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
Phan: YouTube will acquire TikTok and IPO at $500B within 12 months
“I'm making a prediction. YouTube is going to buy TikTok. They're going to spin out YouTube. It's going to go public, five hundred billion dollar company. Done. Clip this. Editor, clip this for when this happens in the next 12 months.”
Phan: The US government should ban TikTok and force a sale
“I think they should ban and then force a sale.”
Phan: Former operators make better newsletter writers than trained journalists
“The best writers I know are not people that came up as journalists. The best writers are former industry people. Like, I mean, who's going to outright community stuff or what your expertise is, right? Like you're going to be the best about that. Like, A journa…”
Phan: Solo newsletter writers rely entirely on expensive legacy media reporting
“The reality is that the actual reporting that we all riff on and write on, like that is actually extremely difficult and very like time and financially intensive, right? Even when you look at Some of the best solo newsletter writers. I mean, they're just rippi…”
Phan: AI models will commoditize, making UX the primary daily differentiator
“If the underlying models are going to be largely commoditized because every browser will have it, like every productivity tool will have it is People will be like, okay, well, which one will I actually use every day because it's convenient.”
Phan: Generative AI will level the playing field for non-native English speakers
“Totally agree with you on the productivity, but I think the massive unlock is going to be even the playing field in a lot of ways for non-native English speakers.”
Phan: The true purpose of a university is not education
“Unless you're a very clear track, I mean, everybody knows this, it's cliche, this one, but the re, the purpose of university is not the education, right? Like, you can get a better education not within the confines.”
Phan: Top performers in any niche cannot cede Twitter ground to rivals
“The thing that I always tell people about Twitter, and I love your thoughts on this, is just the idea of, like, you'll get the top one percent of any field, right? Like, they'll just be there exchanging ideas, and, you know, as soon as you have a couple of peo…”
Phan: Owning products is more lucrative for creators than ad sponsorships
“And the highest value thing for somebody with a big audience and not even like, I'm not even saying to myself, it's like, you know, you own the product, right? It's like whatever Jocko does with his health products or Rogan now has a cut in like on it, right? …”
Phan: OpenAI and Microsoft will ultimately become AI cloud infrastructure providers
“I think the long-term economics for OpenAI and Microsoft which obviously owns about, we'll end up owning 45, 49% of it, is they're gonna have to be kind of a cloud provider. And they're going to want as many people to plug in as possible.”
Phan: Disney had a Twitter acquisition term sheet ready in 2016
“Disney actually looked at buying Twitter in 20 2016. I think they had a term sheet, everything was ready, and then Iger, like, woke up one day and was like, I don't want to deal with this fucking, I don't want to deal with the moderation bullshit that's going …”
Phan: Writing a daily newsletter without an editorial team causes burnout
“The daily stuff is truly a seven day a week job. If you're in the writer's seat, right? Because at a minimum it's six days because you got to hit all five days during the week, but you just never stop thinking about it. Cause you just wake up like, oh crap. Li…”