The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

shows every show 44 of 44
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ALL-IN Prediction Open · timeframe Sep 2030
Yakovenko: The internet will hold the most US Treasuries within five years
“I think within five years, the internet is going to be the largest holder of US treasuries.”
Anatoly Yakovenko Sep 18, 2025 ▶ 1:32 Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
ALL-IN Assertion Not checkable as stated
DNI Gabbard: Draft 2016 PDB finding no Russian election interference was pulled
“This December eighth president's daily brief was consistent with all of the other assessments, essentially saying there was no interference in the outcome of the election by Russia. That brief was pulled. It was never published. It was pulled back from publish…”
Tulsi Gabbard Sep 15, 2025 ▶ 6:24 Tulsi Gabbard on Russiagate Hoax Evidence and How She’s Reforming Politicized Intelligence Agencies
ALL-IN Assertion Partly supported
Gabbard: U.S. and Israeli strikes successfully destroyed Iran's nuclear capability
“Their nuclear capability was destroyed much of their infrastructure destroyed, much of their military capability destroyed. When you look at Israel's actions throughout that twelve-day war their economy is tanking their energy sector is tanking, so it's a, it,…”
Tulsi Gabbard Sep 15, 2025 ▶ 33:18 Tulsi Gabbard on Russiagate Hoax Evidence and How She’s Reforming Politicized Intelligence Agencies
Lessin: The pro-Palestinian movement is winning the memetic information war
“Well, I think the most successful information warfare mimetic war right now is actually being won by, like, the pro-Palestinian crowd.”
Sam Lessin Sep 12, 2025 ▶ 49:14 #116 iPhone Air or Pro: Apple Ignores AI and Wins? · More or Less Podcast
20VC Opinion
O'Driscoll: AI reverse acqui-hires are regulatory shams leaving dead target companies
“We actually, in both of those cases, that's a pure pretense to get the government off of us, right? Everyone knows both of these companies are toast because in the case of Scale AI, in theory, Meta owns 50% of it, and in theory, their business is selling to ev…”
Rory O'Driscoll Sep 11, 2025 ▶ 18:00 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
a16z Prediction Open · timeframe Sep 2028
Acharya: Single-person $100M run-rate companies are coming or already exist
“The like single person, a hundred million run rate company is coming, or maybe it's already here.”
Anish Acharya Sep 10, 2025 ▶ 14:57 Chris Dixon on How to Build Networks, Movements, and AI-Native Products
ALL-IN Prediction Not checkable as stated
Musk: AI could be smarter than any individual human by 2026
“I think that we might have AI smarter than any single human at anything as soon as next year.”
Elon Musk Sep 10, 2025 ▶ 31:12 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
ALL-IN Prediction Not checkable as stated
Musk: AI will probably be smarter than all humans combined by 2030
“And then probably within five, like say, 2030, probably AI is smarter than the sum of all humans.”
Elon Musk Sep 10, 2025 ▶ 31:22 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
ALL-IN Opinion
Musk: Actions of the West are indistinguishable from suicide
“Let's just say that the actions of the West are indistinguishable from suicide.”
Elon Musk Sep 10, 2025 ▶ 34:25 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
ALL-IN Opinion
Musk: Removing religion creates destructive substitutes like the 'woke mind virus'
“And if you take away religion, then I think you actually, you get something in its place which is actually worse than what was there before. I mean, it's like destructive, basically. You get like the white work mind virus filling, filling the hole that religio…”
Elon Musk Sep 10, 2025 ▶ 35:47 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
ALL-IN Prediction Open · timeframe Sep 2050
Musk: Mars could become self-sustaining in roughly 25 to 30 years
“I think it can be done in, in 30 years. Provided there's an exponential increase in the tonnage to Mars, with each successive Mars transfer windows, which is every two years. So every two years, the planets align, and you can transfer to Mars. So I think in, R…”
Elon Musk Sep 10, 2025 ▶ 43:47 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
ALL-IN Opinion
Karp: Elite Western universities teach 'Stalinistic bullshit' that undermines achievement
“I do think there's an issue with our lead institutions that have taken the best and brightest and most valuable things you could teach someone and have turned it into some kind of Stalinistic bullshit that is anti-correlated with everything that, that works in…”
Alex Karp Sep 9, 2025 ▶ 4:33 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
ALL-IN Disclosure
Karp: A Democratic administration asked Palantir to build a Muslim database
“We had a democratic administration come to us and basically ask us to do a Muslim database. Now, you would think, given the way I'm kind of besmirched as like some kind of, I don't know, it's like a Jewish conspiracy, that would be the first thing, according t…”
Alex Karp Sep 9, 2025 ▶ 14:19 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
ALL-IN What-if
Karp: The US military would have been more brutal than Israel
“Has Israel done something America would not have done under certain, the same circumstances? I think America would have been a lot more brutal.”
