THE RECORD · WITH FACTS
Checked against what runs.
AI-native companies and operators, their claims checked against reality with the receipts attached. 5 on the record, 28 of 39 claims verified.
Base44
7 of 8 claims verified
7 of 8 key claims verified, 1 contradicted (solo-run exit framing). $38M of the $90M earnout already paid as of Q1 2026.
View recordCognition (Devin)
5 of 7 claims verified
5 of 7 key claims verified; 1 thin (90% internal code, self-reported only); 1 plausible (performance benchmarks, self-reported with partial customer corroboration)
View recordCursor (Anysphere)
4 of 7 claims verified
5 of 7 key claims verified; 1 plausible; 1 thin. SpaceX acquisition confirmed but not yet closed.
View recordLovable
7 of 8 claims verified
5 of 6 key claims verified against primary sources; 1 ARR figure is analyst estimate; notable security CVE and VAT controversy documented
View recordMidjourney
5 of 9 claims verified
Self-funded status and early profitability verified via primary sourcing. Revenue figures are analyst estimates, not company disclosures. Headcount figures conflict significantly across sources. $10B valuation is a derived estimate, not a disclosed figure. 3 of 8 key claims fully verified, 3 plausible, 1 thin, 1 contradicted.
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