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

Opinion
O'Shea: Tiger Global was a primary driver of the venture bubble
“Tiger, if you don't want to blame them, I will, but I do think that, you know, they were one of the largest pieces of this domino effect, like pumping excess money into a category.”
Molly O'Shea Mar 3, 2024 ▶ 13:22 Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
Insight
Kolicich: Crossover funds exerted a 20x leverage effect on venture cap tables
“When A tiny girl or somebody else deploys money onto a cap table. They might say own five percent of that cap table, and they'll have, their dollars will have a leverage effect on the ecosystem as a whole. Because while they buy five percent of the company, th…”
Alex Kolicich Mar 3, 2024 ▶ 7:42 Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
Disclosure
Rinaudo Cliffton: Fidelity, Baillie Gifford, Valor, and Tiger led Zipline's round
“The largest investors in this round were Fidelity Capital Group Bailey Gifford Valor, and Tiger.”
Keller Rinaudo Cliffton Jan 21, 2026 ▶ 6:00 Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
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