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 176 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
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.”
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…”
Senra: Buffett and Munger Spent Up to Eight Months per Berkshire Letter
“How much time they spend on those letters. It's like half a year, seven, eight months for every letter.”
Qualcomm's OmniTRACS Revenue Doubled Annually for Five Years
“The business doubles every year for like five years from a thirty two million dollar base.”
Qualcomm Stock Gained 2,621% in a Single Year as Top Performer
“The single best performing stock for the entire year 2000 is Qualcomm. It appreciates, the Qualcomm stock appreciates, 2621% for the 366 days of the year, 2000?”
Rosenthal: Amazon originally targeted 20% to 40% margins for AWS
“Amazon targeted gross margins and operating margins for AWS in the 20 to 40% range.”
Gilbert: Google went public without raising venture rounds beyond Series A
“Google went public just on that Series A.”
Amazon surpassed eBay in market cap in 2007 as stock tripled
“It would be a long journey, but Amazon's stock price tripled in 2007, while eBay's fell by over 50%. And during that year, for the first time since, like, eBay's IPO, Amazon finally passes eBay in market cap.”
Rosenthal: A9 search pushed Amazon to adopt a microservices architecture
“The other incredibly impactful thing that comes out of A-Nine and search and improving search on DM, Amazon.com website is that really is one of the catalysts that pushes the company to transition from a monolith software architecture to microservices, indepen…”
Rosenthal: Walton family owns more pro sports franchises than any family
“I think Walton family members own more professional sports franchises than any other family out there.”
Rosenthal: Walmart is the largest US commercial producer of solar power
“So like Walmart, I think is now the largest U S commercial producer of solar power.”
Rosenthal: Japan's 1946 GDP per capita was $17
“The GDP per capita in Japan in 1946 was 17 dollars. Not 17,000 dollars, it was 17 dollars.”
Rosenthal: NVIDIA Hopper will be TSMC's first 4nm chip
“I think Hopper is going to be the world's first four nanometer process chip using TSMC's new four nanometer.”
Rosenthal: LSI Logic IPO delivered historic $153M return to Sequoia
“LSI logic, which had just gotten public and we've talked about it on the show made Don Valentine and Sequoia the then largest venture return in an IPO in history, maybe the largest venture return ever in history when they went public of a hundred and fifty thr…”
Gerstner: Database software market cap was roughly $1T in 2000
“In 2000, if you aggregate the total enterprise value of companies that were principally driving their revenue from databases, it's about a trillion dollars in market cap in 2000.”
Sony's TR-63 transistor radio sold 1.5 million units at $25 each
“Ultimately, the TR-sixty-three ends up selling 1.5 million units at 25 dollars each”
Sony held the number one global TV market share for decades
“For Some ungodly amount of time, like decades from when the Trinitron TV comes out. Sony is the number one by market share TV manufacturer in the world.”
Compact discs became the dominant music sales format by 1986
“By 1986, CDs become the dominant recording format by sales, passing records.”
Peloton owns its own hardware delivery and distribution network across America
“They own all their own distribution, and they're driving around neighborhoods all over America.”
Rosenthal: Rockefeller University has produced or hosted 38 Nobel laureates
“In its, you know, 110, 120 year history there have been 38 Nobel laureates that have either come through or been produced by the Institute and then the university.”
Most modern gas stations trace back to Standard Oil
“When you look at a gas station, you are probably looking at some remnant of Standard Oil.”
Gilbert: Early NFL team owners consistently subsidized operational losses
“And keep in mind, every owner's experience to this point Is subsidizing losses. If you're bringing on other people to try and be co-owners of a team with you, or you're deciding that your family is going to sort of carry the weight the whole time, or that your…”
Gilbert: Coca-Cola originally owned the land for Atlanta Airport and Zoo
“The Hartsfield Jackson Airport in Atlanta. Huge airport for anyone who's ever been there. That land was once owned by the Coca-Cola Company. Same actually with the Atlanta Zoo.”
Rosenthal: Only one deceased person holds all of Trader Joe's equity
“Well, I wish that you and I had investments in this company, but unfortunately, only one person in the world does, and he's deceased, as we will see at the end of the episode.”
Gilbert: Rolex Had at Least Three Failed Internal Attempts at Waterproof Seals
“They had at least three failed attempts to create a waterproof seal in-house.”
Gilbert: Certified chronometer watches keep time within two seconds daily
“And they have this down to such a precise science today that watches keep time, certified chronometers keep time, within two seconds per day.”
Rosenthal: 650 Harvard students joined Facebook in first 24 hours
“Within the first 24 hours, 650 people join.”
Traf-O-Data generated approximately $20,000 in total revenue
“I think I read a few places they make about 20,000 dollars in revenue from it.”
Marie Krogh was Denmark's first female medical doctorate recipient
“She is a physician, so she's the first woman in Denmark to earn a doctorate in medicine”
Gilbert: Ralph Lauren Sold Yacht Because It Required More Work Than Businesses
“I think it was Ralph Lauren sold his yacht, and it's now a charter yacht, because he was like, this thing was more work than any of the businesses I've ever run.”