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 3 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
Rabois: Kaz Nejatian cut Shopify's G&A from 14% to 4%
“One of the things he did at Shopify when he got promoted to be COO was cut their GNA as a fraction of revenue from 14% to four percent, and I think they're on target next year to be at one percent.”
Keith Rabois Sep 15, 2025 ▶ 4:28 Keith Rabois on Opendoor ($OPEN) Activist Turnaround · Sourcery with Molly O'Shea
Assertion Contradicted
Nejatian: Short sellers predicted Shopify would go bankrupt within 12 months in 2019
“Cause like back then Shopify was very broadly shorted. Like the day I joined, there was a short solid report that came out calling, saying Shopify would go bankrupt in 12 months.”
Kaz Nejatian Feb 24, 2026 ▶ 3:06 Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian · Sourcery with Molly O'Shea
Assertion Partly supported
Stripe and Shopify were each valued at $1B when they partnered
“Stripe did a partnership with Shopify and they were both actually valued at a billion dollars when that partnership started in around 2013, 20, 14 ish.”
Art Levy Jul 10, 2025 ▶ 1:00:07 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
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