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 4 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 Partly supported
Morgan Stanley Estimates AI Could Capture 25% of Global Software Spend
“I think Morgan Stanley has estimated in the next few years, 25% of global software spend could be towards these AI use cases.”
Jacob Effron Aug 13, 2025 ▶ 0:12 Redpoint Ventures Playbook: How Top VCs Are Really Investing in AI with Jacob Effron
Assertion Supported
AI Startups With Product-Market Fit Are Scaling Much Faster Than SaaS
“When these startups find product market fit, they're just scaling way faster than traditional SaaS counterparts.”
Jacob Effron Aug 13, 2025 ▶ 4:31 Redpoint Ventures Playbook: How Top VCs Are Really Investing in AI with Jacob Effron
Assertion Supported
Abridge Recently Raised a Series E at a $5.3 Billion Valuation
“Abridge, we co-led their Series C. They recently raised a Series E at 5.3 billion dollars.”
Jacob Effron Aug 13, 2025 ▶ 17:16 Redpoint Ventures Playbook: How Top VCs Are Really Investing in AI with Jacob Effron
Assertion Contradicted
OpenAI Surpassed BloombergGPT Within Three Months of Its Launch
“Bloomberg trained a model Bloomberg GPT that outperformed the latest OpenAI model of the time. And then three months later, OpenAI shipped the new model, and it was way better.”
Jacob Effron Aug 13, 2025 ▶ 9:58 Redpoint Ventures Playbook: How Top VCs Are Really Investing in AI with Jacob Effron
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