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 6 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

Disclosure
Sheel Mohnot realized a 100x return selling early shares in Flexport
“Yeah and I sold some of my shares and the ones that I sold, it was more than a hundred X return.”
Sheel Mohnot Jan 10, 2025 ▶ 16:25 Five $10M+ Ideas (from a guy who's done it 3 times)
Insight
Petersen: Top classroom negotiators struggle in real-world repeated business games
“You can track the people who are the best negotiators in a classroom environment or not the most successful because they're very good at extracting too much in a one-off negotiation, but that's not how life works. In life, there's repeat games. Like you gotta …”
Ryan Petersen Nov 11, 2024 ▶ 31:39 Unicorn Founder on Unseen Arbitrages, the Paradox of Wealth + Charlie Munger Wisdom
Insight
Puri: VCs prefer founders aiming for zero or a $100B valuation
“Why would I say my company's either going to be worth zero or a hundred billion? It's like, well, that's exactly what a VC wants because that's how their economics work.”
Shaan Puri Sep 17, 2021 ▶ 8:38 12 Startups Where Stock Grants Can Make You a Millionaire | My First Million #220
Disclosure
Petersen: Flexport founders ran bootstrapped companies for 10 years before VC
“We raised VC after 10 years of doing companies without.”
Ryan Petersen Nov 11, 2024 ▶ 50:08 Unicorn Founder on Unseen Arbitrages, the Paradox of Wealth + Charlie Munger Wisdom
Insight
Petersen: Heavy usage of a terrible product proves strong underlying demand
“If the product's this bad and yet everybody wants to use it, there's like something here.”
Ryan Petersen Nov 11, 2024 ▶ 53:56 Unicorn Founder on Unseen Arbitrages, the Paradox of Wealth + Charlie Munger Wisdom
Assertion Supported
Puri: SoftBank Invested $1B in Flexport at $3.2B Valuation
“Flexport's currently valued last public valuation was about three billion dollars. The SoftBank put in a billion dollars at a three point 3.2 billion dollar valuation. It's got about 2500 employees.”
Shaan Puri Sep 17, 2021 ▶ 7:27 12 Startups Where Stock Grants Can Make You a Millionaire | My First Million #220
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