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 853 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
Studies reveal Coca-Cola is the world's number one ocean plastic polluter
“I was looking up studies recently, and the Coca-Cola company is the number one polluter globally of Crap in the ocean. Pepsi's very close behind all the big drink companies.”
Gilbert: The BCCI banned IPL creator Lalit Modi for life in 2013
“And in 2013, the BCCI bars him from India cricket for life. I mean, this thing that he, like, willed into existence, that he created billions of dollars of value for all these other people, he has been barred from.”
UK probe found Facebook told Cambridge Analytica to delete data in 2015
“The conclusion was that the quiz was taken by 320,000 people. Since those people had access to friends, the total surface area was the public profile data of eighty-seven million Facebook users. They also found that Facebook had requested that Cambridge Analyt…”
Gilbert: Popular belief that Nadella originated Azure is historically inaccurate
“As the general public is concerned, Steve Ballmer was obsessed with Windows. He built the enterprise business. He left. Satya Nadella came in and launched Azure, and Azure has been great. Like, not exactly. That's not really what happened.”
Eli Lilly claimed rebates account for 75% of insulin's sticker price
“Eli Lilly has publicly claimed that the cost of these discounts and rebates accounted for 75% of the sticker price of insulin.”
Wegovy and Ozempic cost over $1,000 monthly in the United States
“The price of Ozempic to treat diabetes is north of a thousand dollars, and Wegovy for weight loss is north of 1300 dollars per month before insurance, and this is in the U.S.
So expensive, right?
That's a lot of money.
In Canada, of course, Ozempic is 147 doll…”
Early studies show GLP-1 weight loss causes 40% lean muscle loss
“When you're losing weight normally, you lose, like, 25% lean muscle, and these early studies are showing it's something like 40%.”
The NFL Is the Single Largest Media Property in the World
“It's that the NFL is the single largest media property by value, and the funny thing is, if you go look at the, because we did this for the Nintendo episode, you go look at the largest media Media properties. They list Mario, they list Pokemon, and they, and t…”
Gilbert: Enron's Rebecca Mark Sold $83M in Stock Without Charges
“She sold about eighty-three million dollars of stock. She actually got out early enough, and she was sort of cast out by the male executives at the top in a way where she was actually never accused of any wrongdoing and never really a part of the prosecution o…”
Gilbert: Amazon will inevitably surpass Walmart in total global revenue
“If you look at the gap that Amazon closed in total revenue since the time they were founded to Walmart, they're going to catch them.
No doubt about it.”
John Foley sold $96M of Peloton stock near its 2021 peak
“John Foley sold ninety six million dollars of Peloton stock in 2021 when the price was really high and he was talking about what a strong future the company still had in front of it.”
Home Depot IPO investment outperformed Apple's IPO return
“And astonishingly, if you put a thousand dollars into Home Depot and Apple and their IPOs and you held them all today, your investment in Home Depot would beat your investment in Apple.”
Steve Jobs demanded 100% of Pixar film profits in renegotiation with Disney
“He proposes a deal to Eisner, and this is where the relationship becomes irreparable. Pixar should actually be getting a hundred percent of the profits, not 50%, and they're now prepared to fund the budget themselves, too. Disney would just get a 10% distribut…”
Disney secretly formed Circle 7 Animation to make Pixar sequels without Pixar
“Disney actually does start a new studio inside the company called Circle Seven Animation. That will be tasked with developing, right away, Toy Story III, Monsters, Inc. II, and Finding Nemo II.”
Top weekly Disney+ movies are consistently Pixar and Disney Animation
“We've heard that the vast majority of the top 15 movies viewed every week on Disney Plus are either Pixar or Disney Animation. Not live action, not Star Wars, not The Avengers. The stuff that kids watch over and over. And those Disney animation movies are all …”
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.”
Parks and cruises now account for almost 60% of Disney's total profits
“Almost 60% of the profits of the entire company come from parks and cruises.”
Retlaw received $121 million from Disney Productions for attractions and royalties
“Insanely, Wed Enterprises, which would later be Rett Law, got a total of seventy-five million dollars in checks from Walt Disney Productions for the Disneyland Railroad and for the monorail, between 1953 and 1981, and another forty six million for name royalti…”
Vanguard and rival index funds own 24% of the US stock market
“Vanguard is the largest shareholder of most U.S. Corporations, and together with the other big index funds like BlackRock, State Street, and Fidelity, they own 24% of the entire U.S. Stock market.”
84% of Vanguard funds have outperformed their peers over the past decade
“84% of Vanguard's funds have outperformed their peers over the last 10 years.”
Bernie Ecclestone Stripped Formula 1 Race Tracks of Advertising and Hospitality Revenue
“In addition to these agreements that Bernie was having everyone sign, race organizers were required to surrender income from trackside advertising and corporate hospitality.
To Formula One owned entities.
So this now means that the race organizer, the track bu…”
Red Bull Racing Operates at Near-Zero Profit Just to Market Energy Drinks
“They generate zero profit despite being one of the best teams and the highest revenue teams or near zero profit, very thin to create the biggest marketing spectacle that they can to sell energy drinks.”
The Mercedes Formula 1 Team Generates an Estimated $200 Million in Annual Profit
“Mercedes does an estimated two hundred million in operating income from Formula One now.”
