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 69 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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 Supported
Gilbert: Disney net income grew fivefold to $12.4B under Iger
“Revenue tripled from thirty one billion in 2005 to 94,000,000,020 years later, and net income went from 2.5 billion to 12.4 billion. So interestingly, net income outpaced revenue. They became five times more profitable while generating three times more revenue…”
Ben Gilbert Aug 10, 2026 ▶ 3:50:18 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Rosenthal: Disney stock fell nearly 25% following 9/11 attacks
“Disney stock falls nearly 25% in the days after the September 11th attacks.”
David Rosenthal Aug 10, 2026 ▶ 1:24:43 Disney: The Renaissance and the Empire · Acquired
Assertion Partly supported
Gilbert: Beauty and the Beast featured Disney's first 3D animation
“The background of that Was actually three D rendered using Pixar software. And then they composited using caps, a two D hand drawn bell and the beast dancing. And that is the first time they used any three D animation in any Disney films.”
Ben Gilbert Aug 10, 2026 ▶ 37:09 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Rosenthal: Disney+ hit 10 million signups in 24 hours
“Disney gets ten million signups within the first 24 hours. Twenty-six million in the first quarter.”
David Rosenthal Aug 10, 2026 ▶ 3:20:07 Disney: The Renaissance and the Empire · Acquired
Assertion Open · timeframe Aug 2026
Michael Ovitz lasted one year as Disney president, exiting with $140M severance
“So Ovitz lasts just over a year at Disney and leaves in December, 1996 with a hundred and forty million dollar severance package.”
David Rosenthal Aug 10, 2026 ▶ 1:21:02 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Disney+ Reached 100M Subscribers Within 16 Months
“When they announced Disney Plus originally, Disney said that their goal was to get 60 to ninety million subscribers within five years. All of a sudden, COVID happens. Everybody's sitting at home. Disney gets a hundred million subscribers within 16 months.”
David Rosenthal Aug 10, 2026 ▶ 3:37:12 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Gilbert: MCU became highest-grossing film franchise at nearly $32B box office
“By twenty-twenty-five, the Marvel Cinematic Universe Has become the most successful film franchise in history. Generating nearly thirty-two billion dollars at the box office. That's more than Star Wars. That's more than James Bond.”
Ben Gilbert Aug 10, 2026 ▶ 2:51:25 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
By 1994, Disney's market cap topped all other traditional media companies
“So by 1994, Disney's market cap hits twenty two billion dollars, up 10 X from when the Eisner crew took over, and it becomes the highest valued Of all the traditional media companies, more valuable than Time Warner, more valuable than Viacom, more valuable tha…”
David Rosenthal Aug 10, 2026 ▶ 51:48 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Rosenthal: Disney Parks generated $10B in operating profit last year
“Last year, Disney Parks and Experiences contributed ten billion dollars in operating profit to Disney.”
David Rosenthal Aug 10, 2026 ▶ 50:02 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Rosenthal: Disney sold 3M Frozen dresses in the movie's first year
“After Frozen comes out, Disney sells three million Elsa and Anna dresses in the first year after the movie's released.”
David Rosenthal Aug 10, 2026 ▶ 2:54:57 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Gilbert: Disney lost billions over half a decade transitioning to streaming
“They're in the midst of a transition to streaming with Disney Plus and Hulu. And ESPN making giant technology and marketing investments to support that transition that lost billions for half a decade.”
Ben Gilbert Aug 10, 2026 ▶ 2:29 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Gilbert: Pixar's first customer check came from Disney for CAPS
“The first check to Pixar Inc. Is from Disney to work with them and create the CAPS system for improving their two D animation.”
Ben Gilbert Aug 10, 2026 ▶ 2:03:03 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
AOL's Steve Case pitched Michael Eisner on a merger before Time Warner
“Steve Case approached him before Time Warner about an AOL Disney combination.”
David Rosenthal Aug 10, 2026 ▶ 1:18:15 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Disney recouped just $325,000 on Fantasia's $2.3 million budget
“The budget for Fantasia was 50% bigger than Snow White, and in the first run at the box office, they tried to use Fantasound, this new sound technology they had invented, and distributors didn't pick it up to do like a real first run, and so out of the 2.3 mil…”
Ben Gilbert Jun 23, 2026 ▶ 2:13:49 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
Assertion Supported
Disney created four sponsored pavilions for the 1964 World's Fair
“The four exhibitions that they create for the 1964 World's Fair, many of which should probably sound familiar to you, It's a Small World, sponsored by Pepsi and UNICEF... Two, the Carousel of Progress, sponsored by General Electric. Three, The Magic Skyway, sp…”
David Rosenthal Jun 23, 2026 ▶ 3:45:16 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
Assertion Supported
1944 Snow White re-release brought Disney $3 million on minimal costs
“So in 1944, they re-release Snow White in theaters, and it brings in three million dollars in revenue to Disney on just a, like a few 100,000 in Cost.”
David Rosenthal Jun 23, 2026 ▶ 2:21:08 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
Assertion Supported
Snow White used two million sketches and 250,000 finished drawings
“Two million sketches and 250,000 finished drawings and cells go into Snow White.”
David Rosenthal Jun 23, 2026 ▶ 1:40:33 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
Assertion Supported
Star Wars: Rise of the Resistance reportedly cost up to $450 million
“The Rise of the Resistance Star Wars ride that they built in 2019, which is excellent if you've never been on it, was rumored to cost anywhere from two hundred million to four hundred and fifty million for just one ride.”
Ben Gilbert Jun 23, 2026 ▶ 3:16:42 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
Assertion Supported
Snow White required $1.5 million and three years of work
“It takes one and a half million dollars of investment over three years of studio work to create Snow White.”
David Rosenthal Jun 23, 2026 ▶ 1:39:31 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
Assertion Not publicly verifiable
Disney has repeatedly attempted to acquire the Bluey franchise for escalating sums
“Disney has been trying to buy Bluey for years. For ever escalating amounts of money.”
David Rosenthal Dec 15, 2025 ▶ 2:43:08 10 Years of Acquired (with Michael Lewis) · Acquired
Assertion Partly supported
Mary Blair was the first female Disney Imagineer
“She's the one that basically did all the concept art for Alice in Wonderland, which is why it looks the way that it does. She's kind of responsible for that aesthetic. And she was one of the original team members of Imagineers that came over from WED, and I be…”
Ben Gilbert Jun 23, 2026 ▶ 3:45:36 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
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