Alex Karp Sep 9, 2025 ▶ 20:51 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
ALL-IN Opinion
Karp: American progressives work 'day and night' to hurt poor people
“I believe progressives in this country are working day and night to hurt poor people in this country. I don't believe they're progressive.”
Alex Karp Sep 9, 2025 ▶ 20:59 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
ALL-IN Opinion
Karp calls Human Rights Watch an 'obvious example of fraud'
“Just take like an obvious example of like fraud, human rights watch.”
Alex Karp Sep 9, 2025 ▶ 35:45 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
ALL-IN Opinion
Karp: Migration is not working in the West
“I don't actually think migration's working in the West, because people don't want to change.”
Alex Karp Sep 9, 2025 ▶ 38:34 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
ALL-IN Assertion Not checkable as stated
Cuban: PBMs threaten drugmakers over Cost Plus Drugs partnerships
“And they've literally told the brand manufacturers, if you deal with costplusdrugs.com, we will diminish you on that formulary. So instead of reaching a hundred eighty million people, And not just for the drugs they work with us on, but for their entire portfo…”
Mark Cuban Sep 9, 2025 ▶ 6:32 Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
ALL-IN Assertion Contradicted
Carlson claims Jeffrey Epstein was an intelligence asset involved in Iran-Contra
“Yes, well, no question. He was involved in Iran-Contra. American, French, Israeli, probably British.”
Tucker Carlson Sep 9, 2025 ▶ 39:45 Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
ALL-IN Assertion Partly supported
Carlson: Canada's MAID program funds suicide for non-terminal economic distress
“Native Canadians are encouraged to kill themselves at government expense for non-terminal illnesses up to and including economic distress. And that's sponsored by the government. It's called the Maids Program.”
Tucker Carlson Sep 9, 2025 ▶ 43:38 Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
ALL-IN Prediction Not checkable as stated
Carlson warns the US is moving toward generational ethnic conflict
“The one thing you have to worry about in a multi-ethnic society is ethnic conflict, because it's enduring, it doesn't go away. It's generational, and we're moving toward that.”
Tucker Carlson Sep 9, 2025 ▶ 51:19 Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
ALL-IN Assertion Contradicted
Carlson asserts Charlotte stabbing victim was targeted for being white
“She was stabbed because she was white, and everyone knows that, actually.”
Tucker Carlson Sep 9, 2025 ▶ 51:29 Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
ALL-IN Opinion
Carlson: Israeli government is severely mismanaging response in Gaza and West Bank
“I've never seen anybody mismanage anything the way the government of Israel is mismanaging the response to what's happening in Gaza and the West Bank.”
Tucker Carlson Sep 9, 2025 ▶ 53:03 Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
ALL-IN Opinion
Chris Wright: Non-dispatchable power sources act as expensive parasites on the grid
“But if you're not dispatchable, you're not adding to the peak capacity of a grid, you're just a parasite. Parasites are expensive.”
