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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BIG TECHNOLOGY Assertion Contradicted
Roy: Meta capex figures exclude $46B in Hyperion SPV debt exposure
“Meta recorded 88.6 billion in capital expenditures, but that doesn't include the Hyperion SPV, which had its own forty six billion dollars of exposure.”
Ranjan Roy Jul 27, 2026 ▶ 31:58 What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
BIG TECHNOLOGY Prediction Didn’t hold up
Roy: Proposed $14B TikTok US buyout will not go through
“I don't think it's going to happen. Fourteen billion versus forty billion. And we don't actually have confirmation from Xi Jinping or from any one on the Chinese side.”
Ranjan Roy Sep 29, 2025 ▶ 52:37 OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
BIG TECHNOLOGY Assertion Contradicted
Roy: OpenAI Forecasts Profitability in 2028 After $7B 2027 Burn
“They're supposed to turn profitable, if we, you remember the numbers, in twenty-twenty-eight, after burning seven billion dollars in twenty-twenty-seven.”
Ranjan Roy Apr 2, 2025 ▶ 5:12 OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
BIG TECHNOLOGY Assertion Contradicted
Roy: Magnificent Seven Suffers Largest Aggregate Drop in Five Years
“On Thursday, it was the largest aggregate decline in Mag-seven in five years, I believe I saw it was.”
Ranjan Roy Jul 27, 2026 ▶ 4:16 What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
BIG TECHNOLOGY Assertion Contradicted
Roy: Google Gemini is leveraging 1.8 quadrillion tokens
“And again, like, I think what I saw was at Google. It was like 1.8 quadrillion tokens now being leveraged by Gemini.”
Ranjan Roy Oct 13, 2025 ▶ 34:00 AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
BIG TECHNOLOGY Prediction Didn’t hold up
Roy: Trump will comment on NVIDIA-Anthropic chip smuggling feud within days
“I think I'm convinced Trump is going to address this one. I'm making the call right here in the next three to four days because it's just too perfect.”
Ranjan Roy May 5, 2025 ▶ 54:08 The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
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