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 556 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
Rowan: 30% of private equity capital went to enterprise software last decade
“30% of the private equity industry over the past decade has been devoted to enterprise software.”
Rampell: OpenEvidence holds exclusive medical journal licensing rights
“You know who has exclusive license to the New England Journal of Medicine and every other medical journal out there? Open Evidence.”
Perret: Venture funding for fintech dropped to near zero in late 2022
“Starting in like the second half of 2022, like basically zero percent of venture dollars went into fintech.”
Andreessen: Corporate Five-Year Plans Originated From Joseph Stalin
“The creator of the concept of the five-year plan was, of course, Joseph Stalin. Like, it was literally the Soviet Union run as five-year plans, and actually, in, in the, between the 2019 twenties, 19 fifties, that idea actually mainstreamed itself into Western…”
Nuzhna: FDA regulation has continuously increased except during the AIDS crisis
“Since the birth of this industry, we only had increasing regulation over time. I think there was like only one time in history of biotech where we made it easier to develop and approve new drugs. And that was during the ACE crisis where AIDS patients were just…”
Kong invented control and data plane separation in API management
“We kind of invented the control plane, data plane separation at the API management, API control plane level. Nobody was doing it before.”
Andreessen: Atlas Shrugged outsells any well-reviewed New York Times novel
“It sells, it'll sell far more copies this year than any well-reviewed novel. You know, the New York Times Book Review talks about, right?”
Rampell: Opendoor once bought nearly 10% of sub-$600k homes in Charlotte
“In one of the markets, I think it was Charlotte, if I remember correctly, almost 10% of homes in Charlotte that were under a certain price, call it like 600,000 dollar homes, which actually buys you a lot of house in Charlotte. 10% of the homes were bought by …”
Rampell: America's 6% real estate commission fee is uniquely high globally
“There should not be a six percent tax, which by the way I make this point in the presentation. It's unique to America. You go pick any other country in the world. It's nowhere near that, that level of spread and you don't have all this regulatory capture.”
Power: Most highly skilled U.S. manufacturing workers are 62 years old
“And then the real underlying problem is my thesis is that basically everyone that's highly skilled in any manufacturing domain is basically 62.”
Bhattacharya: US average body weight decreased last year for the first time
“We had, we saw a reduction in average body weight in the, in this country the first time in, you know, decades last year.”
Patel: NVIDIA is the only $10B+ semiconductor company founded post-1990
“It's the only semiconductor company that's worth, you know, I think even north of ten billion dollars that was founded as late as it was. Like MediaTek was in the early nineties and then Nvidia and everyone else is like from the seventies mostly.”
Rampell: Delta has experimented with dynamic personalized pricing
“And apparently Delta is doing this a little bit, or they were trying to do this.”
Patel: China subsidizes its semiconductor industry by up to $200B annually
“They're subsidizing the semiconductor industry to the tune of like, 152 hundred billion dollars a year through SOEs, through CapEx that's not generating revenue, et cetera.”
Patel: NVIDIA will hold over $100B in cash by late 2025
“The cash on their balance sheet keeps growing, and they're gonna have north of a hundred billion dollars of cash on their balance sheet by the end of this year, I think.”
Lingelbach: Hedra is first to market with low-latency interactive video model
“We just launched this real time interactive video model which is the first to bring this like low latency image, audio video experience really to market.”
Other US states will not replicate Illinois' AI mental health therapy ban
“I don't expect we'll see the other states go in the direction of Illinois, partially because it's just so hard to regulate.”
Isa Fulford: Deep Research was the first AI model to do comprehensive browsing
“Deep Research, it was the first model to do, like, very comprehensive browsing.”
Andreessen: Trump held more press briefings in 70 days than past presidents
“He's done wildly more press questions, press conferences, press briefings in the first, you know, whatever, 70 days of his new term than, you know, the, than the previous presidents did for, you know, their entire, you know, for their entire runs.”
Casado: The median software PR changes only two lines of code
“Well, I think that's the median. It's the median is two.”
Price-Wright: Microsoft contracted over a third of Georgia's electricians last year
“When Microsoft was building their new data center in Georgia last year, at one point, they had on staff at Microsoft, or on contract, more than a third of the electricians in the state of Georgia.”
Simpson: No major social network was started in the last decade
“If you look at, like, all of the big social networks, none of them have been started in the last decade. And that's not true just of crypto. It's true in general.”
