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 33 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Mark Cuban says a 15% tariff would wipe out small business margins
“You increase, you know, from a two and a half percent average tariff to a 15% tariff, that's their profit margin, and it's gone.”
Cuban: PBMs exclude $700 biosimilar Usimri to protect drug margin revenues
“Humira is about 8000 dollars a month. Six to 8000 dollars a month. USIMRI is about 700 dollars a month. But they won't add USIMRI to their formularies because they don't want to use the revenue in the margin.”
Cuban: Big three PBMs pay independent pharmacies $0.50 for $12 scripts
“If you're dealing with one of those big three PBMs, it cost an independent pharmacy probably 12 dollars, give or take, on the location to fill a script. They're paying them 50 cents”
Mark Cuban says Grok works well except on Elon Musk's pet topics
“If you go on X and you use Grok, it almost always, unless it's something that Elon is, is individually interested in, it comes up with a legitimate answer.”
Mark Cuban claims ESOP participants earn dramatically more than union workers
“What's the earnings of people who are in ESOPs? Employee stock ownership plan versus everybody else. It's dramatically higher. It's not even close. They make more than union employees.”
Mark Cuban predicts millions of specialized AI models will exist
“It will change because there'll be millions of models as opposed to just singular foundational models.”
Mark Cuban says Cost Plus Drugs beats many Medicare Part D copays
“People who are on Medicare Part D for drugs come to Cost Plus Drugs because we're cheaper than their co-pays.”
Mark Cuban claims a major health insurer did $161B in intercompany transfers
“One of the biggest insurance companies had a 161 billion dollars of intercompany transfers.”
Mark Cuban says Cost Plus Drugs is the only pharmacy publishing prices
“Costplusdrugs.com is still the only pharmacy company that publishes an entire price list.”
Mark Cuban says NBA streaming results will make or break sports media
“So this season, right, starting with the NBA season, how well that does in terms of driving subscriptions and reducing churn, that's going to make or break everything that comes forward for all sports.”
Mark Cuban predicts patient draft strategies will dominate NBA under new CBA
“I think the Thunder methodology is better now. With the new CBA. Every new CBA creates transitional issues. Where your decisions were made in a legacy environment and they just changed all the rules. And now it's even more difficult with the second apron. Beca…”
Mark Cuban predicts net total jobs will not decrease due to AI
“And they, and that's, you know, going back to what I said earlier, there will be disintermediation, but I don't think the net number of jobs is going to decrease.”
Cuban saved 78% on a hospital bill by paying cash instead of insurance
“The insurance costs that they were gonna charge me, my insurance company that my employee benefits person supposedly had just negotiated a great rate, only a small increase, right, was gonna charge me 2200 dollars by paying with a credit card, it was 475.”
Cuban negotiates healthcare rates at 80-100% of Medicare versus insurance's 250-275%
“Now the typical network price negotiated by the big insurance companies is 275%, 250 to 275% of Medicare, Medicare rates. Price we're negotiating right now, 80 to a hundred percent of Medicare.”
Cuban: Corporate PBM rebates are subsidized by oldest and sickest employees
“Your oldest and sickest employees. Because they're the ones that have the co-pays, and they're the ones that use, that have the most chronic illnesses, and they're the ones that are subsidizing all those rebates.”
Cuban: Cost Plus Drugs will publish all network and operational data
“We'll be publishing everything we do. And so you'll be able to copy what we do and use the same networks, et cetera.”
Mark Cuban predicts US healthcare spending share of the economy will increase
“It'll go higher, but because we're going to get some amazing treatments. Because now you get, you know, single treatment cures that might cost three million dollars. That, you know, that jacks up the total cost.”
Mark Cuban says half of high-deductible plan buyers cannot afford the deductible
“The people who are making the determination that they're using the higher deductible plan, half of them don't have enough money for the deductible, right?”
Mark Cuban says Rebel Cheese saves thousands weekly using an AI agent
“One of my Shark Tank companies is Rebel Cheese. And they added a direct to consumer business. And they created an agent that compares the weight that comes off the scale for what they're saying, or the box type, and what they were invoiced by UPS or FedEx, and…”
Mark Cuban says Cost Plus Drugs' AI factory beats non-Asian manufacturing costs
“At cost plus drugs, we have a robotics factory and we use AI agents to monitor everything. You know, and our cost to run the factory is a fraction of pretty much everybody other than India and China, and we'll catch up to them.”
Mark Cuban predicts Big Tech will buy anything offering real AI differentiation
“Just like with AI right now. They all, they're spending tens of billions of dollars a year. There's, you know, they're making obscene amount of cash flow and they're spending it all. Right. They're paying a billion dollars to people to come over. What does tha…”
Mark Cuban says most NBA teams lose money prior to revenue sharing
“Even in the NBA, most teams aren't making money before revenue share.”
Mark Cuban says Dude Wipes is worth $1 billion without extra capital
“Dude wipes. Right, comes on Shark Tank. I give them 200 grand for 15%. Now they're worth a billion dollars easy. You know, they're a primary brand, and they never had to raise another cent.”
Mark Cuban says SEC cleared his insider trading charges in 15 minutes
“I got charged by the SEC for insider trading, and they basically just took anything and everything I said out of context. Right? So I gave them everything I had, and I got cleared in like 15 minutes.”
Mark Cuban predicts NBA teams will award fewer max contracts
“I think the strategy is changing right in front of our eyes. I think there'll be fewer max players coming up.”
Mark Cuban says Alyssa's Cookies generates $14M profit without ad spend
“We'll do twenty-five million this year, but that's not the important number. Because we don't spend money on advertising or anything, makes 12 to fourteen million a year, and we just added Whole Foods, we just added Costco, we're adding more and more, you know…”
Cuban: Three PBMs control 80% to 90% of the drug market
“And there are three of them that dominate the industry with 80, 90% market share.”
Cuban says Guardian Bikes grew from $200K to $120M annual revenue
“They, they've grown from, you know, 200,000 dollars at Shark Tank, they'll do a hundred twenty million dollars now.”
Mark Cuban says NBA could not find a buyer for New Orleans
“In 2010, The NBA couldn't even sell the New Orleans franchise. There were no buyers. And the valuation had gone down.”
Cuban: Cost Plus Drugs carries roughly 2,450 medications
“We've got about 2450 right now, and that number's growing every day.”