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

Assertion Contradicted
Lemkin: Mailchimp's revenue dropped nearly 20 percent last year at Intuit
“Mailchimp's revenue fell almost 20% last year at Intuit.”
Jason Lemkin Aug 5, 2026 ▶ 42:13 The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
Assertion Not checkable as stated
Lemkin: Intuit laid off half of Mailchimp's core email deliverability team
“And one of the things they did was lay off like half of the deliverability team, including the two folks that were the experts there at Mailchimp.”
Jason Lemkin Aug 5, 2026 ▶ 42:23 The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
Assertion Not checkable as stated
Lemkin: Mailchimp suffered a failed year-long M&A deal before Intuit sale
“They sold MailChimp to twelve billion to Intuit. There are actually a lot of learnings, but one is they had a deal before that, that fell apart and it almost destroyed the team. He said, going to your point, it really resonated almost destroyed the team. They …”
Jason Lemkin Mar 12, 2025 ▶ 19:04 The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
Assertion Supported
Jensen: Intuit uses Anthropic to explain taxes to customers
“Intuit is using Anthropic to help explain what taxes you actually paid and why.”
Kate Jensen Oct 11, 2024 ▶ 19:12 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners
Assertion Not checkable as stated
Howard Lerman: Intuit considered acquiring Yext ten to twelve years ago
“One time Intuit thought about buying Yext. So this was 1012 years ago, way before we were public.”
Howard Lerman Aug 28, 2024 ▶ 25:31 10 Cheat Codes I Learned While Scaling to $400M with Yext and Roam Founder Howard Lerman
Assertion Not checkable as stated
Intuit's $12 billion acquisition of Mailchimp took over a year to close
“Oh, the Intuit deal took, ah, a little more than a year to happen.”
Ben Chestnut Sep 20, 2022 ▶ 3:23 Everything that Breaks on the Way to $1B ARR with @mailchimp Co-Founder Ben Chestnut
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