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 9,132 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 128 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
Nvidia Conceals Massive Chip Field Failure Rates to Keep Customers Waiting
“You don't talk about the field failure rate of your products, which are massive. Rather you sort of keep talking about the future in an effort to convince people to wait, to make a good decision rather than go with technology that's, that that's better and pre…”
Elon Musk and Tesla Failed at Building Wafer-Scale Chips for Dojo
“And after we did it Elon tried Dojo and they failed.”
Feldman: Nvidia Has Zero CUDA Software Lock-In for AI Inference
“In inference, it's not real at all. There's no CUDA lock-in in inference. None. Well, you can move from OpenAI on an NVIDIA GPU to Cerebrus to Fireworks Service on something else to Together to perplexity with 10 keystrokes. I mean, anybody who actually uses A…”
Pishevar: Bill Gurley hired PIs and met weekly to oust Travis Kalanick
“We found out in our investigation that he hired Some private investigators had weekly meetings about how do we get rid of Travis.”
Pishevar: Benchmark Hired Private Investigators Against Naval Ravikant
“There's a history of VCs who have done this type of thing and in Benchmark's case, they did it against Naval. They hired private investigators and Naval Ravikant. He had a company called eGroups, and he got thrown out of it.”
McCabe: COVID mRNA vaccines were harmful while traditional treatments worked
“During COVID, it turned out that these gene therapies were really bad for you, and that these traditional treatments were really, really helpful. Don't slap your face like I shouldn't have said that, because it's fucking true.”
Shaun Maguire claims Iran has recently obtained nuclear weapons
“Allegedly they have just recently obtained nuclear weapons.”
Asparouhov: Benchmark cornered Travis Kalanick in a hotel room after mother's death
“Travis committed no crime and they, you know, sort of ousted him despite the fact that, you know, they actually didn't necessarily, you know, have the legal control to do so. They just cornered him in a hotel room, you know, two days after his mother had passe…”
Lemkin: Every venture capital firm has a fraudulent company in its portfolio
“And every VC has a fraud in their portfolio. Every single VC has a fraud in their portfolio.”
Chris Sacca claims he watched Mark Zuckerberg lie to the U.S. President
“And I've been in the room with Zuckerberg. I've watched him fucking lie to the president of the United States about what they know internally versus, like, the claims he spouts out loud.”
Sacca says he watched Mark Zuckerberg lie to the U.S. President
“I've been in the room with Zuckerberg. I've watched him fucking lie to the President of the United States about what they know internally versus, like, the claims he spouts out loud.”
Tenev denies Robinhood colluded with hedge funds to restrict meme stock trading
“The idea that somehow the most wrong thing was this allegation of collusion that we're somehow colluding with hedge funds that we have no business relationship with to somehow restrict buying of these stocks. Yeah, I think that was just wrong.”
Franceschetti: AI bots replaced Eight Sleep's email team and generate $100M
“Within three days, she was able to build multiple bots that now run all our email marketing. And so now we have a team of zero and email marketing makes Close to a hundred million.”
Jake Paul Claims He Is Uncancellable Because He Has Done Nothing Bad
“That's the thing is I'm uncancellable because like no one will ever find or see anything about me that is actually bad. And it's all just like fake hate.”
Hassabis: Google and DeepMind developed 90% of modern AI breakthroughs
“I would say about 90% of the breakthroughs that underpin the modern AI industry were done either by Google Brain or Google Research or DeepMind, so one of our groups.”
Andreessen: Companies falsely blame AI for corporate layoffs
“And now they all have the silver bullet excuse, right? Ah, it's AI. Right, and I know this for a fact, because number one, I talk to them, but number two, I know this for a fact, because AI until, like, literally until, like, December, right, was not actually …”
Siemiatkowski: Klarna cut headcount by 50% to under 3,000 employees
“We've gone from 7000 people. We're now below 3000. We've shrank 50%.”
Lemkin: Non-engineering software categories face existential seat shrinking
“Every category that I know of outside of engineering and product is at existential risk of shrinking seats.”
O'Driscoll: Nearly all 2020–2021 venture investments will yield 1x or less
“Because if you think everything in 20, 21 was either priced wrong and makes a one X or early and just totally wrong and makes, you know, less than one X, let's just say, right? Other than a few companies that were the early precursors of AI”
Cahn: Chip makers finance AI buildouts to book revenue circularly
“The chip companies are now stepping up and saying, okay, we'll absorb some of the risk. We'll put in the capital to finance this build out where the demand on the other side is not so clear because of course the chip companies also get to book this as revenue.”
Benioff: Salesforce cut support headcount from 9,000 to 5,000 via AI agents
“And to that point, I've been able to reduce the number of human agents I have in support From about 9000 to about 5000.”
Databricks has migrated eight of Snowflake's top 10 customers
“We've done 250. Snowflake, the Databricks migrations, eight of their top 10.”
Casado: OpenAI Lost Its Early Leads In Code, Image, And Video Generation
“OpenAI was the first to code, right? With GitHub Copilot. I mean, they provided the weights. As far as I know, and they lost that. And they were first to image with Dali, and they lost that. And they were the first to video with Sora. And as far as I can tell,…”
Surge AI CEO: 2,000 human data points beat 10 million synthetic ones
“A lot of them tell us that even a thousand or a couple of thousand pieces of really high quality human data that we generated for them, it's actually been worth more than ten million pieces of synthetic data.”
