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.

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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

Disclosure
Immerman: a16z joined Waymo's $16B Series D at $126B valuation
“Waymo raised sixteen billion dollars at a hundred twenty six billion dollar valuation. It was their Series D. We're really excited to be a major participant there. We've participated in all four of their external rounds dating back to the Series A.”
Alex Immerman Mar 13, 2026 ▶ 6:49 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
Disclosure
Immerman: Roughly 50% of a16z Growth investments are early-stage portfolio follow-ons
“Of the companies you named and of our portfolio at large, roughly 50% Of our investments, our follow-ons to our early stage winners companies breaking out.”
Alex Immerman Mar 13, 2026 ▶ 1:38 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
Disclosure
Immerman: a16z early-stage team met 90% of companies a16z Growth backs
“90% of the companies we're investing in out of our growth fund, our early stage team has met.”
Alex Immerman Mar 13, 2026 ▶ 2:09 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
Disclosure
Immerman: a16z Growth team has operated with only 7 to 12 people
“So the growth team has always been small. We ranged from like seven to 12 people. When we started, we were seven, including Marc.”
Alex Immerman Mar 13, 2026 ▶ 42:23 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
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