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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MORE OR LESS Prediction Didn’t hold up
Sam Lessin: Solana will surpass Ethereum in market capitalization
“I think Solana flips Ethereum.”
Sam Lessin Dec 22, 2023 ▶ 1:02:48 #28: What We Got Right and Wrong in ’23 and Calls for ’24 · More or Less Podcast
MORE OR LESS Assertion Contradicted
Sam Lessin: Early Salesforce was unintegrated one-off software builds
“So the story I've heard, and someone can correct me in comments, I'm sure someone will, is that when he started Salesforce, it was billed as like this cloud CRM. And this platform, but it was total bullshit. He basically went to a bunch of people and sold them…”
Sam Lessin Sep 4, 2026 ▶ 41:12 AI Agents Are Going Rogue. Should We Be Worried? │Claude vs. Grok, Tesla vs Waymo, Google vs Canva · More or Less Podcast
MORE OR LESS Assertion Contradicted
Lessin claims Spotify fired its Wrapped team and used AI instead
“Well, and believe it or not, at least I saw on social media, they had fired the entire team. So this was, they were able to produce with no people using AI.”
Sam Lessin Dec 13, 2024 ▶ 21:46 #77: Sora Reveal, Google's AI Agents and Digital Trade Under Trump · More or Less Podcast
MORE OR LESS Prediction Didn’t hold up
Sam Lessin: An outright US ban on TikTok will never get done
“I think saying ban TikTok, that's a thing that like candidly might be marginally better, but you'll never get done.”
Sam Lessin Mar 8, 2024 ▶ 13:33 #37: TikTok's Latest Crisis, Elon's Emails, AI Monopolies · More or Less Podcast
MORE OR LESS Assertion Contradicted
Sam Lessin: Nvidia Scrapped an LLM Over Scraping Netflix Content
“You know what also got reported this week was how NVIDIA scrapped their large language model they had been working on that had been stealing all this information, like, in content from Netflix and everyone else, and they realized, oh, shit, we really can't lau…”
Sam Lessin Aug 9, 2024 ▶ 28:04 #59: Google: Can it Outrun Regulation? · More or Less Podcast
MORE OR LESS Prediction Didn’t hold up
Lessin predicts OpenAI's $86B secondary tender offer will not happen
“Which will not happen.”
Sam Lessin Nov 22, 2023 ▶ 16:53 #24: Sam Altman - Religious Cult Leader or CEO? · More or Less Podcast
MORE OR LESS Prediction Didn’t hold up
Sam Lessin: Ad Copywriting Jobs Will Disappear in Three Months
“They're not going to have a job doing that in like three months.”
Sam Lessin Nov 17, 2023 ▶ 46:44 #23: Why (and How) SMBs and Creators Will Win With AI, the New Financing Contracts, and More · More or Less Podcast
MORE OR LESS Prediction Didn’t hold up
Sam Lessin: LK-99 superconductor will successfully replicate before 2025
“I'll say yes on one-time replication, and I'll go further to say, like, this is my AI killer scenario, where, like, it's so disruptive if it happens, right, that, like, it's worth putting a lot of effort in trying to figure it out.”
Sam Lessin Aug 4, 2023 ▶ 50:52 #8: Where's the Barbie business pop? Why brands beat marketplaces · More or Less Podcast
MORE OR LESS Prediction Didn’t hold up
Sam Lessin: Adobe's Figma acquisition will likely close despite scrutiny
“And it probably gets done, and even doesn't get done, whatever. Like, I don't think it really impacts the early stage market.”
Sam Lessin Jun 23, 2023 ▶ 9:29 #3: Mr. Beast's burger bust and will M&A ever return? · More or Less Podcast
MORE OR LESS Assertion Contradicted
Lessin: AI survey shows lower approval rating than Jeffrey Epstein
“I believe that in a recent survey, AI has a lower approval rating than Jeffrey Epstein. It's, like, six percent.”
Sam Lessin Jun 5, 2026 ▶ 13:53 Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained
MORE OR LESS Assertion Contradicted
Sam Lessin notes most Sequoia assets sit in Heritage, not venture funds
“The venture funds are still the venture funds, but like most of the assets are not in the venture funds. They're in heritage.”
