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 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
Tunguz: In Q1 2024, Ethereum was world's most profitable software entity
“Ethereum in the first quarter of 24 produced on a percentage basis is the most profitable software company in the world. And on a aggregate dollars basis, six largest producer of cash, it's worth seven snowflakes put together. It's three hundred fifty billion …”
Tomasz Tunguz Jan 23, 2025 ▶ 31:33 Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
Assertion Partly supported
Randle: Snowflake pre-IPO round turned $500M into $2.5B in four years
“The Snowflake pre-IPO round over a four-year period ended up you know, it was like, five hundred million turned into, like, two and a half billion.”
Ev Randle Jun 29, 2026 ▶ 44:16 Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
Assertion Supported
Ramaswamy: Snowflake was valued at over $100B with under $1B revenue
“At some point we were valued at more than a hundred billion dollars, making less than a billion dollars of revenue.”
Sridhar Ramaswamy Jan 23, 2026 ▶ 43:38 Snowflake vs Databricks: The AI Data War | CEO of $SNOW · Sourcery with Molly O'Shea
Assertion Supported
Oltmann: Snowflake Spends More on Sales and Marketing Than on R&D
“Snowflake, where they're spending More in sales and marketing than actually spending in research and development.”
Xander Oltmann Feb 1, 2024 ▶ 7:52 Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 160 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.