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 5 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

Prediction Not checkable as stated
Mohnot: US regulations prevent AI from revolutionizing credit underwriting
“So anyway, I think it can be used and can be super useful, but because of those regulatory bound like guidelines, I'm not sure it's going to like be a step change in underwriting.”
Sheel Mohnot Apr 10, 2025 ▶ 27:28 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
Assertion Supported
Mohnot: The Jones Act is highly protectionist to US shipbuilding
“So like the Jones Act basically says that if you, if you're shipping goods between two U.S. Ports, you need to use a U.S. Built ship crewed by U.S. Citizens and owned by U.S. Citizens. So like it's super protectionist to the U.S. Shipbuilding industry and U.S.…”
Sheel Mohnot Apr 10, 2025 ▶ 2:41 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
Assertion Supported
Mohnot: Seed valuations have trended in a straight line upwards since 2021
“Seed valuations have actually increased from that time, and it's basically kind of been like a straight line upwards, and what he's talking about actually started happening in twenty-twenty-two”
Sheel Mohnot Apr 10, 2025 ▶ 19:09 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
Prediction Not checkable as stated
Mohnot: Skeptical seed round valuations will re-accelerate over next year
“I'm skeptical that this is gonna happen again. Or that it's gonna re-accelerate and prices are gonna go up. I don't know. We'll see. Well, we should make a bet and have Peter Walker from Carta give us the data in a year.”
Sheel Mohnot Apr 10, 2025 ▶ 19:59 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
Assertion Supported
Mohnot: Stripe deprecated its corporate card and invested in Ramp
“Stripe had built RAM. Stripe had a corporate card. And it didn't work. Like, they ended up investing in RAM and deprecating that card.”
Sheel Mohnot Apr 10, 2025 ▶ 23:06 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
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