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
Braun: No Industry Peers Backed Taylor Swift's Claims Against Me
“Was that no one else said it. You know, a lot of times when someone comes out and says, oh, this whole time, this person's been this way, there's an onslaught of everyone coming out and being like, I agree. I agree. And no one did that. You know, no one actual…”
Sacks: Bob Lee was likely killed by a released repeat offender
“I would bet dollars to dimes, that the story is very similar to a case we had in LA recently, the Brianna Kupfer case, where a young woman was basically stabbed For no reason by a psychotic homeless person who had been through the revolving door of the jail an…”
Tom Rinks: Taco Bell's first three Chihuahua commercials copied his submitted storyboards
“They tested that ad in the northeast, which has happened to be where I was in Michigan, and I just lost it, you know, because it was the commercial that I'd written. You know, the first three commercials were our commercials, like we had storyboarded and share…”
Natural gas produces more net global warming than coal
“Natural gas actually produces more global warming in almost every case than coal.”
Driving a Tesla on the US East Coast actively hurts the climate
“If you drive a Tesla and you live in the East Coast of the United States, statistically speaking, you're hurting the climate, not helping it.”
Lemkin: All Top US Tech Companies Are Run by Asian/Indian Americans
“All the top US tech companies are run by Asian Americans or Indian Americans. All of them, right? Am I, are there any that aren't? AMD, Microsoft, Google, who am I missing?”
Phan: YouTube will acquire TikTok and IPO at $500B within 12 months
“I'm making a prediction. YouTube is going to buy TikTok. They're going to spin out YouTube. It's going to go public, five hundred billion dollar company. Done. Clip this. Editor, clip this for when this happens in the next 12 months.”
Kugelmass: Global SMR sector is entirely PR, with zero physical construction
“Well, there's virtually nothing actually being built globally anywhere for anything other than the traditional reactors. There's a lot of press announcements. Our company is building stuff, but we can get to that later. And then everything else is very theoret…”
Kugelmass: Any NRC administrative assistant can trigger a two-year project shutdown
“Like, any single person, you could be an administrative assistant at the NRC, at any point can raise a safety flag on any project and shut that project down for two years. This could be someone with no technical training whatsoever. If they come across a piece…”
Palihapitiya claims transformer LLMs trained on identical data yield identical answers
“I'm saying when you look at transformer architecture today, every LLM that you write on the same corpus of underlying data for training will get to the same answer.”
Johnston: Cuba has better average health outcomes than the US
“Even Cuba has better health outcomes than we do.”
Stebbings: 97% of Capital Invested in Uber Will Not Return 1x
“97% of the money that's gone into Uber will not return one X, just given the quantum of money.”
Chamath predicts Nikki Haley will win the 2024 GOP primary
“I actually, I think Nikki Haley's gonna come out of nowhere and win this thing.”
Jordan: Amazon was the only profitable e-commerce business due to low defensibility
“Early on, I was a big proponent of that e-commerce was going to clean the clock of the department stores. I got the thesis half right. Share did shift. No one could make money other than Amazon because of there's just no defensibility, no barriers to entry.”
Lemkin: Venture funding and valuations will never return to 2021 peaks
“For founders, you have to understand that will never lead to a return of 2021. Never.”
Sacks predicts Garland will drop Trump document prosecution
“I think Merrick Garland now is going to have to drop the prosecution against Trump for the stolen documents, or at least that part of what they're investigating him for.”
Chamath predicts Google Search will lose 10% to 15% usage in 2023
“So I think that, you know, Google could lose 10 or 15% of usage to all these other sites. And that may not make any of those sites that relevant, but it'll have a material measurable impact to Google”
Geremia: ESG will cease to be an investment term within three years
“The most exciting to me is that ESG will go away. It will not be an investment term in three years, and it has nothing to do with it not being super important.”
Palihapitiya: Any Democratic nominee will crush Trump in 2024 election
“Because if it is Trump, whoever the Democratic candidate is, I don't think it really matters, will crush Trump.”
Sacks: SBF gave zero donations to the Republican Party
“How many donations did he give to the Republican party? None.”
Ilishayev: GoPuff will achieve full company profitability by 2024
“That balance for us at least meant that we're profitable in 20, 24.”
Sacks: California public workers earn 53% to 100% more than private sector
“The typical government worker in California makes 53% more than their private sector counterpart. And if you factor in all the pensions that have been promised, it's a hundred percent more.”
Chamath: New IRS agents will target middle and upper-middle income taxpayers
“When you apply 87,000 people and task them incrementally with doing a job, it's not going to touch these folks that are already audited. It's going to touch the folks that are not audited, and by and large, a much, much larger majority of middle income and upp…”
Calacanis: Jeff Bezos will run for US president in 2024
“Bezos is going to run for president in 2024. This is why he retired.”
Dixon: Web3 payouts will pass Web2 payouts in next couple years
“I believe we'll see in the next couple of years, web three payouts past web two payouts.”
Sacks: 2024 US presidential election will be DeSantis vs. Newsom
“I think it's going to be DeSantis versus Newsom in 24.”
Chamath: Ron DeSantis would win presidential election in a landslide
“DeSantis runs, he's gonna run, he's gonna win a landslide.”
