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 18,204 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 249 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
Karp: Displacing jobs without supporting defense will lead to tech nationalization
“If Silicon Valley believes we are going to take away everyone's white collar job, Meaning primarily democratic shaped people met whom I grew up with, highly educated people who went to elite schools or went to schools that are almost elite who vote for one par…”
Acharya: A single individual will eventually build a $100 billion revenue company
“I think that there are businesses that will be built by, you know, a hundred billion revenue, one person.”
Andreessen: US institutions recruit African immigrants to avoid hiring African Americans
“Both the universities and the corporate employers are literally, this is true, they're literally, they literally import Africans so that they don't have to hire African Americans because they still count as black.”
Balaji Srinivasan: AI will drive global professional wages toward $20K equilibrium
“If you've got, let's say, a lawyer who's making 200 K a year in the US or a doctor in the West, and then you've got somebody from the Philippines or India or anywhere in the world who's making currently 2000 dollars a year, maybe the converged wage with AI plu…”
Burgum: Losing AI race to China is existential threat, not climate change
“The existential threat is not a degree of temperature change in 2100. The existential threat was Iran getting a nuclear weapon, ah, and losing the AI arms race to China. Those are the two top order bits in terms of priorities.”
Horowitz: Donald Trump is the right choice for startups and Little Tech
“For a little tech we think Donald Trump is actually the right choice”
Andreessen: Big Tech is aggressively lobbying for regulatory capture against startups
“Quite honestly, I mean, part of what's happening is big tech is against us. There, there's a, there's basically a lot of the political issues now are a civil war inside the tech industry where, The big tech companies are lobbying very aggressively for what the…”
Horowitz: Big Tech's startup cloud deals involve illegal roundtripping accounting
“The big tech companies have done this thing which we thought was illegal because we observed it occur at AOL and people went to jail, but what they've done is they invest in startups, you know, huge amounts of money. Microsoft and Amazon and Google are all doi…”
Horowitz: Google and Microsoft push for centralized Chinese-style AI control
“Like we go to the China model that Google and Microsoft are advocating for this Chinese model of only a few can control AI. We're going to be in big trouble.”
Andreessen: Vinod Khosla lobbied Congress to ban open-source AI
“Vinod has been lobbying to ban open source AI. And by the way, he denies that he's been doing this, but I saw him with my own eyes when the US Congressional China Committee came to Stanford I was in the meeting where he was with, you know, 30 20 or 30 congress…”
Horowitz: Scientists absolutely knew COVID-19 originated from a lab leak
“The lab leak was a great example of that. The, you know, people absolutely knew as a lab leak, the scientists absolutely knew as a lab leak, but for the greater good we're going to say it was not.”
Andreessen: Automated and AI-augmented warfare will make conflict much safer
“I actually think warfare is going to get a lot safer. Like, I think, actually, automated warfare would be much, much safer.”
Balaji Srinivasan: The FDA caused one million preventable COVID-19 deaths
“And you could have avoided like a million dead. That million dead is on the FDA's head, like, because challenge trials could have been done, you know?”
Harari: Superior algorithms will render democracy and free markets completely obsolete
“And once you have an external entity, An algorithm that knows me better than I know myself. This is the real turning point. This is the point when individualism as we've known, it doesn't make any sense when democracy in the free market become completely obsol…”
Chen: Deep learning will outperform trained radiologists within five years
“It takes five years to train a radiologist, and in five years, deep learning will get better results than a trained radiologist, so we should stop training them right now.”
Paul Krugman predicts most crypto projects will look like Pets.com by 2033
“My guess is, however, that I think I don't actually believe that we're at the dawn of a new age. I actually believe that we're at the that that most of this 10 years back, 15 years, 15 years from now, it will look a lot like Pets.com.”
Marc Rowan predicts disastrous returns for private equity enterprise software deals
“I personally expect the returns from private equity in the ground to be disastrous. Because so much of exposure is to enterprise software, and this does not mean that enterprise software companies are going out of business. Far from it. It means that the prosp…”
Rowan: University protests are fundamentally anti-American and anti-system
“Israel, Palestine is not fully an anti-Semitic issue. And that's not what I saw at these universities. I saw it as an anti-American, anti-system issue.”
Andreessen: Police Reform and Defund Movements Caused Massive Crime Waves
“All these, like, you know, crime policy reform, defund the police things, and that causes these massive crime waves, and then, of course, low-income and minority people get hit hardest by that”
Andreessen: Social Reform Activists Are Driven by Greed and Power, Not Empathy
“They're neither empathetic nor, nor, nor are they suicidal, right? Rather quite the opposite. They're hateful and they're greedy. You know, they're sort of self-aggrandizing and gathering a power of resources for themselves.”
Isaacman: NASA astronauts will build President Trump's moon base
“When we return to the moon, America will not look down on the prime lunar real estate while our rivals occupy it. NASA astronauts will be on the surface, building President Trump's moon base, and we will realize the scientific, economic, and national security …”
Isaacman: China's moon schedule is potentially within a year of NASA's
“Regardless if we had a rival that is, again, within potentially a year of our schedule on this, it is still, the changes we announced last week is still in the correct direction.”
Balaji Srinivasan: Centralized Bitcoin on Coinbase and MicroStrategy will likely be seized
“Like, will all the centralized Bitcoin on Coinbase's servers, Sailor servers, et cetera, get seized? I think it's quite likely. I think it eventually gets seized in some exigent circumstance.”
