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 7 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

Prediction Partly held up
Bedecarre: Apple, Meta, Salesforce, and Slack back in offices by April 2022
“Big tech, you know, that Apple, Salesforce, Facebook, Meta you know, Slack all of these companies are kind of targeting over the next couple months, but by April, they will all be back.”
Justin Bedecarre Feb 27, 2022 ▶ 5:56 The Office is Back!! But What Will It Be Like? Jason Lemkin & Justin Bedecarre of Raise.Work
Prediction Partly held up
Lemkin: AI presentation platform Gamma will reach $80 million in revenue in 2024
“We read about gamma and we love gamma for AI presentations, one to eighty million that we'll do this year, but it was founded in 20, 20. So it was five years to one and then one to 80 this year.”
Jason Lemkin Dec 17, 2025 ▶ 17:53 AI and the Death of the 2021 Sales Playbook with SaaStr CEO and Founder Jason Lemkin
Prediction Partly held up
Lemkin: Algolia crossed $200M in revenue and will IPO next year
“Second one, Algolia, worth three billion, doing over two hundred million, we'll IPO next year.”
Jason Lemkin Oct 25, 2023 ▶ 18:47 What SaaStr CEO and Founder Jason Lemkin Really Thinks About AI, Sales & Lead Gen In 2024
Prediction Partly held up
Nahigian: Gorgias aims to automate 50% of merchant interactions within 12 months
“Initially it started to automate seven percent of tickets. It's gotten up to 18% today. They think within the next six to 12 months they'll be able to automate 50% of the back and forth interactions between e-commerce merchants and their end customers.”
TJ Nahigian Mar 1, 2024 ▶ 25:38 6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners
Prediction Partly held up
Lemkin: Greenhouse will probably IPO in two years
“Fourth one is Greenhouse, which is over there, ok? They're doing hundreds and hundreds of millions of dollars, and will probably IPO in two years.”
Jason Lemkin Oct 25, 2023 ▶ 19:05 What SaaStr CEO and Founder Jason Lemkin Really Thinks About AI, Sales & Lead Gen In 2024
Prediction Partly held up
David Sacks: Expect a wave of commercial real estate bankruptcies by 2025
“Yeah, you're gonna see a lot of Siri bankruptcies in the next 18 months.”
David Sacks Sep 13, 2023 ▶ 27:11 What the Future of SaaS Holds with David Sacks, Founder & General Partner, Craft Ventures
Prediction Partly held up
Bouten: Showpad should cross $100M ARR by end of 2022
“Since then we've grown the company by the end of the year, we should cross that magical one hundred million dollar ARR mark.”
Pieterjan Bouten Aug 30, 2022 ▶ 0:43 Scaling From $10M-$100M ARR: The Good, The Bad and The Ugly with Showpad Co-Founder Pieterjan Bouten
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