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 9 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
Coogan: METR Study Found AI Coding Tools Made Developers 19% Slower
“The meter team did these evaluations where they ran a randomized control trial to see how much AI coding tools speed up open source developers, and what they found was that developers said that they expected products like cursor and windsurf to improve them by…”
John Coogan Jul 19, 2025 ▶ 40:30 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Assertion Supported
Coogan: Cursor hit $2B ARR and is growing 25% month-over-month
“I mean, I just, we just saw this with cursor. Everyone's like, cursor's over, it's dead. And then you see, okay, well, they just hit 20 two billion ARR. Oh, growing 25% month over month.”
John Coogan Mar 14, 2026 ▶ 8:32 Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
Assertion Supported
Swyx: Cursor Grew From Zero to $200M ARR in Two Years
“Zero to two hundred million AR in two years is crazy.”
Shawn 'swyx' Wang Apr 9, 2025 ▶ 18:24 Are AI AGENTS Learning to DREAM? | Shawn Wang on TBPN April 4th
Assertion Supported
Hays: Cursor is generating $100M ARR with 20 employees
“And I think we're really seeing that right now in AI where you have companies like cursor, a big one, you know, with 20 people doing a hundred million of ARR.”
Jordi Hays Mar 5, 2025 ▶ 10:10 Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now.
Assertion Supported
Baker: Cursor Is Now Deployed in Half of Fortune 500 Companies
“I do think cursor being in, you know, half the Fortune 500 is interesting.”
Gavin Baker Jun 15, 2026 ▶ 4:16 Gavin Baker: SpaceX Might Be the Greatest Company of All Time
Assertion Supported
Coogan: xAI Poached Two Senior Leaders From Cursor for Coding
“XAI hired two or two senior leaders from Cursor to catch up on coding.”
John Coogan Mar 14, 2026 ▶ 11:03 Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
Assertion Supported
Cursor Composer 2 costs $0.50 and $2.50 per million tokens.
“It is frontier level at coding priced at 50 cents per million input tokens and two and a half dollars per million output tokens.”
Jordi Hays Mar 19, 2026 ▶ 5:31 Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
Assertion Supported
Partovi: Neo Was the Seed Investor in Cursor, Kalshi, and Bluesky
“It's our fourth fund on the heels of really successful bets on companies that we were the seed investor in, like Cursor, Kalshi, Blue Sky, and many more.”
Ali Partovi Apr 28, 2025 ▶ 0:28 Missing PayPal and Google Made Him a Better Investor | Ali Partovi on TBPN
Assertion Supported
Coogan: Claude has become the default integration for Cursor
“I think if you're programming, Claude has been, has become like the default integration for Cursor,”
John Coogan Nov 16, 2024 ▶ 1:08:43 What is the TRUMP BUBBLE? (ep11)
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