Chris Wright Sep 8, 2025 ▶ 11:25 The Hidden Truth About the US Energy Grid: Subsidies, Demand & Rising Prices - Chris Wright
a16z Opinion
Best: Peer review is a mistake driving a crisis of fake science
“I think a lot of science is totally broken. I think that they're like, I think that a lot of the, and I think that the scientific project is incredibly important and one of the most valuable things in history, but that the practice of science and the Current s…”
Chris Best Sep 2, 2025 ▶ 38:32 Substack Cofounder on AI Slop Content & the Decline of Social Media
20VC Opinion
Frosst: Sam Altman warning leaders about AI threat was disingenuous
“He did a world tour where he spoke to every major leader the world over to tell them, hey, this technology is gonna pose an existential threat. And I think that was academically disingenuous, and I think did a disservice to the technology he loves.”
Nick Frosst Sep 1, 2025 ▶ 0:13 Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
TBPN Assertion Supported
Lutnick: US government will acquire a 9.9% equity stake in Intel
“And at three o'clock, we're going to sign the document together in the Oval Office, where the United States of America will own 9.9% of the great American technology company Intel.”
Howard Lutnick Aug 30, 2025 ▶ 3:09 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
ALL-IN Opinion
Chamath: US presidents should be allowed to remove Federal Reserve governors
“I think it's very reasonable to say that any sitting president should be allowed to remove a Fed governor if he believes it's not aligned with the wishes of the electorate and the voters and the plan that was voted in.”
Chamath Palihapitiya Aug 29, 2025 ▶ 13:42 Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
Schmitt: Biden's censorship enterprise is the greatest First Amendment affront
“And a censorship enterprise that they created that was so vast. It's the biggest affront to the first event we've ever seen.”
Senator Eric Schmitt Aug 29, 2025 ▶ 4:36 Senator Exposes America’s Biggest Censorship Scandal · Joe Lonsdale
20VC Assertion Supported
Benioff: Salesforce cut support headcount from 9,000 to 5,000 via AI agents
“And to that point, I've been able to reduce the number of human agents I have in support From about 9000 to about 5000.”
Marc Benioff Aug 28, 2025 ▶ 5:31 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
20VC Prediction Open · timeframe Aug 2028
Deeter: Anthropic will be valued over $1 trillion within three years
“I mean, we put our money where our mouth is. We've been a buyer. So over, and that's again, like we a year ago when we were buyers, we still wouldn't have didn't conceive of that.”
Byron Deeter Aug 25, 2025 ▶ 1:22:03 BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
NEON SHOW Opinion
Sikri: Russia's Strategy Toward Europe Is Defensive
“So the Russian strategy is a defensive one.”
Rajiv Sikri Aug 22, 2025 ▶ 27:54 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
NEON SHOW Opinion
Sikri: Israel's objective is to clear Gaza and seize territory
“They just want to clean up Gaza and take the territory.”
Rajiv Sikri Aug 22, 2025 ▶ 50:06 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
McCabe: Acquired Zendesk was culturally and strategically dead
“Zendesk had been acquired a couple of years prior. They were strategically, energetically, culturally dead. They were upsetting customers in the market. There's an opportunity there. We're doing service.”
Eoghan McCabe Aug 21, 2025 ▶ 27:18 How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)
LENNY'S PODCAST Prediction Not checkable as stated
McCabe: Intercom Will Outgrow Every Public Software Company Next Year
“I think we're going to find ourselves being the fastest growing out of all relative to all public software companies.”
Eoghan McCabe Aug 21, 2025 ▶ 1:13:43 How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)
ALL-IN Opinion
Sacks: Russiagate was effectively a coup against Donald Trump
“It was effectively a coup against the president of the United States, because these were executive branch officials who owe a duty of loyalty to the elected president. Instead, they were working to subvert and undermine him based on Essentially lies and hoaxes…”
David Sacks Aug 21, 2025 ▶ 44:54 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
ALL-IN Opinion
Sacks: There is no democracy in Ukraine right now
“There is no democracy in Ukraine right now. There's just not.”
David Sacks Aug 21, 2025 ▶ 51:23 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Bertolini: The US needs to eliminate employer-sponsored health insurance
“We need to eliminate employer sponsored insurance.”
