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

Assertion Supported
Gurley: QQQ has probably beaten 80% to 90% of VC funds
“Some people have even highlighted the fact that, you know, QQQ has probably outperformed 80 or 90% of venture funds.”
Bill Gurley Jun 9, 2026 ▶ 44:58 Mental Models That Change How You Think | Bill Gurley
Assertion Partly supported
Gurley: AI startups burn an order of magnitude more cash than Uber
“Why Amazon was, you know, they had a big burn rate, but then Uber took it to a new level but now it's had an, they've added a zero.”
Bill Gurley Jun 9, 2026 ▶ 52:30 Mental Models That Change How You Think | Bill Gurley
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