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 7 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
Sam Lessin: Blocking Big Tech acquisitions forces startups to build profitable businesses
“I think this is like pretty good because all of a sudden as a startup, you'd be like, you actually have to build a successful business to go public and make money and like be a successful company. You can't just build a product that's strategically valuable to…”
Sam Lessin: Adobe's Figma acquisition will likely close despite scrutiny
“And it probably gets done, and even doesn't get done, whatever. Like, I don't think it really impacts the early stage market.”
Sam Lessin: Figma's IPO does not mean SaaS is back
“I've seen people on the internet trying to claim that SaaS is back, which is just the wrong take.”
Dave Morin: Figma's IPO valuation is driven entirely by AI hype
“The only explanation for this is that this is absolutely based on excess demand for AI plays. Like, it's like, that's the only explanation for the price.”
Sam Lessin: Streaming churn is fundamentally different from enterprise software churn
“The other strategy is you charge more per month and accept more month-to-month churn, but it's not actually like, it's not like software churn, where like, you're like, I'm done using Figma forever, right? It's like a different type of churn.”