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.

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why aren't all 174 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 Contradicted
Rosenthal: The First Monday Night Football Broadcast Drew 60 Million U.S. Households
“The first Monday Night Football game that airs that season is watched by sixty million U.S. Households.”
David Rosenthal Jan 27, 2026 ▶ 2:16:33 The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
Assertion Contradicted
Woodruff fixed underperforming bottlers by buying, standardizing, and reselling them
“And so he changes course for the Coca-Cola company and says, I'm now willing to buy and own and operate bottlers. Oh, not because I want to, but as a way to like force standardization and clean up underperforming bottlers, I'll buy them out, fix them up, and t…”
David Rosenthal Nov 24, 2025 ▶ 1:29:00 Coca-Cola: The Complete History & Strategy (Audio) · Acquired
Assertion Contradicted
Google Nerfed LaMDA in AI Test Kitchen to Five-Turn Conversations
“For the version of Lambda chat that is in AI test kitchen, they stop all conversations after five turns. So you can only have five turns of conversation with the chat bot, and then it's just, and we're done for today.”
David Rosenthal Oct 6, 2025 ▶ 2:31:10 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Assertion Contradicted
Sundar Pichai Never Worked in Search or Advertising Before Becoming Google CEO
“Interestingly, he had never worked in search or ads.”
Ben Gilbert Aug 26, 2025 ▶ 3:37:13 Google Part II: Alphabet (Audio) · Acquired
Assertion Contradicted
Gilbert: GoTo.com reached $100 million in revenue in its first year
“Goto did a hundred million in revenue in one year.”
Ben Gilbert Jun 30, 2025 ▶ 1:56:05 Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
Assertion Contradicted
Gilbert: Global search is currently a half-trillion-dollar annual revenue market
“Search is currently half a trillion dollar annual revenue market.”
Ben Gilbert Jun 30, 2025 ▶ 2:38:50 Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
Assertion Contradicted
Rosenthal: Sahara Paid $100K Annually for Indian National Cricket Team Sponsorship
“The Indian national team is playing a 105 days per year, and the Sahara group is getting their logo on their white cable knit vests for a 100,000 dollars a year.”
David Rosenthal Mar 24, 2025 ▶ 33:17 Indian Premier League Cricket (Audio) · Acquired
Assertion Contradicted
Rosenthal: 400M in India Watched 2007 T20 World Cup Final
“The television audience back home in India for this was four hundred million people.”
David Rosenthal Mar 24, 2025 ▶ 1:10:18 Indian Premier League Cricket (Audio) · Acquired
Assertion Contradicted
IPL Rules Banned Franchises From Carrying Debt or Owning Stadiums
“No debt. No team is allowed to have debt and de facto, no team will own their stadiums.”
David Rosenthal Mar 24, 2025 ▶ 1:19:48 Indian Premier League Cricket (Audio) · Acquired
Assertion Contradicted
Gilbert: India's Total 2008 Ad Market Was Only $2B–$3B
“So the entire total addressable market for advertising, not digital advertising, not mobile advertising, in 2008 in India was two to three billion dollars.”
Ben Gilbert Mar 24, 2025 ▶ 1:22:50 Indian Premier League Cricket (Audio) · Acquired
Assertion Contradicted
Rosenthal: 2019 IPL final drew 300M to 400M unique viewers
“The final viewership numbers, best estimates are in three to four hundred million unique viewers that are watching the 2019 IPL final.”
David Rosenthal Mar 24, 2025 ▶ 3:04:30 Indian Premier League Cricket (Audio) · Acquired
Assertion Contradicted
Rosenthal: Kodak was the first invented product brand name
“And Kodak, I believe, was the first invented product brand name.”
David Rosenthal Feb 24, 2025 ▶ 34:27 Rolex (Audio) · Acquired
Assertion Contradicted
TSMC and Aramco are the only non-US West Coast trillion-dollar firms
“They and Saudi Aramco are the only trillion dollar companies in the world that are not located on the west coast of the United States.”
David Rosenthal Jan 21, 2025 ▶ 1:50 TSMC · Acquired
Assertion Contradicted
TSMC is spending $12 billion in Arizona for non-leading-edge fabs
“They are spending, I think, twelve billion dollars this year to start a plant in Arizona, which will not be the three nanometer, I don't even think it'll be the five nanometer.”
Ben Gilbert Jan 21, 2025 ▶ 2:01:33 TSMC · Acquired
Assertion Contradicted
Hershey was the primary chocolate ration supplier for WWI US troops
“And the American military, as they have seen European armies do, they source chocolate as ration bars for the troops, and Hershey's is the big supplier.”
David Rosenthal Dec 16, 2024 ▶ 35:14 Mars Inc. - The Chocolate Story (Audio) · Acquired
Assertion Contradicted
The Milton Hershey School has an endowment of $17.4 billion
“17.4 billion dollars.”
