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.

3statements match

0resolved → 3open claims → 0supported → 0contradicted →

why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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

Prediction Open · timeframe Jul 2027

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.”

Jason Lemkin Jul 8, 2026 ▶ 45:45 Agents Didn't Kill Sales. They Just Exposed It with SaaStrAI CEO and Founder Jason Lemkin

Prediction Open · timeframe Dec 2032

O'Driscoll: OpenAI and Anthropic Revenues Won't Match AI CapEx Until 2031-2032

“The stunning thing is it takes until 2031 or 2032 before The revenue from those two companies surpasses the total capex.”

Rory O'Driscoll Jul 15, 2026 ▶ 6:56 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll

Prediction Open · timeframe Jan 2031

Lemkin: Anthropic and OpenAI Will Reach Trillion-Dollar Valuations

“Anthropic isn't topping out at a billion. OpenAI isn't topping at a billion. They're topping at a trillion.”

Jason Lemkin Jan 2, 2026 ▶ 14:04 AI + B2B in 2026: Find the Tailwinds or Get Left Behind | Jason Lemkin

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