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 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 14 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 Open · timeframe Mar 2031
Vollset predicts Anthropic will inevitably add advertisements to Claude
“Not only are they going to do it, but so is Claude. I guarantee it. You know, they might figure out something clever and do the thing, but like, there's no, there's just not a universe unless Claude get bought by Apple or something. That, that Claude aren't go…”
Einar Vollset Mar 10, 2026 ▶ 29:14 Episode 823 | Hot Take Tuesday: Is A.I. Killing B2B SaaS?, ChatGP...
Prediction Open · timeframe Dec 2025
Taber: Commercial office real estate will never recover
“I believe that commercial office space, real estate will never recover.”
Mike Taber Dec 22, 2020 ▶ 7:33 Episode 528 | 2021 Predictions from Rob and Mike
Prediction Open · timeframe May 2031
Ries: Vibe coding will inevitably cause a massive mission-critical disaster
“It's only a matter of time before someone vibe codes their way into a massive mission critical disaster. When they deploy code they think they understand, but they don't.”
Eric Ries May 26, 2026 ▶ 17:29 Episode 834 | Eric Ries Revisits The Lean Startup and Discusses H...
Prediction Open · timeframe Dec 2027
Coburn: 45% of US Workers Will Be Freelancers by 2027
“We're going to be up to 45% of the workers in this country are going to be freelancers by the year twenty-twenty-seven.”
Derek Coburn Jun 3, 2025 ▶ 24:04 Episode 777 | Why Retiring Might Be the Worst Goal for Entreprene...
Prediction Open · timeframe Dec 2026
Open-Source AI Model Usage Will Double to 40% by Late 2026
“My fifth prediction is that open source AI models Will double in global usage driven by cost control and platform risk. So as of now, a working paper summarized in IT Pro says closed models are about 80% of overall usage, implying that open is about 20%, and I…”
Rob Walling Dec 30, 2025 ▶ 21:47 Episode 813 | SaaS Predictions for 2026 (+ Reflections on 2025)
Prediction Open · timeframe Dec 2026
Bitcoin Will Hit a New All-Time High of $160,000 in 2026
“My eighth prediction is that Bitcoin will hit a new all-time high of a 160,000 dollars in 26. And I think the price will range from about a 100,000 to a 160,000 throughout the year.”
Rob Walling Dec 30, 2025 ▶ 24:44 Episode 813 | SaaS Predictions for 2026 (+ Reflections on 2025)
Prediction Open · timeframe Dec 2027
Walling: Twitter will change ownership in the near future
“Twitter changes hands in 2024 question mark. No, it did not. That is a fail, but I think it will be true here coming up.”
Rob Walling Dec 24, 2024 ▶ 23:08 Episode 745 | Reflecting on 2024: Revisiting My Predictions, The...
Prediction Open · timeframe Dec 2027
Vollset predicts Bluesky will fail to gain lasting traction within three years
“No. I think it's just a hissy fit to a degree. Like, and I feel like, you know, it's been that, like there's been threads was kind of the same.”
Einar Vollset Dec 17, 2024 ▶ 5:52 Episode 744 | Bluesky, TinySeed is Raising, YC Backs Competitors,...
Prediction Open · timeframe Dec 2027
Osborn predicts Bluesky will grow and achieve lasting traction within three years
“I would bet so. Like I could be wrong, but it feels like in terms of the herd instinct of folks and the herd instinct of tech press and whatnot, there's more now than there was when Mastodon and Threads and everything else launched a few years ago, including B…”
Tracy Osborn Dec 17, 2024 ▶ 9:07 Episode 744 | Bluesky, TinySeed is Raising, YC Backs Competitors,...
Prediction Open · timeframe Aug 2029
Walling: AI will not eliminate the need for software developers by 2034
“They were talking about learning to code, and how everyone's going to be able to code because of ChatGPT, and developers won't be needed anymore, and I just don't believe that's the case at all. I mean, we've seen the same thing with no code. It's like, you ca…”
Rob Walling Aug 13, 2024 ▶ 16:17 Episode 726 | Selling 29,000 Copies, Information vs. Motivation,...
Prediction Open · timeframe Mar 2024
Vollset: A Shopify plugin company will not IPO as a billion-dollar business
“I sort of somehow doubt that a Shopify plugin will become, will IPO as a billion dollar business.”
Einar Vollset Mar 16, 2021 ▶ 28:56 Episode 540 | Bootstrapper News. Twitter Spaces, Indie.vc Closing, Shopify, and More
Prediction Open · timeframe Apr 2025
Volset: The Fed Will Likely Start Buying Corporate Equities
“I think it'll get even, I think it most likely it'll get to the point where now the Fed's buying equities of companies just to prop things up.”
Einar Vollset Apr 21, 2020 ▶ 22:52 Episode 493 | Startup Roundtable
Prediction Open · timeframe Dec 2026
AI Firms Seeking Revenue Growth Will Drive SaaS M&A in 2026
“My seventh prediction is that M&A activity will increase for small, fast-growing SaaS companies as larger firms look for AI-adjacent growth.”
Rob Walling Dec 30, 2025 ▶ 23:33 Episode 813 | SaaS Predictions for 2026 (+ Reflections on 2025)
Prediction Open · timeframe Dec 2026
Stripe Will Remain a Private Company Throughout 2026
“My ninth and final prediction is that Stripe will remain private throughout 2026, continuing to operate like a public company without actually going public.”
Rob Walling Dec 30, 2025 ▶ 25:16 Episode 813 | SaaS Predictions for 2026 (+ Reflections on 2025)
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