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.

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ALL-IN Assertion Contradicted
Emil Michael: Anthropic CEO Dario Amodei called Donald Trump a 'wannabe dictator'
“You called president Trump and your 5000 word essay on Friday, a wannabe dictator. You're gonna have to apologize to more people than just me.”
Emil Michael Mar 6, 2026 ▶ 1:10:52 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
BIG TECHNOLOGY Assertion Contradicted
Michael: Anthropic contract banned AI use for weapons engineering and kinetics
“The provisions that were in the contracts that ultimately serve the Department of War said you can't use it for planning kinetic actions, you can't use it to develop weapon systems, so all the science, engineering, aerodynamics, all...”
Emil Michael Apr 15, 2026 ▶ 32:39 The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
NO PRIORS Assertion Contradicted
Michael: SpaceX, Anduril, and Palantir all sued the Pentagon for first contracts
“SpaceX and Anderil and Palantir all had to sue the Department of War for their first contract.”
Emil Michael Jan 15, 2026 ▶ 23:52 The Largest Untapped Market Inside U.S. Defense | Emil Michael
NO PRIORS Assertion Contradicted
Michael: The US does not manufacture fiber optic cables domestically
“I mean, you know, fiber optic cable, we don't make fiber optic cables in this country. Fiber optic, you know, basic fiber, which they're using in the Ukraine and Russia war to do drones because they're jamming and all that, and we use for telecom and all that.”
Emil Michael Jan 15, 2026 ▶ 39:52 The Largest Untapped Market Inside U.S. Defense | Emil Michael
20VC Assertion Contradicted
Emil Michael: Uber grew faster than any company in history, including Google
“We grew faster than any company in the world, both geographically And revenue wise, including Google.”
Emil Michael Oct 25, 2022 ▶ 1:05:26 Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
20VC Prediction Didn’t hold up
Emil Michael predicts 90% of active SPACs will disband and return capital
“18 months, you're going to see dead spat. Literally, they're going to disband and give the money back to investors. Maybe 90% of them.”
Emil Michael Oct 25, 2022 ▶ 1:16:10 Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
AMERICAN OPTIMIST Assertion Contradicted
Pentagon tagged Pakistani fertilizer plants to track IED supply chains
“And I was on Jieda, which is the joint IED on, you know, task force. So we would do crazy things like sprinkle markers into the fertilizer plants in Pakistan that were used to make the IEDs so we could Track them.”
Emil Michael Feb 14, 2024 ▶ 13:57 Ep 78: Emil Michael — the Master Dealmaker Behind Uber's Global Dominance · Joe Lonsdale
20VC Assertion Contradicted
Benchmark turned a $33M Uber investment into $10B in four years
“Bill Gurley was on our board, lost her nerve. And the reality is there's another economic principle called loss aversion, right? If you invest thirty three million dollars in Uber and it looks like ten billion four years later, ten billion on a thirty three mi…”
Emil Michael Oct 25, 2022 ▶ 39:04 Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
ALL-IN Assertion Contradicted
Emil Michael: Defense battery supply and lithium sources are totally outsourced to China
“Batteries are totally outsourced both technologically and from lithium to China.”
Emil Michael Mar 6, 2026 ▶ 1:12:32 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
20VC Assertion Contradicted
Emil Michael: No US consumer tech company operated in China before Uber
“Think about what consumer tech companies operate in China. Zero. There was, there's enterprise tech like Hewlett Packard and IBM and all those guys, but no one else had done that.”
Emil Michael Oct 25, 2022 ▶ 25:29 Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
AMERICAN OPTIMIST Assertion Contradicted
Emil Michael: Office of Strategic Capital Loans Cost Treasuries Plus 100 Bps
“So it's a basically treasuries plus a hundred bips.”
Emil Michael Jul 24, 2026 ▶ 21:53 America’s $700 Billion Defense Tech Rebuild
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