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

Assertion Supported
Lin: AI startups are scaling to $10M ARR faster than ever
“You see companies today going from zero to ten million in ARR in very, very fast, ah, time frames, which we have not seen in the past.”
Alfred Lin Mar 9, 2026 ▶ 6:23 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Assertion Partly supported
Vasavada: Vise went from seed to unicorn in 18 months via Sequoia
“So we went from seed to unicorn in like 18 months, which was kind of insane. Now it's happened a couple of times with, you know, these AI companies, but at the time it was kind of unheard of, especially for one company to raise continuous back to back financin…”
Samir Vasavada Jul 25, 2025 ▶ 39:46 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Assertion Partly supported
Sequoia's Shaun Maguire helped structure Stripe's acquisition of Bridge
“I mean, like one of the most interesting parts about the Stripe bridge deal was that it seemed that the, one of the investors from Sequoia on both boards was like pretty instrumental in helping to get that deal done, which you don't see very often. And it's a …”
Art Levy Jul 10, 2025 ▶ 46:32 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Assertion Partly supported
McCord: Sequoia and Lightspeed co-led Nominal's Series B, Alfred Lin joined board
“The round series B led by Sequoia specifically Alfred Lynn is a partner there who will be joining nominal board. We're super excited about that. And the round is also co-led by Lightspeed venture partners.”
Cameron McCord Jun 12, 2025 ▶ 1:38 Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
Assertion Supported
O'Shea: Sequoia has invested billions into SpaceX and Elon Musk companies
“I talked to Sean McGuire of Sequoia, who they've invested billions into SpaceX and Elon companies.”
Molly O'Shea Mar 27, 2026 ▶ 24:09 Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office · Sourcery with Molly O'Shea
Assertion Supported
Mansoor: Kalshi has raised nearly $110M from Sequoia, Schwab, and Kravis
“It's raised close to 110. We, I mean, the main investor, Sequoia, YC Schwab Kravis and I mean, a bunch of others.”
Tarek Mansoor Feb 28, 2025 ▶ 14:36 How Kalshi Built a $2 Billion Prediction Market · Sourcery with Molly O'Shea
Assertion Supported
Jacobs: Sequoia Capital names office conference rooms after its non-profit LPs
“If you go into their offices you walk in, all the conference names are their LPs. It's Ford Foundation or whomever else is the sort of the causes that back them. And whenever they have an IPO, the you know, the CEO of the company is on the front of the page, b…”
Lee Jacobs Dec 20, 2024 ▶ 35:47 Cyan Banister & Lee Jacobs: Investing in 'The Magically Weird' | SpaceX, Uber, Anduril · Sourcery with Molly O'Shea
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