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 111 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 Supported
Rosenthal: Microsoft pursued Facebook in 2007 after missing search to Google
“Microsoft, perhaps obvious now in retrospect to everybody, really just wants to buy the company. But Mark's, of course, not gonna do that after the whole Yahoo experience, etc. Microsoft is also happy, though, to just keep the partnership going and expand it, …”
David Rosenthal Oct 28, 2024 ▶ 2:41:05 Meta (Audio) · Acquired
Assertion Supported
Rosenthal: YouTube Pays 55% on Long-Form and 45% on Shorts to Creators
“Google does not report today, but here is what is unique about YouTube versus every other platform is they pay out 55% of revenue on long form and 45% on shorts directly to creators.”
David Rosenthal Sep 30, 2024 ▶ 49:45 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
Assertion Supported
Ilya Sutskever left Google in 2015 to co-found OpenAI
“So after the dinner, Ilya leaves Google and signs up to become, as we said, co-founder and chief scientist of a new independent AI non-profit research lab backed by Elon and Sam. OpenAI.”
David Rosenthal Sep 6, 2023 ▶ 23:07 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Assertion Supported
Google built TPUs to offset compute costs while still buying Nvidia hardware
“Even Google at this point in time, this is when they start building their own chips, TPUs, because, you know, they're still buying tons of hardware from NVIDIA, but they're also starting to source their own here.”
David Rosenthal Sep 6, 2023 ▶ 43:16 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Assertion Supported
Gilbert: Amazon, Microsoft, and Google hold 40%, 22%, and 10% cloud share
“Amazon's got 35, maybe 40%. Microsoft's got 20 to 22%. Google's somewhere around 10%.”
Ben Gilbert Sep 6, 2022 ▶ 1:40:39 Amazon Web Services · Acquired
Assertion Supported
Ram Shriram wrote Google's first $250,000 check and joined its board
“He invests the first 250,000 dollars in Google, and he joins the board of Google.”
David Rosenthal Aug 16, 2022 ▶ 2:24:49 Amazon.com · Acquired
Assertion Supported
Google's Series A with Kleiner and Sequoia was valued at $100M post-money
“The Series A that would happen shortly thereafter of Google famously split between John Dora Kleiner and Mike Moritz at Sequoia was at a hundred million dollar post-money valuation, which was insane for the Point in time.”
David Rosenthal Aug 16, 2022 ▶ 2:26:18 Amazon.com · Acquired
Assertion Supported
Gerstner: Google desktop search turned negative year-over-year in late 2012
“Google's desktop search, I think, didn't go negative Until 2012. Maybe the fall of 2012. That's when there were fewer people searching on desktop, you know, on a year-over-year basis because people were switching to their mobile devices, okay?”
Brad Gerstner Mar 15, 2022 ▶ 58:20 Altimeter (with Brad Gerstner) · Acquired
Assertion Supported
Rosenthal: Acquired Is Recording at Google's Historic First Office
“This is Google's first office right here. They gave it to us for the day.”
David Rosenthal Dec 15, 2025 ▶ 0:47 10 Years of Acquired (with Michael Lewis) · Acquired
Assertion Supported
Google Network Yields Just $9 Billion Gross Profit Versus Core's $175 Billion
“Google Network, they pay out 70%, and they only made thirty billion. So if you start thinking about, like, gross profit, it's comparing nine billion dollars to a hundred and seventy-five-ish billion dollars.”
Ben Gilbert Aug 26, 2025 ▶ 1:49:08 Google Part II: Alphabet (Audio) · Acquired
Assertion Supported
Sergey Brin designed Google's first logo in open-source program GIMP
“So Sergei designs the homepage and makes the first logo using the open source drawing program GIMP.”
David Rosenthal Jun 30, 2025 ▶ 36:54 Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
Assertion Supported
Google's iconic mission statement dates back to its first 1999 press release
“And it's this culture that comes up with a mission statement to organize the world's information and make it universally accessible and useful. I mean, this was in 1999 in their very first press release after the financing. That has been the mission statement.”
Ben Gilbert Jun 30, 2025 ▶ 1:46:52 Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
Assertion Supported
Gilbert: Sundar Pichai joined Google in 2004 to lead Toolbar team
“In 2004, a new PM is hired by Google. They come in and they take over this application's client team that includes Google toolbar. That PM is Sundar Pichai.”
Ben Gilbert Jun 30, 2025 ▶ 2:48:09 Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
Assertion Supported
Rosenthal: Sheryl Sandberg built and ran Google's self-serve ad business
“And then Cheryl built and ran the whole self-serve business at Google, which was the most important and the most technology, like, enabled part of what they were doing.”
David Rosenthal Oct 28, 2024 ▶ 2:56:50 Meta (Audio) · Acquired
Assertion Supported
Gilbert: Google IPO'd in 2004 at a $23B market capitalization
“So in 2004, Google IPO'd for twenty three billion dollar market cap.”
Ben Gilbert Aug 16, 2022 ▶ 2:28:00 Amazon.com · Acquired
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