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 78 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
Shane Mac: Convos lets users launch OpenClaw and Hermes agents on mobile
“Convos is an app that allows you to launch OpenClaw and Hermes agents on your phone.”
Shane Mac Apr 20, 2026 ▶ 0:24 #2303 Convos: Instant OpenClaw on your phone
Assertion Supported
Mac: Convos provisions email, phone number, and browsing for agents
“It goes and builds everything in the background. So it's provisioning an email address for this, a phone number, web browsing capabilities, everything.”
Shane Mac Apr 20, 2026 ▶ 0:58 #2303 Convos: Instant OpenClaw on your phone
Assertion Supported
Shane Mac: Convos is backed by a16z, USV, and Fred Wilson
“Like Andreessen Horowitz, USV, Fred Wilson is on our board and a lot of other, like, really, you know, awesome investors.”
Shane Mac Apr 20, 2026 ▶ 5:24 #2303 Convos: Instant OpenClaw on your phone
Assertion Supported
Zapier SDK allows AI agents to make arbitrary API requests
“What the SDK can do, especially when you're using an agent harness, is it can run arbitrary API requests. So whereas the MCP has all the Zapier trigger and action library predefined out of the box, the SDK can say, hey, I have access to Slack's API docs. I can…”
Wade Foster Apr 7, 2026 ▶ 4:28 #2302 Superpowering Claude with 10,000 apps
Assertion Supported
Foster: Zapier integrates with 8,000 different tools
“And then you can have logic that encompasses any of the 8000 different tools we work with.”
Wade Foster Dec 19, 2025 ▶ 8:21 #2289 Building companies using Zapier’s AI automations
Assertion Supported
Foster: Zapier raised a $1.2M seed round in 2012
“We did a seed round that was 1.2 million in 2012.”
Wade Foster Dec 19, 2025 ▶ 23:38 #2289 Building companies using Zapier’s AI automations
Assertion Supported
Smith: Chat prompts average 25 words versus 3 to 6 for search
“The average, I think the stat roughly was average of 25 words per prompt and average of three to six for search, something along those lines. So chat is significantly more specific.”
Ethan Smith Nov 11, 2025 ▶ 9:32 #2285 AEO: How to make ChatGPT promote you
Assertion Supported
Lieberman: EOS implementers charge up to $15,000 a day for off-sites
“A lot of people hire actual implementers who either run your off-sites, help you with EOS implementation, and they charge a shit ton of money. Like, you know, it could be like 15,000 dollars a day for being at your off-site or with implementation.”
Alex Lieberman Nov 5, 2025 ▶ 33:56 #2284 Why is Morning Brew’s founder selling “AI Transformation”?
Assertion Partly supported
Dan Shipper: GPT-4 and Claude Opus beat human experts in blindly judged benchmarks
“They found that GPT-V is better than experts, like blindly judged better than experts at completing these tasks like 40% of the time, and I think Claude Opus is at 40, at 49%”
Dan Shipper Oct 30, 2025 ▶ 40:31 #2283 How Dan Shipper uses AI to build artisanal AI apps
Assertion Supported
Dan Shipper: OpenAI awarded Every a plaque for processing 10 billion tokens
“Like yesterday I was at Dev Day, OpenAI Dev Day, and I got this like cool plaque that was like, you've processed ten billion tokens through, through OpenAI, which is, it was so cool.”
Dan Shipper Oct 30, 2025 ▶ 12:52 #2283 How Dan Shipper uses AI to build artisanal AI apps
Assertion Supported
Tan: OpenAI Was Spun Out of YC Research by Sam Altman
“OpenAI itself was a spin-out from YC research by, ah, Sam Altman.”
Garry Tan Oct 17, 2025 ▶ 5:20 #2281 Garry Tan: Y Combinator Startups Growing 5X Faster – Here’s What Changed
Assertion Supported
Tan: Cruise co-founder Daniel Kan is in current Y Combinator batch
“Daniel Kahn, for instance, who created, co, co-founder of Cruise Automation, he's in the batch, and I'm pretty excited about it”
Garry Tan Oct 17, 2025 ▶ 46:06 #2281 Garry Tan: Y Combinator Startups Growing 5X Faster – Here’s What Changed
Assertion Partly supported
Keboola reached $4M in profitable revenue before raising its seed round
“So we raised a seed round in June, and by then we had a company, we had if I'm correct, something three, 3.54 million dollars you know, like until then we were running the company to be profitable because like, you know, like we were bootstrapping or cashflow …”
Pavel Dolezal Sep 3, 2025 ▶ 39:59 #2278 How to build a $15M/year AI company.
Assertion Supported
DXC runs global sales and marketing data pipelines on Keboola
“DXC, right? Like, Sixteen billion dollars a year company, you know, the original IT company, and they use us, you know, to run all their sales and marketing data pipelines around the globe for last eight years.”
Pavel Dolezal Sep 3, 2025 ▶ 14:13 #2278 How to build a $15M/year AI company.
Assertion Partly supported
Herold: 1-800-GOT-JUNK? grew from 14 to 3,100 employees during his tenure
“When I went in to start one 800 got junk or to grow it, they had 14 employees. When I left six and a half years later, we had 3100 employees system wide.”
Cameron Herold Feb 14, 2018 ▶ 29:16 #1559 Cameron Herold coaches me on hiring (so I don’t collapse at my desk)
Assertion Supported
Herold: Shopify COO Harley Finkelstein does not manage finance or engineering
“And I interviewed another COO recently, Harley Finkelstein from Shopify and Harley doesn't run finance at all. He doesn't run engineering. That's under Tobias, but Harley's very sales and marketing and culture and operations and biz dev.”
