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

Assertion Not publicly verifiable
d'Sa: LiveKit hit GitHub's top 10 repos within two weeks of launch
“And so then like in the first two weeks, it was like trending across all of GitHub top 10 repo across every language and Spotify and Oracle and Reddit and X and these like large companies were starting to deploy it and start the repo.”
Russ d’Sa Feb 23, 2026 ▶ 27:16 His startup powers OpenAI's Voice Mode. Last month, they became a unicorn. | Russ d’Sa, Co-Founde... · PMF Show
What-if
Juicebox's early music app was doomed by its Spotify API dependency
“We were, like, heavily dependent on, like, Spotify's API, so, like, Without that, we couldn't have built the product. It's how we got the short form snippets of the songs, et cetera which is also why it would have never been like a long-term business”
David Paffenholz Dec 11, 2025 ▶ 9:54 He killed a viral app with 50k users. 2 years later, he hit $10M ARR and raised $30M from Sequoia... · PMF Show
Assertion Contradicted
Srugo: All $10B+ mobile-first companies were created between 2008 and 2012
“If you look at the period from 2008 to 2012, that is when all Of the ten billion dollar plus mobile first companies were created. Uber, Lyft, Postmates, Spotify, Venmo, WhatsApp, they all were created during that time.”
Pablo Srugo Apr 22, 2024 ▶ 3:09 5 months in, Snapchat had only 127 users. Here's how Evan Spiegel found product market fit w/ Jer... · PMF Show
Opinion
Consumer startups should buy Spotify and TikTok ads for lowest CPMs
“So if you're doing a consumer good play, you may want to play with Spotify ads, TikTok ads, because those are the newest, lowest CPMs. Google and Facebook are going to be pretty saturated.”
Matt Whitteker Sep 1, 2022 ▶ 8:45 How to Come up with THREE Ideas | Matt Whitteker, Founder of Assent · PMF Show
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