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 2 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
Franceschi: Brex repriced equity from $12B to $4B, converting RSUs to options
“Before we were issuing RSUs to twelve billion in 21, and then in 23 we actually said, let's reprice the equity at four. And we did something that's pretty unusual. We switched from RCUs into options and the strike price was low on those options.”
Pedro Franceschi Jan 30, 2026 ▶ 1:01:49 How Brex signed a $5.15B Deal in ~40 Days · Sourcery with Molly O'Shea
Disclosure
Franceschi: Capital One deal accelerates Brex's AI roadmap by 2-3 years
“We're accelerating our AI roadmap by two to three years compared to what we would do as a standalone company.”
Pedro Franceschi Jan 30, 2026 ▶ 44:08 How Brex signed a $5.15B Deal in ~40 Days · Sourcery with Molly O'Shea
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