be able to buy. The kids can be able to sit down and deliver two X in two hours for sure.”
Joe Liemandt Aug 26, 2025 ▶ 1:30:51 Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
Prediction Held up
Liemandt: AI-native companies will dwarf historical SaaS valuations
“AI native companies are going to be worth more than any SAS company ever has been.”
Joe Liemandt Aug 26, 2025 ▶ 2:13:30 Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
Assertion Supported
Liemandt: Alpha School kindergartners climb a 40-foot rock wall
“Well, we have kindergartners who climb a 40 foot rock wall.”
Joe Liemandt Aug 26, 2025 ▶ 49:43 Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
Assertion Supported
Liemandt: Alpha trained second graders to run 5K in under 35 minutes
“And they incrementally do it so that by December, right. These kids are able to run the five K in 35 minutes.”
Joe Liemandt Aug 26, 2025 ▶ 52:10 Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
Assertion Supported
Liemandt: US spends $20K per student, Alpha costs over $40K
“We spend 20 grand a kid in this country across, you know, alphas, 40,000 plus”
Joe Liemandt Aug 26, 2025 ▶ 1:25:55 Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
Assertion Supported
Liemandt: ESW Capital has acquired over 100 companies
“We've bought over a hundred companies.”
Joe Liemandt Aug 26, 2025 ▶ 2:12:45 Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
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