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
every show
TBPN Disclosure
Andreessen: Horrifying White House Meetings Drove Trump Endorsement
“In D.C. In May where we talked to them about this, and the meetings were absolutely horrifying, and we came out basically deciding we had to endorse Trump.”
Marc Andreessen Mar 2, 2026 ▶ 34:03 FULL BREAKDOWN: Trump BANS Anthropic
20VC Prediction Not checkable as stated
Zinman: Enterprise spending on software will grow 100x
“The time of software, how much companies are going to spend on software is going to be a hundred X for what it is today.”
Eran Zinman Mar 2, 2026 ▶ 0:34 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
WTF Opinion
Palihapitiya: Donald Trump is the most capable political athlete ever seen
“He, Donald Trump, is the most effective and capable political athlete we have ever seen.”
Chamath Palihapitiya Mar 2, 2026 ▶ 28:20 Pain, Power & The Game Nobody Wins | Chamath Palihapitiya x Nikhil Kamath | People by WTF · Nikhil Kamath
Armstrong: Gensler and Warren unlawfully tried to kill US crypto
“And so it turns out in the past, this ambiguity about where crypto assets set, you know, sit between the two federal regulators, that lack of clarity was really weaponized and by Gary Gensler, the former SEC chair, and Elizabeth Warren and people like that who…”
Brian Armstrong Mar 1, 2026 ▶ 0:57 Brian Armstrong: When Washington Tried to Kill Coinbase
Armstrong: Elizabeth Warren is a socialist who wants government running financial services
“Well, ok, so Elizabeth Warren is you know, in my view, she's a socialist. She believes the government should be running all financial services.”
Brian Armstrong Mar 1, 2026 ▶ 2:47 Brian Armstrong: When Washington Tried to Kill Coinbase
Sam Lessin: AI eliminates Silicon Valley's advantage over New York finance workers
“I'd actually argue the average person in Silicon Valley is not as smart as like the average person in New York finance, right? They're not the best marketers. They're not the best at anything. The advantage in Silicon Valley was actually knowing how to write t…”
Sam Lessin Feb 27, 2026 ▶ 32:44 Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse · More or Less Podcast
Evans: Creators most upset about AI art lack originality
“The really unkind thing one could say is that the people who are most upset about AI art are the people who are making stuff that has no particular authenticity originality. I mean, if you, if you've made, if you wrote 10 vampire romance books last year and yo…”
Benedict Evans Feb 23, 2026 ▶ 26:33 AI and SaaS
ALL-IN Assertion Supported
Tracey: Julie K. Brown fabricated quotes in Perversion of Justice
“Even though, for example, I caught her fabricating quotes in her book, Perversion of Justice, which was based on the initial Miami Herald series.”
Michael Tracey Feb 20, 2026 ▶ 7:46 Epstein Deep Dive: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
ALL-IN Assertion Not checkable as stated
Tracey: No credible rape allegation ever discovered on Epstein's island
“There's never been a credible allegation of rape ever discovered that that took place on that island”
Michael Tracey Feb 20, 2026 ▶ 40:05 Epstein Deep Dive: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
ALL-IN Assertion Not checkable as stated
Tracey: No credible evidence supports core intelligence blackmail claims on Epstein
“That's the crux of the Epstein mythology, and it's been systematically unraveled Included partially by this, the disclosure of more Epstein files, but even prior to January 30th or December 19th, the two productions, there was never any credible evidence for a…”
Michael Tracey Feb 20, 2026 ▶ 1:38:48 Epstein Deep Dive: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
ALL-IN Assertion Not checkable as stated
Sacks: Evidence shows Reid Hoffman lied about his relationship with Epstein
“The evidence shows that he's been bold faced lying. About every aspect of his relationship with Jeffrey Epstein.”
David Sacks Feb 20, 2026 ▶ 1:43:59 Epstein Deep Dive: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
TBPN Prediction Not checkable as stated
Amodei: AI models will surpass human cognitive capabilities within years
“My fundamental view is that AI has been on an exponential for the last 10 years and as part of a sort of Moore's law for intelligence, and that we are now well advanced on that curve, and there are only a small number of years for AI models surpassing the cogn…”
Dario Amodei Feb 20, 2026 ▶ 26:33 The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
20VC Assertion Supported
Siemiatkowski: Klarna cut headcount by 50% to under 3,000 employees
“We've gone from 7000 people. We're now below 3000. We've shrank 50%.”
