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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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3statements match
3resolved → 0open claims → 2supported → 0contradicted →

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

Assertion Supported
Chaddha: MIT report finds 95% of enterprise AI experiments fail
“That's why the MIT report says 95% of these AI experiments don't work. The customers are not ready.”
Navin Chaddha Oct 3, 2025 ▶ 37:45 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
Assertion Supported
Chaddha: Early-stage AI valuations are dramatically higher than cloud era
“Clearly from where we were investing in the cloud era or the mobile era, valuations are dramatically up.”
Navin Chaddha Oct 3, 2025 ▶ 10:54 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
Assertion Partly supported
Chaddha: NVCA data shows AI captured 67% of H1 VC funding
“In the first half, according to NVCA, 67% of all dollars went into AI companies.”
Navin Chaddha Oct 3, 2025 ▶ 14:59 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
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