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.

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why aren't all 22 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

Opinion
Lemkin: Fire Any Executive Who Is Not Deeply Curious About AI by July
“If anyone on your executive team, or honestly, I know this is tough love, anyone on your team that by June, is not deeply curious, like is not pretending to use chat GPT once a week to get recipes... By June, if not, if July won, I would like just start taking…”
Jason Lemkin May 28, 2025 ▶ 5:14 AI, Sales + GTM in 2026: This Changes Everything with Jason Lemkin and Owner CRO Kyle Norton
Insight
Cabane: Marketing is splitting into human-touch events and AI agent optimization
“There's really two broad categories, things that are AI proof, right? The AI resilience. So that's going to be like social proof and influencers is going to be like some of the UGC stuff. A lot of that, the webinars, the in-person, the events, the dinners, all…”
Guillaume Cabane Sep 10, 2025 ▶ 11:19 Swapping Notes on the AI Revolution in Marketing with G2's CMO Sydney Sloan
Prediction Not checkable as stated
Bendov: Traditional software user interfaces will disappear and be replaced by speech
“If I'm right, it's going away because I'm gonna say it's all going to be like speech. I'm just going to talk. We're going to have a conversation. The apps are going to run in the background and AI will orchestrate. You can see somebody like Microsoft pilot. Th…”
Amit Bendov Jun 13, 2024 ▶ 28:16 The Future of AI in Sales with Gong’s CEO and Co-Founder Amit Bendov
Disclosure
O'Driscoll: 10% of Scale's Pre-GPT Portfolio Was DOA After ChatGPT
“We did a lot of pre-AI, pre-GPT AI investing, and about 10% of our portfolio was Lilly DOA, When ChatGPT comes out, because they'd solved an AI problem that was just so much easier to solve with ChatGPT that just wasn't fixable.”
Rory O'Driscoll Jul 15, 2026 ▶ 23:04 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
Insight
Maggie Hott: Never do software pilots without direct executive training participation
“You should not be doing a pilot unless you have that executive buy-in and sign off. In our case, we make sure that executives are sitting through a training Of ChatGPT, otherwise we're not doing a pilot. They have to be involved in it.”
Maggie Hott Dec 24, 2025 ▶ 28:07 Why OpenAI Doesn't Pay Sales Commission (And Why It Works) with OpenAI GTM Leader Maggie Hott
Assertion Not checkable as stated
ChatGPT receives hundreds of millions of healthcare queries every week
“When we look at the queries that come into ChatGPT, we get hundreds of millions of healthcare queries every single week.”
Maggie Hott Dec 24, 2025 ▶ 33:54 Why OpenAI Doesn't Pay Sales Commission (And Why It Works) with OpenAI GTM Leader Maggie Hott
Insight
Lemkin: ChatGPT Benefits High-Authority Sites That Rank Lower in Google
“Actually, ChatGPT and friends benefit you if you have high authority, but you're lower, lower in Google because they don't care. They're just looking for the best piece of content to answer a question.”
Jason Lemkin Oct 5, 2025 ▶ 13:09 Is The Classic GTM Playbook Really Dead? with SaaStr CEO and Founder Jason Lemkin
Insight
Foster: 'AI-first' executive mandates cause chaos without function-by-function fluency baselines
“You get the CEO memo, like we're an AI first company, right? Which you need to do that step is an important step. But I talked to a lot of people who that's the only step they do. And then it's just like chaos inside the organization being like, I don't know w…”
Wade Foster Sep 17, 2025 ▶ 32:16 Building AI-First Companies: Insights from Zapier’s CEO Wade Foster
Insight
Lemkin: Reskilling marketing talent into AI natives is difficult
“I think reskilling is tough. I just showing up with a recipe that you got on ChatGPT to your marketing team doesn't count as being an AI native.”
Jason Lemkin Jul 16, 2025 ▶ 23:26 Marketing in the Age of AI with Wiz's CMO Raaz Herzberg
Assertion Not checkable as stated
Young: Jasper was the first true application built on an LLM
“In 2019, when the company launched, I think that was a little bit true. We were the first re true application built on top of an LLM we launched before chat GPT.”
Timothy Young Oct 11, 2024 ▶ 16:00 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners
Insight
Lemkin: Outsourcing content to agencies recycling AI text never works
“Instead of writing great content for SEO, you outsource it to some crappy agency that recycles chat, TBD content. You know how often that works? Nunts. None. None.”