Quick commerce will cap out at 25 percent of total grocery purchasing
“So these are the two strong use cases, and in my view, this will contribute to about 20 to 25% of the grocery buy, and that's it. Rest of it will continue to be planned and continue to be the way it's working”
Menon claims BigBasket will be the only profitable quick-commerce grocery player
“The only one that's going to build a profitable model today is of us because it's not for us. It's an extension of our business, right? I've got the same DC, same supplier, same everything. My supply chain is just getting more and more loaded, which helps me g…”
Gul: Airlift will reach free cash flow in Pakistan within 6-9 months
“For us specifically, Harry, we're looking at free cash flow across all markets across the country. In our first market in, in Pakistan sometime between Q four and Q one within the next six or nine months.”
Rabois will now exclusively invest in in-person startups
“I really want to invest in only companies that are in person. So I think there's a lot of alpha there. I think in-person companies will be the successful startups. I only want to find founders who are working in person and that's my new investment filter.”
Greenwald: Over 10 million Americans voted for Obama twice, then Trump
“There are literally millions of voters in excess of ten million, depending on how you count, but definitely in excess of ten million. Voters who twice voted for Barack Obama in 2008 and 12, and then in 2016 voted for Donald Trump.”
Chamath: $35 trillion in global wealth destroyed in early 2022
“Since the beginning of this year till about yesterday, so I think the number is still going up probably by at least by a trillion dollars. We have destroyed collectively as a society 35 trillion dollars in global market value. Now, to give you a sense of that,…”
Sacca: Travis Kalanick was ousted by 13 Uber managers, not VCs
“In the end, what pushed Travis out was when his team held him accountable. It was when the, you know, his 13 senior managers all wrote a letter and said, dude, you gotta stay out of the company. You know, that's really the only force that Silicon Valley leader…”
Huberman: Mouth breathing causes deviated septums in most non-trauma cases
“The reason you have a deviated septum is because you're a mouth breather. There are rare exceptions where if people boxed or they had broken nose or something like that, but your sinuses can learn to dilate.”
Harry Stebbings predicts traditional VC round ownership will drop to 7.5%
“The days where they could take 15% are gone. It will be a new generation where they take seven and a half percent. Bluntly, alongside people like me and you taking seven and a half percent.”
Sacks predicts Putin installs a puppet government and leaves within a year
“I don't think he wants this problem long term. It's probably gonna be more like the situation we had in Georgia in 2008. He goes in for a year. He institutes perhaps some sort of puppet government or some government that's more favorable to him, and then he ge…”
Sacks predicts a Democratic midterm landslide defeat if focused on Jan 6
“And if you and the Democrats keep talking about this and focus on it, on MSNBC, to the exclusion of the issues that really matter I'll see you in November because you're gonna get slaughtered in this midterm election. It's gonna be a landslide.”
Chamath: No professional Silicon Valley VCs invested in Theranos
“There's not a single person in Silicon Valley, I think, who put in a single shekel into this thing who actually does this as a real job.”
David Sacks predicts a $13,000 California school choice voucher ballot initiative
“There's going to be a ballot initiative that says that any Parent who wants to send their kid to an accredited school can get a voucher for 13,000 dollars from the state.”
Palihapitiya predicts the Supreme Court will eliminate affirmative action within two months
“In the next month, maybe in the next two months, we're going to sort of see a pretty strict opinion on affirmative action. And if you talk to legal scholars, the overwhelming consensus is this is gone.”
Foroughi: AppLovin will become the third-largest digital ad marketplace
“Like if you just to size it, that's Facebook, Google one, two, or in whichever order I'd have to check, but that's the third biggest digital marketplace for advertising in terms of scale that will exist.”
Gluchowski: Optimistic rollups cannot support Validium extensions due to game theory reliance
“There's another Type of roll-ups called optimistic roll-ups. They unfortunately cannot do this. They do not rely on math and cryptography. They rely on game theory and validators, and they cannot have this extension.”
Sacks: Democrats will lose 40 to 50 seats in 2022 midterms
“You're going to see. 40 to 50 seat losses by the Democrats in 2022.”
Abraham: Zcash and Monero can be decrypted; Iron Fish is truly anonymous
“So you had, you know, coins like Zcash and Monero that were created, but it turns out Those actually can be decrypted and you can figure out where all of that went. So she's the first person that really figured out how to make truly anonymized crypto. And it's…”
Sternlicht: Amazon subsidizes $4B-$5B retail losses with AWS to destroy small retailers
“It's fundamentally destroying mom and dad retail across the country, and it's one of my pet peeves because they were allowed to sell product retail-wise for less than the cost of, they're losing four or five billion a year in retail, which they subsidize with …”
Amazon and Walmart lose trillions annually in inventory waste
“If you look into the inventory losses and the wastage costs of the likes of Walmart, or even an Amazon, or like normal supermarket chain, it's in the trillions of how much they're losing on a yearly basis of like food and other items that are actually being so…”
Palihapitiya: Future COVID variant will overcome vaccines and shut down economy
“At a certain amount of time, you're going to have a variant that that is, you know, basically will overcome all the vaccines we have, will kill enormous numbers of people, including the vaccinated will literally shut the economy down. And that's a probabilisti…”