Sam Lessin Nov 7, 2025 ▶ 29:06 Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins · More or Less Podcast
MORE OR LESS Assertion Contradicted
Sam Lessin: Meta Engineered Smart Glasses to Brick If Recording LED Disabled
“They spent so much time trying to figure out how to engineer it so that it would brick it if you try to disable that LED for exactly that reason. Like it's a wild, the amount of engineering that went into that, like, make sure the LED cannot be disabled for ex…”
Sam Lessin Feb 21, 2025 ▶ 54:50 #87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery · More or Less Podcast
MORE OR LESS Assertion Contradicted
Sam Lessin: Sam Altman claimed AGI was 14 months away in 2023
“I mean, I, you know, you have people like Sam Altman on stage, you know, what now, 18 months ago saying we were 14 months from AGI and all the jobs were over, right?”
Sam Lessin Dec 20, 2024 ▶ 15:09 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
MORE OR LESS Prediction Didn’t hold up
Sam Lessin predicts Bitcoin will reach $200,000 in 2025
“Bitcoin 200,000.”
Sam Lessin Dec 20, 2024 ▶ 53:54 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
MORE OR LESS Prediction Didn’t hold up
Sam Lessin: ByteDance Will Sell TikTok to Saudi Buyers
“They're going to sell, you know, they're going to sell it to the Saudis.”
Sam Lessin Apr 26, 2024 ▶ 9:37 #44: The $1B AI Girlfriend Market, the Tech Hedge Fund Fallout and Why VCs Can’t Quit AI · More or Less Podcast
MORE OR LESS Assertion Contradicted
Sam Lessin: Meta added an OpenAI-sized market cap in five post-market minutes
“Meta just added an OpenAI in five minutes to their market cap after the market close, so I don't know how that's going to blow out for anyone.”
Sam Lessin Aug 1, 2025 ▶ 21:17 #110 Meta's Billion-Dollar Hires: Bubble or Genius? · More or Less Podcast
MORE OR LESS Assertion Contradicted
Sam Lessin: Nvidia lost $600M in market cap post-DeepSeek
“Our guess was 10%, and we guessed three hundred million. It was actually closer to six hundred million.”
Sam Lessin Mar 7, 2025 ▶ 5:10 #89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback · More or Less Podcast
MORE OR LESS Assertion Contradicted
Sam Lessin: Twitter Once Relied on Single Mac Mini to Stay Online
“Twitter was at one point reliant on a single Mac mini to stay on the internet.”
Sam Lessin Feb 21, 2025 ▶ 58:22 #87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery · More or Less Podcast
MORE OR LESS Assertion Contradicted
Sam Lessin: Chinese retailers route goods through Mexico using trade agreements
“Well, no, the strategy they now do is they're just moving it all to Mexico, right? And then using NAFTA to get it in.”
Sam Lessin Oct 18, 2024 ▶ 3:11 #69: Robots, Rockets, and Elon Hype · More or Less Podcast
MORE OR LESS Assertion Contradicted
Lessin: The entire Android team came from General Magic
“The entire Android team was the General Magic team. So like generations later in a very different form, the people that did General Magic did come back around and did do an important part of the history of mobile computing, right?”
Sam Lessin May 24, 2024 ▶ 7:53 #48: Move Fast (But Don't) Break Silicon Valley · More or Less Podcast
MORE OR LESS Assertion Contradicted
Lessin: The Information transitioned its internal search function to GPT
“Yeah, the information search function already, we moved over to like using some GPT based stuff.”
Sam Lessin Dec 27, 2024 ▶ 10:55 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
MORE OR LESS Assertion Contradicted
Lessin: Snap stock is trading below half its IPO price
“They're all the way back up to less than half of their IPO price.”
Sam Lessin Nov 1, 2024 ▶ 23:52 #71: Big Tech Earnings and the AI Revolution · More or Less Podcast
MORE OR LESS Assertion Contradicted
Sam Lessin: 'Adventure capitalist' term first appeared in the Communist Manifesto
“Marx goes on and on about the adventure capitalists and how the adventure capitalists. At least that's the first place historically I've ever seen. I ever saw it.”
Sam Lessin Jul 31, 2023 ▶ 45:03 #7: Elon's X game and RIP seed investing · More or Less Podcast
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