Ben Gilbert Dec 16, 2024 ▶ 3:42:35 Mars Inc. - The Chocolate Story (Audio) · Acquired
Assertion Contradicted
Gilbert: IKEA founder was the world's eighth wealthiest person
“How its founder became the eighth wealthiest person in the world before shifting his ownership into a foundation”
Ben Gilbert Nov 18, 2024 ▶ 2:39 IKEA (Audio) · Acquired
Assertion Contradicted
Rosenthal: Friendster had over 3 million users by late summer 2003
“And by the end of the summer in 2003, Friendster had over three million users.”
David Rosenthal Oct 28, 2024 ▶ 28:51 Meta (Audio) · Acquired
Assertion Contradicted
Facemash engagement crashed Kirkland House servers and triggered Harvard IT shutdown
“Facemash takes that to such a whole nother level that it actually melts down the servers in Kirkland House, and the IT department at Harvard has to shut off internet within hours of it going live to all of Kirkland House, lest this, like, continue to spread vi…”
David Rosenthal Oct 28, 2024 ▶ 36:37 Meta (Audio) · Acquired
Assertion Contradicted
Gilbert: Original 'Facebook Guy' Header Image Was J. Geils Band Singer Peter Wolf
“There's a great Quora post about this where there's unmistakably the photo of Peter Wolf that Facebook guy is based on. They just sort of pixelated it and You know, made it duotone instead of the original photograph.”
Ben Gilbert Oct 28, 2024 ▶ 47:01 Meta (Audio) · Acquired
Assertion Contradicted
Facebook Expanded to Over 100 Campuses Within Four Months
“By the end of the semester, they're in over a hundred schools in like, you know, what, three, four months?”
David Rosenthal Oct 28, 2024 ▶ 1:04:49 Meta (Audio) · Acquired
Assertion Contradicted
Rosenthal: Facebook daily user additions surged to 70k post-OpenReg
“So over the summer, Facebook was adding, like, five to 10,000 users a day. By late fall after launching open registration, they're now adding 70,000 users a day.”
David Rosenthal Oct 28, 2024 ▶ 2:24:16 Meta (Audio) · Acquired
Assertion Contradicted
Rosenthal: Facebook was the sixth most-trafficked website globally in May 2007
“It is the sixth highest trafficked site in the world, and they're announcing to all the developers in attendance, Facebook API, Facebook Graph is now open to you.”
David Rosenthal Oct 28, 2024 ▶ 2:27:34 Meta (Audio) · Acquired
Assertion Contradicted
Rosenthal: Microsoft pulled Brian Valentine from Exchange to rescue Vista
“Taking Brian Valentine off of Exchange. Exchange was freaking killing it in the enterprise. And he goes and spends two years getting Vista out the door and then goes to Amazon.”
David Rosenthal Jul 22, 2024 ▶ 2:35:34 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Assertion Contradicted
Gilbert: Starbucks had zero publicly traded coffee comps at its 1992 IPO
“I was looking up, I was trying to figure out, you know, your public comps at the time. I think there were zero publicly traded coffee companies, not bean companies, not retailers, not coffee house chains.”
Ben Gilbert Jun 4, 2024 ▶ 1:19:00 Starbucks (with Howard Schultz) · Acquired
Assertion Contradicted
In the late 1960s, every computer user wrote their own software
“There was no package software that you bought. The software that IBM was selling was the operating system to make the machines actually function, and it was the programming languages that you could then Program on, but you weren't clicking around and using Exc…”
David Rosenthal Apr 22, 2024 ▶ 21:12 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Assertion Contradicted
All Windows operating systems released prior to Windows 95 were DOS-based
“Until Windows 95, all of the Windows operating systems were DOS based.”
Ben Gilbert Apr 22, 2024 ▶ 1:46:51 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Assertion Contradicted
VC Dave Marquardt first met Bill Gates at the Homebrew Computer Club
“So Dave had watched Bill present many years earlier at none other than the Homebrew Computer Club At Stanford. Yes! The very place that is part of the Apple lore with Jobs and Woz showing off the early Apple computer. Apparently, Bill also went and made a pres…”
Ben Gilbert Apr 22, 2024 ▶ 4:08:07 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Assertion Contradicted
Hermès has raised prices approximately 7% annually across its product line.
“By my very back of the envelope calculations, they are raising their prices on average across the entire line, seven percent per year for the last 10 years.”
David Rosenthal Feb 20, 2024 ▶ 2:01:30 Hermès (Audio) · Acquired
Assertion Contradicted
Historical consensus credits Banting and Best for discovering insulin
“The historical consensus at this point now being that it really was Banting and Best who did all the work.”
David Rosenthal Jan 22, 2024 ▶ 6:30 Novo Nordisk (Ozempic) · Acquired
Assertion Contradicted
Annual global obesity drug sales were under $750 million until 2020
“The annual obesity drug sales were only seven hundred and forty-four million dollars up until twenty-twenty.”