Jason Lemkin Oct 25, 2023 ▶ 12:01 What SaaStr CEO and Founder Jason Lemkin Really Thinks About AI, Sales & Lead Gen In 2024
Disclosure
LaRoute: I have stealth churned off ChatGPT since December
“I hate to say that I've stealth churned off ChatGPT, but I literally just looked. I haven't used it since December.”
Amelia LeRutte Apr 22, 2026 ▶ 29:37 Managing 20+ AI Agents: Lazy Agents, Our $500K AI Bill, Stealth Churn & the Death of 60% Solutions
Opinion
Lemkin: Reeve.art is likely much better than ChatGPT for B2B
“I think for B to B use cases for real business stuff, the 95% chance is going to be much better than what you get out of chat.”
Jason Lemkin Nov 26, 2025 ▶ 9:59 How We Use 20+ AI Agents for Marketing & Go-to-Market with SaaStr's CEO and Chief AI Officer
Disclosure
Ramaswamy: Snowflake is building deep research AI for all enterprise data
“That's kind of where Snowflake is headed, which is all of your enterprise data, but now the intelligence of something like ChatGPT deep research with access to every single data set that you have.”
Sridhar Ramaswamy Jun 18, 2025 ▶ 7:53 Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
Assertion Not checkable as stated
Tunguz: AI for sales lead analysis works accurately 80% to 85% of the time
“But if I use ChatGPT or OpenAI or a call recording software to determine what's going on with a lead or customer prospect, state-of-the-art says it'll work somewhere between 80 to 85% of the time.”
Tomasz Tunguz Oct 24, 2024 ▶ 1:55 The State of SaaS Go-to-Market l Theory Ventures General Partner Tomasz Tunguz #saas #b2bsaas
Prediction Not checkable as stated
Tigani: AI will require distinct tooling for developers, analysts, and data scientists
“Everybody uses ChatGPT in a different way, so the developer's gonna use it in a different way than an analyst is gonna use it, and which is different than a data scientist, and I think, yeah, there's gonna have to be different, different tooling for each one o…”
Jordan Tigani Dec 8, 2023 ▶ 12:44 The Where, When, and How of AI with Theory Ventures, Open AI, MotherDuck and Lamini
Disclosure
Hott: OpenAI is building a self-serve ChatGPT version for SMBs
“The other thing that we are also building right now, which is really exciting is a business version. So more of a self-serve version for SMBs.”
Maggie Hott Dec 8, 2023 ▶ 10:58 The Where, When, and How of AI with Theory Ventures, Open AI, MotherDuck and Lamini
Assertion Not checkable as stated
Lemkin: SaaStr gets 800k blog readers, 5k to 6k from ChatGPT
“We get about. 800,000 readers of our blog. We get other folks will watch this folks consume our content on X and LinkedIn. We get an 800,000 of our classic blog. Only five or 6000 are from chat GBT, but that's not nothing.”
Jason Lemkin Apr 22, 2026 ▶ 9:05 Managing 20+ AI Agents: Lazy Agents, Our $500K AI Bill, Stealth Churn & the Death of 60% Solutions
Disclosure
Adams: Intercom bet the company on AI two weeks after ChatGPT launched
“So we bet the entire company on AI. We bet the entire company. It was a risky thing to do. We ripped up our strategy. We ripped up our roadmap. We made these decisions in a very small number of days. Like you're talking once, two weeks after ChatGPT.”
Paul Adams Jan 28, 2026 ▶ 5:06 Why Most SaaS Companies Will Fail at AI (And How to Avoid It) with Intercom's CPO
Assertion Supported
Hott: OpenAI scaled from ~200 to ~1,000 employees post-ChatGPT launch
“We were about 202 150 people, and we had reached a pivotal moment. We had to scale quickly. We had to end the year at somewhere close to a thousand people.”
Maggie Hott Aug 6, 2025 ▶ 4:49 How to Build Top-Performing Sales Orgs with OpenAI's GTM Leader Maggie Hott
Insight
Norton: AI-transcribed verbal notes generate enablement content 2x to 4x faster
“You'll have to do a cleanup, but I can, I could produce content at probably like two to four X the speed doing this.”
Kyle Norton Apr 30, 2024 ▶ 30:30 How to Build Go-to-Market Efficiency in SMB Sales with Owner.com CRO Kyle Norton
Disclosure
G2 Plans Shift Toward ChatGPT-Style Personalized Software Recommendations
“Ultimately for us, we want to make it a more Google-like experience, and shame on me saying what everyone's been talking about the last couple of months, chat GPT type experience, where you're really looking at What is best for me?”
Chris Perrine Mar 16, 2023 ▶ 28:28 What's Holding Up Buyers?: Top Obstacles to Making Software Decisions with G2's VP - Asia Pacific
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