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 4 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

Insight
Tan: AI Dev Tools Suffer Churn as Incumbents Add LLM Features
“A bunch of us are funding dev tools companies that sell to AI companies and they're selling tooling, but then they might, you know, they might sell enterprise contract to someone who also upstream has a fortune 100 that said that they'd pay a 100,000 dollars a…”
Garry Tan Feb 8, 2024 ▶ 12:45 The Truth About Building AI Startups Today · Y Combinator
Prediction Not checkable as stated
Levie: Salesforce and Marc Benioff Will Successfully Implement AI for CRM
“It won't just be like, oh, it's CRM, but with AI, because Mark Benioff in Salesforce is going to do CRM with AI. Like he's going to figure out a way to do that. He's they're very good at executing like that will happen.”
Aaron Levie Sep 16, 2025 ▶ 18:08 Aaron Levie: Why Startups Win In The AI Era · Y Combinator
Insight
Blomfield: Startups should pitch direct founder access rather than fake company size
“What you should do instead is play to your strengths as a startup. Say to your customers, you can have the phone number of the founders and we're on call, 24 seven to come and fix your problems. You're certainly not going to get that from Salesforce or Oracle …”
Tom Blomfield Jul 25, 2024 ▶ 14:47 How To Price For B2B | Startup School · Y Combinator
Insight
Rusenko: Direct Sales Requires Charging At Least $200-$300 Per Month
“If you're going to have a sales force, you're probably going to charge people at least Two, 300 dollars a month to be able to afford the Salesforce, and if you aren't gonna have a Salesforce, then you should probably charge 25 dollars a month or less.”
David Rusenko Sep 5, 2018 ▶ 35:08 David Rusenko - How To Find Product Market Fit · Y Combinator
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