Sebastian Siemiatkowski Feb 16, 2026 ▶ 34:17 Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Siemiatkowski: AI enterprise compression could significantly reduce demand for NVIDIA chips
“Well, that would mean that you would leave mean significant, you would need significantly less.”
Sebastian Siemiatkowski Feb 16, 2026 ▶ 1:05:11 Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
ALL-IN Insight
Chamath: Insider trading in prediction markets benefits society by revealing truth faster
“The use of inside information gets to the truth faster. And I think that has value, especially if it uncovers corruption or misdeeds. And so if people make money along the way, and that's the incentive that it takes for folks to work around what would otherwis…”
Chamath Palihapitiya Feb 13, 2026 ▶ 27:47 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
20VC Assertion Not checkable as stated
Lemkin: Non-engineering software categories face existential seat shrinking
“Every category that I know of outside of engineering and product is at existential risk of shrinking seats.”
Jason Lemkin Feb 12, 2026 ▶ 41:06 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
TBPN Opinion
O'Laughlin: Microsoft is not in the AI race and is getting owned
“Yeah, Microsoft's not in the race, bro. Where, where are they? They, I know, but they're getting owned.”
Doug O'Laughlin Feb 6, 2026 ▶ 30:21 FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
20VC Opinion
Lemkin: Governments should guarantee 0% financing for AI data centers
“We have to guarantee zero percent financing for all data centers. We'll get all our money back.”
Jason Lemkin Feb 5, 2026 ▶ 0:44 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
MAD Prediction Open · timeframe Dec 2026
Patel: AI software industry could hit $100 billion ARR this year
“I think the industry could hit a hundred billion ARR by the end of this year, like 45, 50 for open AI, like 35, 40 for anthropic.”
Dylan Patel Feb 5, 2026 ▶ 39:28 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
a16z Assertion Partly supported
Mares: Coca-Cola spent $140M influencing US nutrition guidelines over 15 years
“Coca-Cola spending one hundred forty million dollars to influence our nutrition guidelines like they have over the last, you know, 15 years.”
Justin Mares Feb 4, 2026 ▶ 27:15 How Truemed Is Incentivizing Americans to Invest in Prevention
BIG TECHNOLOGY Assertion Not checkable as stated
Kantrowitz: Jensen Huang privately cited OpenAI's lack of discipline in deal pullback
“In recent months, NVIDIA CEO Jensen Wang has privately emphasized to industry associates that the original one hundred billion dollar agreement was non-binding And not finalized. He also said, he also privately criticized what he described as a lack of discipl…”
Alex Kantrowitz Feb 3, 2026 ▶ 24:46 The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
ALL-IN Opinion
Sacks calls Al Gore's climate change push a 1990s hoax
“This whole climate change thing was Al Gore's big hoax going back to the nineties.”
David Sacks Jan 31, 2026 ▶ 4:46 ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
20VC Assertion Open · timeframe Dec 2031
O'Driscoll: Nearly all 2020–2021 venture investments will yield 1x or less
“Because if you think everything in 20, 21 was either priced wrong and makes a one X or early and just totally wrong and makes, you know, less than one X, let's just say, right? Other than a few companies that were the early precursors of AI”
Rory O'Driscoll Jan 29, 2026 ▶ 51:27 Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
HOW I BUILT THIS Assertion Not checkable as stated
Cost Plus Drugs manufactures generic pills cheaper domestically than in Asia
“And so we can make generic pills here in the United States cheaper than what we can buy them for from India or China.”
Mark Cuban Jan 29, 2026 ▶ 3:33 Advice Line with Serial Entrepreneur Mark Cuban
Atkins: SEC Will Allow IPOs with Mandatory Arbitration Bylaws
“So, and so what we're doing is so I made it explicit that the commission will not turn away and the staff will not turn away those sorts of would be IPOs if they have a bylaw With either of those two provisions.”
