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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20VC a16z ALL-IN MAD MASTERS OF SCALE PAUL MORRIS MIXERGY CHEEKY PINT STARTER STORY DAVID SENRA ANOTHER PODCAST ACQUISITION STORIES IN DEPTH FOUNDER'S JOURNAL THE PITCH INNOVATORS & INVESTORS GREEN BLUEPRINT NO PRIORS STARTUPS FOR THE REST OF US BIGDEAL FOUNDERS WE LIVE TO BUILD MORE OR LESS CATALYST BIG TECHNOLOGY LATENT SPACE STARTUP IDEAS SAASTR MY FIRST MILLION NEON SHOW TBPN KNOWLEDGE PROJECT LENNY'S PODCAST HOW I BUILT THIS CAPITAL ALLOCATORS TOP FOUNDERS WTF ACQUIRED INVEST LIKE THE BEST Y COMBINATOR BG2 PRODUCT MARKET FIT SOURCERY AMERICAN OPTIMIST

4statements match

4resolved → 0open claims → 3supported → 1contradicted →

a16z Assertion Supported

Cass: US trade imbalance with key allies equals China relative to GDP

“Relative to their GDP, our trade imbalance with them is, is as large as it is with China.”

Oren Cass Aug 20, 2025 ▶ 48:52 Oren Cass & Noah Smith Debate the True Impact of Tariffs

a16z Assertion Supported

Cass: US industrial output has flatlined since 2007

“The trajectory of US industrial output, which has essentially flatlined since 2007.”

Oren Cass Aug 20, 2025 ▶ 57:25 Oren Cass & Noah Smith Debate the True Impact of Tariffs

a16z Assertion Contradicted

Cass: TSMC is slowing Japan investment to accelerate US expansion

“We've already seen TSMC as one example, in fact, say that they are slowing investment in Japan to invest More quickly in the U S”

Oren Cass Aug 20, 2025 ▶ 13:59 Oren Cass & Noah Smith Debate the True Impact of Tariffs

a16z Assertion Supported

Cass: US manufacturing productivity has declined over the past decade

“Manufacturing productivity has actually been falling over the past decade, which is a huge problem.”

Oren Cass Aug 20, 2025 ▶ 25:56 Oren Cass & Noah Smith Debate the True Impact of Tariffs