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.
why aren't all 853 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Gupta: Enterprises use only 15% of their data tools' capabilities
“What you will realize is these 10 to 15 tools that every enterprise is paying for, actually they are not using more than 15 to 20% of their tools capability.”
Snyder: 90% of Industrial Workers Do Not Use Computers Regularly
“So, you know, the energy sector, infrastructure, construction, manufacturing, fabrication a lot of these industries, 90% of the workforce, Is not really using a computer at that level.”
Meiring: Most enterprise customers only understand AI as an email drafting tool
“Many of our customers, they're still using AI to help them write a better email, right? That's the full extent of their understanding around what artificial intelligence can do.”
Narasin's first institutional investment, LendingClub, was the decade's largest tech IPO
“The first institutional investment I ever made was a company called Lending Club, which when it went public was the largest tech IPO of the decade.”
Parker Conrad's Rippling is worth $17.8B after his Zenefits peaked at $5.5B
“Xenefits was worth about five and a half billion at peak when he got fired. And his next company, Rippling, which I invested in, is currently worth 17.8 billion dollars.”
Goyal: Over 14,000 software companies compete for 2,000 Shopify brands
“If you have 14,483 software companies, they're all trying to gain the attention of the same 2000 brands on Shopify.”
Goyal: Four Out of Five LinkedIn Connection Requests Are Declined
“When you think about connection requests, when they're sent on LinkedIn, what one out of five connection requests are accepted, four to five are ignored or declined.”
Goyal: Target Customers Check LinkedIn Six to Seven Times Daily
“Your average customer is actually clicking into LinkedIn six to seven times per day.”
Goyal: Only 1 in 100 Sellers Regularly Creates Content on LinkedIn
“Why is it that one out of every 100 sellers creates regular content on LinkedIn? The other 99 don't.”
Mercer: Atlanta's World Cup electric bus rollout came from Activate ideation
“One of the issues was refurbishing their light rail line, their MARTA high speed line. They have a 104 miles of track. And being able to enact electric buses. That idea came out of our ideation. I understand that they have enacted a bunch of that ready for the…”
Indries: Firm Has Never Lost Client Capital on Any Deal
“So, so far we haven't lost our client's money. Not even once which is, you know, not easy, but we always try to at least make their money back and, or our money, you know, because we co-invest most of the time.”
McGregor: Delivered world's first 2G GSM real-time billing system in 90 days
“And then in 90 days we delivered the world's first digital to GGSM real time billing system for a BT zone.”
Taber: Many funds back emerging managers primarily for deal flow
“There's also many funds make investments into other emerging managers, like us, with primary goal to get access to their deal flow and their network.”
Weisbrot: Solo Founder Sold AI App Builder to Wix for $80M
“There was this other guy who started a business where like you just Tell the AI the app you want to build and it builds it for you. And he ended up selling this to Wix for eighty million dollars after being an operation of six months.”
May: Reasoning AI tactics increase token usage 20% of the time
“Sometimes when you try to use like one of these reasoning models where you add chain of thought or one of these tactics, they'll actually use more tokens about 20% of the time. It'll be more expensive.”
Millar: Ancient Greeks sentenced lawbreakers to theater attendance instead of prison
“I think, you know, in Greek, in the history, in Greek times, if somebody was caught breaking the law, they didn't send them to prison. They sentenced them to so many nights at the theater.”
Simhi: Most of Apple's Sales Come from E-Commerce and Its Website
“And even Apple, which is innovation company, but it's still e-commerce company and most of their sales are coming from their e-commerce, from their website and from their e-commerce activities.”
Evan Marks: Raw emotions like joy and panic last only 9-10 seconds
“You know, the body knows that when we feel joy and we feel panic, it's literally nine or 10 seconds. You're in that, that emotion is how we attach behavior and experience to it because the body wants to wrote homostatically, right? So we always, the body wants…”
Omeed Tabiei: AI Gave Client Completely Wrong QSBS Advice in Buyout
“We were just advising a client on a buyout yesterday and the AI is just like feeding him completely wrong information about qualified small business stock. And how to structure the deal, which is actually like a huge pain as a lawyer when people, you know, bri…”
Omeed Tabiei: YC SAFEs Erased Lawyers From Pre-Seed Funding Rounds
“I think that lawyers have been removed from the angel pre-seed you know, since quite a long time now. You know, for those 250,000 dollar, 500,000 dollar rounds, most founders, when I talk to them, they're like, I don't think I need a lawyer. I just use this Y …”
Omeed Tabiei: 18-Year-Old YC Founders Faced Backlash Over Open-Source Violations
“There were these founders that had been admitted to Y Combinator. It was like these two 18 year old kids. And essentially they had forked some technology, some AI wrapper essentially, and they didn't read the source licensing for the code. And essentially they…”
Sean Weisbrot: Investor Reneging on Signed Funding Agreement Killed My Startup
“The only annoying thing that impacted us that ended up killing us was that one of our investors signed an agreement and then didn't pay us all of the money he promised.”
Colbertson: Founders can legally delay Form D filings until after receiving funds
“You don't have to file anything with the SEC until 15 days from the first day, from the first investment that you receive from your investor.”
Wehn: Two-Month Project Delays Wipe Out Year-One Enterprise AI Profits
“If an FTE on the project doesn't perform, and the project is delayed by two months, that project is not generating any profit for me in year one.”