Paul Atkins Jan 26, 2026 ▶ 18:41 Investing in 2026: What You Need to Know (SEC Chairman) · Joe Lonsdale
Atkins: SEC to clarify meme coins and stablecoins are not securities
“That's our goal is to come out with rules that differentiate between what's the stock, Security, and what is a commodity where the CFTC, the Commodity Futures Trading Commission, can oversee. So meme coins and all that, and stable coins, those are not for the…”
Paul Atkins Jan 26, 2026 ▶ 41:01 Investing in 2026: What You Need to Know (SEC Chairman) · Joe Lonsdale
ALL-IN Assertion Partly supported
Dr. Oz: CMS fired $200M contractor that produced zero usable code
“There was a company that we fired that had billed us two hundred million dollars, not a single usable line of code”
Dr. Mehmet Oz Jan 24, 2026 ▶ 29:55 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
ALL-IN Disclosure
Dr. Oz: CMS will withhold Medicaid funds from states failing fraud enforcement
“We're gonna actively and aggressively stop paying Medicaid if we can prove that states are not obliging their fiduciary responsibility to the American people.”
Dr. Mehmet Oz Jan 24, 2026 ▶ 41:56 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
ALL-IN Assertion Open · timeframe Jan 2027
Dr. Oz estimates $3.5 billion in Los Angeles hospice healthcare fraud
“Just LA County alone, just in hospice and home health care, we believe it's about three and a half billion dollars.”
Dr. Mehmet Oz Jan 24, 2026 ▶ 45:55 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
ALL-IN Assertion Contradicted
Dr. Oz: Audit reveals California improperly billed $1.5B for undocumented immigrant healthcare
“We've audited him now. This data's coming out this week. We have now found over one and a half billion dollars of money spent wrongly. We've audited it. They're not even arguing. One and a half billion dollars from that California charged the federal governmen…”
Dr. Mehmet Oz Jan 24, 2026 ▶ 55:44 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
ALL-IN Opinion
Armstrong: Biden administration unlawfully tried to kill US crypto industry
“The Biden administration really tried to unlawfully kill this industry in America”
Brian Armstrong Jan 23, 2026 ▶ 2:54 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
BIG TECHNOLOGY Prediction Not checkable as stated
Hassabis Predicts True AGI Is Five To Ten Years Away
“I think an AGI system would have to be able to do all of those things to really fulfill the original sort of goal of the AI field. And I think, you know, we're five to 10 years away from that.”
Demis Hassabis Jan 23, 2026 ▶ 8:44 Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline, Google's AI Glasses Bet
TBPN Prediction Open · timeframe Jan 2029
Elon Musk: Space will be cheapest location for AI compute in 2-3 years
“The lowest cost place to put AI will be space. And that'll be true within two years. Maybe three. Three at the latest.”
Elon Musk Jan 23, 2026 ▶ 9:37 Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
ALL-IN Assertion Partly supported
Rogers: UK speech arrests in 2023 exceeded Russia, China, and Turkey
“So that was in a single year of slightly over 12,000 Brits arrested for speech acts, and that is more than were arrested that year in Russia, more than in China, more than in Turkey.”
Sarah B. Rogers Jan 22, 2026 ▶ 11:45 Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
MAD Assertion Contradicted
Dettmers: AI hardware has maxed out and won't get faster
“The hardware is maxed out. We have no new technology. We can make it easier to manufacture and a little bit cheaper, but not faster. And we have maxed out on the additional features.”
Tim Dettmers Jan 22, 2026 ▶ 15:46 The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)
SOURCERY Assertion Not checkable as stated
Goldstein: Competitor weaponized the government by framing Archer engineer as a spy
“If, in America, I didn't think it was possible for a competitor to weaponize the government to come after you. And we saw that. It was unbelievable. It was you know, one of my engineers was set up to look like he was like a Chinese spy, and it was totally fake…”
Adam Goldstein Jan 17, 2026 ▶ 39:11 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
ALL-IN Assertion Supported
Makary: FDA halted Biden-era policy allowing CAR-T cell editing in China
“We did find that there was in the Biden administration approval to have the cells of Americans for CAR T therapy shipped to China where the Chinese did the gene editing and then shipped back to the United States. To infuse in Americans. When I found out about …”
Dr. Marty Makary Jan 15, 2026 ▶ 30:25 Supercharging a New FDA: Marty Makary on Science, Power & Patients
SAASTR Disclosure
Anderson: Filevine refuses to sell to customers who reject AI products
“We no longer sell to customers who won't buy the AI products.”
