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 Partly supported
Anthropic Is the Fastest-Growing Software Company in History
“Anthropic is the fastest growing software company of all time. I think I can say that fairly. I'm, I haven't been disproven yet.”
Deedy Das Nov 14, 2025 ▶ 17:16 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
Insight
Menlo Underwrites Late-Stage AI on Revenue and Margin, Not Market Share
“At that stage, to be very honest with you, at the stage that we invest in Anthropic now, like the only things that would really move the needle on the decision is here's the revenue, here's the margin, and here's the trajectory, and here's the other markets we…”
Deedy Das Nov 14, 2025 ▶ 27:33 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
Opinion
'Vibe Coders' Who Don't Inspect Code Face Higher Security Attack Risks
“The world of vibe coders who don't really look at code, I imagine are more susceptible to being in attacks like this and in the future.”
Deedy Das Nov 14, 2025 ▶ 1:20:26 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
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