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 5 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

Prediction Didn’t hold up
YouTube's Annual Revenue Will Likely Surpass All of Disney in 2025
“So YouTube is already bigger than Disney's media business, and this year will likely become bigger than Disney's entire business.”
Ben Gilbert Aug 26, 2025 ▶ 1:25:18 Google Part II: Alphabet (Audio) · Acquired
Prediction Didn’t hold up
Ben Gilbert predicted in 2022 that Peloton would be acquired soon
“I think two years from now, I think the most likely thing is that it's acquired by someone”
Ben Gilbert Feb 10, 2022 ▶ 2:17:37 Peloton - the entire history and strategy behind America's trendiest workout · Acquired
Prediction Didn’t hold up
Rosenthal: TSMC will likely be sole manufacturer at 3nm node
“So, very likely in the next process, it's just going to be TSMC.”
David Rosenthal Jan 21, 2025 ▶ 1:20:14 TSMC · Acquired
Prediction Didn’t hold up
Doug DeMuro Predicts a $2 Million All-Electric Porsche Supercar Soon
“I suspect, in the next couple years, they will come out with a, the next supercar, which will be, you know, look like this, and they'll only make a thousand, and it'll cost two million dollars, and it will be fully electric in two zero to 60 in one and a half …”
Doug DeMuro Jun 27, 2023 ▶ 2:38:28 Porsche (with Doug DeMuro) · Acquired
Prediction Didn’t hold up
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.”
David Rosenthal Apr 20, 2022 ▶ 1:21:40 Nvidia: The Machine Learning Company (2006-2022) · Acquired
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