Ryan Anderson Jan 14, 2026 ▶ 25:30 10 Things To Do Right Now to Become AI Native with Filevine's CEO & Founder
ALL-IN Opinion
Carolla blames California overregulation on "gyno-fascism" and female leaders
“This is, what I'm starting to learn is basically what people are calling gyno-fascism, which is way too many women in positions of power with an eye on safety.”
Adam Carolla Jan 13, 2026 ▶ 8:38 Adam Carolla on California’s Collapse: Fires, Failed Leadership, and Gyno-Fascism
20VC Prediction Open · timeframe Jan 2031
Rampell: Only 5% of current unicorns will ever go public
“So probably of the unicorn class, I would bet that maybe five percent will ever be able to go public.”
Alex Rampell Jan 12, 2026 ▶ 30:17 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
20VC Opinion
Stebbings: TBPN is the Clubhouse of our era with near-zero engagement retention
“I think it's Clubhouse of our era. And so they have brilliant channel market fit, which is they crush it on Twitter for very specific clips. When you look at any of their view rates, very little. When you look at their retention on engagement rates, fuck all.”
Harry Stebbings Jan 11, 2026 ▶ 47:21 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
ALL-IN Prediction Open · timeframe Jan 2031
Lutnick: US tariff revenues will grow from $500B to $1T per year
“And then you have the tariffs are five hundred billion a year now, and they will grow over time to a trillion a year”
Howard Lutnick Jan 9, 2026 ▶ 34:38 Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
ALL-IN Prediction Didn’t hold up
Lutnick predicts US GDP growth will reach 5% in early 2026
“They could be this quarter, as in the first quarter, so then I'd say, well, you have to come back and see me when it's through five, but then you'll come back in a couple of months, and then you'd say, Howard, I just spoke to you for an hour. I don't, you know…”
Howard Lutnick Jan 9, 2026 ▶ 1:07:35 Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
ALL-IN Prediction Open · timeframe Jan 2027
Lutnick predicts 6% US GDP growth if Fed cuts interest rates
“And then if they cut rates, and that's the thing, I need a new Fed chair who cuts rates, and if they cut rates... You'll see sixes.”
Howard Lutnick Jan 9, 2026 ▶ 1:07:51 Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
NO PRIORS Opinion
Huang: DeepSeek paper was Silicon Valley's most important recent read
“This is, you know, let's face it, Deep Seek was probably the single most important paper that most Silicon Valley researchers read from in the last couple years.”
Jensen Huang Jan 8, 2026 ▶ 33:30 NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
CATALYST Opinion
Rountree: Chaos Industries Has Worse Technology but Superior Commercial Execution
“There's, you know, a much better funded company incubated by ABC called Chaos Industries, which I personally think has worse technology, but they're doing a lot better because they've productized this, they're very good at selling it, they're very good at mark…”
Ian Rountree Jan 8, 2026 ▶ 23:48 The VC case for 'full stack deeptech'
Hastings: Companies should operate like pro sports teams, not families
“Don't use things like we're a family. I treat you like my family. Okay. Which is like a little bit true, but not true enough. And instead we're a professional sports team and we all got to fight every year to keep our position. Because if we can upgrade, we mu…”
Reed Hastings Jan 6, 2026 ▶ 4:15 The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview · Invest Like The Best
20VC Insight
Chang: Employees are underperforming if a gun to the head yields more
“If you have a gun pointed to your head today, would you have done more? If the answer is yes, that means you're not doing a good job.”
Alan Chang Jan 5, 2026 ▶ 8:27 Fuse CEO Alan Chang: The Revolut Playbook of Speed & Ownership, Why Founders Aren’t Ambitious Enough · 20VC with Harry Stebbings
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