The Mercedes Formula 1 Team's Valuation Grew From $165 Million to $6 Billion
“When he joined the team in 2013, he negotiated to own almost a third of the team, which at the time, the whole team was worth about one hundred and sixty five million. And it's now, 13 years later, worth six billion dollars.”
Formula 1 Teams Average $200 Million in Sponsorships, Comprising 60% of Revenue
“About 60% of the revenue comes from sponsorship, and the teams are now averaging about two hundred million dollars of total sponsorship per team, but average is kind of the wrong way to look at it because it varies wildly from front of the grid to back of the …”
Formula 1's Revenue Share Distributed to Teams Plunged From 50% to 37%
“The percent of F-one management revenue that goes to teams, which was 50% back in 2018 and has shrunk to about 37% last year.”
The NFL added 4M female fans in Taylor Swift's first year
“In the first year of the relationship, September of 23 to September of 24, the NFL added four million female fans. The Chiefs were 3.4 million of those.”
Gilbert: Trader Joe's pays its suppliers cash on delivery
“You just have cash as soon as you drop something off at their loading dock. This gives them a huge edge of being a preferred customer for these vendors. That those companies never have any cash flow issue or a waiting issue. As soon as they drop it off, Trader…”
Google Doubled Its Offer to Keep Ilya Sutskever Before OpenAI
“Google came back with a big counter, something like double the offer, and I think it was delivered from Jeff Dean personally, and Ilya said, nope, I'm doing this.”
OpenAI Only Collected $130M of Its Initial $1B Pledge
“The funny thing is, it was later reported that a billion dollars was not actually collected. Only about a hundred and thirty million of it was actually collected to fund this nonprofit.”
Google Operates an Estimated 2 to 3 Million Custom TPUs
“But today, Google, it's estimated, has two to three million TPUs. For reference, Nvidia shipped, people don't know for sure, somewhere around four million GPUs last year.”
OpenAI Originally Planned to Be a B2B API Business Before ChatGPT
“They also just throw up a paywall randomly because they thought that the business was going to be an API business. They thought that the projections were all about how much revenue they were going to do through B to B licensing deals. And then they just realiz…”
Waymo Reportedly Surpassed Lyft in San Francisco Gross Bookings in January 2025
“This year, in January, they were reportedly doing more in gross bookings than Lyft in San Francisco.”
Waymo Study Shows 91% Reduction in Serious Injury Crashes vs Human Drivers
“The study that Waymo just released last month showed that they have 91% fewer crashes with serious injuries or worse compared to the average human driver, even controlled for the fact that Waymo's right now are only driving on city surface streets.”
Neoclouds Will Offer Google TPUs in the Coming Months
“I think within a year it might happen. There are rumors already that some NeoClouds in the coming months are gonna have TPUs.”
Google Maps Generates an Estimated Five to Ten Billion Dollars Annually
“They don't break out revenue, but estimates are that Maps does well over five billion in revenue, maybe even ten billion in revenue.”
Alphabet generates more net income than any other U.S. company
“Google, and I should say Alphabet today, generates more net income or profit than any other U.S. Company. More than Apple, Microsoft, Exxon Mobil, JPMorgan Chase, Berkshire Hathaway.”
Epic has zero customer churn among its major hospital clients
“They have the majority of the U.S.'s major hospital systems using their software and of their over 600 customers, they have never lost a single one.”
Cerner merged 36 entities together before Oracle acquired it
“By the way, earlier when I said 24 different companies merged together to create Cerner, I forgot that this chart that I'm looking at predates when Cerner then bought Siemens. So then there's another 12 companies that had merged together to become Siemens that…”
Epic operates with minimal middle management and zero divisional budgets
“So, because of that high level of trust, there's very few middle managers. You understand the system that everybody else works within, and you don't have to corral chaos. Most of the people they're hiring are right out of school, so they've been there for a lo…”
Epic screened candidates using a test written by the founder's 7th-grade son
“And for 18 years, listeners, that was how they tested to determine if someone should work at Epic.”
90% of US medical students currently train on Epic's software
“And I think now, 90% of med school students train on Epic.”
Pet care generates 59% of Mars revenue and employs nearly 100,000 staff
“59% of revenue comes from the pet care segment, and of their 140,000 employees, almost a 100,000 work in pet care.”
Thirty percent of IKEA visitors go to the store solely to eat
“30% of people who visit IKEA do so just to eat.”
Mark Zuckerberg Turned Down a $24 Billion Acquisition Offer From Microsoft
“Less than two years later, he turned down twenty four billion and that they were really good for the money. It's Microsoft.”
Zuckerberg Negotiated Facebook's $1B Instagram Acquisition Over a Single Weekend
“Not to mention, on top of it all, we're not gonna go into it here because we had a whole episode on Facebook and Instagram, but this was done over two days, over the course of a weekend. Mark didn't do a whole lot of socializing this before pulling the trigger…”
WhatsApp Has Surpassed 100 Million Monthly Active Users in the US
“WhatsApp has a hundred million now in the US, which this is sort of a big narrative violation that WhatsApp will never catch on in the US, and iMessage is dominant, and even after that it's, you know, text message. This is crazy. A hundred million people a mon…”
Meta Built a Hyperscaler-Sized Data Center Footprint Exclusively for Internal Use
“They now last year spent twenty-eight billion dollars in capex, which you should mostly read as data centers. They operate a Hyper-scaler-sized data center footprint, give or take. You know, you think AWS, Azure, Microsoft, and Google Cloud. Meta is the fourth…”