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.
why aren't all 16 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
Walsher: Cursor announced reaching $500M in ARR
“Cursor, maybe three weeks ago, announced they're at five hundred million dollars of ARR.”
Vercel CTO says top engineers are becoming primarily code reviewers
“Malte, among many interesting things, I think one of the most fascinating things that he said was that most of his great engineers who have been with the company for a while, as they've dogfed you know, vZero, and they've used things like Cursor and Windsurf i…”
Walsher: Computer science graduates face top-tier college unemployment rates
“Computer science grads are actually among the top five or six majors graduating from college right now with the highest unemployment rate.”
Walsher: Tech buyers value Cursor's opinion over $80B legacy software incumbents
“Most people will care, at least in our world, What the smartest buyer at Cursor thought about a given tool than what the smartest person at the, you know, eighty billion software business that IPO'd in, in 2012 might think.”
Walsher: Lovable reached $60M ARR in two quarters
“Lovable, which allows people to create prototypes and web apps through a series of prompts, has gone zero to sixty million dollars of ARR in the last two quarters.”
Walsher: Windsurf recently reached $100M in ARR
“Windsurf, which is rumored to have sold to OpenAI Hit a hundred million dollars of ARR quite recently.”
Walsher: Replit grew ARR from $10M to $100M in six months
“And then Replit, which went from 10 to a hundred million dollars of ARR in just the last six months.”
FirstMark survey: 82% of developers use AI to write code
“We've seen a 30 to 50% faster throughput. We've seen a 12% increase in PR merges. This is a really important compounding stat here on the bottom left, which is a 17% increase in the amount of time folks are spending on roadmap versus maintenance and keeping th…”
Walsher: GitHub Copilot reached $400M ARR and 15M developers
“GitHub Copilot, which I know you just had Thomas on the podcast not too long ago. Four hundred million dollars of ARR, fifteen million developers, very much the steward of this category first mover.”
Walsher: End-to-end AI coding agents are currently limited to low-complexity tasks
“And for now, many of the agentic solutions that are truly end to end, you know, complete something are very much being pointed at lower level tasks that I'd say are quote unquote more mindless that have less dependency complexity you know, that have less of a …”
Walsher: Production surges naturally create downstream cleanup crew markets
“It tends to be the case that actually a lot of problems emerge and in their wake markets follow or maybe a punchier way to say that would be with every surge in production, there's just a cleanup crew that naturally comes and a new market and industry that fal…”
Walsher: Code test flakiness is skyrocketing due to AI code generation
“We're just seeing like flakiness generally across code skyrocketing.”
Walsher: Product ubiquity is rare in the developer tools market
“It's rare that you see ubiquity is what I'm trying to say in the world of developers.”
Walsher: B2B software tools get more intense public discussion than consumer apps
“You see more reviews and love and hate for software tools in the B to B universe than you do sometimes for, like, mass market consumer phenomenons”
Walsher: Direct marketing and distribution are now the primary startup moats
“In many ways it feels like we are at risk of being like a copycat world where you see some success online and then you go copy it the next day, but it feels like marketing and distribution and the ability to communicate directly one-to-one with your audience h…”