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 9 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

Assertion Contradicted
Sundararajan: Top platform earners make $1.20 per $1 bottom earners make
“They find that the top 20% of income earners are earning a little more through the sharing economy than the bottom 20%. But you look at that distribution, you compare that to the actual income distribution, and you see that it's redistributive, which is that P…”
Arun Sundararajan Jan 2, 2019 ▶ 13:12 a16z Podcast | An Economics Take on the Sharing Economy
Assertion Supported
Katie Haun notes JPMorgan partnered with Zcash despite Jamie Dimon's comments
“JP Morgan was inking in a huge deal with Zcash. Zcash the privacy coin. So it's not that JP Morgan completely thought cryptocurrency, there was no there. They were doing a partnership with Zcash.”
Katie Haun Nov 2, 2018 ▶ 36:55 Debating Crypto: Katie Haun vs. Paul Krugman
Assertion Partly supported
Blankfein: The repeal of Glass-Steagall forced Goldman Sachs to go public
“So we had to, you know, if J.P. Morgan was gonna become an advisor, we had to become a good lender and a good financier. So it meant that we had to have a bigger balance sheet. Couldn't run that on impermanent capital of a partnership. And so we had to go publ…”
Lloyd Blankfein May 12, 2026 ▶ 33:50 Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16z
Prediction Not checkable as stated
Solomon: Goldman Sachs balance sheet must reach $3.5T when JPMorgan hits $6T
“At the moment, JP Morgan has a four and a half trillion dollar balance sheet. When JP Morgan's six, we're gonna have to be at least three and a half. You know, at least three and a half.”
David Solomon Feb 2, 2026 ▶ 7:58 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Prediction Not checkable as stated
Sinofsky: J.P. Morgan will be slowest to adopt autonomous AI agents
“JP Morgan is gonna be the slowest, At doing this, and the startups are going to be the fastest, but the delta is huge, but even the startup one is a little far off, because even startups do need some systems of record at some point.”
Steven Sinofsky Apr 8, 2026 ▶ 37:23 Box CEO on the AI Adoption Gap | The a16z Show
Assertion Partly supported
Haber: Building a bond ladder at JPMorgan remains a manual process
“If you're a wealth management client of JP Morgan today, you know, building a bond ladder is still a manual process. You're picking, you know, individual securities one by one.”
David Haber Dec 19, 2025 ▶ 26:26 How AI Will Transform Fintech In 2026
Assertion Supported
Casado: JPMorgan spends $600M and Microsoft spends over $1B on cybersecurity
“So for example, JPMorgan Chase alone will estimate about six hundred million dollars in cybersecurity. And Microsoft will spend over a billion dollars in security.”
Martin Casado Feb 20, 2020 ▶ 2:04 The Latest in Cyber Attacks
Assertion Partly supported
Fraden: JPMorgan Chase spends $18B on IT versus $200B on payroll
“JPMorgan Chase's global IT spends on the order of 18 or nineteen billion dollars, and they spend a couple hundred billion dollars a year on people.”
Russ Fraden Dec 1, 2025 ▶ 8:01 The $700 Billion AI Productivity Problem No One's Talking About
Assertion Partly supported
Over 91% of impact investing capital goes to later-stage companies
“Over 91% of that capital was invested into later stage companies.”
Keisha Cash Jan 2, 2019 ▶ 2:06 a16z Podcast | Investing in Communities
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