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.

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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 Supported
O'Shea: Carta data shows AI startups get a 30% Series A premium
“Carta just put out recent data in their fund performance report, and series A's are getting a 30% premium. What do they attribute that to? AI. So, AI companies get a 30% premium versus non-AI companies.”
Molly O'Shea Dec 27, 2025 ▶ 12:09 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Assertion Supported
Molly O'Shea says seed-to-Series A graduation rates hit record 13% low
“I actually just read a Carta report today. I don't know if you saw it, but the graduation rate from seed to Series A is now at an all-time low, and before it was like in a normal year, they'd say like, 20 to 25% graduation rate. Now it's at 13.”
Molly O'Shea Jun 28, 2024 ▶ 20:45 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Assertion Supported
O'Shea: Carta report shows AI Series A rounds get 30% premium
“Carta put out a recent report that Series A's that are AI enabled, or AI in their name, are getting a 30% premium.”
Molly O'Shea Feb 5, 2026 ▶ 37:02 How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
Assertion Supported
Carta Data Shows 30% Valuation Premium for Series A AI Startups
“There's also data in Carta that 30, that series A companies get a 30% premium on them compared to if they're AI versus non AI.”
Molly O'Shea Nov 29, 2025 ▶ 49:16 What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund · Sourcery with Molly O'Shea
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