Cakir: Claude Code with n8n MCP automates 80% of workflow creation
“Now you have even cloud skills and Claude, so NA-TEN MCP that can build the NA-TEN automation for you. You know, you can kind of brainstorm with Claude and Claude code and they'll be like, great. Can you now use the MCP of NA-TEN and just build it? And it just…”
Sadan: Website Traffic Is Shifting From Google Search to AI Chat Platforms
“Historically, when we talked about SEO of website, of how websites are being found, SEO was kind of equal to Google, but that world is shifting and we're seeing The increase of traffic from some of these chat platforms, because people are now not just going to…”
Fallows: High-Net-Worth Community Allocates Well Below 10% to Bonds
“We do a annual asset allocation benchmarking survey and ask, hey, between
Stocks, bonds, cash, crypto, private credit, private equity, oil and gas, et cetera.
Where do you keep your money?
And I'd say the bond allocation is well south of 10%.”
Fallows: Alternative asset allocations rise in direct correlation with investor net worth
“If you start to get into a seven or an eight-figure portfolio, people, we, you do find that their so-called alternative asset or their private market exposure goes up in correlation with their net worth. So whereas your average person with a million dollars ma…”
Rajendran: Alumni of OpenAI, Stripe, and Palantir Secure Extraordinary Valuations
“If you are someone spinning out of open AI or maybe another popular company like Stripe or something like that Palantir, like you're getting extraordinarily you know, high valuations and good terms because people want to chase the folks that are leaving those …”
Turney: Robotic Enameling Machines Cut Factory Labor From 50 Workers to Five
“You're taking 50 workers and now you need five that can do the same process and the level of, there's imperfections with hand filling enamel. It's just the human nature and you can get it to a T with these enamel, enameling machines.”
Weisbrot: Vibe-coding AI tools are known to destroy sections of code
“Vibe coding tools have also been known to destroy sections of code.”
Windley: Traditional search firms charge a 33.3% fee per search
“And what you've pointed out is my theory of why there hasn't been as much change in this industry as in others, because it's such a good model for the hydrogen struggles, for the corn fairies, charging 33 and a third percent. Per search, right?”
Gabe Lulo: Most salespeople answer phone calls expecting prospective leads
“Most salespeople pick up the phone because they think it's a potential lead or calling them back, right?”
Weisbrot: Launched paying software via vibe coding without technical background
“I vibe coded my own software that I've launched and I have customers paying for. I'm not a CTO. I don't have a technical background. I don't have a CS degree.”
Weisbrot: Acquaintance closed over $500k using a custom sales GPT
“Well, the guy I was telling you about, he made a sales master GPT that he uses for himself. And I'm pretty sure he loaded some documents into it. I don't know what, but he said it helped him close over half a million and in contracts and in like a few weeks ju…”
Bhargava: US lower middle market private equity is becoming increasingly efficient
“The US private equity market is
You know, very and increasingly efficient, even at the lower middle market, as we call it, the sort of small, medium sized businesses that we invest in increasing number of investors, sellers are increasingly sophisticated.”
Fowler: I coach 50 to 60 leaders simultaneously
“But then separately I'm coaching 50 to 60 leaders at a time.”
Blue: Millennials Make Up Close to 60% of B2B Buyers
“It's close to 60% of B to B buyers are now millennials”
Kelly: Vast majority of US VC capital goes to a couple dozen firms
“There's 3200 VCs in the U S and You know, the vast majority of the capital goes into a couple of dozen of them, you know, in a handful of markets.”
Spahr: AI search engines prioritize earned media over paid placements
“AI prioritizes the content that is earned by journalists and media outlets that are respected. It also prioritizes media outlets that are very niche and very in the weeds, if you will, but it doesn't really get excited about media outlets that are obviously pa…”
Spahr: Generative engine optimization relies heavily on traditional SEO authority metrics
“GEO takes its cues from SEO, and so search engine optimization has a variety of ways of telling just how authoritative a link is and how meaningful it is, and that's the current way in which we're measuring a lot of the generative engine optimization scores, i…”
Spahr: AI systems currently source text significantly more strongly than video
“When it comes to video, AI isn't sourcing that as strongly as it's sourcing written online content, which is easier for it to digest.”
Spahr: Claude, ChatGPT, and Grok cite press releases as authoritative sources
“And we have even seen in some of the answers that we've received back that Claude or ChatGPT or Grok is citing a published press release as an authoritative source of content.”
Twa: Voltage Holdings uses AI to launch Amazon products within 12 weeks
“So then we can take that data, feed it to more AI agents and tools that write the copy, create the images, and then we can build a product around that, get it manufactured and sourced, and then test launch it in the system and do it in less than 12 weeks.”
Hepworth: More millionaires exist on Earth than the 21M total Bitcoin supply
“There's only twenty one million. And so there's literally more millionaires on the planet than there are Bitcoin.”
Hepworth: Crypto Estate Planning and Inheritance Issues Have Been Solved
“And so the market is actually already solved for these issues. If you were just to Google like crypto, like Estate solutions. There's so many companies that are solving for this now. So these were issues maybe five, 10 years ago, and people aren't aware to the…”
Rizzoli: AI agents cannot yet autonomously purchase items without explicit preference data
“Unless it knows exactly your preferences of location, hotel, appearance, vibes, et cetera, it's really hard. And we're not quite there yet in which you can just tell an agent, hey, Go buy me some shampoo because I've run out, and he knows exactly what you've b…”