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 18 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: Founders Fund and Valor to make $60B+ on SpaceX IPO
“Founders Fund and Valor are set to make more than sixty billion in gains on the SpaceX IPO. Sequoia, more than twenty billion.”
John Coogan May 21, 2026 ▶ 23:04 Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
Assertion Supported
Sequoia-backed companies comprise roughly 30% of NASDAQ's total market cap
“Like, if you look at the NASDAQ, about 30% of the NASDAQ by market cap were early Sequoia, you know, companies.”
Shaun Maguire Oct 30, 2025 ▶ 4:28 Sequoia Capital Partner Shaun Maguire Live on TBPN
Assertion Contradicted
Sequoia-Backed Companies Represent 33% of Nasdaq Market Value
“Sequoia has helped capitalize companies that now represent 3.3 trillion of market value. 33% of the Nasdaq.”
John Coogan Dec 11, 2024 ▶ 20:40 How we became the fastest growing podcast (ep20)
Assertion Supported
Hays: Figma IPO Generated Historic Fund Multiples for Index, Greylock, KP, Sequoia
“The fund multiple is 18 X. Greylock, who did the series A is sitting on an 11 X fund. They did the series A out of a six hundred million dollar fund. KP, which did the series B is sitting on a 10 X fund out of a seven hundred million dollar fund, which is just…”
Jordi Hays Aug 2, 2025 ▶ 1:20:27 Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
Assertion Supported
Reed: Sequoia Made Single-Digit Millions on a 40x Return in Apple
“It was, in the single digit, I think it was, I think Sequoia made a 40 X on a 150 K. . Wow. So single digit million dollar gain”
Andrew Reed Mar 28, 2025 ▶ 18:29 Andrew Reed on Sequoia and How to Be a World-Class VC
Assertion Partly supported
Akhund: Mercury raises $300M round led by Sequoia Capital
“We just announcing our CVC Sequoia is leading the round with Park and Marathon coming in as new investors, and all of our previous kind of VCs are participating, so it's a three hundred million round with a combination of primary and secondary.”
Immad Akhund Mar 28, 2025 ▶ 0:39 Immad Akhund (Mercury) on Fintech, AI and What's Next
Assertion Supported
Giffon: Sequoia Heritage is roughly the size of Sequoia Capital
“I mean, Sequoia heritage, you know, Sequoia heritage is, is significantly or maybe not significantly, but it's like roughly the size of Sequoia.”
Jeremy Giffon Mar 9, 2025 ▶ 22:18 "There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC.
Assertion Supported
Hays: Sequoia Made Only $6 Million on Its Apple Investment
“Yeah, but somebody, I think Shiel pointed out they actually only made six million on Apple.”
Jordi Hays Dec 11, 2024 ▶ 20:54 How we became the fastest growing podcast (ep20)
Assertion Supported
Sequoia Has Generated Over $70 Billion in Cumulative Gains
“Over the years, it's made its limited partners and its own rainmakers who pocket around a quarter of the gains plus a management fee a total of over seventy billion dollars, thanks to early bets. On future tech darlings like Airbnb, Apple, Google, and Nvidia.”
John Coogan Dec 11, 2024 ▶ 20:00 How we became the fastest growing podcast (ep20)
Assertion Supported
Sequoia Netted Over $20B from Airbnb and DoorDash IPOs
“And he worked on Airbnb and DoorDash, which netted the firm over twenty billion dollars. Isn't that crazy when they went public in December of 2020?”
John Coogan Dec 11, 2024 ▶ 15:19 How we became the fastest growing podcast (ep20)
Assertion Supported
Sequoia invested $600,000 into Airbnb at a $3 million valuation
“Airbnb, obviously, like Sequoia was the first investor or the seed round. Sorry, not first investor. They did YC, but you know, we invested 600,000 dollars, like a three million dollar valuation, and they went through some incredibly hard times.”
Shaun Maguire Oct 30, 2025 ▶ 17:10 Sequoia Capital Partner Shaun Maguire Live on TBPN
Assertion Supported
Most of Sequoia's current investment team joined within the last eight years
“Most of the team was not here eight years ago.”
Shaun Maguire Oct 30, 2025 ▶ 6:24 Sequoia Capital Partner Shaun Maguire Live on TBPN
Assertion Supported
Sandler: TrueWork board included Lin, Rabois, and Sarracino
“All three investors on our board, Alfred Lynn from Sequoia, Keith Erboy from Kosla. And Steve Saraceno from Activant.”
Ryan Sandler Apr 26, 2025 ▶ 22:58 Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN
Assertion Supported
Akhund: Sonya Huang led Sequoia's investment in Mercury
“Yeah, Sonya Huang. She's been doing a ton in AI, including Langchain and Glean and she knows a lot about FinTech as well, so excited to have her on board.”
Immad Akhund Mar 28, 2025 ▶ 0:59 Immad Akhund (Mercury) on Fintech, AI and What's Next
Assertion Supported
Hays: Shaun Maguire Led Sequoia's Investment into X
“He led the deal into X from Sequoia. Yep. Has a very close relationship with Elon.”
Jordi Hays Dec 11, 2024 ▶ 28:37 How we became the fastest growing podcast (ep20)
Assertion Supported
Coogan: Sequoia Partner Who Backed Nvidia Still Holds Distributed Shares
“You know that the partner at Sequoia who did the NVIDIA deal still owns the stock? Cause after they went public, it was distributed, just held.”
John Coogan Dec 2, 2024 ▶ 2:43:33 How BILLIONAIRES dress for XMAS (ep17)
Assertion Supported
Odoo Announced a €500 Million Secondary Investment at a €5 Billion Valuation
“Fabian Pinkhares is announcing a five hundred million, ooh, million? I was gonna say dollars, but then I caught the symbol here, five hundred million euro investment in UDU at a five billion euro valuation. Which has been led by Capital G and Sequoia Capital a…”
Jordi Hays Nov 23, 2024 ▶ 11:18 FACT CHECKERS vs. tech article (ep14)
Assertion Supported
Coogan: Sequoia is structured to take long and short public market positions
“You know, Sequoia, they're set up to take long and short positions in the public markets.”
John Coogan Nov 14, 2024 ▶ 2:24:42 Low T levels at Y-Combinator (ep9)
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