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

Disclosure
Mignano: Lightspeed committed to Granola without knowing what they were building
“When he told me he was building something new with Sam, it was like, doesn't even matter what you're building. Sure. We will invest.”
Michael Mignano Dec 27, 2025 ▶ 5:04 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Disclosure
Mignano: Lightspeed is investing out of a $7B fund generation
“The current fund generation we're investing out of is in the ballpark of about seven billion.”
Michael Mignano Dec 27, 2025 ▶ 5:40 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Disclosure
Mignano: Lightspeed led a $25M Series A investment in Macroscope
“You know, Macroscope, a series A that I led a few months ago, we led that series A with a twenty-five million dollar check.”
Michael Mignano Dec 27, 2025 ▶ 12:00 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Disclosure
Mignano: Lightspeed partners maintain the same investment cadence as years prior
“Even in this environment, even at this pace, you know, investment, investing partners are still making the same amount of investments on average per year as a partner as we would a few years ago.”
Michael Mignano Dec 27, 2025 ▶ 15:46 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
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