Ben Gilbert Jan 22, 2024 ▶ 2:03:12 Novo Nordisk (Ozempic) · Acquired
Assertion Contradicted
Nvidia split consumer and data center GPU architectures in September 2022
“Up until NVIDIA's current GPU generation, the hopper generation of GPUs for the data center, there was only one GPU architecture at NVIDIA, and that same architecture and those same chips from the same wafers made at TSMC, some of them went to consumer gaming …”
David Rosenthal Sep 6, 2023 ▶ 1:06:05 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Assertion Contradicted
Data center GPUs represent a $30 billion market growing to $50 billion
“Right now, GPUs In the data center are like a thirty billion dollar a year market going to like a fifty billion dollar next year”
Ben Gilbert Sep 6, 2023 ▶ 2:24:43 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Assertion Contradicted
Costco has never conducted an employee layoff in its corporate history
“The company has never done a layoff.”
Ben Gilbert Aug 21, 2023 ▶ 2:35:29 Costco (Audio) · Acquired
Assertion Contradicted
Costco is the world's largest seller of fine wines
“Costco is the largest seller in the world of fine wines. Fine wines are defined as 20 to 300 dollar bottles.”
Ben Gilbert Aug 21, 2023 ▶ 2:48:48 Costco (Audio) · Acquired
Assertion Contradicted
Costco sells one-third of all jumbo cashews globally
“They sell one third of the jumbo cashews in the entire world.”
Ben Gilbert Aug 21, 2023 ▶ 2:52:37 Costco (Audio) · Acquired
Assertion Contradicted
The US Branded Athletic Shoe Market Is Valued at $130 Billion
“The branded athletic shoe market in the U.S. Today is a hundred and thirty billion dollars.”
Ben Gilbert Jul 25, 2023 ▶ 23:26 Nike (Audio) · Acquired
Assertion Contradicted
Nike Was Exclusively a Running Shoe Company Prior to Its 1980 IPO
“Okay, so we're approaching 1980, they're about to go public, and they are entirely a running shoe company.”
Ben Gilbert Jul 25, 2023 ▶ 2:07:27 Nike (Audio) · Acquired
Assertion Contradicted
Nike Held Its IPO the Same Week as Apple in 1980
“So, Nike IPOs, the second week of December in 1980, the same week as Apple.”
David Rosenthal Jul 25, 2023 ▶ 2:07:46 Nike (Audio) · Acquired
Assertion Contradicted
Nike Extended Michael Jordan's Endorsement by 7 Years With $18M Guarantee
“They extend the deal for seven more years, I believe at the same five percent royalty on gross sales, but there's the new massive further commitment to making the Jordan sub-brand much more of its own brand. And they up the total guarantee to at least eighteen…”
David Rosenthal Jul 25, 2023 ▶ 2:43:02 Nike (Audio) · Acquired
Assertion Contradicted
The Nike+ iPod Was the First Corporate Product to Use 'Plus'
“And this was the first corporate use of plus in a product name.”
David Rosenthal Jul 25, 2023 ▶ 2:52:28 Nike (Audio) · Acquired
Assertion Contradicted
Edwin Land and Polaroid Created the U-2 Reconnaissance Camera
“Indeed, the U.S. Did, and that was Dr. Edwin Land and the Polaroid Company, who subcontracted and created all of that.”
David Rosenthal May 30, 2023 ▶ 42:55 Lockheed Martin (Audio) · Acquired
Assertion Contradicted
The 1960 U-2 Shootdown Was History's First Surface-to-Air Missile Kill
“This was the first time in history that a ground-to-air missile had shot down An airplane.”
David Rosenthal May 30, 2023 ▶ 53:28 Lockheed Martin (Audio) · Acquired
Assertion Contradicted
SR-71's First Flight Was Closer to the Wright Brothers Than Today
“The SR-seventy-one first flight was closer to the Wright brothers than today.”
Ben Gilbert May 30, 2023 ▶ 2:11:07 Lockheed Martin (Audio) · Acquired
Assertion Contradicted
10,000 Workers Kept the F-117 Nighthawk Secret for 21 Years
“For the F-one-seventeen-A, 10,000 people worked on this airplane, the Nighthawk, and kept the secret for 21 years until it was declassified.”
Ben Gilbert May 30, 2023 ▶ 2:33:50 Lockheed Martin (Audio) · Acquired
Assertion Contradicted
Ek: Starbucks was one of the largest CD retailers in the US
“Starbucks and Howard Schultz was actually one of the biggest retailers of CDs. In the U.S.”
Daniel Ek May 18, 2023 ▶ 45:39 Spotify CEO Daniel Ek · Acquired
Assertion Contradicted
Lasky: Hasbro made an acquisition run at Activision in the late 1990s
“Hasbro made a run at Activision, little known fact, right? In the late nineties, when I was running the studios there, and I remember going to Toy Fair in New York, which I, which is a trip, man.”
Mitch Lasky Apr 26, 2023 ▶ 1:53:02 Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired
Assertion Contradicted
Lasky: Rocket Science Games was valued based on its Silicon Graphics workstations
“When I started, companies were being valued on the basis, on the number of silicon graphics workstations that they had available to them. In fact, When I started, companies were being valued on the basis, on the number of silicon graphics workstations that the…”
Mitch Lasky Apr 26, 2023 ▶ 2:09:17 Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired
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