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 3 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

Prediction Open · timeframe Aug 2027
Dave Morin: SpaceX Starship will be viable for investment within 24 months
“Yesterday was a pretty strong signal that, you know, you can start investing in this new platform, and you're probably gonna see it in the next 24 months.”
Dave Morin Aug 29, 2025 ▶ 26:03 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
Prediction Open · timeframe Dec 2027
Jessica Lessin: OpenAI has a 90% chance of going public by 2027
“I will say I'm 40% 2026, but like 90% 2027. So I think there is a re reasonable chance next year, and like, I just think they're not gonna go a Stripe, a SpaceX, and all that kind of stuff. Like, they're just not. The body language is totally different.”
Jessica Lessin Aug 8, 2025 ▶ 16:11 #111 Figma, OpenAI, Canva: Meme Stock IPOs in Silicon Valley · More or Less Podcast
Assertion Open · timeframe Jun 2027
Morin: SpaceX IPO features multi-tranche lockup ending at 180 days
“So they're doing seven percent tranches at seven, 9105, 121 135 days post IPO. Full release at 180 days for most holders.”
Dave Morin Jun 5, 2026 ▶ 9:26 Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained
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