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 5 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
Lemkin: Blended VC rolling internal rates of return are negative
“Everyone is full of shit in venture on Twitter. Oh, I'm all my investments are so great. I'm such a genius. I own point. Oh, one percent of this unicorn. I made so much money, but the real IRRs, when you blend it all together, they're negative.”
Levie: AI coding tools will build strong moats via deep codebase context
“I'm actually very bullish right now. You know, there's like a little bit of a meme of like these AI coding tools. You can just swap them out. I think that's like a temporary thing that you'll see on Twitter or X or whatever. I think the mode is actually fantas…”
Lemkin: VCs tweeting about buying public tech stocks are losers
“And so when I see VCs on Twitter talking about how they're looking at buying some shares of Shopify, honestly, I think they're losers.”
Stebbings: Pedigreed tech founders can raise $5M at $20M without pre-seed
“I don't think pre-seed actually exists anymore, bluntly, for the majority well, not for the majority, but for a lot of founders, whereby if you come out of a top Facebook, Twitter, Datadog, Slack, you name it, you can raise, you know, three to five on 20 like …”
Zima: Omni's content succeeded on LinkedIn but struggled on Twitter
“Like I'm not cool enough and quippy enough for Twitter. And our stuff hasn't done as well there. And on LinkedIn, it's done quite well with this sort of, you know, half of half a screen text that, you know, tells a story or a point of view and is a little bit …”