Sinofsky: Microsoft shut down Hotmail in China over server access demands
“Like, we had to shut down Hotmail for forever because, like, we wouldn't let them see the data center servers, which weren't even in China, and all sorts of complexities.”
Andreessen: Only a16z and Khosla Ventures raised funds in 2009
“There were only two venture capital funds raised in all of 2009. It was us and a new couple of ventures fund, and Benoad, of course, was one of the legends of venture capital, so he was able to do that, but we were the only other literally venture fund raised …”
Topol: Lifestyle modifications can reduce p-tau protein levels up to 80%
“It's modifiable by exercise and lifestyle. We've seen people in studies that drop more than 50%, even up to 80%.”
Most skilled US defense manufacturing workers are 62 years old
“The thesis of the company is basically, if people don't know this, most of the skilled labor in the defense industrial base is 62 years old. That makes the components or Widgets that end up getting assembled into drones, fighter jets, missiles any hardware tha…”
Software, not hardware, is the leading cause of on-orbit satellite anomalies
“The leading cause of anomalies on orbit in space is software, not hardware.”
Andreessen: Virtually everyone under 70 uses social media as primary news source
“Really it's only been in the last five years when I think almost everybody, like, let's say basically everybody under the age of 70 and a very large number of people over the age of 70 basically have shifted from top down media as their main Source of informat…”
Brown: The top 98 VC-backed defense startups capture 1% of DoD budget
“If you look at the top 100 venture backed companies that are doing business with the Department of Defense, and you take SpaceX and Palantir, put it aside, so now the top 98 that's ten billion dollars a year of business going to those 98. That's only one aircr…”
Kumar: Sesame will build a unified audio-text transformer within months
“The path that we're going to take, I think, over the next few months is making a single transformer that does both audio understanding, content, text content generation, and speech generation.”
Dixon: OpenAI paid Shutterstock $100M for data licensing deal
“You have open AI going to shutter stock and they paid them a hundred million dollars.”
Rampell: Worldwide software market is under $600 billion
“And the worldwide software budget, software market, is under six hundred billion dollars.”
Yoo: Healthcare is uniquely positioned with an existing AI approval framework
“We are the only industry that actually has an existing regulatory framework for approving products, especially in the clinical setting.”
Immerman: 60% of consumers used chatbots for recent purchase decisions
“And I saw a survey last week that 60% of consumers for purchase decisions in the last 30 days used a chatbot.”
Horowitz: Amish voted Trump because Biden administration raided raw milk farms
“The Amish decided to come out and vote for Trump because the Biden administration, and this is so wild, like, raided their farms because they were selling unpasteurized milk.”
Khalaf: Payment cards have wider reach than Google, Facebook, and clean water
“Because if you think about a payment card, it's the most adopted technological product ever invented. More distribution than Google and Facebook combined. More distribution than clean water. And it's still a piece of plastic for many.”
Khalaf: Target makes more money from financial services than retail
“Look at Target. I mean, ah, they make more money from financial services than retail.”
Horowitz: 5,000 families account for half of New York's tax base
“I think somebody said it's like, 5000 families in New York are half the tax base, or maybe it's more.”
Andreessen: Top 1,000 taxpayers provided 50% of California's 2000 tax revenue
“So the extreme, I think that's right in New York, the extreme, if I recall correctly, but the extreme version was California in the year 2000. In the year 2000, the top, is it go back to the price, price, price is a lot of thing. In the year 2000 50% of tax re…”
Andreessen: Both political parties abandoned Operation Warp Speed framework
“Both parties that we're sitting here today seem to have just let the whole idea die. And I mean, that's in two parts. Number one, just all of a sudden, nobody cares about, like, vaccines. Like, there are no calls for, like, expanded vaccine development program…”
Horowitz: Higher education now has more administrators than students
“The fact that higher ed has more administrators than students is so crazy.”
McEntush: Natural gas peakers remain cheaper than solar plus battery storage
“And those are going to be way more expensive to generate that power, but it'd probably be cheaper than using solar and storing it in batteries today.”
McMahill: Chicago resolves only 30% of its homicides
“When you go to other cities, like Chicago as an example, 30% of their homicides are resolved.”
McMahill: LVMPD police shootings dropped from 25 in 2010 to six
“In 2010, we shot and killed 25 people. Right now, year to date, we've shot six.”
Horowitz: Obama administration guaranteed federal college loans for all applicants
“I believe it's in the Obama administration. The federal government basically said that the government would lend anybody the money to go to college who needed it.”