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 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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

Prediction Not checkable as stated
Brex will surpass Concur's $1.5B revenue mark through interchange monetization
“If Brex continues on our current run rate, like we're going to eclipse that much, much faster by winning their customers, but monetizing through the interchange, not through generic software revenue.”
Art Levy Jul 10, 2025 ▶ 1:13:47 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Prediction Not checkable as stated
B2B stablecoin adoption will take much longer than consumer adoption
“Of course, stable coins will become a mainstay for B to B companies, but I believe it will take a lot longer.”
Art Levy Jul 10, 2025 ▶ 1:07:07 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Prediction Didn’t hold up
The Federal Reserve will cut interest rates twice in 2025
“Obviously Trump is pretty loud on X and on Trump social around like pushing rate cuts, but I don't think Powell's gonna give into that. So my gut says two.”
Art Levy Jul 10, 2025 ▶ 1:26:59 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Prediction Didn’t hold up
Waymo will be operating in six cities by the end of 2025
“I think that I love the product, but also it seems like the speed at which they're iterating is increasing. So I'm going to go with six.”
Art Levy Jul 10, 2025 ▶ 1:31:22 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Prediction Open · timeframe Jul 2028
The AI device from Jony Ive and OpenAI will be an earbud
“So I think it's going to be an earbud.”
Art Levy Jul 10, 2025 ▶ 1:32:38 Brex’s Road to IPO and The Golden Age of M&A · 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.