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 2 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
Rangwalla: Combined OpenAI and Anthropic ARR Exceeds Salesforce and ServiceNow
“And then when you think about both of them combined, let's say they're close to sixty billion dollars. I mean, that is bigger than ServiceNow, that is bigger than Salesforce, that is bigger than any big name SaaS platform that you would think about. And these …”
Jaimin Rangwalla May 15, 2026 ▶ 14:37 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
Assertion Supported
Immerman: Meta, Salesforce, Deutsche Telekom, and Revolut build on ElevenLabs
“Fast forward to today, the enterprise business has customers like Meta and Salesforce and Deutsche Telekom. They announced Revolut last week. These are massive companies that are building agents on top of their platform.”
Alex Immerman Mar 13, 2026 ▶ 20:40 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
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