Jennings: AI broke the historic correlation between headcount and output
“There's been this correlation between the number of folks at a company and the output from the company for, you know, decades and decades. I think that basically broke the first week of December, and what we were seeing is that one or two engineers, or a desig…”
Jennings: Block's >40% RIF heavily targeted software developers over sales
“We did a reduction in force that was, you know, slightly greater than 40%. And that wasn't even you know, to the conversation we were just having, the tools were flowing through really meaningfully on the development side. And so the cuts were way larger on th…”
Jennings: Block engineers no longer write code by hand
“I mean, we're like, we're not writing code by hand anymore. That's over. That's done.”
Michael: Inherited Pentagon AI contracts created dangerous vendor lock-in
“Well, they came up now because as I started to look at the contracts that had been written during the last administration for the use of AI. I had a whole, holy cow moment because there were things not well beyond what you've been hearing in the press in the l…”
Michael: AI vendor questioned software use in Maduro raid
“And then second, after the Maduro raid, one of the primary vendor for this had raised the question, senior exec about whether their software was used during the Maduro raid, which is one of the most successful op military, military operations of our lifetime. …”
Michael: DOD diversifying AI vendor base following software terms dispute
“So that set off a series of events of, whoa, are we single-threaded on a vendor who's concerned about how we're using their software after the most successful military raid and the terms of service do not comport with the future world? We've got to get other p…”
Karp: The Wealth Tax Exists to Penalize the Rich, Not Help Poor
“The wealth tax is a derivative of this because everyone knows the wealth tax isn't going to help the poor. It's just going to fuck the rich and that's enough to get it done.”
Mares: Coca-Cola spent $140M influencing US nutrition guidelines over 15 years
“Coca-Cola spending one hundred forty million dollars to influence our nutrition guidelines like they have over the last, you know, 15 years.”
Perret: Financial fraud is currently the largest practical use case for AI
“It turns out the biggest use case for AI is fraudsters committing fraud against financial services companies.”
Horowitz: Defunding the police effectively terrorizes poor communities
“When you go defund the police, we're not gonna enforce law, you're basically terrorizing the poor community.”
Epoch AI: Human-level AI means 30% GDP growth or human extinction
“Assuming in the next 10 years we get AI that is capable of doing any remote job as well as any human. I think, you know, 30% GDP growth seems like a lower bound on something that's reasonable. Assuming you get, this is a big assumption that a lot of people are…”
Adam D'Angelo: LLMs will perform all human tasks cheaper within 5-15 years
“I do think at some point you get to LMs can, they can do Everything, every single thing a human can do for cheaper. Like, I don't see a reason why we don't eventually get there. That may take five, 1015 years.”
Horowitz: Anthropic has the worst code security practices in AI
“Their reputation is they have the literally the worst security practices in the entire industry with respect to their own code.”
Andreessen: Biden officials explicitly told a16z they planned to ban open-source AI
“They told us that explicitly. And yeah. And they told us exactly what you just said. They told us they're gonna ban open source. And when we challenged them on the ability to ban open source, because it's, you know, we're talking about, you know, math, you kno…”
Baker: Google surpassed OpenAI and Anthropic in total AI traffic
“I think they've taken 15 or 20 points of traffic share in the last two or three months, and that does not, that's just traffic to Gemini. It does not include search overviews. I suspect on a actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone…”
Masad: Laypersons will soon match senior Google software engineers via AI
“I think that the lay person will be as good as a what a senior software engineer that works at Google is today. So I think that's happening very soon.”
Andreessen: Paul Thomas Anderson's new film is 'Antifa the movie'
“Arguably, it is kind of salient to our times, because I think if you were to retitle the movie, you would just title it Antifa the movie. Like, it's, like, it's like a full-throated celebration of basically violent social change, violent social revolution, lik…”
Keith Rabois claims Jerome Powell lowered interest rates to help Kamala Harris
“I think he has Trump derangement syndrome. He just hates Trump. That's why he artificially lowered rates to try to get Kamala elected. It is indefensible cutting 50 basis points off in, you know, last fall.”
Keith Rabois predicts ChatGPT will become a multi-trillion dollar monopoly
“I think ChatGBT becomes a monopoly. It's the fastest growing consumer product of all time. It is transforming how everybody, every normal person basically does their work, runs their life. And so that product alone is a several trillion dollar company.”
Labenz: Claude 4 system card documented AI blackmailing a human engineer
“In the cloud four system card, they reported blackmailing of the human. The setup was that the AI had access to the engineer's email and They told the AI that it was going to be like replaced with a, you know, a less ethical version or something like that. It …”
Altman: Society will deem AI training fair use but create IP licensing models
“So like, you'll see this continue to move, but forced guests from the position we're in today, I would say that society decides training is fair use, but There's a new model for generating content in the style of or with the IPF or something else.”
Kupor: Federal workforce will shrink by 300,000 employees due to DOGE
“We've done a lot of work over the course of this year, a lot of which was catalyzed by Elon and the Doge team. As a result, we expect probably that we'll end up with somewhere around 2.1 million employees at the end of the year, so roughly about a 300,000 redu…”
Bhattacharya: NIH funded the Wuhan lab without the capability to audit it
“The NIH had sent money to the Wuhan lab but we couldn't audit it.”
Acharya: Single-person $100M run-rate companies are coming or already exist
“The like single person, a hundred million run rate company is coming, or maybe it's already here.”
Best: Peer review is a mistake driving a crisis of fake science
“I think a lot of science is totally broken. I think that they're like, I think that a lot of the, and I think that the scientific project is incredibly important and one of the most valuable things in history, but that the practice of science and the Current s…”