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 14 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
Lemkin: Tech publication The Information is no longer important or meaningful
“It's, this is, I mean, it had its moment, Harry, but it's not one of the important companies today. It's not a meaningful company.”
Lemkin: OpenAI's stock compensation reached $4.4B, exceeding revenue
“Last year, according to the information open AI had 4.4 billion in stock compensation. That was 119% of its gap revenue.”
Original Tech Journalism Is Not a Zero-Sum Market
“If you're writing stories that have new information about business and technology, it's not like our audience will only read one of those. They literally have a thirst for as much that's valuable to them as humanly possible. It's not like there are only X hour…”
The Information Will Not Build Products for a Billion-User Audience
“I think if you're writing a publication or building a tech product for a billion people, you know, that's going to look a certain way, and we don't want to build that product.”
All Top 10 U.S. Tech Unicorn Founders Subscribe to The Information
“Our subscribers range from Entrepreneurs who are just starting out on their first Y Combinator company, to executives in the management teams at the most highly valued public tech companies, to 10 out of 10 of the founders of the most highly valued U.S. Privat…”
The Wall Street Journal Has Shifted Away From Exclusive Reporting
“And I think the journal and other publications have broadened their focus away from that kind of journalism, but it's something that I've certainly taken from the journal”
Media Companies Lacking Must-Read Content Will Fail Long Term
“And if you're not writing stories that people feel like they have to read, you know, you may get blips and traffic here and there. You may even grow your audience for a couple of years. But you're not going to be around years and years and years from now.”
Angelopoulos: Chinese AI labs face severe hardware constraints and rely on black-market chips
“So they're way hardware constrained over there. And they've been trying to like black market import chips because of this. And you see this in the news, right? The information just reported on this.”
Media Outlets Compete With All Time-Occupying Content, Including Instagram
“Anything that takes our subscribers time that they find valuable from Instagram to The Economist is in some ways competitive, right? I mean, I think that is actually the bar for anyone in the media business.”
The Information Has 10x More Email Contacts Than Paid Subscribers
“I think, you know, we have orders of magnitude more than emails and we have subscribers right now, maybe one order of magnitude more, just from people who have expressed interest in the information.”
Founders Should Make Early Operational Decisions Like Payroll Providers Faster
“I'd make early decisions faster. Sweated a lot of decisions, like what payroll provider to use that Turned out not to be that important. I would have made those a lot faster.”
The Information's Early Growth Was Organic and Eerily Linear
“So actually to date, our growth has been The organic word of mouth side and incredibly linear, sort of eerily linear.”