Cameron Herold Feb 14, 2018 ▶ 11:50 #1559 Cameron Herold coaches me on hiring (so I don’t collapse at my desk)
Assertion Supported
Yang: Facebook Messenger bans promotional messages outside 24-hour window
“After 24 hours you can only send content that people subscribe to, And that cannot be, like, promotional or ads”
Mikael Yang May 26, 2017 ▶ 11:52 #1453 The future of chat (and interacting with your customers)
Assertion Supported
Yang: Facebook has 65M business Pages adaptable into bots
“It's 1.2 billion people every month using the messenger platform. They have over sixty five million businesses using pages and each page is a potential is a one click away from becoming a bot.”
Mikael Yang May 26, 2017 ▶ 54:04 #1453 The future of chat (and interacting with your customers)
Assertion Supported
Yang: Intercom has 17,000 customers while ManyChat has 20,000 connected bots
“Inter, Intercom has, like, 17,000 customers, and we already have over 20,000 bots connected to the platform.”
Mikael Yang May 26, 2017 ▶ 1:02:25 #1453 The future of chat (and interacting with your customers)
Assertion Supported
Houston: Dropbox reached 200 million published users by late 2013
“Last number we published was two hundred million.”
Drew Houston Apr 9, 2014 ▶ 1:36:48 #1001 The 1,000 interview celebration
Assertion Supported
Allis: iContact Reached $47M+ Annual Revenue and 70k Customers
“We started the business in 2003, and you're right, we did everything we could to keep expenses low, sleeping on futons, eating lots of rum and noodles as we built up eye contact over the years to 70,000 customers, a little over forty seven million in annual re…”
Ryan Allis Apr 9, 2012 ▶ 4:33 #710 iContact Founder Returns To Mixergy After $169M Sale – with Ryan Allis
Assertion Supported
Allis: iContact raised a total of $53M over five years
“Not only provided, you know, 500,005, which you raised a total of fifty three million dollars over the last five years at eye contact not only provided money, but actually provided, you know, strategic advice”
Ryan Allis Apr 9, 2012 ▶ 15:56 #710 iContact Founder Returns To Mixergy After $169M Sale – with Ryan Allis
Assertion Supported
Huffman: Reddit reached nine million unique visitors last month
“I can only speak for Reddit's numbers, and that, they got nine million uniques last month.”
Steve Huffman Oct 20, 2010 ▶ 6:18 #400 Reddit Founder: “I Wish I Still Owned Reddit Now” – with Steve Huffman
Assertion Supported
Gebbia: Airbnb originally required all listings to attach to specific conferences
“At the time, we were just housing for conferences. You had to list a room to an event. When the event was over, the listing went away.”
Joe Gebbia Jan 28, 2010 ▶ 23:27 #216 How Clever Entrepreneurs Turned 3 Air Mattresses Into Airbnb, The Site That Makes Any Home A Bed And Breakfast – with Brian and Joe
Assertion Supported
Foster: Zapier integrates with almost 10,000 apps
“Almost 10,000 apps that Zapier hooks into.”
Wade Foster Apr 7, 2026 ▶ 1:04 #2302 Superpowering Claude with 10,000 apps
Assertion Supported
Yang: Facebook drove high F8 engagement using Messenger parametric codes for swag
“What Facebook did is they put up this parametric code that said, like, Hey, if you want free swag, just scan this code, and you're gonna we're gonna send you a message of what you've got, and it can be a t-shirt, socks, or something else, and everyone was like…”
Mikael Yang May 26, 2017 ▶ 27:51 #1453 The future of chat (and interacting with your customers)
Assertion Supported
Allis grew iContact to $1M in sales shortly after turning 21
“I remember we chatted last time about a goal I set when I was 16 to build a company to a million dollars in sales by the time I turned 21. And I told you I missed that goal by 18 days. But you know what? I was 21 years old in 18 days, and eye contact got to on…”
Ryan Allis Apr 9, 2012 ▶ 9:29 #710 iContact Founder Returns To Mixergy After $169M Sale – with Ryan Allis
Assertion Supported
Chesky: First Airbnb SXSW release had no online payments
“That, for that vision, Did not have online payments like it has now. It was merely to provide housing for conferences, and that was our, kind of, the first entry into the market.”
Brian Chesky Jan 28, 2010 ▶ 13:39 #216 How Clever Entrepreneurs Turned 3 Air Mattresses Into Airbnb, The Site That Makes Any Home A Bed And Breakfast – with Brian and Joe
Assertion Partly supported
Godin: Isaac Asimov wrote 400 books working 6 to 10 a.m. daily
“What did Isaac Asimov do? He wrote 400 books in his career. Right? 40 times as many as me. How did he do it? Every morning he woke up at six o'clock, and he wrote till 10 a.m., and then he was done.”
Seth Godin Jan 25, 2010 ▶ 25:32 #214 How To Produce Like A Linchpin By Understanding Your Lizard Brain – with Seth Godin
Assertion Supported
Warner: Quantcast reports Squidoo has over 15 million monthly visitors
“He's also the founder of Squidoo, the publishing platform which Quantcast says has over fifteen million monthly visitors.”
Andrew Warner Jan 25, 2010 ▶ 0:28 #214 How To Produce Like A Linchpin By Understanding Your Lizard Brain – with Seth Godin
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