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 8 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
Gilbert: Netflix's operating income matches Disney's total company operating income
“Netflix's operating income on streaming, their entire business is the same as Disney's entire company operating income.”
Ben Gilbert Aug 10, 2026 ▶ 3:52:48 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Chang: Analysts Value Standalone YouTube at $500B, YouTube TV Leading Cable
“Today you have analysts saying if you pulled YouTube out of Google, it would be worth half a trillion dollars, which is almost double where Netflix is. It's on track, YouTube TV, to be the largest cable provider in the United States.”
Emily Chang Sep 30, 2024 ▶ 48:49 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
Assertion Supported
Gilbert: Netflix, YouTube, and Disney Generate Hollywood's Major Profits
“If you just do the very simple exercise of looking who generates profits in the movie TV Hollywood landscape right now, it is Netflix, YouTube, and Disney generating the large profit streams.”
Ben Gilbert Aug 10, 2026 ▶ 3:03:43 Disney: The Renaissance and the Empire · Acquired
Assertion Supported
Gilbert: NFL Christmas games on Netflix averaged 30M viewers
“The Netflix Christmas games averaged thirty million people.”
Ben Gilbert Jan 27, 2026 ▶ 3:35:01 The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
Assertion Supported
Chang: YouTube Paid Creators $70B Over 3 Years, Surpassing Netflix Content Spend
“I think seventy billion dollars to creators over the last three years, which again is more than Netflix spends on content.”
Emily Chang Sep 30, 2024 ▶ 50:08 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
Assertion Supported
Formula 1 Gave Netflix Complete Creative Control Over 'Drive to Survive'
“F-One takes a big leap of faith and gives Netflix and box-to-box films complete creative control and Final Cut”
Ben Gilbert Mar 5, 2026 ▶ 3:09:35 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
Assertion Contradicted
'Formula 1: Drive to Survive' Hit Number One on Netflix in 93 Countries
“Eventually, it would become the number one Netflix show in 93 countries at peak”
Ben Gilbert Mar 5, 2026 ▶ 3:12:48 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
Assertion Supported
Netflix's revenue grew from $1M to $35M after launching subscriptions
“So they had done before he joined just about a million dollars in revenue on the like Pay per rental model. He joins. This is all pre IPO. They implement the subscription business model. It goes from one million to five million in revenue that year, the next y…”
David Rosenthal Feb 10, 2022 ▶ 17:05 Peloton - the entire history and strategy behind America's trendiest workout · Acquired
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