Tenev: Robinhood enabled private stock tokenization without target company opt-in
“And so I think it's important for the tokenization mechanism to work. Without the opt-in of the companies that, that are being tokenized. And I think that's actually the innovation that we've been able to drive. Like we can, we figured out how to make this wor…”
Scott: AI scaling laws have not hit a limit yet
“I can very clearly see what we're doing now and like what we're doing next. And I don't see the limit to the scaling laws. Like if you're just sort of thinking about the raw capability of the models and like how well you can condition them to reason over incre…”
Scott: Frontier AI models diagnose health issues better than average GPs
“It is already the case that I think the frontier models are probably better like health diagnosticians than Your average GP is”
Hoggett: Most UK companies listing in the US perform poorly or delist
“In the last 10 years, only 20 UK companies have listed in the US that have raised over a hundred million. Of those, nine have already delisted, only four are trading up and the rest are trading down by over 80%.”
Krieger: DeepSeek release had almost no impact on Anthropic's go-to-market
“I got this question a bunch with deep seek when deep seek came out, like, all right, what does deep seek mean for you? And I think there's things that we learned from on the tech side, just looking at what they were doing, but from a go to market and place in …”
Oscar Pierre Faces a Potential Six-Year Prison Sentence Over Glovo's Labor Model
“And unfortunately, the, yeah, the country where we suffer from regulation the most is Spain. I'm not going to go into the details, but it's so extreme that I'm now in a criminal process for so the, yeah, the prosecutor, the general attorney accused me with six…”
Pishevar: Fusion GPS gave a fake police report to Fast Company
“We found out an investigation that two weeks after I won the case founding Partner of Fusion GPS was sitting at a cafe in DC with a reporter from Fast Company with a memory stick and a fake police report from London about me. And they gave it to the reporter.”
Hoffman: Trump abused state power for personal gain in first term
“Even in the first administration, there was the, there were some abuses of instruments of state for personal gain, for personal power. And that is, I think anti the spirit of anything in democracy, anti the spirit of anything in American.”
Hommels: Germany and UK have only four days of ammunition left
“The ammunition is, is a cruel one, yeah. So, so the numbers I have from the military is like four days in Germany and UK and five in France, which is 25% more, but it doesn't make a difference.”
Hommels: US fighter jets require real-time remote US clearance to start
“Even if you buy US fighter jets, Yeah. So the way how it works is you are the owner. It stands somewhere in the hangar, and you want to, you know, start flying. You have to put it in the way where, where you want to fly, and then this data is sent to the US, a…”
Hommels: Europe cannot independently launch satellites after Ariane sold capacity
“Yeah, currently we either we get a slot in a SpaceX, yeah, with all the with all the restrictions that there are, or we have Ariane, but Ariane base lastly sold a hundred percent of the defense transport capacity to Amazon. So basically, as Europeans, we are, …”
McCabe: Very few tech industry figures are not voting for Trump
“And that's why everyone I talk to, it's very few people I talk to in technology who are not voting Trump at the moment. Very, very few. There are some people who are either triggered by Trump or they're they don't actually study a lot of these topics, but most…”
Maguire: Colombian and Venezuelan drug cartels report directly to Iran
“Like the cartels in Colombia and Venezuela basically report into Iran. Iran handles most of the money laundering for them and coordination processing of a lot of like the precursor chemicals, stuff like that.”
San Diego Persian Jewish dentist was killed without media coverage
“A Persian Jewish dentist who my family knows in San Diego was literally stabbed to death by a former patient named Mohammed, like just randomly, like it was not reported and it was not reported as a hate crime, et cetera.”
Mollick: OpenAI's $3B revenue run rate is largely an accident
“I mean, they're incidentally making three billion dollar run rate this year, I think by like just accident, but there isn't like a, there isn't really a product there right now.”
Hulme: Microsoft acquired Inflection primarily for its 12,000 H100 GPU cluster
“I do not believe that Microsoft were buying the Pi model. I think Microsoft are GPU constrained, and we're buying a cluster of 12,000 H-one hundreds.”
Lonsdale: Anti-Israel Hatred in Gaza Stems From School Indoctrination
“I think basically what creates a generation of civilians that hate Israel is you have the schools in that area have been run by people who teach people that Jews are pigs and Jews are wrong and our religion hates Jews.”
Rabois: No $100 billion European tech company has been created since 1990
“There hasn't been a hundred billion dollar European company created since 1990.”
Huber: Poorest Americans today live better than wealthiest Americans 50 years ago
“Today the poorest people in America have a better life than the wealthiest people in America 50 years ago. They have better access to healthcare. They have better living situations. They have more amenities. They have better food. It trickles down massively, a…”
Proposed EU AI Regulation Would Make All Existing LLMs Illegal
“One of the percent of the LMs that were trained these last three years would be illegal in Europe.”
BPI asked Ophelia Brown where her older male partner was
“The French, what's the French equivalent of EIF? BPI. BPI. They asked me where my older male partner was.”
Didi and the Chinese Government Had Full Access to Uber's Data
“It became very clear that everyone had all our data. Didi knew everything we were doing whereas, like, Lyft and Uber always knew what each other were doing, because we were watching each other, we're friends, things like that, but, like, we never had each othe…”