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 2 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 Supported
Lemkin: Adobe Sign lost 50% market share after removing viral free conversion
“And when we, almost a week after I left after acquisition, that got ripped out of the product, the whole free thing, the whole free conversion. And because it didn't help anyone there, But then over the next three years, there may be a variety of reasons, mark…”
Jason Lemkin Aug 3, 2023 ▶ 33:27 The Most Important SaaS Metrics with Monday.com Co-Founders and SaaStr Founder Jason Lemkin
Assertion Partly supported
Lemkin: Adobe Acquired SEMrush for $1.9B at Just 3x Forward Sales
“So they buy them for 1.9 billion. It sounds like a lot, but it's only three times the next 12 months sales, even with a huge premium.”
Jason Lemkin Jan 2, 2026 ▶ 31:56 AI + B2B in 2026: Find the Tailwinds or Get Left Behind | Jason Lemkin
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