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 4 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

Opinion
Sam Lessin: Legendary VC Bill Gurley lacks massive winners in his portfolio
“There's obviously like a lot of like Bill Gurley's awesome in the world, but I don't, when I look at his record of companies, like he doesn't have like massive winners.”
Sam Lessin Sep 13, 2024 ▶ 33:58 #64: Meta vs. Apple: the Future of Open vs. Closed Tech · More or Less Podcast
Prediction Not checkable as stated
Benchmark's Vishria: Foundation model companies making $100M revenue will fail
“But Eric Vistria from Benchmark, who you guys know well, was saying, like, even in the foundation models, a huge chunk of them aren't going to make it. Like, we are going to see companies that today have a hundred million dollars in revenue, like, just go away…”
Jessica Lessin May 2, 2025 ▶ 2:51 How OpenAI Is Beating Google and Meta at Their Own Game · More or Less Podcast
Opinion
Jessica Lessin says cross-border tech investing between US and China never reopened
“Like, cross-border investing wasn't back. There was no window. Like, not at all.”
Jessica Lessin May 1, 2026 ▶ 35:43 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
Opinion
Dave Morin calls Benchmark's Manus investment a risky Hail Mary that failed
“This investment was extremely risky, like at the time. Like it was a Hail Mary and now it fully missed.”
Dave Morin May 1, 2026 ▶ 35:55 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
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