Mark Bertolini Aug 19, 2025 ▶ 17:51 The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
a16z Disclosure
Patel advised Intel board member Lip-Bu Tan to fire an executive
“I explicitly told Lip Bhutan. He had never talked to the guy because it was like four layers down. The company has like absurd amounts of hierarchy. It's like four layers down. He goes and talks to the guy and he's out, right?”
Dylan Patel Aug 18, 2025 ▶ 53:08 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
a16z Prediction Open · timeframe Aug 2028
Patel: Intel faces bankruptcy without massive cash infusion or 50% layoffs
“Intel is literally gonna go bankrupt if they don't have a big cash infusion, or they lay off, like, half the company, right?”
Dylan Patel Aug 18, 2025 ▶ 54:40 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
ALL-IN Opinion
Chamath: Only GPs building fee-generating businesses will make real VC money
“But if you're trying to crush it, I think the only people that will really make money in venture capital are the GPs. Building a fee generating business around it.”
Chamath Palihapitiya Aug 15, 2025 ▶ 1:10:18 AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
NEON SHOW Opinion
China is incapable of indigenous tech innovation and relies on IP theft
“Because why these guys are incapable of creating new technologies, Chinese. They have to keep stealing forever from China, from America.”
Ashok Atluri Aug 15, 2025 ▶ 44:04 From 70% Imports to 65% Made in India, India Now Sells Defense Tech to 85+ Countries | Ashok Atluri
NO PRIORS Assertion Not checkable as stated
Patel: Anthropic has surpassed OpenAI in API revenue
“Anthropic has eclipsed OpenAI and API revenue, and their API revenue is primarily not thinking. It's clawed for, but it's not in the thinking mode.”
Dylan Patel Aug 14, 2025 ▶ 9:07 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
BIG TECHNOLOGY Assertion Not checkable as stated
Prince: Earning traffic from OpenAI is 750x harder than Google historically
“In OpenAI's case, it's 750 times harder to get traffic than it was from Google just 10, 10, 10 years ago. In the case of something like Anthropic, it's 30,000 times more, more difficult to get that traffic.”
Matthew Prince Aug 13, 2025 ▶ 4:02 Can We Save The Web From AI? — With Cloudflare CEO Matthew Prince
BIG TECHNOLOGY Assertion Supported
Prince: Anthropic's 60,000-to-1 crawl-to-click ratio means publishers are completely dead
“I think they're dead at 250 or 1500 to one that we're seeing with OpenAI and completely dead at 60,000 to one that we're seeing with something like Anthropic.”
Matthew Prince Aug 13, 2025 ▶ 8:28 Can We Save The Web From AI? — With Cloudflare CEO Matthew Prince
Eleven Madison Park will reintegrate fish, shellfish, and duck in October
“In October, we will reintegrate a few animal products, such as fish or shellfish, and yes, we will bring our duck back, our honey lavender glazed duck.”
Daniel Humm Aug 13, 2025 ▶ 18:16 Exclusive Update: The Chef Who Shocked the Culinary World and Why He’s Changing Course Again—Daniel Humm of Eleven Madison Park
Sam Lessin: Backing founders with small children is generally a bad idea
“Parents of small children that is generally a bad idea. Not always, but generally a bad idea to back parents of small children.”
Sam Lessin Aug 8, 2025 ▶ 39:18 #111 Figma, OpenAI, Canva: Meme Stock IPOs in Silicon Valley · More or Less Podcast
a16z Prediction Not checkable as stated
Andreessen: General-purpose robotics will be the world's largest industry within a decade
“Like, the general purpose robotics Thing is going to happen, and it's going to happen in the next decade, and it's going to happen at giant scale, and I think there's a plausible argument, which Elon also believes, that robotics is going to be the biggest indu…”
Marc Andreessen Aug 5, 2025 ▶ 20:25 Marc Andreessen: The US is in a AI Arms Race & It Decides The World's Future
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