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 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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
SpaceX, Anthropic, and OpenAI IPOs will exceed all past tech IPOs combined
“We're going to see three trillion dollar plus IPOs over the coming months. It's never happened before. The value of SpaceX plus Anthropic plus OpenAI will be more than all the other tech IPOs combined ever.”
Lemkin: A $100B Startup Acquisition Will Occur in the Next 12 Months
“I bet there'll be a hundred billion dollar startup acquired in the next 12 months.”
Lemkin: Sales Commission Rates Will Halve by End of 2026
“I actually think what's going to happen because of attribution is commissions are going to have by the end of next year. Because this is how the math is going to work. You're going to get credit for the It's not just PLG. You're going to get credit for Kyle's …”
Belsky: AI productivity gains will increase creative hiring, not decrease it
“And I believe that actually, when you get more ingenuity per person that you employ, the people on your creative team, when you get more possibility from each of them, you're gonna actually want to hire more of them. Look no further than engineers. Engineers h…”